The earnings call reflected a balanced view with significant growth in Manufacturer Solutions and brand partnerships, offset by declines in prescription transaction revenue due to external factors. The company is optimistic about future growth opportunities and strategic initiatives.
Company Guidance
During the GoodRx Third Quarter 2025 Earnings Call, the company provided guidance on several key metrics. Total revenue for the third quarter was reported at $196 million, marking a $1 million increase from the prior year, with a notable 54% year-over-year growth in Manufacturer Solutions revenue, reaching $43.4 million. However, prescription transaction revenue declined by 9% compared to the previous year, primarily due to the impact of Rite Aid store closures and lower transaction volume in their integrated savings program. The company maintained its full-year revenue guidance, anticipating at least $792 million, while adjusted EBITDA for the quarter stood at $66.3 million, reflecting a 2% increase with a margin of 33.8%. GoodRx highlighted its strategic efforts to expand partnerships, enhance brand awareness, and engage in policy discussions to leverage market shifts toward greater price transparency and direct-to-consumer access, which are expected to be advantageous for the company's growth in 2026.
Manufacturer Solutions Revenue Growth
Strong results with 54% year-over-year revenue growth in Manufacturer Solutions, driven by new brand sales and expanded partnerships.
Partnership Expansions
Expanded access and affordability programs with leading pharmaceutical manufacturers like Novo Nordisk and Amgen, and strengthened retail partnerships such as the RxSmartSaver counter solution launch at Kroger.
New Campaign and Brand Awareness
Launch of the new Savings Wrangler campaign increasing unaided awareness and GoodRx search volumes.
Adjusted EBITDA Increase
Adjusted EBITDA was $66.3 million, an increase of 2% year-over-year, with a margin improvement of 50 basis points.
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
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
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%
Feb 27, 2025
$4.89
$4.98
+1.84%
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 Feb 26, 2026, Before Open (Confirmed).
What is GoodRx Holdings (GDRX) earnings time?
GoodRx Holdings (GDRX) earnings time is at Feb 26, 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.