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Side-by-side financial comparison of Hims & Hers Health, Inc. (HIMS) and Hillman Solutions Corp. (HLMN). Click either name above to swap in a different company.
Hims & Hers Health, Inc. is the larger business by last-quarter revenue ($617.8M vs $370.1M, roughly 1.7× Hillman Solutions Corp.). Hims & Hers Health, Inc. runs the higher net margin — 3.3% vs -1.3%, a 4.6% gap on every dollar of revenue. On growth, Hims & Hers Health, Inc. posted the faster year-over-year revenue change (28.4% vs 3.0%). Hims & Hers Health, Inc. produced more free cash flow last quarter ($-2.5M vs $-34.3M). Over the past eight quarters, Hims & Hers Health, Inc.'s revenue compounded faster (49.0% CAGR vs -1.2%).
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.
Hillman Solutions is an American hardware manufacturing, distribution and consumer fabrication services company.
HIMS vs HLMN — Head-to-Head
Income Statement — Q4 FY2025 vs Q1 FY2026
| Metric | | |
|---|---|---|
| Revenue | $617.8M | $370.1M |
| Net Profit | $20.6M | $-4.7M |
| Gross Margin | 71.9% | — |
| Operating Margin | 1.5% | 1.9% |
| Net Margin | 3.3% | -1.3% |
| Revenue YoY | 28.4% | 3.0% |
| Net Profit YoY | -20.8% | — |
| EPS (diluted) | $0.08 | $-0.02 |
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.
| Q1 26 | — | $370.1M | ||
| Q4 25 | $617.8M | $365.1M | ||
| Q3 25 | $599.0M | $424.9M | ||
| Q2 25 | $544.8M | $402.8M | ||
| Q1 25 | $586.0M | $359.3M | ||
| Q4 24 | $481.1M | $349.6M | ||
| Q3 24 | $401.6M | $393.3M | ||
| Q2 24 | $315.6M | $379.4M |
| Q1 26 | — | $-4.7M | ||
| Q4 25 | $20.6M | $1.6M | ||
| Q3 25 | $15.8M | $23.2M | ||
| Q2 25 | $42.5M | $15.8M | ||
| Q1 25 | $49.5M | $-317.0K | ||
| Q4 24 | $26.0M | $-1.2M | ||
| Q3 24 | $75.6M | $7.4M | ||
| Q2 24 | $13.3M | $12.5M |
| Q1 26 | — | — | ||
| Q4 25 | 71.9% | — | ||
| Q3 25 | 73.8% | — | ||
| Q2 25 | 76.4% | — | ||
| Q1 25 | 73.5% | — | ||
| Q4 24 | 76.8% | — | ||
| Q3 24 | 79.2% | — | ||
| Q2 24 | 81.3% | — |
| Q1 26 | — | 1.9% | ||
| Q4 25 | 1.5% | 4.6% | ||
| Q3 25 | 2.0% | 10.8% | ||
| Q2 25 | 4.9% | 9.0% | ||
| Q1 25 | 9.9% | 4.2% | ||
| Q4 24 | 3.9% | 4.0% | ||
| Q3 24 | 5.6% | 6.8% | ||
| Q2 24 | 3.5% | 8.3% |
| Q1 26 | — | -1.3% | ||
| Q4 25 | 3.3% | 0.4% | ||
| Q3 25 | 2.6% | 5.5% | ||
| Q2 25 | 7.8% | 3.9% | ||
| Q1 25 | 8.4% | -0.1% | ||
| Q4 24 | 5.4% | -0.3% | ||
| Q3 24 | 18.8% | 1.9% | ||
| Q2 24 | 4.2% | 3.3% |
| Q1 26 | — | $-0.02 | ||
| Q4 25 | $0.08 | $0.00 | ||
| Q3 25 | $0.06 | $0.12 | ||
| Q2 25 | $0.17 | $0.08 | ||
| Q1 25 | $0.20 | $0.00 | ||
| Q4 24 | $0.10 | $-0.00 | ||
| Q3 24 | $0.32 | $0.04 | ||
| Q2 24 | $0.06 | $0.06 |
Balance Sheet & Financial Strength
Snapshot of each company's liquidity, leverage and book value from the latest quarter.
| Metric | | |
|---|---|---|
| Cash + ST InvestmentsLiquidity on hand | $228.6M | $27.7M |
| Total DebtLower is stronger | — | $714.1M |
| Stockholders' EquityBook value | $540.9M | $1.2B |
| Total Assets | $2.2B | $2.4B |
| Debt / EquityLower = less leverage | — | 0.59× |
8-quarter trend — quarters aligned by calendar period.
