Earnings summaries and quarterly performance for GoodRx Holdings.
Executive leadership at GoodRx Holdings.
Board of directors at GoodRx Holdings.
AR
Agnes Rey-Giraud
Detailed
Director
CA
Christopher Adams
Detailed
Director
DD
Dipanjan Deb
Detailed
Director
DH
Douglas Hirsch
Detailed
Director
GM
Gregory Mondre
Detailed
Director
IT
Ian T. Clark
Detailed
Director
KJ
Kelly J. Kennedy
Detailed
Director
RE
Ronald E. Bruehlman
Detailed
Director
SW
Scott Wagner
Detailed
Co-Chairman & Director
Research analysts who have asked questions during GoodRx Holdings earnings calls.
LG
Lisa Gill
JPMorgan Chase & Co.
8 questions for GDRX
Also covers: AGL, CAH, CI +15 more
Daniel Grosslight
Citigroup
7 questions for GDRX
Also covers: ACH, AGL, CAH +13 more
JR
John Ransom
Raymond James
7 questions for GDRX
Also covers: ACHC, ADUS, ALHC +11 more
Michael Cherny
Leerink Partners
7 questions for GDRX
Also covers: ACCD, ACH, AKBA +23 more
Steven Valiquette
Mizuho
7 questions for GDRX
Also covers: ALGN, CAH, COR +12 more
Allen Lutz
Bank of America
6 questions for GDRX
Also covers: ACCD, CAH, COR +15 more
CR
Charles Rhyee
TD Cowen
6 questions for GDRX
Also covers: AMWL, BTSG, CAH +20 more
George Hill
Deutsche Bank
6 questions for GDRX
Also covers: AGL, CAH, CI +16 more
Jailendra Singh
Truist Securities
5 questions for GDRX
Also covers: ACCD, AGL, AMWL +16 more
CH
Craig Hettenbach
Morgan Stanley
4 questions for GDRX
Also covers: ACCD, AMWL, ARDT +10 more
SB
Stan Berenshteyn
Wells Fargo Securities
4 questions for GDRX
Also covers: AMWL, DOCS, HNGE +4 more
CH
Cameron Harbilas
Jefferies
2 questions for GDRX
PE
Payton Engdahl
Truist
2 questions for GDRX
Scott Schoenhaus
KeyBanc Capital Markets
2 questions for GDRX
Also covers: ALIT, CERT, DOCS +9 more
SB
Stanislav Berenshteyn
Wells Fargo
2 questions for GDRX
Also covers: AMWL, DOCS, HCAT +3 more
Daniel Christopher Clark
Leerink Partners
1 question for GDRX
Also covers: DOCS, IDXX, ZTS
Eric Sheridan
Goldman Sachs
1 question for GDRX
Also covers: ABNB, ACVA, AMZN +47 more
J
Jay
Morgan Stanley
1 question for GDRX
Also covers: DH
Jenny Cao
Truist Securities
1 question for GDRX
Also covers: DOCS, VEEV
JJ
Jialin Jin
Morgan Stanley
1 question for GDRX
LH
Luismario Higuera
Citigroup Inc.
1 question for GDRX
Sean Dodge
RBC Capital Markets
1 question for GDRX
Also covers: CDMO, CTLT, EVH +13 more
SD
Stephanie Davis
Barclays
1 question for GDRX
Also covers: ACCD, CAH, COR +20 more
Recent press releases and 8-K filings for GDRX.
GoodRx Holdings Highlights 2024 Financials and Market Position
GDRX
Earnings
Revenue Acceleration/Inflection
New Projects/Investments
- GoodRx reported $792.3 million in revenue for 2024, representing 6% year-over-year growth, and $260.2 million in Adjusted EBITDA with a 32.8% margin for the same period.
- For Q4 2024, Prescription Transactions Revenue was $198.6 million and subscription revenue reached $20.7 million. Adjusted EBITDA for Q4 2024 was $67.1 million, with a 33.8% margin.
- The company operates in a substantial U.S. healthcare market of $4.9 trillion, with a prescription Total Addressable Market (TAM) of $581 billion to $691 billion, yet GoodRx currently represents only ~2% of all prescriptions filled annually in the U.S..
- GoodRx delivers significant value to consumers, with users saving an average of 84%+ on retail prescription prices in 2024, and the company had 684,000 subscription plans as of December 31, 2024.
- GoodRx has integrated savings programs with major Pharmacy Benefit Managers (PBMs) including Express Scripts, CVS Caremark, MedImpact, and Navitus, which were live as of January 2024.
