Hims & Hers Health

Q2 FY2026 EarningsFY26 Q2 results showed a significant top-line beat but a bottom-line miss compared to consensus. Revenue of $753.2M (+38% YoY) comfortably exceeded the $719.5M expected, driven by a 1,641% surge in international sales following the Eucalyptus acquisition. However, gross margin compressed to 64% vs. 66.2% expected due to a strategic shift toward shorter shipping cadences. GAAP EPS of $(0.37) missed the $(0.05) estimate significantly, primarily due to a $47.5M non-recurring legal contingency accrual related to FTC litigation and $4.6M in weight-loss-related restructuring charges.