Guardian Pharmacy Q4 revenue rises, company lifts 2026 EBITDA outlook

Guardian Pharmacy Services

11/03/2026 20:41

Overview

U.S. long-term care pharmacy's Q4 revenue grew 17% yr/yr, beating analyst expectations

Adjusted EPS for Q4 rose to $0.37, with net income up 81% yr/yr

Outlook

Guardian raises 2026 Adjusted EBITDA outlook to $120 mln-$124 mln from $115 mln-$118 mln

Company maintains 2026 revenue guidance at $1.40 bln-$1.42 bln

Result Drivers

ORGANIC GROWTH - Co said 12% organic revenue growth and a 10% increase in residents served contributed to Q4 results

OPERATIONAL IMPROVEMENTS - Profitability improved due to stronger purchasing, reimbursement, and labor economics, per co

FAVORABLE PAYOR DYNAMICS - Co said part of Q4 upside reflected favorable payor dynamics and quarter-to-quarter variability

Company press release: ID:nBw4ZHPmTa

Key Details

Metric
Beat/Miss
Actual
Consensus Estimate
Q4 Revenue
Beat
$397.6 mln
$389.15 mln (3 Analysts)
Q4 Adjusted EPS
$0.37
Q4 EPS
$0.33
Q4 Net Income
$21.3 mln
Q4 Adjusted EBITDA
$39.5 mln
Q4 Gross Profit
$85.5 mln
Q4 Operating Income
$30.76 mln


Analyst Coverage

The current average analyst rating on the shares is "strong buy" and the breakdown of recommendations is 4 "strong buy" or "buy", no "hold" and no "sell" or "strong sell"

The average consensus recommendation for the drug retailers peer group is "buy."

Wall Street's median 12-month price target for Guardian Pharmacy Services Inc is $35.00, about 4% above its March 10 closing price of $33.65

The stock recently traded at 33 times the next 12-month earnings vs. a P/E of 33 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.)