Every 8-K that Hims & Hers Health, Inc. (HIMS) has filed with the SEC in the last 24 months is listed below, newest first, and each one links through to the document itself with the summary and the scores our analysis gives it.
A 8-K covers material events a company has to report between its quarterly reports, so if you follow HIMS and want that one kind of document rather than the whole filing history, this is the page to keep. The company's other filings, of every form, are on the full HIMS filings page.
Hims & Hers Health, Inc. reported strong top-line growth for the quarter ended June 30, 2026, with revenue of $753.2 million, up 38% year-over-year. Subscribers reached 2.9 million, a 19% increase, and monthly revenue per average subscriber rose 21% to $92, reflecting higher monetization per customer. International expansion was a major driver, as Rest of the World revenue grew more than 17-fold to $131.4 million, aided by the close of the Eucalyptus acquisition, while U.S. revenue grew 16%.
Profitability and cash metrics deteriorated. Gross margin declined from 76% to 64%, and the company swung from $42.5 million net income to a $86.3 million net loss in the quarter. Adjusted EBITDA fell from $82.2 million to $60.3 million, and quarterly Free Cash Flow remained negative at $(68.2) million. Operating expenses rose sharply, including higher marketing, operations, technology, and general and administrative costs, with notable legal contingencies and acquisition-related charges.
The balance sheet expanded significantly following acquisitions and new financing. Total assets increased to $3.63 billion, with goodwill and intangibles over $1.5 billion. Convertible senior notes grew to $1.37 billion, and total liabilities more than doubled to $3.30 billion, while stockholders’ equity declined to $324.1 million. Despite these pressures, cash and cash equivalents rose to $609.8 million, supported by note issuance. Management raised full-year 2026 guidance to $3.1–$3.3 billion in revenue and $275–$325 million Adjusted EBITDA, implying an Adjusted EBITDA margin of 9–10%, and guided third-quarter 2026 revenue to $880–$900 million with Adjusted EBITDA of $75–$95 million.
Hims & Hers Health, Inc. announced that Irene BecklundChief Accounting OfficerPrincipal Accounting Officer
Becklund has served as Chief Accounting Officer since April 2025 and as Principal Accounting Officer since November 2021. The company entered into an advisory agreement with her, effective October 10, 2026, under which she will continue supporting the company in an advisory capacity through July 10, 2027.
Hims & Hers Health, Inc. entered into a Master Receivables Purchase Agreement allowing its subsidiaries XeCare LLC and Apostrophe Pharmacy LLC to sell eligible receivables to JPMorgan Chase Bank for cash, subject to a $400,000,000 facility limit. The arrangement has an initial 364‑day term and can be extended by mutual agreement. The company provided a Performance Undertaking guaranteeing the subsidiaries’ performance under the agreement, but not the collectability of receivables.
The company also executed Amendment No. 4 to its Revolving Credit and Guaranty Agreement to permit the receivables program, add a new permitted indebtedness basket up to $400,000,000 related to the facility, and align lien and collateral provisions. Other loan terms, including interest, fees, covenants and events of default, remain unchanged.
Hims & Hers Health, Inc. reported the results of its annual stockholder meeting held on June 11, 2026. Stockholders elected nine directors to serve until the 2027 annual meeting, with each nominee receiving over 1.5 billion votes "for" and substantial support.
As of the April 15, 2026 record date, there were 222,525,754 Class A shares and 8,377,623 Class V shares outstanding, with Class A carrying one vote per share and Class V carrying 175 votes per share, voting together as a single class.
Stockholders also ratified the appointment of KPMG LLP as independent registered public accounting firm for the year ending December 31, 2026, with about 1.59 billion votes in favor. In an advisory vote, stockholders approved the Company’s executive compensation with over 1.5 billion votes "for" and a relatively small number of votes against or abstaining.
