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Side-by-side financial comparison of CARTERS INC (CRI) and Hims & Hers Health, Inc. (HIMS). Click either name above to swap in a different company.
CARTERS INC is the larger business by last-quarter revenue ($757.8M vs $617.8M, roughly 1.2× Hims & Hers Health, Inc.). Hims & Hers Health, Inc. runs the higher net margin — 3.3% vs 1.5%, a 1.8% gap on every dollar of revenue. On growth, Hims & Hers Health, Inc. posted the faster year-over-year revenue change (28.4% vs -0.1%). Hims & Hers Health, Inc. produced more free cash flow last quarter ($-2.5M vs $-144.1M).
Carter's, Inc. is a major American designer and marketer of children's apparel. It was founded in 1865 by William Carter.
Hims & Hers Health, Inc. is an American telehealth company established in 2017. The company provides prescription medications, over-the-counter medications, and personal care products.
CRI vs HIMS — Head-to-Head
Income Statement — Q3 FY2026 vs Q4 FY2025
| Metric | | |
|---|---|---|
| Revenue | $757.8M | $617.8M |
| Net Profit | $11.6M | $20.6M |
| Gross Margin | 45.1% | 71.9% |
| Operating Margin | 3.8% | 1.5% |
| Net Margin | 1.5% | 3.3% |
| Revenue YoY | -0.1% | 28.4% |
| Net Profit YoY | -80.1% | -20.8% |
| EPS (diluted) | $0.32 | $0.08 |
Green = leading value per metric. Periods may differ when fiscal calendars don't align.
8-Quarter Revenue & Profit Trend
Side-by-side quarterly history. Quarters aligned by calendar period so offset fiscal years line up.
| Q4 25 | — | $617.8M | ||
| Q3 25 | $757.8M | $599.0M | ||
| Q2 25 | $585.3M | $544.8M | ||
| Q1 25 | $629.8M | $586.0M | ||
| Q4 24 | — | $481.1M | ||
| Q3 24 | — | $401.6M | ||
| Q2 24 | — | $315.6M | ||
| Q1 24 | — | $278.2M |
| Q4 25 | — | $20.6M | ||
| Q3 25 | $11.6M | $15.8M | ||
| Q2 25 | $446.0K | $42.5M | ||
| Q1 25 | $15.5M | $49.5M | ||
| Q4 24 | — | $26.0M | ||
| Q3 24 | — | $75.6M | ||
| Q2 24 | — | $13.3M | ||
| Q1 24 | — | $11.1M |
| Q4 25 | — | 71.9% | ||
| Q3 25 | 45.1% | 73.8% | ||
| Q2 25 | 48.1% | 76.4% | ||
| Q1 25 | 46.2% | 73.5% | ||
| Q4 24 | — | 76.8% | ||
| Q3 24 | — | 79.2% | ||
| Q2 24 | — | 81.3% | ||
| Q1 24 | — | 82.4% |
| Q4 25 | — | 1.5% | ||
| Q3 25 | 3.8% | 2.0% | ||
| Q2 25 | 0.7% | 4.9% | ||
| Q1 25 | 4.1% | 9.9% | ||
| Q4 24 | — | 3.9% | ||
| Q3 24 | — | 5.6% | ||
| Q2 24 | — | 3.5% | ||
| Q1 24 | — | 3.6% |
| Q4 25 | — | 3.3% | ||
| Q3 25 | 1.5% | 2.6% | ||
| Q2 25 | 0.1% | 7.8% | ||
| Q1 25 | 2.5% | 8.4% | ||
| Q4 24 | — | 5.4% | ||
| Q3 24 | — | 18.8% | ||
| Q2 24 | — | 4.2% | ||
| Q1 24 | — | 4.0% |
| Q4 25 | — | $0.08 | ||
| Q3 25 | $0.32 | $0.06 | ||
| Q2 25 | $0.01 | $0.17 | ||
| Q1 25 | $0.43 | $0.20 | ||
| Q4 24 | — | $0.10 | ||
| Q3 24 | — | $0.32 | ||
| Q2 24 | — | $0.06 | ||
| Q1 24 | — | $0.05 |
Balance Sheet & Financial Strength
Snapshot of each company's liquidity, leverage and book value from the latest quarter.
| Metric | | |
|---|---|---|
| Cash + ST InvestmentsLiquidity on hand | $184.2M | $228.6M |
| Total DebtLower is stronger | — | — |
| Stockholders' EquityBook value | $864.6M | $540.9M |
| Total Assets | $2.5B | $2.2B |
| Debt / EquityLower = less leverage | — | — |
8-quarter trend — quarters aligned by calendar period.
