The acquisition closes a key strategic international expansion, but without disclosed financials the near-term EPS impact is unclear. Monitor the next quarterly report for initial revenue contribution from Eucalyptus and any guidance update. The credit amendment provides balance sheet flexibility, reducing near-term financing risk.
Price Chart
Executive Summary
Hims & Hers completed its acquisition of Eucalyptus, an Australian digital health platform, expanding its presence to Australia, Canada, Germany, Japan, and the UK. The company concurrently amended its revolving credit facility to provide covenant relief and increase downstream investment capacity, supporting the deal. The acquisition reinforces management's long-term revenue target of $6.5 billion and Adjusted EBITDA of $1.3 billion by 2030.
Key Financial Metrics
Key Facts
- Completed acquisition of Eucalyptus on June 2, 2026
- Eucalyptus has served >850,000 customers to date
- Amendment No. 3 to credit agreement provides 150-day clean-up period for Eucalyptus integration
- Increased downstream investment capacity in non-loan party subsidiaries
- Company reaffirms long-term targets of $6.5B revenue and $1.3B Adjusted EBITDA by 2030
Financial Impact
Acquisition extends global footprint but deal value not disclosed; credit facility remains $175 million with no material change to interest rates or covenants
Risk Factors
- Integration challenges across multiple new geographies and regulatory environments
- Failure to achieve the aspirational 2030 revenue/EBITDA targets
- Potential dilution if further debt or equity needed to fund international growth
Market Snapshot
Investment Themes
Documents Analyzed
This report is based on 6 SEC documents filed with EDGAR.
| Document | Accession Number |
|---|---|
| 8-K Filing (Primary) | 0001773751-26-000091 |
| Exhibit: ex991pressreleaserercfeuc.htm | 0001773751-26-000091 |
| Document: hims-20260529.htm | 0001773751-26-000091 |
| Document: 0001773751-26-000091-index-headers.html | 0001773751-26-000091 |
| Document: 0001773751-26-000091-index.html | 0001773751-26-000091 |
| Document: 0001773751-26-000091.txt | 0001773751-26-000091 |
Filters
| Type | Now | ||||
|---|---|---|---|---|---|
Oct 27, 2026 today | Institutional Cluster | $28.18 | awaiting T+20 | — | $27.92 (−0.92%) |
Oct 7, 2026 20d ago | 8-K | $28.06 | awaiting T+20 | — | $27.92 (−0.50%) |
Sep 23, 2026 4w ago | Insider Cluster | $29.28 $29.13 | ▲ +0.51% | ▲ +0.09% | $27.92 (+4.64%) |
Sep 18, 2026 5w ago | Insider Cluster | $29.35 $28.15 | ▲ +4.09% | ▲ +3.18% | $27.92 (+4.87%) |
Sep 17, 2026 5w ago | Insider Cluster | $27.99 $28.07 | ▼ −0.29% | ▼ −0.08% | $27.92 (+0.25%) |
Aug 20, 2026 9w ago | Insider Cluster | $33.78 $29.35 | ▼ −13.11% | ▼ −14.13% | $27.92 (−17.35%) |
Aug 20, 2026 9w ago | Insider Cluster | $33.78 $29.35 | ▼ −13.11% | ▼ −14.13% | $27.92 (−17.35%) |
Aug 18, 2026 9w ago | Insider Cluster | $31.09 $27.89 | ▼ −10.29% | ▼ −9.45% | $27.92 (−10.20%) |
Aug 10, 2026 11w ago | 8-K | $30.51 $27.90 | ▼ −8.55% | ▼ −7.50% | $27.92 (−8.49%) |
Jul 1, 2026 16w ago | 8-K | $36.80 $27.04 | ▼ −26.52% | ▼ −26.11% | $27.92 (−24.13%) |
US Market Status
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