| Metric | Value ($ M) | Q1 FY25 |
|---|---|---|
| Revenue | 194.01 | 4.4% |
| Total Income | 194.01 | 4.4% |
| Expenditure | 180.00 | 0.2% |
| PBT | 5.64 | 66.2% |
| Net Profit | 1.17 | 89.4% |
| OPM | 7.22% | 4.30pp |
| NPM | 0.60% | 4.84pp |
| EPS | 0.00 | 100.0% |
GoodRx Reports Q1 2026 Results; Pharma Direct Revenue Increased 82% YoY
07 May 2026 · 7 May, 1:50 am
Summary
GoodRx Holdings, Inc. announced its financial results for the first quarter of 2026. Revenue decreased 4% to $194.0 million. However, Pharma Direct revenue increased significantly by 82% to $52.2 million, and subscription revenue increased 16% to $24.4 million. The company is raising its full year 2026 revenue guidance to $765 - $785 million. Management remains focused on sustaining growth and maintaining strong margins.
Key Highlights
- 1
GoodRx reported a revenue of $194.0 million for the first quarter of 2026.
- 2
Net income for the quarter was $1.2 million, resulting in a net income margin of 0.6%.
- 3
Adjusted EBITDA for the first quarter of 2026 was $58.3 million, with an Adjusted EBITDA Margin of 30.0%.
- 4
Pharma Direct revenue increased by 82% to $52.2 million compared to the same period last year.
- 5
Subscription revenue increased 16% to $24.4 million compared to $21.0 million.
- 6
During the first quarter of 2026, the company repurchased 5.5 million shares of Class A common stock for $12.6 million.
- 7
The company is raising its full year 2026 revenue guidance to $765 - $785 million.
Management Comments
Wendy Barnes
“We delivered a strong start to the year, with continued momentum across our strategic growth priorities. Our results demonstrate that the strategy we laid out last quarter is working and that we are building a sustainable value proposition. We believe that momentum is driving durable growth and increasing value for consumers and our partners.”
Chris McGinnis
“We exceeded our expectations in the first quarter, driven by strong execution across the business. Pharma Direct revenue grew 82% year-over-year and subscription revenue increased 16%. We are raising our full year guidance and remain focused on sustaining growth and maintaining strong margins.”
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