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Side-by-side financial comparison of Fabrinet (FN) and Hims & Hers Health, Inc. (HIMS). Click either name above to swap in a different company.
Fabrinet is the larger business by last-quarter revenue ($1.1B vs $617.8M, roughly 1.8× Hims & Hers Health, Inc.). Fabrinet runs the higher net margin — 9.9% vs 3.3%, a 6.6% gap on every dollar of revenue. On growth, Fabrinet posted the faster year-over-year revenue change (35.9% vs 28.4%). Hims & Hers Health, Inc. produced more free cash flow last quarter ($-2.5M vs $-5.3M). Over the past eight quarters, Hims & Hers Health, Inc.'s revenue compounded faster (49.0% CAGR vs 24.4%).
FabrinetFNEarnings & Financial Report
Below is a list of companies having stocks that are included in the S&P MidCap 400 stock market index. The index, maintained by S&P Dow Jones Indices, comprises the common stocks of 400 mid-cap, mostly American, companies. Although called the S&P 400, the index sometimes contains more than 400 stocks when it includes two or more share classes of stock from one of its component companies.
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.
FN vs HIMS — Head-to-Head
Income Statement — Q2 FY2026 vs Q4 FY2025
| Metric | | |
|---|---|---|
| Revenue | $1.1B | $617.8M |
| Net Profit | $112.6M | $20.6M |
| Gross Margin | 12.2% | 71.9% |
| Operating Margin | 10.1% | 1.5% |
| Net Margin | 9.9% | 3.3% |
| Revenue YoY | 35.9% | 28.4% |
| Net Profit YoY | 30.0% | -20.8% |
| EPS (diluted) | $3.11 | $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 | $1.1B | $617.8M | ||
| Q3 25 | $978.1M | $599.0M | ||
| Q2 25 | $909.7M | $544.8M | ||
| Q1 25 | $871.8M | $586.0M | ||
| Q4 24 | $833.6M | $481.1M | ||
| Q3 24 | $804.2M | $401.6M | ||
| Q2 24 | $753.3M | $315.6M | ||
| Q1 24 | $731.5M | $278.2M |
| Q4 25 | $112.6M | $20.6M | ||
| Q3 25 | $95.9M | $15.8M | ||
| Q2 25 | $87.2M | $42.5M | ||
| Q1 25 | $81.3M | $49.5M | ||
| Q4 24 | $86.6M | $26.0M | ||
| Q3 24 | $77.4M | $75.6M | ||
| Q2 24 | $81.1M | $13.3M | ||
| Q1 24 | $80.9M | $11.1M |
| Q4 25 | 12.2% | 71.9% | ||
| Q3 25 | 11.9% | 73.8% | ||
| Q2 25 | 12.2% | 76.4% | ||
| Q1 25 | 11.7% | 73.5% | ||
| Q4 24 | 12.1% | 76.8% | ||
| Q3 24 | 12.3% | 79.2% | ||
| Q2 24 | 12.3% | 81.3% | ||
| Q1 24 | 12.4% | 82.4% |
| Q4 25 | 10.1% | 1.5% | ||
| Q3 25 | 9.6% | 2.0% | ||
| Q2 25 | 9.8% | 4.9% | ||
| Q1 25 | 9.0% | 9.9% | ||
| Q4 24 | 9.5% | 3.9% | ||
| Q3 24 | 9.6% | 5.6% | ||
| Q2 24 | 9.7% | 3.5% | ||
| Q1 24 | 9.7% | 3.6% |
| Q4 25 | 9.9% | 3.3% | ||
| Q3 25 | 9.8% | 2.6% | ||
| Q2 25 | 9.6% | 7.8% | ||
| Q1 25 | 9.3% | 8.4% | ||
| Q4 24 | 10.4% | 5.4% | ||
| Q3 24 | 9.6% | 18.8% | ||
| Q2 24 | 10.8% | 4.2% | ||
| Q1 24 | 11.1% | 4.0% |
| Q4 25 | $3.11 | $0.08 | ||
| Q3 25 | $2.66 | $0.06 | ||
| Q2 25 | $2.41 | $0.17 | ||
| Q1 25 | $2.25 | $0.20 | ||
| Q4 24 | $2.38 | $0.10 | ||
| Q3 24 | $2.13 | $0.32 | ||
| Q2 24 | $2.22 | $0.06 | ||
| Q1 24 | $2.21 | $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 | $960.8M | $228.6M |
| Total DebtLower is stronger | — | — |
| Stockholders' EquityBook value | $2.2B | $540.9M |
| Total Assets | $3.3B | $2.2B |
| Debt / EquityLower = less leverage | — | — |
8-quarter trend — quarters aligned by calendar period.
