Quarterly ResultMay 6, 2026, 04:21 PM
GoodRx Q1 Revenue $194M; Pharma Direct Revenue +82%; Raises FY26 Guidance
AI Summary
GoodRx Holdings, Inc. reported first-quarter 2026 financial results with revenue of $194.0 million, a 4% decrease year-over-year, and net income of $1.2 million. Despite the overall revenue decline, the company saw significant growth in its strategic areas, with Pharma Direct revenue increasing 82% to $52.2 million and subscription revenue rising 16% to $24.4 million. Based on a strong start to the year, GoodRx raised its full-year 2026 revenue guidance to $765-$785 million and Adjusted EBITDA expectations to over $235 million.
Key Highlights
- Q1 Revenue decreased 4% year-over-year to $194.0 million.
- Q1 Net income was $1.2 million, down from $11.1 million year-over-year.
- Pharma Direct revenue increased 82% year-over-year to $52.2 million.
- Subscription revenue increased 16% year-over-year to $24.4 million.
- GoodRx repurchased 5.5 million shares for $12.6 million in Q1 2026.
- Full-year 2026 revenue guidance raised to $765-$785 million.
- Full-year 2026 Adjusted EBITDA guidance raised to over $235 million.