Brief: GoodRx Holdings Q2 Adjusted Net Income USD 33.9 Million Vs. IBES Estimate USD 37.9 Million

GoodRx Holdings

06/08/2025 21:05

Overview

GoodRx Q2 revenue of $203.1 mln missed analyst expectations, per LSEG data

Adjusted net income of $33.9 mln also missed analyst estimates, per LSEG data

Pharma Manufacturer Solutions revenue increased 32% yr/yr, showing strong growth

The  digital healthcare company repurchased 10.2 mln shares of Class A common stock for $46.4 mln

Outlook

GoodRx expects FY 2025 revenue to increase from 2024

Company anticipates $35-$40 mln revenue loss in 2025 due to Rite Aid bankruptcy

GoodRx projects FY 2025 adjusted EBITDA of $265-$275 mln

Company expects Q3 revenue to be lower than Q4

Result Drivers

PHARMA SOLUTIONS GROWTH - Pharma Manufacturer Solutions revenue rose 32% yr/yr due to increased market penetration and consumer direct pricing growth

DECLINE IN PRESCRIPTION REVENUE - Prescription transactions revenue fell 3% due to a 14% drop in monthly active consumers, affected by retail pharmacy changes and savings program volume reduction

SUBSCRIPTION REVENUE DROP - Subscription revenue decreased 7% due to fewer subscription plans

Key Details

Metric
Beat/Miss
Actual
Consensus Estimate
Q2 Revenue
Miss
$203.10 mln
$205.90 mln (14 Analysts)
Q2 Adjusted Net Income
Miss
$33.90 mln
$37.90 mln (10 Analysts)
Q2 Net Income
$12.80 mln
Q2 Adjusted EBITDA
Miss
$69.40 mln
$70.40 mln (12 Analysts)
Q2 Adjusted EBITDA Margin
34.2%


Analyst Coverage

The current average analyst rating on the shares is "buy" and the breakdown of recommendations is 8 "strong buy" or "buy", 8 "hold" and 1 "sell" or "strong sell"

The average consensus recommendation for the online services peer group is "buy"

Wall Street's median 12-month price target for GoodRx Holdings Inc is $6.00, about 26.8% above its August 5 closing price of $4.39

The stock recently traded at 10 times the next 12-month earnings vs. a P/E of 11 three months ago

Press Release: ID:nBwc9jxPca

(This story was created using Reuters automation and AI based on LSEG and company data. It was checked and edited by a Reuters journalist prior to publication.)