GoodRx Q4 revenue slightly beats estimates, helped by Pharma Direct growth

GoodRx Holdings

25/02/2026 21:49

Overview

Medication savings platform's Q4 revenue slightly beat analyst expectations

Adjusted EBITDA for Q4 slightly exceeded analyst estimates

Pharma Direct revenue grew over 40% yr/yr, beating previous company outlook

Outlook

GoodRx anticipates 2026 revenue between $750 mln and $780 mln

Company expects 2026 adjusted EBITDA to exceed $230 mln

GoodRx prioritizes preserving margin strength and reinforcing platform durability in 2026

Result Drivers

PHARMA DIRECT GROWTH - Pharma Direct revenue increased over 40% yr/yr, driven by expanded market penetration and consumer direct pricing

RETAIL PHARMACY CHANGES - Prescription transactions revenue decreased due to retail pharmacy changes, including store closures and volume reduction in savings programs

SUBSCRIPTION DECLINE - Subscription revenue decreased due to a reduction in the number of subscription plans

Company press release: ID:nBw7mmtywa

Key Details

Metric
Beat/Miss
Actual
Consensus Estimate
Q4 Revenue
Slight Beat*
$194.80 mln
$193.26 mln (12 Analysts)
Q4 Adjusted Net Income
Miss
$29 mln
$31.96 mln (10 Analysts)
Q4 Net Income
$5.40 mln
Q4 Adjusted EBITDA
Slight Beat*
$65 mln
$64.85 mln (12 Analysts)
Q4 Adjusted EBITDA Margin
33.40%


*Applies to a deviation of less than 1%; not applicable for per-share numbers.

Analyst Coverage

The current average analyst rating on the shares is "hold" and the breakdown of recommendations is 6 "strong buy" or "buy", 7 "hold" and 2 "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 $4.25, about 79.3% above its February 24 closing price of $2.37

The stock recently traded at 5 times the next 12-month earnings vs. a P/E of 8 three months ago

For questions concerning the data in this report, contact Estimates.Support@lseg.com. For any other questions or feedback, contact reuters.support@thomsonreuters.com.

(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.)