10-K · February 26, 2026
GoodRx frames its strategy around expanding a consumer-focused digital healthcare platform that began with prescription price comparison and now targets multiple monetization points (prescription transactions,…
Earnings analysis · 10-Q
GDRX earnings analysis
Filed May 6, 2026 · Our reading of the company's report
The latest report
GoodRx's Q1 2026 financial results showed a decrease in revenue to $194.0 million, falling shy of the $184.1 million forecasted. The diluted EPS was reported at $0.00, below the expected $0.06, highlighting ongoing…
Read full summary
GoodRx's Q1 2026 financial results showed a decrease in revenue to $194.0 million, falling shy of the $184.1 million forecasted. The diluted EPS was reported at $0.00, below the expected $0.06, highlighting ongoing challenges amid a shifting pharmacy landscape. Despite this, the company raised its full-year 2026 revenue guidance to a range of $765 million to $785 million, indicating growth potential driven by strong performance in the Pharma Direct segment, which grew by 82% year-over-year.
Gross and operating margin
How much of each revenue dollar the business keeps.
One point per quarterly or annual filing. Both margins are shares of that report's revenue.
How we read each report
Our analysis across the last few reports.
Our model's reading of each filing, not the share price or the market's reaction. Annual and quarterly reports each occupy one position.
Reported figures
- Earnings per share
- $0
- Segment
- Prescription transactions
- Segment
- Subscription
- Segment
- Pharma Direct
- Segment
- Other
What stood out
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Revenue Misses Estimates
Q1 2026 revenue was $194.0 million, slightly below the estimated $184.1 million.
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EPS Below Expectations
Reported EPS was $0.00, missing the expected $0.06.
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Strong Pharma Direct Growth
Pharma Direct revenue surged 82% year-over-year to $52.2 million.
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Increased Cash from Operations
Operating cash flow increased to $11.8 million from $9.4 million year-over-year.
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Raised Full-Year Revenue Guidance
Full-year 2026 revenue guidance increased to $765-$785 million from $796.9 million last year.
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Stable Cash Position
Cash and cash equivalents stood at $235.7 million as of March 31, 2026, with no material changes.
What to watch
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Declining Prescription Revenue
Prescription transactions revenue fell 24%, from $148.9 million to $113.7 million year-over-year.
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Net Income Decrease
Net income declined from $11.1 million (5.4% margin) in Q1 2025 to $1.2 million (0.6% margin) in Q1 2026.
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Increased Interest Expense
Interest expenses remained significant at $9.8 million, with total other expenses of $8.37 million impacting profitability.
Management's outlook
Full-year 2026 revenue guidance raised from $796.9 million last year.
Earlier filings 4
10-Q · August 6, 2025
GoodRx reported quarterly revenue of $203,070,000 (up $2,460,000 vs. Q2 2024) and operating income rose to $26,809,000 (vs. $19,878,000 a year ago). Diluted EPS was $0.04 for the quarter and net income increased to…
10-Q · November 7, 2024
GoodRx reported Q3 revenue of $195.251M, up from $179.958M a year earlier, and delivered an operating income of $20.407M versus an operating loss of $(38.330)M in the prior-year quarter. The company returned to net…
10-Q · May 9, 2024
GoodRx Holdings, Inc. reported a strong performance for Q1 2024 with revenue of $197.88 million, a 7.5% increase from $183.99 million in Q1 2023. The company achieved a diluted EPS of $0.08, exceeding analysts'…
This is our reading of a public filing, not the filing itself. Analysis can contain errors; check the source document for full context.