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

Revenue · Q1 2026
$194.0M
EX-99 · May 6, 2026
Net income · Q1 2026
$1.2M
EX-99 · May 6, 2026
Adjusted net income · Q1 2026
$23.0M
EX-99 · May 6, 2026

Headline figures

MetricQ1 2026Prior qtrYear ago
Revenue$194.0 million——
Net income$1.2 million——
Adjusted net income$23.0 million——
Subscription revenue16%——

EX-99 · May 6, 2026

Guidance · company-stated

Direction: Raised

Margin

“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.

Next earningsNo verified date on fileNo date is estimated or imported

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.

General educational research only — not investment advice.Every figure is as stated in the held documents; values marked “computed from stated figures” are arithmetic on those stated figures. Guidance shown is the company’s own stated guidance. No price targets, no recommendations, no consensus estimates.

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

Documents

Earnings deck slides

0 decks with slide view

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.

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

Earnings releases

3 documents

Presentations

4 documents

Transcripts

0 documents

No transcripts for GoodRx Holdings, Inc. are held in this edition of the library.

See also the earnings calendar for every tracked company’s next earnings date.