GDRX
GoodRx Holdings, Inc.2.7600
+0.0500+1.85%
Dec 16, 4:00:01 PM EST
Earnings Call Transcripts
This Quarter (Q1 '26)
No earnings call transcript available yet
Last Quarter (Q4 '25)
FY Q4 '25
Q&A unpacks PTR reset details
Q&A detailed PTR headwinds beyond lapping Rite Aid and Pharma Direct shifts: deliberate unit economics resets via lower fees for pharmacy durability, a mid-single-digit consolidated revenue hit. Pharma budgets proved healthy with bookings pulled forward versus last year, easing visibility worries. Condition-specific subscriptions gained strong organic traction, targeting 4x-5x run-rate growth by 2026-end amid GLP-1 tailwinds. Management was direct on stabilizing MAC at ~5.2 while emphasizing bidirectional pharma-retail flows. Core marketplace remains foundational. Investors watch transition execution.
Key Stats
Market Cap
958.96MP/E (TTM)
34.50Basic EPS (TTM)
0.08Dividend Yield
0%Recent Filings
8-K
8-K
10-K
FY2025 results
GoodRx delivered FY2025 revenue of $796.9M, up 1% y/y, with prescription transactions down 6% to $544M from retail closures and integrated savings cuts, offset by pharma direct surging 41% to $151M on manufacturer expansion. Q4 showed Monthly Active Consumers dipping to 5.3M from 6.6M y/y amid Rite Aid fallout, yet Adjusted EBITDA hit $270.5M (33.9% margin), edging up from $260M. Q4 margins held firm despite headwinds. $495M term debt matures 2029; $450M buyback active with $73M left. No 2026 guidance disclosed. Retail pharmacy shakeup threatens volume.
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