Short answer
Hims & Hers Health, Inc. (HIMS) filed its Q1 2026 10-Q quarterly report on May 11, 2026 for the quarter ended Mar 31, 2026. Quarterly revenue was $608M (up 3.8% year over year) with net income of −$92M.
Q1 2026 key financials · XBRL
- Revenue
- $608M
- +3.8% YoY
- Net income
- −$92M
- −286.1% YoY
- Operating margin
- -12.9%
- Gross margin
- 65.2%
- EPS (diluted)
- −$0.40
- −300.0% YoY
Source: XBRL data from the Hims & Hers Health, Inc. (HIMS) Q1 2026 10-Q on SEC EDGAR. USD.
Hims & Hers Health, Inc. Q1 2026 10-Q analysis
AI summary of MD&A and risk factor updates
Management Discussion & Analysis
- Revenue $608.1M, up 4% YoY from $586.0M, driven by Rest of World revenue up 969% to $78.2M
- Adjusted EBITDA margin 7% vs 16% YoY; net margin (15)% vs 8%
- United States revenue $529.9M, down 8%; Rest of World strongest geography at $78.2M, up 969%
- Operating cash flow $89.4M vs $109.1M; Free Cash Flow $53.0M vs $50.1M
- Near-term headwinds: shorter shipping cadences, membership-program investments, higher operating expenses and strategic U.S. weight-loss shift
Risk Factors
- New GLP-1 regulatory risk triggered by February 2026 FDA restrictions and HHS referral to DOJ for potential FD&C Act violations
- Weight-loss transition risk from March 2026 shift toward branded GLP-1s, potentially reducing conversion and increasing customer churn
- Compliance risk from evolving telehealth, compounding, peptide, laboratory-testing, privacy, and artificial-intelligence regulations
- Supply risk from reliance on third-party branded GLP-1 manufacturers, with potential disruptions and pricing changes
- Marketing risk from Meta’s 2025 restrictions on certain health-data uses for ad targeting, potentially reducing acquisition effectiveness
Generated from the filing text; verify against the original. 10-K vs 10-Q vs 8-K
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