Inferra AI / Company / GDRX
GoodRx Holdings, Inc.
GDRX · Health Care
Last earnings Aug 5, 2026
Key results
Revenuequarter
$194.0 million
Revenue of $194.0 million
SEC original ↗GoodRx Holdings, Inc. — Earnings release (8-K exhibit)EX-99May 6, 2026
Net incomequarter
$1.2 million
Net income of $1.2 million Net income margin of 0.6% Adjusted Net Income 1 of $23.0 million Adjusted Net Income Margin 1 of 11.9% Adjusted EBITDA 1 of $58.3 million Adjusted EBITDA Margin 1 of 30.0% Net cash provided by operating activities of $11.8 million We delivered a strong start to the year
SEC original ↗GoodRx Holdings, Inc. — Earnings release (8-K exhibit)EX-99May 6, 2026
Adjusted net incomequarter
$23.0 million
Net income of $1.2 million Net income margin of 0.6% Adjusted Net Income 1 of $23.0 million Adjusted Net Income Margin 1 of 11.9% Adjusted EBITDA 1 of $58.3 million Adjusted EBITDA Margin 1 of 30.0% Net cash provided by operating activities of $11.8 million We delivered a strong start to the year
SEC original ↗GoodRx Holdings, Inc. — Earnings release (8-K exhibit)EX-99May 6, 2026
First Quarter 2026 Financial Overview (all comparisons are made to the same period of the prior year unless otherwise noted) Revenue decreased 4% to $194.0 million compared to $203.0 million .
SEC original ↗GoodRx Holdings, Inc. — Earnings release (8-K exhibit)EX-99May 6, 2026
revenue decreased 24% to $113.7 million compared to $148.9 million , primarily driven by a decrease in the number of our Monthly Active Consumers due to the broader changes in the retail pharmacy landscape including store closures, volume reduction in one of our integrated savings programs
SEC original ↗GoodRx Holdings, Inc. — Earnings release (8-K exhibit)EX-99May 6, 2026
Subscription revenuequarter
16%
Subscription revenue increased 16% to $24.4 million compared to $21.0 million , primarily driven by the introduction of our condition-specific subscription programs beginning in the second quarter of 2025 and a related increase in the number of subscription plans.
SEC original ↗GoodRx Holdings, Inc. — Earnings release (8-K exhibit)EX-99May 6, 2026
Pharma Direct (formally GoodRx Pharma Direct) revenue increased 82% to $52.2 million compared to $28.6 million , driven by organic growth as we continued to expand our market penetration with pharma manufacturers and other customers, in particular consumer direct pricing.
SEC original ↗GoodRx Holdings, Inc. — Earnings release (8-K exhibit)EX-99May 6, 2026
Net income was $1.2 million compared to $11.1 million .
SEC original ↗GoodRx Holdings, Inc. — Earnings release (8-K exhibit)EX-99May 6, 2026
Net income margin was 0.6% compared to 5.4% .
SEC original ↗GoodRx Holdings, Inc. — Earnings release (8-K exhibit)EX-99May 6, 2026
AI analysis
Q1 2026 · reported May 6, 2026
Based on: Earnings release + parent 8-K + 10-Q — transcript not held
Headline figures
| Metric | Q1 2026 | Prior qtr | Year ago |
|---|---|---|---|
| Revenue | $194.0 million | — | — |
| Net income | $1.2 million | — | — |
| Adjusted net income | $23.0 million | — | — |
| Subscription revenue | 16% | — | — |
Guidance · company-stated
Direction: Raised
“We are raising our full year guidance and remain focused on sustaining growth and maintaining strong margins.”
Classified from the release's primary full-year outlook statement.
Capital allocation
As of March 31, 2026 , we had cash and cash equivalents of $235.7 million and total outstanding debt of $493.8 million .
Our capital allocation priorities are investing for profitable growth, paying down debt, buying back shares, and M A that aligns with our strategic priorities.
Event summary
(Nasdaq GDRX) ( we, us, our, GoodRx, or the Company ), the leading platform for medication savings in the U.S., has released its financial results for the first quarter of 2026
Based on: Earnings release + parent 8-K + 10-Q — transcript not held
Guidance & outlook
Direction: Raised
Margin: “We are raising our full year guidance and remain focused on sustaining growth and maintaining strong margins.”
