Hims & Hers Health raised its 2026 revenue outlook after second-quarter sales climbed 38.2% year over year to $753.2 million, beating the Zacks Consensus Estimate by 9.1%, though the company posted a net loss of $86.3 million. Subscribers grew 18.5% to about 2.9 million, and monthly online revenue per average subscriber rose 21.1% to $92, driven by a richer product mix and higher uptake of weight-loss offerings. U.S. revenue increased 15.7% to $621.8 million, while rest-of-world revenue reached $131.4 million. Management now expects full-year 2026 revenue of $3.1 billion to $3.3 billion, implying growth of 32% to 41%, up from its prior outlook of $2.8 billion to $3 billion. For the third quarter, the company projects revenue of $880 million to $900 million, or roughly 47% to 50% year-over-year growth. However, gross margin contracted 1,256 basis points to 63.8%, operating expenses rose 48.4% to $577.9 million, and the company recorded a $97.2 million operating loss versus a $26.7 million operating profit a year earlier. Adjusted EBITDA was $60.3 million, an 8% margin, and the loss-per-share estimate for 2026 has widened from 21 cents to 60 cents over the past 30 days.
Eli Lilly and Company
Novo Nordisk A/SHims Hers Health IncHims & Hers raised its 2026 revenue outlook after Q2 sales jumped 38.2% to $753.2M, beating estimates, though it posted a wider net loss.
