Hims & Hers Q4 EPS Tops Estimates, Flags Soft Q1 and 2026 Outlook
Hims & Hers reported Q4 adjusted EPS surpassing analyst expectations but projected 2026 revenue growth below consensus and issued Q1 revenue guidance under forecasts. The telehealth company plans to enter new international markets and raised full-year revenue outlook by a mid-single-digit percentage.
1. Strong Q4 Performance
Hims & Hers reported adjusted Q4 EPS above consensus, driven by subscriber growth, higher average revenue per user and improved cost leverage across its telehealth services.
2. Cautious Early-Year Guidance
Management set Q1 revenue guidance below Street estimates and issued a 2026 revenue growth forecast that falls short of analyst models, triggering a pullback in the stock.
3. Expansion and Upgraded Annual Outlook
The company outlined plans to launch services in new international markets and lifted its full-year revenue guidance by a mid-single-digit percentage, reflecting confidence in longer-term demand.