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Industry top-down

Health Information Services

Latest reported revenue & EPS across the covered companies in this industry, with year-over-year (YoY) change. From disclosed earnings — not investment advice.

22 companiesMedian revenue YoY: +9.6%EPS beat rate:

AI industry top-down

The health information services industry is experiencing a mixed performance overall. While some companies delivered strong results with double-digit revenue growth, such as BrightSpring Health Services at 25.9% and Doximity at 20.9%, others faced challenges. Conversely, Evolent Health recorded a revenue decline of -24.3%, and NRC Health saw a -4.9% decrease, highlighting significant performance disparities across companies. Profitability also showed varied trends: HEALTHEQUITY and Doximity achieved strong EPS growth, whereas HEALTHSTREAM and NRC Health experienced a decline in EPS.

  • Solid double-digit revenue growth in some companies
  • Varying trends in profitability metrics across companies
  • Widening disparity in growth rates among companies within the industry
Where companies diverge: Extreme divergence in company-specific revenue growth rates · Contrasting positive and negative trends in EPS growth rates

AI synthesis of disclosed results and analyst research across these companies — not investment advice.

Companies — latest quarter

CompanyPeriodRevenueRev YoYEPSEPS YoYSurprise
BTSGBrightSpring Health Services, Inc.FY2026 Q1$2.88B+25.9%$0.14
HQYHEALTHEQUITY, INC.FY2027 Q1$330.84M+15.0%$0.61+84.8%
HNGEHinge Health, Inc.FY2026 Q1$123.83M$1.31
DOCSDoximity, Inc.FY2026 Q3$432.11M+20.9%$0.80+53.8%
HTFLHeartflow, Inc.FY2026 Q1$37.21M$-5.25
OMCLOMNICELL, INC.FY2026 Q1$269.67M+9.6%$-0.15
OMDAOmada Health, Inc.FY2026 Q1$54.96M$-1.15
GDRXGoodRx Holdings, Inc.FY2026 Q1$202.97M+2.6%$0.03
CERTCertara, Inc.FY2026 Q1$106M+9.7%$0.03
HSTMHEALTHSTREAM INCFY2026 Q1$73.49M+1.0%$0.14-17.6%
PHRPhreesia, Inc.FY2027 Q1$115.94M+14.5%$-0.07
EVHEvolent Health, Inc.FY2026 Q1$483.65M-24.4%$-0.63
NRCNRC HEALTHFY2026 Q1$33.55M-5.0%$0.25-7.4%
CTEVClaritev CorpFY2026 Q1$231.33M-1.4%$-4.38
LFMDLifeMD, Inc.FY2026 Q1$50.89M$-0.02
AMWLAmerican Well CorpFY2026 Q1$66.83M+12.3%$-1.19
HCATHealth Catalyst, Inc.FY2026 Q1$79.41M+6.3%$-0.35
DHDefinitive Healthcare Corp.FY2026 Q1$59.19M-6.8%$-0.95
CCLDCareCloud, Inc.FY2026 Q1$27.63M+6.4%$-0.04
OPRXOptimizeRx CorpFY2026 Q1$21.93M+11.4%$-0.12
FORAForian Inc.FY2026 Q1$7.06M+44.7%$-0.04
DRIODarioHealth Corp.FY2015 Q3$0$-2.23

YoY = vs. the same quarter last year · Surprise = EPS actual vs. consensus. Latest reported quarter per company, from disclosed earnings filings. QoQ is omitted because quarterly filings don’t break out Q4 (US) and report cumulatively (KR).

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