Hims & Hers Health, Inc. entered into Amendment No. 3 to its Revolving Credit and Guaranty Agreement, mainly to facilitate closing its acquisition of Eucalyptus. The amendment adds a grace period for covenant and representation compliance after the deal, sets joinder obligations for material foreign subsidiaries, and increases downstream investment capacity in non-loan party subsidiaries, while leaving loan amounts, interest terms, fees, covenants and events of default otherwise unchanged.
The company also completed its previously announced acquisition of Eucalyptus, adding a significant international presence across Australia, Canada, Germany, Japan, and the United Kingdom. Eucalyptus has served more than 850,000 customers as of May 2026. Hims & Hers reiterated long-term 2030 targets of $6.5 billion in revenue and $1.3 billion in Adjusted EBITDA.
Hims & Hers Health, Inc. issued $402.5 million principal amount of 0.00% Convertible Senior Notes due 2032 in a private offering to qualified institutional buyers. The notes pay no regular interest, mature on June 1, 2032, and can be converted into cash, Class A common stock, or a combination.
The initial conversion rate is 33.8590 shares per $1,000 principal amount, implying an initial conversion price of about $29.53 per share. A maximum of 18,057,397 shares may be issued on conversion under the initial maximum conversion rate, subject to customary anti‑dilution adjustments.
The company also entered into capped call transactions covering the shares underlying the notes, with an initial cap price of approximately $50.15 per share and a cost of about $36.7 million. These capped calls are designed to reduce potential dilution or offset cash payments above principal upon conversion, subject to the cap.
Hims & Hers Health, Inc. is raising capital through a private offering of 0.00% convertible senior notes due 2032. The company priced $350 million in aggregate principal amount, upsized from a proposed $300 million, with an option for an additional $52.5 million.
Hims & Hers expects net proceeds of about $338.5 million, to support international expansion, including its proposed Eucalyptus acquisition, and to invest in technology, fulfillment infrastructure, and AI-driven platform capabilities. A portion, including approximately $32.0 million, will fund capped call transactions intended to limit dilution from note conversions.
Hims & Hers Health, Inc. reported first quarter 2026 revenue of $608.1 million, up 4% from $586.0 million a year earlier, driven by nearly 2.6 million subscribers, an increase of 9%. Rest of world revenue rose sharply while U.S. revenue declined 8%.
Profitability deteriorated as gross margin fell to 65% from 73%. The company swung to a net loss of $92.1 million from net income of $49.5 million, and Adjusted EBITDA declined to $44.3 million from $91.1 million, with margin compressing to 7%.
Management highlighted a strategic pivot expanding branded GLP-1 offerings and recorded restructuring and legal settlement charges. Despite near-term margin pressure, the company generated $53.0 million in Free Cash Flow and raised full-year 2026 guidance to $2.8–$3.0 billion in revenue and $275–$350 million in Adjusted EBITDA, targeting a 10–12% margin.
Hims & Hers Health, Inc. announced a strategic shift in its U.S. weight loss business centered on FDA-approved GLP-1 treatments and a new collaboration with Novo Nordisk. The company will prioritize branded, FDA-approved GLP-1 medications and scale back reliance on compounded semaglutide.
In the U.S., Hims & Hers plans to stop advertising compounded GLP-1 offerings and give existing patients the chance to move to FDA-approved drugs when providers find it clinically appropriate. Compounded GLP-1s will be reserved for limited cases where providers determine they are clinically necessary.
Through its agreement with Novo Nordisk, the platform expects to offer Ozempic and Wegovy injections and tablets, expanding dosage and format options for weight loss customers. Concurrently, Novo Nordisk is dismissing its lawsuit against Hims & Hers without prejudice. The company will continue providing provider access, nutrition guidance, and clinical check-ins alongside treatment.
Hims & Hers Health reported another year of rapid growth in 2025. Full-year revenue reached $2.35 billion, up 59%, with subscribers ending at 2.5 million, a 13% increase. Net income was broadly stable at $128.4 million, while Adjusted EBITDA jumped to $318.0 million from $176.9 million, showing stronger underlying profitability.