| Q4 25 | — | $228.6M | ||
| Q3 25 | $184.2M | $345.8M | ||
| Q2 25 | $338.2M | $1.1B | ||
| Q1 25 | $320.8M | $273.7M | ||
| Q4 24 | — | $220.6M | ||
| Q3 24 | — | $165.5M | ||
| Q2 24 | — | $129.3M | ||
| Q1 24 | — | $105.2M |
| Q4 25 | — | $540.9M | ||
| Q3 25 | $864.6M | $581.0M | ||
| Q2 25 | $853.9M | $562.7M | ||
| Q1 25 | $847.2M | $549.3M | ||
| Q4 24 | — | $476.7M | ||
| Q3 24 | — | $440.1M | ||
| Q2 24 | — | $362.0M | ||
| Q1 24 | — | $344.5M |
| Q4 25 | — | $2.2B | ||
| Q3 25 | $2.5B | $2.2B | ||
| Q2 25 | $2.5B | $1.9B | ||
| Q1 25 | $2.3B | $891.7M | ||
| Q4 24 | — | $707.5M | ||
| Q3 24 | — | $602.3M | ||
| Q2 24 | — | $480.5M | ||
| Q1 24 | — | $448.1M |
Cash Flow & Capital Efficiency
How much cash each business actually produces after reinvestment. Cash flow is harder to manipulate than net income.
| Metric | | |
|---|---|---|
| Operating Cash FlowLast quarter | $-128.0M | $61.3M |
| Free Cash FlowOCF − Capex | $-144.1M | $-2.5M |
| FCF MarginFCF / Revenue | -19.0% | -0.4% |
| Capex IntensityCapex / Revenue | 2.1% | 10.3% |
| Cash ConversionOCF / Net Profit | -11.04× | 2.98× |
| TTM Free Cash FlowTrailing 4 quarters | — | $57.4M |
8-quarter trend — quarters aligned by calendar period.
| Q4 25 | — | $61.3M | ||
| Q3 25 | $-128.0M | $148.7M | ||
| Q2 25 | $40.3M | $-19.1M | ||
| Q1 25 | $-48.6M | $109.1M | ||
| Q4 24 | — | $86.4M | ||
| Q3 24 | — | $85.3M | ||
| Q2 24 | — | $53.6M | ||
| Q1 24 | — | $25.8M |
| Q4 25 | — | $-2.5M | ||
| Q3 25 | $-144.1M | $79.3M | ||
| Q2 25 | $24.1M | $-69.5M | ||
| Q1 25 | $-59.0M | $50.1M | ||
| Q4 24 | — | $59.5M | ||
| Q3 24 | — | $79.4M | ||
| Q2 24 | — | $47.6M | ||
| Q1 24 | — | $11.8M |
| Q4 25 | — | -0.4% | ||
| Q3 25 | -19.0% | 13.2% | ||
| Q2 25 | 4.1% | -12.8% | ||
| Q1 25 | -9.4% | 8.5% | ||
| Q4 24 | — | 12.4% | ||
| Q3 24 | — | 19.8% | ||
| Q2 24 | — | 15.1% | ||
| Q1 24 | — | 4.3% |
| Q4 25 | — | 10.3% | ||
| Q3 25 | 2.1% | 11.6% | ||
| Q2 25 | 2.8% | 9.3% | ||
| Q1 25 | 1.6% | 10.1% | ||
| Q4 24 | — | 5.6% | ||
| Q3 24 | — | 1.5% | ||
| Q2 24 | — | 1.9% | ||
| Q1 24 | — | 5.0% |
| Q4 25 | — | 2.98× | ||
| Q3 25 | -11.04× | 9.43× | ||
| Q2 25 | 90.37× | -0.45× | ||
| Q1 25 | -3.13× | 2.20× | ||
| Q4 24 | — | 3.32× | ||
| Q3 24 | — | 1.13× | ||
| Q2 24 | — | 4.03× | ||
| Q1 24 | — | 2.32× |
Financial Flow Comparison
Revenue → gross profit → operating profit → net profit for each company.
Revenue Breakdown by Segment
CRI
| Sales Channel Directly To Consumer | $362.3M | 48% |
| Sales Channel Through Intermediary | $283.8M | 37% |
| Other | $110.4M | 15% |
| Gift Cards | $1.3M | 0% |
HIMS
Segment breakdown not available.
