Digital healthcare firm GoodRx beats Q3 revenue estimates, maintains 2025 revenue forecast

GoodRx Holdings

04/11/2025 21:55

Overview

GoodRx Q3 2025 revenue beats analyst expectations, reaching $196 mln

Adjusted net income for Q3 2025 misses analyst estimates

Adjusted EBITDA for Q3 2025 beats analyst expectations

Company raises Pharma Manufacturer Solutions revenue outlook to 35% growth for 2025

Outlook

GoodRx maintains full-year 2025 revenue and adjusted EBITDA guidance

Company raises pharma manufacturer solutions revenue outlook to 35% YoY growth for 2025

GoodRx expects Q4 revenue to decline sequentially due to timing of manufacturer deals

Result Drivers

PHARMA SOLUTIONS GROWTH - Pharma manufacturer solutions revenue increased 54% due to expanded market penetration and consumer direct pricing growth

PRESCRIPTION REVENUE DECLINE - Prescription transactions revenue decreased 9% due to fewer Monthly Active Consumers and retail pharmacy changes

SUBSCRIPTION REVENUE DROP - Subscription revenue decreased 3% due to a reduction in subscription plans

Key Details

Metric
Beat/Miss
Actual
Consensus Estimate
Q3 Revenue
Beat
$196 mln
$195.20 mln (12 Analysts)
Q3 Adjusted Net Income
Miss
$28.80 mln
$32.60 mln (10 Analysts)
Q3 Net Income
$1.10 mln
Q3 Adjusted EBITDA
Beat
$66.30 mln
$64.60 mln (10 Analysts)
Q3 Adjusted EBITDA Margin
33.80%


Analyst Coverage

The current average analyst rating on the shares is "buy" and the breakdown of recommendations is 8 "strong buy" or "buy", 6 "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 $5.25, about 37% above its November 3 closing price of $3.31

The stock recently traded at 7 times the next 12-month earnings vs. a P/E of 11 three months ago

Press Release: ID:nBw6WCG8Va

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(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.)