Hims & Hers Health Registered (A) WKN: A2QMYY ISIN: US4330001060 Forum: Aktien Thema: Hauptdiskussion

Revenue jumping 38%… while margins and profitability take a hit from expansion 👀 📊 KEY METRICS (Q2 2026) 🔹 Revenue: $753.2M (+38% YoY) 🟢 🔹 Subscribers: 2.9M (+19% YoY) 🟢 🔹 Monthly Revenue per Avg Subscriber: $92 (+21% YoY) 🟢 🔹 Gross Margin: 64% (down from 76%) 🔹 Net Income/(Loss): –$86.3M (vs +$42.5M prior year) 🔹 Adjusted EBITDA: $60.3M (down from $82.2M) 🔹 Free Cash Flow: –$68.2M 🔹 Cash: $609.8M 👉 Core takeaway: Strong top-line and subscriber growth driven by international expansion, offset by margin compression and a swing to net loss 📈 GROWTH ENGINE 🟢 U.S. revenue +16% 🟢 Rest of World revenue >17x to $131.4M (boosted by Eucalyptus acquisition) 🟢 Higher monetization per subscriber 🟢 Continued subscriber base expansion 👉 This is: a telehealth / consumer health platform scaling aggressively via M&A and geographic expansion 📅 RAISED 2026 GUIDANCE 🔹 Full-year Revenue: $3.1–$3.3B 🟢 🔹 Full-year Adjusted EBITDA: $275–$325M (9–10% margin) 🔹 Q3 Revenue: $880–$900M 🔹 Q3 Adjusted EBITDA: $75–$95M 👉 Important: Management signaling confidence in continued scale despite near-term margin pressure 📉 PROFITABILITY & COST PRESSURE 🔻 Gross margin dropped 12 points 🔻 Swing from profit to significant net loss 🔻 Adjusted EBITDA declined 🔹 Operating expenses rose sharply (marketing, ops, tech, G&A + legal/acquisition charges) 🔻 Free cash flow remained negative 👉 Translation: Heavy investment in growth, integration, and international ramp weighing on near-term earnings 💰 BALANCE SHEET 🔹 Total Assets: $3.63B 🔹 Goodwill & Intangibles: >$1.5B 🔹 Convertible Senior Notes: $1.37B 🔹 Total Liabilities: $3.30B (more than doubled) 🔹 Stockholders’ Equity: $324.1M 🟢 Cash increased to $609.8M (supported by financing) 🧠 WHAT’S ACTUALLY WORKING 🟢 38% revenue growth 🟢 Subscriber growth + higher revenue per user 🟢 Explosive international expansion 🟢 Raised full-year guidance 🟢 Stronger cash position ⚠️ WEAK SPOTS 🔻 Sharp gross margin decline 🔻 Swing to net loss 🔻 Lower Adjusted EBITDA 🔻 Negative free cash flow 🔻 Higher leverage and acquisition-related balance sheet expansion 👉 Still: growth trajectory remains robust with raised outlook 🧠 MARKET SIGNAL 👉 This is a high-growth telehealth company in expansion mode • Strong top-line momentum • International diversification accelerating • Near-term profitability sacrificed for scale 🔥 BULL vs BEAR 🟢 Bull Case • International continues rapid growth • Margins stabilize as scale improves • Raised guidance achieved or exceeded • Path back to stronger profitability emerges 🔴 Bear Case • Margin pressure persists longer • Integration and marketing costs stay elevated • Free cash flow remains negative • Higher debt load constrains flexibility 💭 CONCLUSION Hims & Hers delivered strong Q2 results with 38% revenue growth and raised 2026 guidance… 👉 while gross margins, Adjusted EBITDA, and net income came under pressure from international expansion and higher operating costs. 👀 KEY QUESTION Can Hims & Hers sustain high revenue growth while recovering margins and free cash flow after its aggressive international and acquisition-driven expansion?

Umsatz und Prognose gut. Verlust grottenschlecht

ist eigtl immer egal wenn es hier -10/15/20% gibt weil zahlen und ausblick nicht dunkelgrün sind es gibt immer und immer wieder kaufkurse die auch diese plus werte bringen :)

Nicht so schlimm.. sah mal schlimmer aus 😂

28,50 hält niemals...

Ironisch, dass sowohl der Widerstand, als auch der erste Support bereits angelaufen wurden.

Wo waren den Zahlen denn schlecht ?? Umsatz gesteigert, Abonnenten gesteigert.

✅ Revenue: $753.2M (Est: $730.12M) ❌ EPS: -$0.33 (Est: $0.11) Additional Metrics: Subscribers: 2.9M (Est: 2.74M) Adjusted EBITDA: $60.3M vs. $82.2M YoY Gross Margin: 64% vs. 76% YoY Net Loss: -$86.3M vs. $42.5M Net Income YoY Free Cash Flow: -$68.2M vs. -$69.4M YoY Q3 2026 Guidance: ✅ Revenue: $880-900M (Est: $862.72M) ⚪ Adjusted EBITDA: $75-95M (Est: $92.9M) Adjusted EBITDA Margin: 9-11% FY2026 Guidance: ✅ Revenue: $3.1-3.3B (Est: $3.05B) Adjusted EBITDA: $275-325M (Prior: $275-350M) Adjusted EBITDA Margin: 9-10%

Wird morgen aufgekauft

ihhhh

EPS zwar big miss aber dafür Subscriber Growth ENDLICH wieder stark angezogen! Jetzt muss noch noch Cross Selling wirken und das Jahr könnte richtig gut werden

Rot

Rot

Rot

so geil immer was ein kampf jeder liest dieses unternehmen und dessen zahlen und news anders hat man das gefühl plus 10 auf minus 4 grad kurz