The earnings call highlighted strong performance in the Pharma Manufacturer Solutions segment and improvements in adjusted EBITDA margins. However, significant challenges from the Rite Aid bankruptcy and ISP volume declines negatively impacted revenue. While there are promising initiatives and partnerships underway, the immediate financial outlook faces headwinds.

Company Guidance -

Q3 2025

During GoodRx's second quarter 2025 earnings call, the company reported strong financial performance, particularly highlighting a 32% year-over-year revenue growth in its pharma manufacturer solutions segment. This growth is driven by increased monetization per brand and successful direct-to-patient engagement strategies. Despite headwinds from the Rite Aid bankruptcy and a decline in volume with one of their integrated savings program (ISP) partners, which collectively could result in a $35 million to $40 million revenue shortfall this year, GoodRx remains optimistic. They anticipate full-year adjusted EBITDA in the range of $265 million to $275 million, representing a 2% to 6% increase compared to 2024. The company's strategic initiatives include expanding partnerships, launching new subscription services, and enhancing their pharmacy relationships to drive sustainable long-term growth.

Pharma Manufacturer Solutions Revenue Growth

The Pharma Manufacturer Solutions division saw a 32% year-over-year revenue growth, driven by enhanced relationships and increased monetization per brand.

Adjusted EBITDA Margin Improvement

The company reported an adjusted EBITDA of $69.4 million, up 6% from the previous year, with an adjusted EBITDA margin of 34.2%, showing an improvement of 160 basis points.

New Retail Partnerships

GoodRx signed several new retailer partnerships, expanding their presence at pharmacy counters and launching e-commerce solutions with additional retailers.

Launch of Condition Subscription Product

GoodRx launched a subscription product for erectile dysfunction, with plans to expand into other conditions like weight loss and hair loss.

GoodRx Holdings (GDRX) Earnings, Revenues Date & History

The upcoming earnings date is based on a company’s previous reporting, and may be updated when the actual date is announced

Daily Earnings Calendar >

GDRX Earnings History

Report Date	Fiscal Quarter	Forecast / EPS	Last Year's EPS	EPS YoY Change	Slides	Play Transcript
Nov 06, 2025	2025 (Q3)	0.09 / -	0.08	―	―	―
Aug 06, 2025	2025 (Q2)	0.10 / 0.09	0.08	12.50% (<+0.01)	―
May 07, 2025	2025 (Q1)	0.10 / 0.09	0.08	12.50% (<+0.01)	―
Feb 27, 2025	2024 (Q4)	0.09 / 0.09	0.08	12.50% (<+0.01)
Nov 07, 2024	2024 (Q3)	0.09 / 0.08	0.06	33.33% (+0.02)	―
Aug 08, 2024	2024 (Q2)	0.09 / 0.08	0.07	14.29% (<+0.01)	―
May 09, 2024	2024 (Q1)	0.08 / 0.08	0.07	14.29% (<+0.01)	―
Feb 29, 2024	2023 (Q4)	0.07 / 0.08	0.07	14.29% (<+0.01)	―
Nov 09, 2023	2023 (Q3)	0.06 / 0.06	0.07	-14.29% (-0.01)
Aug 09, 2023	2023 (Q2)	0.06 / 0.07	0.06	16.67% (+0.01)

The table shows recent earnings report dates and whether the forecast was beat or missed. See the change in forecast and EPS from the previous year.

Beat

Missed

GDRX Earnings-Related Price Changes

Report Date	Price 1 Day Before	Price 1 Day After	Percentage Change
Aug 06, 2025	$4.34	$3.47	-20.05%
May 07, 2025	$3.79	$4.24	+11.87%
Feb 27, 2025	$4.89	$4.98	+1.84%
Nov 07, 2024	$6.11	$5.04	-17.51%

Earnings announcements can affect a stock’s price. This table shows the stock's price the day before and the day after recent earnings reports, including the percentage change.