Hims & Hers · 2026 Q2
原资料标注核验日期：2026-09-12，各项范围见原文。 不代表已完成最新披露核验。
2026 Q2 · 摘自本页原始资料，保持原文单位与口径；非实时数据。
2026 Q2，截至 6 月 30 日。地区增长包含并购，额外费用与日常经营分开解释。
宽图可横向滑动；手机可先读摘要，再打开原图查看细节。核验范围及未决事项以原文为准。
2026-08-31 · 品牌整合已启动
公司宣布通过本地Pilot品牌更名，开始以Hims品牌服务澳大利亚客户；原Pilot客户延续原有医疗团队关系与平台。这属于Eucalyptus收购后的品牌整合，不能把原有客户全部当作新增客户。
公告提出未来三年内国际年收入达到10亿美元的目标，涵盖国际业务整体，不是澳大利亚单一市场收入，也不是本季实际或新的季度指引。澳大利亚本次更名贡献的收入未单独披露。
公司正式披露2026-08-06 · 产品推出与后续计划
公司公告推出医生主导、结合AI支持的新Hers应用体验，首先向Hers减重会员推广；未来扩展至Hims应用及更多类别仍是计划。
公告没有提供可用于核算的新增收入、获客成本下降或留存改善数据。网页只记录产品进展，不据此提高利润率假设，也不将公司的产品宣传当作临床效果证据。
公司正式披露研究观察：后续核对国际收入中收购并表、原有业务和品牌整合的贡献，观察用户留存及获客投入是否改善。品牌更名与应用上线本身不能证明增长质量或利润率提升。
2026 Q2，截至 6 月 30 日。地区增长包含并购，额外费用与日常经营分开解释。
GAAP 实际 · 亿美元
国际增长包含 6 月并入 Eucalyptus 的影响，不能全部视为内生增长。收入增加，毛利率却由上年同期约 76% 降至 64%。
Q2 实际及公司调整项 · 亿美元
调整后 EBITDA 为公司非 GAAP 指标。
上述费用已计入 GAAP 损益；这里只解释差异，不再次加到成本费用。完整调整表见网页附录。
单季现金流 · 亿美元
公司 FCF 同时扣除资产购置和网站、内部软件投入，并非 GAAP 指标，也不代表可自由分配现金。
使用公司直接披露的 Q2 调节表；不将半年累计现金流冒充单季。
2026 Q3 公司指引 · 亿美元
观察美国增长、国际并购整合、毛利率及回款。指引公布于 8 月 10 日，区间不是承诺，不用中点替代。
原始金额：千美元。单季现金与公司 FCF 分列，非 GAAP 调整不重复计入费用。
2026 Q2 · GAAP · REPORTED
Condensed consolidated statements of operations; three months ended June 30, 2026
来源正文2026 Q2 · GAAP · REPORTED
Condensed consolidated statements of operations; three months ended June 30, 2026
来源正文2026 Q2 · GAAP · REPORTED
Condensed consolidated statements of operations; three months ended June 30, 2026
来源正文2026 Q2 · GAAP · REPORTED
Condensed consolidated statements of operations; three months ended June 30, 2026
来源正文2026 Q2 · GAAP · REPORTED
Condensed consolidated statements of operations; three months ended June 30, 2026
来源正文2026 Q2 · GAAP · REPORTED
Condensed consolidated statements of operations; three months ended June 30, 2026
来源正文2026 Q2 · GAAP · REPORTED
Condensed consolidated statements of operations; three months ended June 30, 2026
来源正文2026 Q2 · GAAP · REPORTED
Condensed consolidated statements of operations; three months ended June 30, 2026
来源正文2026 Q2 · GAAP · REPORTED
Condensed consolidated statements of operations; three months ended June 30, 2026
来源正文2026 Q2 · GAAP · REPORTED
Condensed consolidated statements of operations; three months ended June 30, 2026
来源正文2026 Q2 · GAAP · REPORTED
Condensed consolidated statements of operations; three months ended June 30, 2026
来源正文2026 Q2 · GAAP · REPORTED
Condensed consolidated statements of operations; three months ended June 30, 2026
来源正文2026 Q2 · GAAP · REPORTED
Condensed consolidated statements of operations; three months ended June 30, 2026
来源正文2026 Q2 · GAAP · REPORTED
Condensed consolidated statements of operations; three months ended June 30, 2026
来源正文2026 Q2 · GAAP · REPORTED
Condensed consolidated statements of operations; three months ended June 30, 2026
来源正文2026 Q2 · GAAP · REPORTED
Condensed consolidated statements of operations; three months ended June 30, 2026
来源正文2026 Q2 · NON_GAAP_RECONCILIATION_COMPONENT · REPORTED
Net loss to Adjusted EBITDA reconciliation; Q2 2026
来源正文2026 Q2 · NON_GAAP_RECONCILIATION_COMPONENT · REPORTED
Net loss to Adjusted EBITDA reconciliation; Q2 2026
来源正文2026 Q2 · NON_GAAP_RECONCILIATION_COMPONENT · REPORTED
Net loss to Adjusted EBITDA reconciliation; Q2 2026
来源正文2026 Q2 · NON_GAAP_RECONCILIATION_COMPONENT · REPORTED
Net loss to Adjusted EBITDA reconciliation; Q2 2026
来源正文2026 Q2 · NON_GAAP_RECONCILIATION_COMPONENT · REPORTED
Net loss to Adjusted EBITDA reconciliation; Q2 2026
来源正文2026 Q2 · NON_GAAP_RECONCILIATION_COMPONENT · REPORTED
Net loss to Adjusted EBITDA reconciliation; Q2 2026
来源正文2026 Q2 · NON_GAAP_RECONCILIATION_COMPONENT · REPORTED
Net loss to Adjusted EBITDA reconciliation; Q2 2026
来源正文2026 Q2 · NON_GAAP_RECONCILIATION_COMPONENT · REPORTED
Net loss to Adjusted EBITDA reconciliation; Q2 2026
来源正文2026 Q2 · NON_GAAP_RECONCILIATION_COMPONENT · REPORTED
Net loss to Adjusted EBITDA reconciliation; Q2 2026
来源正文2026 Q2 · NON_GAAP_RECONCILIATION_COMPONENT · REPORTED
Net loss to Adjusted EBITDA reconciliation; Q2 2026
来源正文2026 Q2 · NON_GAAP_RECONCILIATION_COMPONENT · REPORTED
Net loss to Adjusted EBITDA reconciliation; Q2 2026
来源正文2026 Q2 · COMPANY_NON_GAAP · REPORTED
Net loss to Adjusted EBITDA reconciliation; Q2 2026
来源正文2026 Q2 · GAAP · REPORTED
Net cash to Free Cash Flow reconciliation; Q2 column
来源正文2026 Q2 · GAAP · REPORTED
Net cash to Free Cash Flow reconciliation; Q2 column
来源正文2026 Q2 · COMPANY_NON_GAAP · REPORTED
Net cash to Free Cash Flow reconciliation; Q2 column
来源正文期后重大披露全量核验、完整研究及发布确认尚未完成；本页为独立季度资料版本。