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Guardian Pharmacy Services, Inc. Class A (GRDN)
NYSE:GRDN
Earnings Data
Report Date
May 18, 2026After Close (Confirmed)
Period Ending
2026 (Q1)Consensus EPS Forecast
0.24Last Year’s EPS
0.15Same Quarter Last Year
Strong Buy
Based on 3 Analysts Ratings
Earnings Call Summary
Earnings Call Sentiment|Positive
The call emphasized multiple strong operating and financial achievements—solid organic and reported revenue growth, meaningful adjusted EBITDA expansion, improved gross margins, strong cash generation, measurable clinical impact, and raised 2026 EBITDA guidance. Management acknowledged material industry headwinds from the IRA, one-time favorable Q4 variability, margin drag from early-stage acquisitions and greenfields, and ongoing operational complexity from new Medicare processes. Overall, the company appears to be executing well, generating cash, and positioning to offset near-term policy impacts, while remaining cautious and disciplined on M&A amid industry disruption.Company Guidance
Strong Revenue Growth
Full-year 2025 reported revenue grew 18% (including acquisitions) with organic revenue growth of 13%; fourth-quarter revenue rose 17% year-over-year to $397.6M (12% organic in Q4).
Robust Adjusted EBITDA and Margin Expansion
Full-year adjusted EBITDA increased (management cited a 27% year-over-year increase with margins expanding ~50 bps to 7.9%); fourth-quarter adjusted EBITDA rose 53% year-over-year to $39.5M with a 9.9% margin.
Raised 2026 EBITDA Guidance
Company raised 2026 adjusted EBITDA guidance to $120M–$124M and maintained 2026 revenue guidance of $1.40B–$1.42B, signaling confidence in durable growth drivers and scalability.
Strong Volume and Resident Growth
Served over 205,000 residents (+10% year-over-year) and script volume increased 14% year-over-year, evidencing continued demand and operational scale.
Improved Gross Profit and Vaccine Economics
Gross profit rose 27% in Q4 to $85.5M and gross margin expanded to 21.5% from 19.8% a year ago; vaccine program contributed materially with >120,000 vaccines administered in Q3–Q4 and improved vaccine profitability (vaccine scripts +3% in Q4; 9% full-season increase).
Strong Cash Generation and Liquidity
Cash balance increased to $66M (from $5M at end of 2024), an approximate $60M increase for the year, with a reported cash conversion rate of ~60%, enabling M&A and greenfield investment.
Clinical and Economic Impact
Pharmacists performed over 100,000 clinical interventions benefiting ~74,000 residents; proactive insurance optimization produced an estimated $56M in resident cost savings, demonstrating measurable clinical and economic value.
Successful M&A and Greenfield Ramps
Three midyear acquisitions and several greenfield startups contributed to growth; Pacific Northwest acquisitions ramped faster than expected and began onboarding national accounts early, accelerating contributions.
Improved Operating Efficiency
Adjusted SG&A improved to 13% of revenue versus 13.7% a year ago, reflecting operating leverage and better labor efficiency as scale increased.
Guardian Pharmacy Services, Inc. Class A (GRDN) Earnings, Revenues Date & History
GRDN 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
GRDN Earnings-Related Price Changes
Report Date | Price 1 Day Before | Price 1 Day After | Percentage Change |
|---|---|---|---|
Mar 11, 2026 | $33.51 | $33.27 | -0.72% |
Nov 10, 2025 | $29.75 | $31.25 | +5.04% |
Aug 11, 2025 | $19.88 | $22.62 | +13.78% |
May 12, 2025 | $25.66 | $24.64 | -3.98% |
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 Guardian Pharmacy Services, Inc. Class A (GRDN) report earnings?
Guardian Pharmacy Services, Inc. Class A (GRDN) is schdueled to report earning on May 18, 2026, After Close (Confirmed).
What is Guardian Pharmacy Services, Inc. Class A (GRDN) earnings time?
Guardian Pharmacy Services, Inc. Class A (GRDN) earnings time is at May 18, 2026, After Close (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 GRDN EPS forecast?
GRDN EPS forecast for the fiscal quarter 2026 (Q1) is 0.24.