18 hours ago
GoodRx Holdings Reports Q4 and Full Year 2025 Results, Provides 2026 Guidance
GDRX
Earnings
Guidance Update
Share Buyback
- GoodRx Holdings reported Q4 2025 revenue of $194.8 million and full year 2025 revenue of $796.9 million, marking a 1% year-over-year increase.
- Pharma Direct (formerly Pharma Manufacturer Solutions) revenue grew 41% year-over-year to $151.4 million in 2025, becoming a key growth driver, while prescription transactions revenue declined 6%.
- The company issued full year 2026 guidance, projecting revenue between $750 million and $780 million and Adjusted EBITDA of at least $230 million.
- In 2025, GoodRx repurchased approximately 48.9 million shares for a total of $217.4 million.
- Monthly active consumers (MAC) fell 14% in 2025, but are expected to flatten sequentially from Q4 2025 through Q4 2026.
1 day ago
GoodRx Holdings Reports Q4 and Full Year 2025 Results, Provides 2026 Guidance
GDRX
Earnings
Guidance Update
Share Buyback
- GoodRx reported Q4 2025 revenue of $194.8 million and Adjusted EBITDA of $65 million. For the full year 2025, revenue reached $796.9 million, an increase of 1% year-over-year, with Adjusted EBITDA at $270.5 million, up 4% over 2024.
- The company provided full year 2026 guidance, projecting revenue between $750 million and $780 million and Adjusted EBITDA of at least $230 million. This outlook reflects a strategic shift to invest more heavily in Pharma Direct and subscription offerings.
- Pharma Direct revenue grew 41% year-over-year to $151.4 million in 2025 and is expected to grow at least 30% in 2026. Conversely, prescription transactions revenue declined 6% in 2025 due to factors including the Rite Aid bankruptcy, lower volume from an Integrated Savings Program partner, and a decline from unit economics.
- GoodRx repurchased approximately 48.9 million shares of its stock for a total of $217.4 million during 2025. Monthly active consumers fell 14% in 2025 but are anticipated to flatten sequentially from Q4 2025 through Q4 2026.
1 day ago
GoodRx Holdings Announces Q4 and Full Year 2025 Results, Shifts Focus to Pharma Direct
GDRX
Earnings
Guidance Update
New Projects/Investments
- GoodRx Holdings reported Q4 2025 revenue of $194.8 million and Adjusted EBITDA of $65 million. For the full year 2025, revenue reached $796.9 million (up 1% year-over-year) and Adjusted EBITDA was $270.5 million (up 4% over 2024).
- The company is undergoing a strategic evolution, emphasizing Pharma Manufacturer Solutions (now GoodRx Pharma Direct) as a key growth driver, which saw full-year 2025 revenue increase by 41% to $151.4 million. This segment is projected to grow at least 30% in 2026.
- GoodRx issued full-year 2026 guidance, expecting revenue between $750 million and $780 million and Adjusted EBITDA of at least $230 million, reflecting investments in Pharma Direct and Subscription Offerings, and anticipated pressure on Prescription Transaction Revenue.
- In 2025, the company repurchased approximately 48.9 million shares for $217.4 million and ended the year with $261.8 million in cash.
1 day ago
GoodRx Reports Fourth Quarter and Full Year 2025 Results and Provides 2026 Guidance
GDRX
Earnings
Guidance Update
Share Buyback
- GoodRx Holdings, Inc. reported Q4 2025 revenue of $194.8 million and full year 2025 revenue of $796.9 million, representing a 1% increase year-over-year.
- Net income for Q4 2025 was $5.4 million, and full year 2025 net income was $30.4 million. Adjusted EBITDA for Q4 2025 was $65.0 million, and full year 2025 Adjusted EBITDA was $270.5 million.
- Pharma direct revenue significantly increased by 41% to $151.4 million in 2025, while prescription transactions revenue decreased by 6% and subscription revenue decreased by 3%.
- For full year 2026, the company anticipates revenue between $750 million and $780 million and Adjusted EBITDA greater than $230 million.
- In 2025, GoodRx repurchased 48.9 million shares for $217.4 million, with $72.9 million remaining under its share repurchase program as of December 31, 2025.
2 days ago
GoodRx Reports Fourth Quarter and Full Year 2025 Results
GDRX
Earnings
Guidance Update
Share Buyback
- GoodRx reported Full Year 2025 revenue of $796.9 million, a 1% increase year-over-year, with net income of $30.4 million and Adjusted EBITDA of $270.5 million. For the fourth quarter of 2025, revenue was $194.8 million, net income was $5.4 million, and Adjusted EBITDA was $65.0 million.
