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Hims & Hers Health → Eucalyptus

completed
Deal announced2026-02-19
BuyerHims & Hers Health
SellerEucalyptus
SectorHealthcare
ValueA$1.7B
Deal typeM&A

US telehealth company Hims & Hers agreed to buy Australian digital health company Eucalyptus for up to US$1.15bn (~A$1.7bn), completing the deal in June 2026.

Why the buyer wanted it

Hims & Hers wanted Eucalyptus's platform and patient base to expand beyond the US into Australia, Canada, Germany, Japan, and the UK in one move, rather than building international operations from scratch.

Why the seller agreed

Eucalyptus's founders and investors got an exit at a price that made it, by some measures, the largest acquisition of an Australian preventative healthcare company to date, plus the resources of a much larger global platform to keep growing under.

Stock reaction

Hims & Hers (NYSE: HIMS) shares rose as much as 7.8% the morning the deal was announced. Eucalyptus is privately held, so it has no public share price.

Analyst / market commentary

Read as accelerating Hims & Hers' international expansion in one move rather than building country-by-country; some coverage flagged shareholder-dilution risk from the earn-out and stock-settlement structure.

Deal mechanics

Buyer's advisors

Not publicly disclosed

Seller's advisors

Not publicly disclosed

Deal structure

Roughly US$240m cash at closing, plus ~US$710m deferred over six quarterly instalments through the 18-month anniversary, plus up to US$200m in earn-outs tied to FY26-28 revenue and EBITDA targets. Hims & Hers can settle about 60% of the deferred/earn-out consideration in cash or its own stock.

Valuation multiple

Not publicly disclosed

Regulatory approval

Not publicly disclosed; a cross-border deal for an Australian target would typically require FIRB approval

Financing source

Existing cash and operating cash flow, plus a $350m 0%-coupon convertible senior notes offering (upsized from $300m) priced to help fund the deal

Company context: Eucalyptus (the seller/target)

Founded

Founded in 2019 by Tim Doyle, Charlie Gearside, Benny Kleist, and Alexey Mitko

Prior funding history

Raised roughly $103M total from investors including Blackbird Ventures, BOND, Woolworths' W23 venture arm, and OneVentures before this exit

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