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Goodrx Holdings Earnings Calls
| Release date | May 06, 2026 |
| EPS estimate | $0.0700 |
| EPS actual | $0.0700 |
| Revenue estimate | 185.402M |
| Revenue actual | 194.006M |
| Revenue Surprise | 4.64% |
| Release date | Feb 25, 2026 |
| EPS estimate | $0.0900 |
| EPS actual | $0.0900 |
| Revenue estimate | 193.274M |
| Revenue actual | 194.785M |
| Revenue Surprise | 0.782% |
| Release date | Nov 04, 2025 |
| EPS estimate | $0.0900 |
| EPS actual | $0.0800 |
| EPS Surprise | -11.11% |
| Revenue estimate | 193.267M |
| Revenue actual | 196.028M |
| Revenue Surprise | 1.43% |
| Release date | Aug 06, 2025 |
| EPS estimate | $0.100 |
| EPS actual | $0.0900 |
| EPS Surprise | -10.00% |
| Revenue estimate | 205.251M |
| Revenue actual | 203.07M |
| Revenue Surprise | -1.06% |
Last 4 Quarters for Goodrx Holdings
Below you can see how GDRX performed 4 days prior and 4 days after releasing the earnings report. Also, you can see the pre-estimates and the actual earnings. This information can give you a slight idea of what you might expect for the next quarter's release.
| Release date | Aug 06, 2025 |
| Price on release | $4.34 |
| EPS estimate | $0.100 |
| EPS actual | $0.0900 |
| EPS surprise | -10.00% |
| Date | Price |
|---|---|
| Jul 31, 2025 | $4.79 |
| Aug 01, 2025 | $4.53 |
| Aug 04, 2025 | $4.50 |
| Aug 05, 2025 | $4.39 |
| Aug 06, 2025 | $4.34 |
| Aug 07, 2025 | $3.47 |
| Aug 08, 2025 | $3.47 |
| Aug 11, 2025 | $3.48 |
| Aug 12, 2025 | $3.50 |
| 4 days before | -9.39% |
| 4 days after | -19.35% |
| On release day | -20.05% |
| Change in period | -26.93% |
| Release date | Nov 04, 2025 |
| Price on release | $3.26 |
| EPS estimate | $0.0900 |
| EPS actual | $0.0800 |
| EPS surprise | -11.11% |
| Date | Price |
|---|---|
| Oct 29, 2025 | $3.52 |
| Oct 30, 2025 | $3.44 |
| Oct 31, 2025 | $3.37 |
| Nov 03, 2025 | $3.31 |
| Nov 04, 2025 | $3.26 |
| Nov 05, 2025 | $3.33 |
| Nov 06, 2025 | $3.16 |
| Nov 07, 2025 | $3.11 |
| Nov 10, 2025 | $3.06 |
| 4 days before | -7.39% |
| 4 days after | -6.13% |
| On release day | 2.15% |
| Change in period | -13.07% |
| Release date | Feb 25, 2026 |
| Price on release | $2.45 |
| EPS estimate | $0.0900 |
| EPS actual | $0.0900 |
| Date | Price |
|---|---|
| Feb 19, 2026 | $2.36 |
| Feb 20, 2026 | $2.47 |
| Feb 23, 2026 | $2.27 |
| Feb 24, 2026 | $2.37 |
| Feb 25, 2026 | $2.45 |
| Feb 26, 2026 | $1.99 |
| Feb 27, 2026 | $1.87 |
| Mar 02, 2026 | $2.17 |
| Mar 03, 2026 | $2.07 |
| 4 days before | 3.81% |
| 4 days after | -15.51% |
| On release day | -18.78% |
| Change in period | -12.29% |
| Release date | May 06, 2026 |
| Price on release | $2.57 |
| EPS estimate | $0.0700 |
| EPS actual | $0.0700 |
| Date | Price |
|---|---|
| Apr 30, 2026 | $2.36 |
| May 01, 2026 | $2.55 |
| May 04, 2026 | $2.50 |
| May 05, 2026 | $2.56 |
| May 06, 2026 | $2.57 |
| May 07, 2026 | $2.84 |
| May 08, 2026 | $2.92 |
| May 11, 2026 | $2.84 |
| May 12, 2026 | $2.69 |
| 4 days before | 8.90% |
| 4 days after | 4.67% |
| On release day | 10.51% |
| Change in period | 13.98% |
Goodrx Holdings Earnings Call Transcript Summary of Q1 2026
GoodRx reported a strong Q1 2026 driven by its strategic pivot into manufacturer-sponsored pricing and subscriptions. Revenue was $194 million with adjusted EBITDA of $58.3 million (30% margin). Key growth drivers: Pharma Direct (self-pay manufacturer programs) grew 82% YoY to $52.2 million and is positioned as the primary growth engine; subscriptions (led by GoodRx for weight loss supporting FDA‑approved GLP-1 therapies) grew 16% YoY to $24.4 million and are being prioritized in marketing; Rx Marketplace showed stabilized engagement with monthly active consumers roughly flat sequentially at 5.3 million and order volume/claims from the expanded e-commerce footprint more than doubling quarter-over-quarter. Management raised full-year 2026 guidance to $765–$785 million revenue and adjusted EBITDA of at least $235 million, driven primarily by stronger-than-expected Pharma Direct performance. Strategic highlights include branded manufacturer storefronts, expanded direct retailer contracts (direct deals with 9 of top 10 retail pharmacies), TrumpRx volume that appears incremental (concentrated in GLP‑1s), and employer channel initiatives (GoodRx Employer Direct). Risks/notes for investors: prescription transaction revenue (PTR) remains under pressure (PTR was down 24% YoY) and unit-economics shifts continue as higher-value branded prescriptions migrate to Pharma Direct; management expects MAC to be more flat for the year and is taking a conservative view on marketplace trends. Overall, GoodRx is leaning into durable, higher-margin manufacturer- and subscription-driven revenue streams while stabilizing its core marketplace.
