Hims & Hers reported third-quarter 2026 revenue of about $890 million, up 49% from a year earlier, as its subscriber base continued to grow and international sales expanded rapidly. The telehealth company also narrowed its full-year revenue outlook and lowered its adjusted EBITDA guidance.
Management said it paced marketing spending ahead of planned platform expansions in the fourth quarter, while describing AI-supported care and broader treatment offerings as part of its push to become a destination for customers’ everyday health needs.
Key details
- Revenue reached approximately $890 million, an increase of 49% year over year. The company said this was its second consecutive quarter of accelerating revenue growth.
- Domestic revenue rose 21% year over year, while international revenue increased more than 300%. The release did not provide dollar amounts for either segment in the information available here.
- Subscribers totaled 2.788 million at quarter-end, up 13% from 2.471 million a year earlier.
- Full-year 2026 revenue guidance is now $3.13 billion to $3.15 billion. The company described this as a tighter range; it did not provide the previous range in the material presented here.
- Full-year adjusted EBITDA guidance was reduced to $257 million to $277 million. Adjusted EBITDA is a company-defined measure of operating performance and is not the same as net income.
- Management said it deliberately paced marketing spending ahead of several planned platform expansions in the fourth quarter, which it expects will position the company for 2027. The specific expansions were not detailed.
- CEO Andrew Dudum highlighted wider treatment and specialty offerings and an “AI-native” experience to support customer care. The release did not specify a launch schedule or quantify the expected effects of these initiatives.
- CFO Yemi Okupe said the company’s balance sheet and cash-flow generation give it flexibility to invest in its longer-term growth plans.
Other investor information
Hims & Hers said it may share company and product updates across its websites, investor-relations and news sites, press releases, conference calls, blogs, and social media accounts, including accounts associated with the company and its CEO.
What changes
The main update is to the company’s 2026 outlook: revenue guidance has been narrowed, while adjusted EBITDA guidance has been lowered. The quarter’s growth was accompanied by a marked difference between domestic and international revenue growth rates, and management tied its marketing-spending decisions to planned platform expansion.