- Pharma direct revenue increased 41% to $151.4 million in 2025, exceeding previous outlook, while prescription transactions revenue decreased 6% to $544.0 million and subscription revenue decreased 3% to $83.8 million.
- In 2025, the company repurchased 48.9 million shares for $217.4 million, with $72.9 million of authorized capacity remaining. As of December 31, 2025, GoodRx held $261.8 million in cash and cash equivalents and had $495.0 million in total outstanding debt.
- For Full Year 2026, GoodRx anticipates revenue between $750 million and $780 million and Adjusted EBITDA of greater than $230 million.
2 days ago
GoodRx Launches Employer Direct Program
GDRX
Product Launch
New Projects/Investments
- GoodRx (Nasdaq: GDRX) launched GoodRx Employer Direct, a new program for employers to directly lower the cost of high-impact brand medications, including GLP-1s, by applying targeted subsidies to discounted cash prices from pharmaceutical manufacturers.
- The program also offers branded versions of GoodRx’s condition-specific telemedicine solutions, integrating clinical care, prescribing, and pharmacy fulfillment to help employees access high-impact brand medications.
- Designed to complement existing health benefits, Employer Direct aims to close coverage gaps and improve affordability without adding plan complexity.
- GoodRx launched this model at the start of the year with its first employer partners, including Midwestern grocery chain Hy-Vee, with an initial focus on GLP-1 medications.
- This initiative represents a strategic expansion of the GoodRx platform, leveraging its core capabilities to unlock a potentially meaningful new growth opportunity for the company.
4 days ago
GoodRx Powers Pricing for Pfizer Medications on TrumpRx
GDRX
Product Launch
New Projects/Investments
- GoodRx has become a key integration partner for TrumpRx, powering the pricing for leading brand medications.
- At launch, GoodRx is the integrated pricing source for over 30 of Pfizer's essential brand medications on TrumpRx.
- Through this partnership, Pfizer is offering significant discounts, ranging as high as 85% and averaging 50%, on these medications via GoodRx-enabled savings.
- GoodRx facilitates manufacturers in deploying and scaling emerging pricing models by unifying pricing, pharmacy enablement, and consumer experience.
Feb 6, 2026, 12:44 AM
GoodRx Announces Strategic Partnership with Surescripts and Highlights Growth Drivers
GDRX
Product Launch
New Projects/Investments
Revenue Acceleration/Inflection
- GoodRx announced a strategic partnership with Surescripts to launch "Script Corner," a mobile-enabled web application designed to provide patients with price transparency (including funded, GoodRx, and manufacturer program pricing) at the point of prescription writing.
- The company's manufacturer solutions business was a significant growth driver in 2025, performing upwards of 40% year-over-year.
- GoodRx launched condition-based subscription offerings in 2025 for ED, hair loss, and weight loss, including a partnership with Novo for GLP-1s, with early uptake meeting expectations.
- Management emphasized a commitment to cost discipline and managing EBITDA margins in 2026, while also considering elective spending to support growth initiatives.
- GoodRx has shifted its model to contract directly with nine of the top ten retailers to improve pharmacy margins and efficiency, particularly for branded drugs.
Jan 13, 2026, 9:30 PM
GoodRx Announces Surescripts Partnership and Highlights Growth in Key Segments
GDRX
Product Launch
New Projects/Investments
Revenue Acceleration/Inflection
- GoodRx announced a strategic partnership with Surescripts to launch "Script Corner," a mobile-enabled application designed to provide patients with price transparency (including funded, GoodRx, and other affordability programs) at the point of prescription writing to help reduce prescription abandonment. This initiative will initially be piloted with health systems.
- The Manufacturer Solutions segment is a significant driver of growth, achieving upwards of 40% year-over-year growth in 2025. This segment is considered a durable model and a material contributor to the company's overall growth.
- GoodRx launched condition-based subscription offerings in 2025 for ED, hair loss, and weight loss, focusing on branded therapies such as the Wegovy pill at $149. The company is pleased with the early performance of these programs.
- GoodRx remains committed to cost discipline and expanding EBITDA margins, having achieved this in 2024 and 2025. The company plans to continue this focus while potentially making elective investments for future growth, particularly in areas like weight loss subscriptions.
Jan 13, 2026, 9:30 PM
Quarterly earnings call transcripts for GoodRx Holdings.
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