Earnings call briefThird-quarter 2026
Hims & Hers Health HIMS
Hims & Hers Health expects at least $650 million of international revenue in 2026
The company said its reduced Adjusted EBITDA guidance reflects more aggressive pricing and marketing in the U.K. and Germany and the membership deferral.
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Hims & Hers Health said on its third-quarter call that the weight loss membership deferral will reduce 2026 revenue and Adjusted EBITDA by at least $20 million for the full year. The company said certain membership payments received in December will not be recognized as revenue until January.
Chief Financial Officer Yemi Okupe also said the company expects positive free cash flow for the full year of 2026.
Quotes from the call
“Our expectation is that our international business delivers at least $650 million of revenue in 2026, up from our prior expectation of $600 million.”
Key facts from the call
- Company's 2026 international revenue outlook
- At least $650 million, up from $600 million
- Expected weight loss membership deferral impact, full year 2026
- Reduces revenue and Adjusted EBITDA by at least $20 million
- Expected 2026 free cash flow
- Positive
Source: Hims & Hers Health's third-quarter 2026 earnings call, November 9, 2026.
Written by GetSignal with AI from the company's earnings call.
Not investment advice.
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