GoodRx Holdings, Inc.
3.6600-0.11 (-2.92%)
Oct 28, 4:00:00 PM EDT · NasdaqGS · GDRX · USD
Key Stats
Market Cap
1.27BP/E (TTM)
40.67Basic EPS (TTM)
0.09Dividend Yield
0%Recent Filings
10-Q
Q2 FY2025 results
GoodRx's Q2 revenue edged up 1% year-over-year to $203.1 million, fueled by 32% growth in pharma manufacturer solutions that offset a 3% dip in prescription transactions from pharmacy closures and program cuts; operating income climbed 35% to $26.8 million on slimmer sales and marketing costs, while diluted EPS held at $0.04 on 357 million shares. Free cash flow wasn't disclosed in the 10-Q. Cash stood at $281.3 million against $490 million in net debt, with $92.2 million revolver availability and covenant compliance intact; the January 2025 VCRx acquisition for $30 million cash added $11 million goodwill and $18.1 million customer intangibles over 6 years, boosting consumer reach. Yet Rite Aid's bankruptcy lingers as a drag on volumes.
8-K
GoodRx Q2 revenue edges up
GoodRx reported Q2 2025 revenue of $203.1 million, up 1% year-over-year, with pharma manufacturer solutions surging 32% to $35.0 million amid broader healthcare headwinds. Yet prescription transactions dipped 3% to $143.1 million, hit by a 14% drop in monthly active consumers from pharmacy closures and program cuts. Adjusted EBITDA climbed to $69.4 million at a 34.2% margin. Full-year revenue will rise from 2024, but Rite Aid bankruptcy and savings program losses could shave $35-40 million; EBITDA guidance holds at $265-275 million.
8-K
Annual meeting results
GoodRx Holdings held its annual stockholder meeting on June 3, 2025, with nearly all voting power represented. Stockholders elected Christopher Adams, Trevor Bezdek, and Scott Wagner as Class II directors for terms ending in 2028. They ratified PricewaterhouseCoopers LLP as auditors for 2025 and approved executive compensation on a non-binding basis. Continuity intact.
10-Q
Q1 FY2025 results
GoodRx posted solid Q1 momentum with revenue climbing 2.6% year-over-year to $203.0M, fueled by 17% growth in pharma manufacturer solutions while prescription transactions edged up 2% amid retail pharmacy shifts. Operating income surged to $23.4M from $7.4M, thanks to leaner sales and marketing plus lighter general and administrative costs, though a $4.4M lease impairment nudged net income to $11.1M versus a $1.0M loss last year. Cash dipped to $301.0M after a $30.0M cash acquisition of VCRx in January, recognizing $11.0M goodwill and $19.0M intangibles over 6 years, yet free cash flow turned negative at -$12.3M from $22.4M (derived). Debt holds steady at $490.8M under a 2029 term loan with $91.7M revolver availability and no covenant breaches. Stock buybacks totaled $100.9M. Ongoing consumer privacy suits pose litigation risks.
8-K
GoodRx Q1 beats EBITDA guidance
GoodRx Holdings reported Q1 2025 revenue of $203.0 million, up 3% year-over-year, with Adjusted EBITDA hitting $69.8 million for a 34.4% margin that beat prior guidance. Pharma manufacturer solutions surged 17% to $28.6 million, offsetting a 7% drop in subscription revenue from the Kroger program sunset, while monthly active consumers dipped 4% to 6.4 million amid retail pharmacy shifts. The company repurchased $100.9 million in shares and holds steady on full-year revenue guidance of $810-$840 million but raised Adjusted EBITDA expectations to $273-$287 million. Solid margins shine through macro headwinds.
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