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Hims & Hers Health HIMS Deferred Revenue

Deferred Revenue at other companies

Amazon logo
AmazonAMZN
$20.89B+1.4%
Henry Schein logo
Henry ScheinHSIC
$84M-1.2%
Humana logo
HumanaHUM
$269M+1.5%
Cognizant logo
CognizantCTSH
$37M+12.1%
Ulta Beauty, Inc. logo
Ulta Beauty, Inc.ULTA
$541.2M+16.9%
IQVIA logo
IQVIAIQV
$2.26B+16.5%

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:ContractWithCustomerLiabilityCurrent.

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 deferred revenue?
Hims & Hers Health (HIMS) reported deferred revenue of $165.13M in Q1 2026.
How has Hims & Hers Health's deferred revenue changed year-over-year?
Hims & Hers Health's deferred revenue increased by 49.0% year-over-year, from $110.8M to $165.13M.
What is the long-term trend for Hims & Hers Health's deferred revenue?
Over 5 years (2020 to 2025), Hims & Hers Health's deferred revenue has grown at a 151.2% compound annual growth rate (CAGR), from $1.27M to $127.16M.
What does deferred revenue mean?
Money received from customers for services not yet provided.
How do you interpret deferred revenue?
An increase is a positive indicator of future revenue growth and strong customer demand for prepaid services.
How does deferred revenue compare across companies?
Highly relevant for SaaS and subscription telehealth companies; indicates the strength of the deferred revenue pipeline.