Key Points

Hims & Hers Health holds a clear revenue advantage over GoodRx, with ongoing positive trends in recent financial reports.
GoodRx shows mostly stable quarter-to-quarter revenue over the tracked timeframe, while Hims & Hers Health delivers reliable sequential increases.
Investors may monitor if the growing revenue divide between these firms persists or levels off in future periods.

GoodRx: Flat Revenue Trends

GoodRx (NASDAQ:GDRX) mainly earns income through a pricing comparison service that assists users in locating local deals and discounted rates on prescription medications nationwide.

As it broadens services to cover emerging weight-loss treatments and deals with a dismissed privacy agreement in court, the firm posted roughly 21% EBIT margin for the period ending December 31, 2025.

Hims & Hers Health: Sequential Revenue Growth

Hims & Hers Health (NYSE:HIMS) generates sales via a telehealth platform linking patients to licensed providers for consultations and continuous prescription deliveries.

The company pivoted to partner with a leading drug maker and encountered multiple investor probes, yet achieved about 72% gross margin for the quarter closed December 31, 2025.

Why Revenue Matters for Retail Investors

Revenue represents the standard income-statement figure from data providers, acting as a direct measure of customer interest that aids in assessing a company's ability to draw and hold onto clients.

Quarterly Revenue for GoodRx and Hims & Hers Health

Quarter (Period End)	GoodRx Revenue	Hims & Hers Health Revenue
Q1 2024 (March 2024)	$197.9 million	$278.2 million
Q2 2024 (June 2024)	$200.6 million	$315.6 million
Q3 2024 (Sept. 2024)	$195.3 million	$401.6 million
Q4 2024 (Dec. 2024)	$198.6 million	$481.1 million
Q1 2025 (March 2025)	$203.0 million	$586.0 million
Q2 2025 (June 2025)	$203.1 million	$544.8 million
Q3 2025 (Sept. 2025)	$196.0 million	$599.0 million
Q4 2025 (Dec. 2025)	$194.8 million	$617.8 million

Data source: Company filings.

Foolish Take

GoodRx's persistent top-line flatness continued into early 2026. On May 6, the drug discount service disclosed first-quarter revenue down 4.4% from the prior year to $194 million.

Despite the sales dip, optimism surrounds GoodRx's pharma direct segment, boosting shares over 10% post-earnings. Investors welcome the 82% annual jump in Pharma Direct to $52 million, now comprising around 27% of overall revenue.

With family health plans averaging $27,000 yearly in 2026, access to primary doctors is shrinking for many. Skyrocketing traditional drug costs fuel momentum for Hims & Hers Health's digital alternative.

Hims & Hers Health plans to release first-quarter figures on May 11, 2026. Its fourth-quarter 2025 saw 13% subscriber rise year over year, alongside 59% revenue growth, underscoring its edge over GoodRx.