| Q1 26 | — | $27.7M | ||
| Q4 25 | $228.6M | $27.3M | ||
| Q3 25 | $345.8M | $37.7M | ||
| Q2 25 | $1.1B | $34.2M | ||
| Q1 25 | $273.7M | $36.3M | ||
| Q4 24 | $220.6M | $44.5M | ||
| Q3 24 | $165.5M | $59.8M | ||
| Q2 24 | $129.3M | $54.0M |
| Q1 26 | — | $714.1M | ||
| Q4 25 | — | $668.3M | ||
| Q3 25 | — | $683.2M | ||
| Q2 25 | — | $683.1M | ||
| Q1 25 | — | $713.5M | ||
| Q4 24 | — | $691.7M | ||
| Q3 24 | — | $730.7M | ||
| Q2 24 | — | $732.1M |
| Q1 26 | — | $1.2B | ||
| Q4 25 | $540.9M | $1.2B | ||
| Q3 25 | $581.0M | $1.2B | ||
| Q2 25 | $562.7M | $1.2B | ||
| Q1 25 | $549.3M | $1.2B | ||
| Q4 24 | $476.7M | $1.2B | ||
| Q3 24 | $440.1M | $1.2B | ||
| Q2 24 | $362.0M | $1.2B |
| Q1 26 | — | $2.4B | ||
| Q4 25 | $2.2B | $2.4B | ||
| Q3 25 | $2.2B | $2.4B | ||
| Q2 25 | $1.9B | $2.4B | ||
| Q1 25 | $891.7M | $2.3B | ||
| Q4 24 | $707.5M | $2.3B | ||
| Q3 24 | $602.3M | $2.4B | ||
| Q2 24 | $480.5M | $2.4B |
| Q1 26 | — | 0.59× | ||
| Q4 25 | — | 0.54× | ||
| Q3 25 | — | 0.56× | ||
| Q2 25 | — | 0.57× | ||
| Q1 25 | — | 0.60× | ||
| Q4 24 | — | 0.59× | ||
| Q3 24 | — | 0.62× | ||
| Q2 24 | — | 0.62× |
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 | $61.3M | — |
| Free Cash FlowOCF − Capex | $-2.5M | $-34.3M |
| FCF MarginFCF / Revenue | -0.4% | -9.3% |
| Capex IntensityCapex / Revenue | 10.3% | 4.0% |
| Cash ConversionOCF / Net Profit | 2.98× | — |
| TTM Free Cash FlowTrailing 4 quarters | $57.4M | $22.1M |
8-quarter trend — quarters aligned by calendar period.
| Q1 26 | — | — | ||
| Q4 25 | $61.3M | $30.9M | ||
| Q3 25 | $148.7M | $26.2M | ||
| Q2 25 | $-19.1M | $48.7M | ||
| Q1 25 | $109.1M | $-655.0K | ||
| Q4 24 | $86.4M | $43.1M | ||
| Q3 24 | $85.3M | $63.7M | ||
| Q2 24 | $53.6M | $64.8M |
| Q1 26 | — | $-34.3M | ||
| Q4 25 | $-2.5M | $16.1M | ||
| Q3 25 | $79.3M | $9.1M | ||
| Q2 25 | $-69.5M | $31.2M | ||
| Q1 25 | $50.1M | $-21.3M | ||
| Q4 24 | $59.5M | $22.1M | ||
| Q3 24 | $79.4M | $39.6M | ||
| Q2 24 | $47.6M | $42.5M |
| Q1 26 | — | -9.3% | ||
| Q4 25 | -0.4% | 4.4% | ||
| Q3 25 | 13.2% | 2.1% | ||
| Q2 25 | -12.8% | 7.7% | ||
| Q1 25 | 8.5% | -5.9% | ||
| Q4 24 | 12.4% | 6.3% | ||
| Q3 24 | 19.8% | 10.1% | ||
| Q2 24 | 15.1% | 11.2% |
| Q1 26 | — | 4.0% | ||
| Q4 25 | 10.3% | 4.0% | ||
| Q3 25 | 11.6% | 4.0% | ||
| Q2 25 | 9.3% | 4.3% | ||
| Q1 25 | 10.1% | 5.7% | ||
| Q4 24 | 5.6% | 6.0% | ||
| Q3 24 | 1.5% | 6.1% | ||
| Q2 24 | 1.9% | 5.9% |
| Q1 26 | — | — | ||
| Q4 25 | 2.98× | 19.33× | ||
| Q3 25 | 9.43× | 1.13× | ||
| Q2 25 | -0.45× | 3.08× | ||
| Q1 25 | 2.20× | — | ||
| Q4 24 | 3.32× | — | ||
| Q3 24 | 1.13× | 8.57× | ||
| Q2 24 | 4.03× | 5.17× |
Financial Flow Comparison
Revenue → gross profit → operating profit → net profit for each company.