Margin — Raised (“raising”)
“We are raising our full year guidance and remain focused on sustaining growth and maintaining strong margins.”
Classified from the release's primary full-year outlook statement.
Capital allocation
As of March 31, 2026 , we had cash and cash equivalents of $235.7 million and total outstanding debt of $493.8 million .
SEC original ↗GoodRx Holdings, Inc. — Earnings release (8-K exhibit)EX-99May 6, 2026
Our capital allocation priorities are investing for profitable growth, paying down debt, buying back shares, and M A that aligns with our strategic priorities.
SEC original ↗GoodRx Holdings, Inc. — Earnings release (8-K exhibit)EX-99May 6, 2026
Exhibit 99.1 Share Repurchases During the first quarter of 2026 , we repurchased 5.5 million shares of Class A common stock for an aggregate of $12.6 million .
SEC original ↗GoodRx Holdings, Inc. — Earnings release (8-K exhibit)EX-99May 6, 2026
As of March 31, 2026 , we had $60.2 million of unused authorized share repurchase capacity under our $450.0 million share repurchase program, which does not have an expiration date.
SEC original ↗GoodRx Holdings, Inc. — Earnings release (8-K exhibit)EX-99May 6, 2026
We define Adjusted EBITDA for a particular period as net income or loss before interest, taxes, depreciation and amortization, and as further adjusted for, as applicable for the periods presented, acquisition related expenses, stock-based compensation expense, payroll tax expense related to stock-based compensation, loss on extinguishment of debt, financing related expenses, loss on operating lease assets, restructuring related expenses, legal settlement expenses, gain on sale of business, and other income or expense, net.
SEC original ↗GoodRx Holdings, Inc. — Earnings release (8-K exhibit)EX-99May 6, 2026
We define Adjusted Net Income for a particular period as net income or loss adjusted for, as applicable for the periods presented, amortization of intangibles related to acquisitions and restructuring activities, acquisition related expenses, stock- based compensation expense, payroll tax expense related to stock-based compensation, loss on extinguishment of debt, financing related expenses, loss on operating lease assets, restructuring related expenses, legal settlement expenses, gain on sale of business, other income or expense, net, and as further adjusted for estimated income tax on such adjusted items.
SEC original ↗GoodRx Holdings, Inc. — Earnings release (8-K exhibit)EX-99May 6, 2026
Strategy & priorities
Net income of $1.2 million Net income margin of 0.6% Adjusted Net Income 1 of $23.0 million Adjusted Net Income Margin 1 of 11.9% Adjusted EBITDA 1 of $58.3 million Adjusted EBITDA Margin 1 of 30.0% Net cash provided by operating activities of $11.8 million We delivered a strong start to the year, with continued momentum across our strategic growth priorities, said Wendy Barnes, President and Chief Executive Officer of GoodRx.
SEC original ↗GoodRx Holdings, Inc. — Earnings release (8-K exhibit)EX-99May 6, 2026
Our results demonstrate that the strategy we laid out last quarter is working and that we are building a sustainable value proposition.
SEC original ↗GoodRx Holdings, Inc. — Earnings release (8-K exhibit)EX-99May 6, 2026
We are focused on a disciplined approach to capital allocation, centered on furthering our mission and creating stockholder value.
SEC original ↗GoodRx Holdings, Inc. — Earnings release (8-K exhibit)EX-99May 6, 2026
Our capital allocation priorities are investing for profitable growth, paying down debt, buying back shares, and M A that aligns with our strategic priorities.
SEC original ↗GoodRx Holdings, Inc. — Earnings release (8-K exhibit)EX-99May 6, 2026
These capital allocation priorities support our long-term growth strategy while also providing flexibility to navigate near-term challenges.
SEC original ↗GoodRx Holdings, Inc. — Earnings release (8-K exhibit)EX-99May 6, 2026
Risks & headwinds
These capital allocation priorities support our long-term growth strategy while also providing flexibility to navigate near-term challenges.
SEC original ↗GoodRx Holdings, Inc. — Earnings release (8-K exhibit)EX-99May 6, 2026
We have not reconciled our Adjusted EBITDA guidance to GAAP net income or loss because we do not provide guidance for such GAAP measure due to the uncertainty and potential variability of stock-based compensation expense, acquired intangible assets and related amortization and income taxes, which are reconciling items between Adjusted EBITDA and the most directly comparable GAAP measure.
