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GoodRx Holdings (GDRX)
NASDAQ:GDRX
Earnings Data
Report Date
May 07, 2026Before Open (Confirmed)
Period Ending
2026 (Q1)Consensus EPS Forecast
0.08Last Year’s EPS
0.09Same Quarter Last Year
Based on 13 Analysts Ratings
Earnings Call Summary
Earnings Call Sentiment|Neutral
The call presented a mixed but strategically coherent picture: GoodRx demonstrated strong growth and momentum in its Pharma Direct business, meaningful platform scale (including a notable share of Wegovy pill self-pay fills), e-commerce expansion (tripled retail footprint, 83% QoQ order volume growth), and maintained positive adjusted EBITDA and cash reserves. However, the company is navigating material near-term headwinds in its legacy prescription transactions business—driven by lower unit economics, a 6% decline in prescription transactions revenue, a 14% drop in monthly active consumers, one-time partner impacts (~$35M–$40M), and guidance that implies revenue and EBITDA declines in 2026. Management framed 2026 as a transition year in which it will accept near-term pressure to invest in Pharma Direct, subscriptions, and longer-term durability. Given the balance of meaningful growth in strategic areas against tangible near-term financial and volume headwinds, the overall tone is balanced and transitional rather than clearly positive or negative.Company Guidance
Full-Year Revenue and EBITDA Stability
Full-year 2025 revenue of $796.9M (up 1% year-over-year) and full-year Adjusted EBITDA of $270.5M (up 4% year-over-year), with Q4 revenue of $194.8M and Q4 Adjusted EBITDA of $65M; 2025 results were in line with guidance and Adjusted EBITDA was just above midpoint.
Pharma Direct Rapid Growth
Pharma Direct (formerly Pharma Manufacturer Solutions) revenue grew 41% year-over-year to $151.4M in 2025 and is expected to grow at least 30% in 2026, positioning it as a key growth engine and strategic pivot toward manufacturer-driven, direct-to-consumer pricing.
Strong Consumer Reach and Platform Scale
GoodRx reported nearly 300 million site visits annually, claimed the number one prescription app, and cited nearly 25 million consumers and over 1 million healthcare professionals using the platform each year, enabling significant reach for launches and pricing programs.
Wegovy Launch Contribution and Brand Program Adoption
GoodRx estimates it accounted for nearly 20% of all Wegovy pill self-pay fills during a single week in January; the company has ~200 manufacturer partnerships and over 100 brand self-pay programs live, many integrated into TrumpRx and pharmacy partners.
Rx Marketplace and E-commerce Expansion Momentum
Tripled retail footprint in Q4, exiting the year with 6 of the top 10 retail pharmacies live on the platform, direct contracts with 9 of the top 10 retailers, and a reported order volume increase of 83% quarter-over-quarter in Q4, showing e-commerce traction.
Healthy Balance Sheet and Share Repurchase
Ended 2025 with $261.8M cash on hand and ~ $80M undrawn on the revolving credit facility; repurchased ~48.9M shares for $217.4M at an average of $4.45 per share, demonstrating capital allocation confidence from management.
GDRX Earnings History
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 |
|---|---|---|---|
Feb 25, 2026 | $2.45 | $1.99 | -18.78% |
Nov 04, 2025 | $3.26 | $3.33 | +2.15% |
Aug 06, 2025 | $4.34 | $3.47 | -20.05% |
May 07, 2025 | $3.79 | $4.24 | +11.87% |
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.
FAQ
When does GoodRx Holdings (GDRX) report earnings?
GoodRx Holdings (GDRX) is schdueled to report earning on May 07, 2026, Before Open (Confirmed).
What is GoodRx Holdings (GDRX) earnings time?
GoodRx Holdings (GDRX) earnings time is at May 07, 2026, Before Open (Confirmed).
Where can I see when companies are reporting earnings?
You can see which companies are reporting today on our designated earnings calendar.
What companies are reporting earnings today?
You can see a list of the companies which are reporting today on TipRanks earnings calendar.
What is GDRX EPS forecast?
GDRX EPS forecast for the fiscal quarter 2026 (Q1) is 0.08.