In the fourth quarter, revenue was $617.8 million, up 28% year over year. Net income declined to $20.6 million, but Adjusted EBITDA improved to $66.3 million. Gross margin compressed to 74% for 2025 from 79%, reflecting mix shifts toward new offerings and international markets.
Operating cash flow rose to $300.0 million in 2025, but Free Cash Flow fell to $57.4 million as the company stepped up capital spending on pharmacies, technology, and infrastructure. For 2026, it guides revenue to $2.7–$2.9 billion and Adjusted EBITDA to $300–$375 million, indicating continued growth while funding expansion.
Hims & Hers Health, Inc. agreed to acquire Australia-based digital health company Eucalyptus for an enterprise value of up to $1,150,000,000, subject to customary adjustments. About $240,000,000 is payable in cash at closing, with additional deferred and earnout payments extending up to early 2029.
The structure relies heavily on deferred consideration of approximately $710,000,000 and potential earnouts of up to approximately $200,000,000, some of which Hims & Hers can settle in Class A common stock at its election. The deal is expected to close around the middle of fiscal year 2026, expanding Hims & Hers’ presence in Australia, Japan, the UK, Germany and Canada.
Hims & Hers Health, Inc. announced that its board has authorized a new share repurchase program allowing the company to buy back up to $250.0 million of its Class A common stock. The 2025 Share Repurchase Program runs through November 11, 2028 and allows purchases from time to time through open market transactions, privately negotiated deals, Rule 10b5-1 plans or other methods, and it may be suspended or discontinued at any time. The company also reported that from October 1, 2025 through November 7, 2025 it repurchased 1,334,572 shares for a total of $55.5 million, fully using the capacity of its prior $100.0 million repurchase program that began in July 2024.
Hims & Hers Health, Inc. furnished a press release and a shareholder letter announcing results for the quarter ended September 30, 2025. The materials are provided as Exhibits 99.1 and 99.2. The information is furnished under Item 2.02 and is not deemed “filed” under the Exchange Act, nor incorporated by reference unless specifically stated. The company’s Class A common stock trades on the NYSE under the symbol HIMS.
Hims & Hers Health, Inc. reported that on September 28, 2025 its Chief Operating Officer, Nader Kabbani, will move to an advisory role effective November 2, 2025 and will provide strategic guidance through July 2026. The company will promote Mike Chi, currently Chief Commercial Officer, to Chief Operating Officer effective on the Transition Date and will eliminate the separate Chief Commercial Officer role, consolidating operations, marketing, product, and commercial functions under Mr. Chi. Mr. Chi joined the company in April 2021 and has over 20 years of consumer internet experience. Compensation review by the Compensation Committee is planned; any changes require final approval.
Hims & Hers Health, Inc. filed a current report to remind investors how it shares important company information with the public. The company explains that news about its business, products, services and corporate updates may be shared across multiple channels, not just through SEC filings or traditional press releases.
Hims & Hers points investors to several key sources: its main consumer websites at hims.com and forhers.com, its investor relations site at investors.hims.com, and its news site at news.hims.com. The company also highlights social media, including its and CEO Andrew Dudum’s accounts on X and LinkedIn, as places where information that could be considered important may appear. The company notes that this list of channels may change over time.
Hims & Hers Health, Inc. disclosed a lease and related guaranty executed on September 1, 2025. The lease has an initial 15-year term with two successive five-year extension options and a Rent Commencement Date of April 1, 2026. The first-year annual base rent is $5,984,204 (about $498,684 per month) and will escalate ~3.25% annually. Base rent is fully abated from the Lease Commencement Date through the day before the Rent Commencement Date, and a monthly abatement of $262,838.42 applies for five months after rent begins. Hims is responsible for operating expenses starting at Rent Commencement. A $5,984,204 letter of credit from JPMorgan Chase secures Hims’ obligations, and the company filed a guaranty of the lease.