SEC original ↗GoodRx Holdings, Inc. — Earnings release (8-K exhibit)EX-99May 6, 2026
All statements contained in this press release that do not relate to matters of historical fact should be considered forward-looking statements, including without limitation statements regarding our future results of operations and financial position, industry and business trends, including uncertainty in the macro environment, the impact of trends impacting retail pharmacies on our future financial results, the potential impact of the new government sponsored direct-to-consumer platform called TrumpRx.
SEC original ↗GoodRx Holdings, Inc. — Earnings release (8-K exhibit)EX-99May 6, 2026
Legal Proceedings 25 Item 1A.
SEC original ↗GoodRx Holdings, Inc. — 10-Q Quarterly report10-QAug 5, 2026
Legal Contingencies Consumer privacy class action - Between February 2, 2023, and March 30, 2023, five individual plaintiffs filed five separate putative class action lawsuits against Google, Meta, Criteo and us, alleging generally that we have not adequately protected consumer privacy and that we communicated consumer information to third parties, including the three co- defendants.
SEC original ↗GoodRx Holdings, Inc. — 10-Q Quarterly report10-QAug 5, 2026
In response to the proposed settlement in the SDFL Class Action Matter, plaintiffs in the NDCA Class Action Matter filed (i) on November 1, 2023, a motion in the NDCA for an order to require us to cease litigation of, or alternatively file a motion to stay in, the SDFL Class Action Matter and enjoin us from seeking settlement with counsel other than plaintiffs counsel in the NDCA Class Action Matter; and (ii) on November 2, 2023, a motion in the SDFL for that court to allow them to intervene and appear in the SDFL action, transfer the SDFL Class Action Matter to the NDCA and reconsider and deny its preliminary approval of the proposed settlement.
SEC original ↗GoodRx Holdings, Inc. — 10-Q Quarterly report10-QAug 5, 2026
Earnings deck slides
0 decks with slide viewGoodRx Holdings, Inc. — Presentation / slide deck (8-K exhibit) — Slide view unavailable — this deck was filed as a web document, whose text has no page boundaries.
GoodRx Holdings, Inc. — Presentation / slide deck (8-K exhibit) — Slide view unavailable — this deck was filed as a web document, whose text has no page boundaries.
GoodRx Holdings, Inc. — Presentation / slide deck (8-K exhibit) — Slide view unavailable — this deck was filed as a web document, whose text has no page boundaries.
GoodRx Holdings, Inc. — Presentation / slide deck (8-K exhibit) — Slide view unavailable — this deck was filed as a web document, whose text has no page boundaries.
Competitors
Competitors & peers
Same GICS sector — classification peers, not declared competitors
Filings
30 documents- Q2 2026
- 8-KGDRX
Aug 5, 2026
- 10-QGDRX
- 8-KGDRX
Aug 5, 2026
- Q1 2026
- 8-KGDRX
Jun 18, 2026
- 10-QGDRX
- 8-KGDRX
May 6, 2026
- 8-KGDRX
Apr 24, 2026
- 8-KGDRX
Apr 3, 2026
- Q4 2025
- 8-KGDRX
Mar 27, 2026
- 8-KGDRX
Mar 18, 2026
- 8-KGDRX
Mar 6, 2026
- 8-KGDRX
Feb 27, 2026
- 10-KGDRX
Feb 26, 2026
- 8-KGDRX
Feb 25, 2026
- Q3 2025
- 8-KGDRX
Dec 12, 2025
- 10-QGDRX
- 8-KGDRX
Nov 4, 2025
- 8-KGDRX
Nov 3, 2025
- Q2 2025
- 10-QGDRX
- 8-KGDRX
Aug 6, 2025
- Q1 2025
- 8-KGDRX
Jun 4, 2025
- 10-QGDRX
- 8-KGDRX
May 7, 2025
- Q4 2024
- 8-KGDRX
Mar 17, 2025
- 10-KGDRX
Feb 27, 2025
- 8-KGDRX
Feb 27, 2025
- 8-KGDRX
Feb 5, 2025
- 8-KGDRX
Jan 22, 2025
- 8-KGDRX
Jan 13, 2025
- Q3 2024
- 8-KGDRX
Dec 16, 2024
Earnings releases
3 documentsPresentations
4 documentsTranscripts
0 documentsNo transcripts for GoodRx Holdings, Inc. are held in this edition of the library.
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