| Q4 25 | $960.8M | $228.6M | ||
| Q3 25 | $968.8M | $345.8M | ||
| Q2 25 | $934.2M | $1.1B | ||
| Q1 25 | $950.7M | $273.7M | ||
| Q4 24 | $934.6M | $220.6M | ||
| Q3 24 | $908.9M | $165.5M | ||
| Q2 24 | $858.6M | $129.3M | ||
| Q1 24 | $794.0M | $105.2M |
| Q4 25 | $2.2B | $540.9M | ||
| Q3 25 | $2.1B | $581.0M | ||
| Q2 25 | $2.0B | $562.7M | ||
| Q1 25 | $1.9B | $549.3M | ||
| Q4 24 | $1.8B | $476.7M | ||
| Q3 24 | $1.8B | $440.1M | ||
| Q2 24 | $1.7B | $362.0M | ||
| Q1 24 | $1.7B | $344.5M |
| Q4 25 | $3.3B | $2.2B | ||
| Q3 25 | $3.0B | $2.2B | ||
| Q2 25 | $2.8B | $1.9B | ||
| Q1 25 | $2.6B | $891.7M | ||
| Q4 24 | $2.5B | $707.5M | ||
| Q3 24 | $2.4B | $602.3M | ||
| Q2 24 | $2.3B | $480.5M | ||
| Q1 24 | $2.2B | $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 | $46.3M | $61.3M |
| Free Cash FlowOCF − Capex | $-5.3M | $-2.5M |
| FCF MarginFCF / Revenue | -0.5% | -0.4% |
| Capex IntensityCapex / Revenue | 4.6% | 10.3% |
| Cash ConversionOCF / Net Profit | 0.41× | 2.98× |
| TTM Free Cash FlowTrailing 4 quarters | $102.3M | $57.4M |
8-quarter trend — quarters aligned by calendar period.
| Q4 25 | $46.3M | $61.3M | ||
| Q3 25 | $102.6M | $148.7M | ||
| Q2 25 | $55.1M | $-19.1M | ||
| Q1 25 | $74.2M | $109.1M | ||
| Q4 24 | $115.9M | $86.4M | ||
| Q3 24 | $83.2M | $85.3M | ||
| Q2 24 | $83.1M | $53.6M | ||
| Q1 24 | $100.9M | $25.8M |
| Q4 25 | $-5.3M | $-2.5M | ||
| Q3 25 | $57.3M | $79.3M | ||
| Q2 25 | $4.7M | $-69.5M | ||
| Q1 25 | $45.7M | $50.1M | ||
| Q4 24 | $94.0M | $59.5M | ||
| Q3 24 | $62.9M | $79.4M | ||
| Q2 24 | $70.4M | $47.6M | ||
| Q1 24 | $87.3M | $11.8M |
| Q4 25 | -0.5% | -0.4% | ||
| Q3 25 | 5.9% | 13.2% | ||
| Q2 25 | 0.5% | -12.8% | ||
| Q1 25 | 5.2% | 8.5% | ||
| Q4 24 | 11.3% | 12.4% | ||
| Q3 24 | 7.8% | 19.8% | ||
| Q2 24 | 9.3% | 15.1% | ||
| Q1 24 | 11.9% | 4.3% |
| Q4 25 | 4.6% | 10.3% | ||
| Q3 25 | 4.6% | 11.6% | ||
| Q2 25 | 5.5% | 9.3% | ||
| Q1 25 | 3.3% | 10.1% | ||
| Q4 24 | 2.6% | 5.6% | ||
| Q3 24 | 2.5% | 1.5% | ||
| Q2 24 | 1.7% | 1.9% | ||
| Q1 24 | 1.9% | 5.0% |
| Q4 25 | 0.41× | 2.98× | ||
| Q3 25 | 1.07× | 9.43× | ||
| Q2 25 | 0.63× | -0.45× | ||
| Q1 25 | 0.91× | 2.20× | ||
| Q4 24 | 1.34× | 3.32× | ||
| Q3 24 | 1.07× | 1.13× | ||
| Q2 24 | 1.02× | 4.03× | ||
| Q1 24 | 1.25× | 2.32× |
Financial Flow Comparison
Revenue → gross profit → operating profit → net profit for each company.
Revenue Breakdown by Segment
FN
| Optical Communications | $832.6M | 73% |
| Non Optical Communications | $300.3M | 27% |
HIMS
Segment breakdown not available.
