GoodRx Holdings (GDRX)
NASDAQ:GDRX
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Earnings Data
Report Date
Aug 06, 2026Before Open (Confirmed)
Period Ending
2026 (Q2)Consensus EPS Forecast
0.08Last Year’s EPS
0.09Same Quarter Last Year
Based on 13 Analysts Ratings
Earnings Call Summary
Earnings Call Sentiment|Positive
The call balanced material near-term headwinds in the legacy prescription transactions business (PTR) — notably a 24% YoY decline in PTR revenue and persistent unit-economics pressure — against strong and accelerating growth in strategic areas (Pharma Direct up 82% YoY, subscriptions +16% YoY), improved operational scalability in e-commerce, and a raised full-year guidance. Management emphasized durable strategy execution, margin discipline (30% adjusted EBITDA margin in Q1), and momentum in Pharma Direct and condition-specific subscriptions. While legacy PTR trends and macro/regulatory uncertainty are notable risks, the company’s improved guidance, profitable quarter, and rapid Pharma Direct expansion weigh positively.Company Guidance
Q1 Revenue and Profitability
Reported revenue of $194 million in Q1 2026 and adjusted EBITDA of $58.3 million, representing a 30% adjusted EBITDA margin.
Strong Pharma Direct Growth
Pharma Direct revenue grew 82% year-over-year to $52.2 million in Q1; management now expects Pharma Direct to grow over 50% for full-year 2026 and highlighted more than 125 self-pay programs live.
Raised Full-Year Guidance
Full-year 2026 guidance increased to $765 million–$785 million in revenue and adjusted EBITDA of at least $235 million, driven primarily by Pharma Direct strength.
Subscription Expansion and Revenue Growth
Subscription revenue rose 16% year-over-year to $24.4 million, with condition-specific programs (notably GoodRx for weight loss) returning to year-over-year growth and increasing average revenue per subscription (moving ~ $10→$11).
Rx Marketplace Operational Scalability
Following e-commerce retail network expansion, order volume and total claims more than doubled quarter-over-quarter, and monthly active consumers (MAC) stabilized sequentially at ~5.3 million.
Wegovy Pill Launch Contribution
Third-party data cited GoodRx accounted for roughly one-third of Wegovy Pill transactions in the first two months post-launch, indicating strong platform role in GLP-1 launches.
Retail and Distribution Progress
Direct contracts in place with 9 of the top 10 retail pharmacies nationwide; initiatives to deliver pharma direct net pricing claims at pharmacy counters to improve experience and marketplace economics.
Strategic Partnerships and Program Launches
New collaborations and branded storefronts launched (e.g., Viatris support for 17 brand meds, Pfizer discounts across 30+ meds), and TrumpRx activity that appears incremental, expanding reach to new patients.
Marketing Efficiency Early in Year
Subscription momentum achieved with lower marketing spend year-over-year in Q1 (management noted Q1 marketing was down versus prior), indicating improved organic engagement and ROI.
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 |
|---|---|---|---|
May 06, 2026 | $2.57 | $2.84 | +10.51% |
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% |
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 Aug 06, 2026, Before Open (Confirmed).
What is GoodRx Holdings (GDRX) earnings time?
GoodRx Holdings (GDRX) earnings time is at Aug 06, 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 (Q2) is 0.08.
