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Hims & Hers Health HIMS Change in Deferred Revenue

Change in Deferred Revenue at other companies

Amazon logo
AmazonAMZN
$355M-51.2%
Humana logo
HumanaHUM
-$87M-1,840%
Cognizant logo
CognizantCTSH
$76M+8.6%
Ulta Beauty, Inc. logo
Ulta Beauty, Inc.ULTA
-$41.1M-8.9%

Other financials

Income statement

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Revenue$608.1M+3.8%
Gross profit$396.8M-7.9%
Operating income-$78.3M-235%
Net income-$92.1M-286%
EPS (diluted)-$0.40-300%

Balance sheet

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Cash & equivalents$222.3M-19.2%
Total debt$157.9M+149%
Total equity$446.2M-18.8%
Total assets$2.3B+154%

Cash flow

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Operating cash flow$89.4M-18.1%
CapEx$8.8M-19.9%
Free cash flow$80.5M-17.9%

Valuation

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Market cap$8.21B-27.9%
Enterprise value$8.15B-26.5%
P/S3.5×-2.9×

Profitability

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Gross margin71.7%-5.3pp
Operating margin-1.3%-7.5pp
Net margin-0.6%-9.8pp
FCF margin11.9%-5.8pp

Returns & leverage

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Return on equity-2.7%-39.4pp
Debt / equity0.4×+0.2×
Current ratio1.7×+0.1×

Where this comes from

Reported directly by Hims & Hers Health in its filing.

Tagged under the XBRL concept us-gaap:IncreaseDecreaseInContractWithCustomerLiability.

The official record: Hims & Hers Health’s 10-Q, filed May 11, 2026, on SEC EDGAR. View the filing →

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Questions, answered.

What is Hims & Hers Health's change in deferred revenue?
Hims & Hers Health (HIMS) reported change in deferred revenue of $37.98M in Q1 2026.
How has Hims & Hers Health's change in deferred revenue changed year-over-year?
Hims & Hers Health's change in deferred revenue increased by 7.0% year-over-year, from $35.48M to $37.98M.
What does change in deferred revenue mean?
The cash impact of changes in payments received in advance of service delivery.
How do you interpret change in deferred revenue?
An increase indicates strong demand and upfront cash collection, which is highly favorable for subscription-based business models.
How does change in deferred revenue compare across companies?
Highly relevant for SaaS and subscription-based telehealth companies; a key indicator of recurring revenue health.