The earnings call presents a mixed outlook with several positive developments such as revenue growth, strong financial performance, and expanding manufacturer solutions. However, challenges like the Rite Aid bankruptcy, pressure on monthly active consumers, and macroeconomic uncertainties present potential setbacks.

Company Guidance -

Q2 2025

During the GoodRx First Quarter 2025 Earnings Call, the company provided guidance for the fiscal year, projecting total revenue between $810 million and $840 million, with anticipated growth of 2% to 6% compared to 2024. The company also slightly increased and narrowed its full-year adjusted EBITDA guidance to a range between $273 million and $287 million, representing 5% to 10% growth from the previous year. In the first quarter, GoodRx reported total revenue of $203 million, a 3% increase from the prior year, and an adjusted EBITDA of $69.8 million, reflecting an 11% year-over-year rise and a margin of 34.4%. GoodRx's prescription transaction revenue and manufacturer solutions revenue grew by 2% and 17%, respectively. The company ended the quarter with $301 million in cash and deployed approximately $100 million to repurchase shares, with $189 million remaining under its repurchase program. The guidance did not incorporate potential impacts from the recent Rite Aid bankruptcy announcement, as Rite Aid is projected to represent less than 5% of GoodRx's 2025 revenue.

Revenue Growth and Strong Financial Performance

Total revenue for the first quarter was $203 million, up 3% versus the prior year, with adjusted EBITDA of $69.8 million rising 11%. The company has a strong balance sheet with $301 million in cash and $392.7 million in total liquidity.

Manufacturer Solutions Growth

Manufacturer solutions grew by 17% year-over-year, with an expectation of 20% growth for the full year, driven by expanded partnerships and deeper drug portfolio penetration.

New Leadership Appointments

Wendy Barnes completed her first 100 days as CEO, appointing key leaders like Aaron Crittenden as President of RX Marketplace and Scott Pope as Chief Pharmacy Officer, strengthening the leadership team.

Recognition and Brand Trust

GoodRx was recognized as one of Newsweek and USA Today's 2025 Most Trusted Brands, highlighting its strong consumer trust and brand presence.

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

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GDRX Earnings History

Report Date	Fiscal Quarter	Forecast / EPS	Last Year's EPS	EPS YoY Change	Slides	Play Transcript
Aug 06, 2025	2025 (Q2)	0.10 / -	0.08	―	―	―
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)
May 10, 2023	2023 (Q1)	0.06 / 0.07	0.1	-30.00% (-0.03)

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
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%
Aug 08, 2024	$8.61	$7.01	-18.58%

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.