NASDAQ$GDRX

GoodRx Holdings Inc. · Q1 2025 earnings

Q1 2025 earnings · · After market close · Investor relations

Briefing

GoodRx reported Q1 2025, revenue of $203M, net income of $11.1M, diluted EPS of $0.05.

For Q1 2025, GoodRx reported revenue of $203M, net income of $11.1M, diluted EPS was $0.05. The filing highlights segment performance, liquidity, and management commentary on the period.

  • Revenue $203M.
  • Net income $11.1M.
  • Diluted EPS $0.05.

Headline financials

Total Revenue

$203M

Previous: $198M+2.6%
EPS (adj)

$0.05

Previous: $0.00
Net Income Margin

5.4%

Previous: -0.5%+1180.0%
Adjusted Net Income

$34.4M

Previous: $32.6M+5.5%
Adjusted Net Income Margin

16.9%

Previous: 16.5%+2.4%
Adjusted EBITDA

$69.8M

Previous: $62.8M+11.1%
Adjusted EBITDA Margin

34.4%

Previous: 31.7%+8.5%
Monthly Active Consumers

6.4M

Previous: 6.7M-4.5%
Subscription Plans

680.0K

Previous: 778.0K-12.6%
Capital Expenditures

-$142K

Previous: -$407K+65.1%
Net Income

$11.1M

Previous: -$1.01M+1195.3%
Operating Income

$23.4M

Previous: $7.38M+216.8%

Revenue & EPS history

GoodRx · Revenue · Quarterly

$203M

Q1 2025+2.6%vs Q1 2024
Beat estimate in 8 of 14 quarters(57%)
ActualEstimate

Revenue by segment

GoodRx · $175M total across 3 segments · Q3 2023

  • Prescription Transactions
    $135M+3.2%
  • Subscription
    $23.2M-12.5%
  • Pharma Direct
    $15.9M-35.1%

Forward guidance

Management discusses operating priorities, capital allocation, and sector risks in the quarterly filing.

Tailwinds

  • Headline results and segment trends anchor the quarter.
  • Liquidity and balance-sheet capacity support operations.
  • Strategic initiatives outlined in MD&A.

Headwinds

  • Macro, rates, or input costs may pressure margins.
  • One-time items affect year-over-year comparability.
  • Execution risk on growth or restructuring plans.

Historical earnings impact

How earnings announcements have historically affected this stock's price.

Avg. return before/after earnings

Based on 20 quarterly earnings reports · overlaid with Q1 2025

Historical avgQ1 2025

-5.3%

Avg return

Earnings day

-8.5%

Avg return

5 days after

-5.0%

Avg return

30 days after

37%

10 / 27 earnings

Positive

+29.1%

Q4 2023

Best reaction

-37.4%

Q1 2022

Worst reaction

Earnings price reactions
QuarterReport dateReaction (Day 0)+5 days+30 days
Q1 2026+0.4%+10.5%+3.5%
Q4 2025-19.5%-15.5%-20.8%
Q3 2025+1.8%-6.1%-16.9%
Q1 2025+11.9%+13.5%+7.7%
Q4 2024+1.8%-4.5%-8.0%
Q3 2024-20.0%-23.1%-19.6%
Q2 2024-16.3%-20.2%-10.5%
Q1 2024-13.3%-12.6%+12.4%
Q4 2023+29.1%+17.6%+9.7%
Q3 2023-12.4%-8.8%+9.1%
Q2 2023-5.6%-14.1%-29.3%
Q1 2023+7.0%+10.9%+17.5%
Q4 2022+5.6%+13.6%+14.2%
Q3 2022-21.5%+10.4%+0.8%
Q2 2022+10.5%+4.1%-12.6%
Q1 2022-37.4%-30.1%-43.5%
Q4 2021-36.3%-39.2%-27.9%
Q3 2021-5.7%-5.1%-5.4%
Q2 2021+20.0%+13.3%+37.1%
Q1 2021+5.1%+2.4%+24.8%
Q4 2018-10.5%-14.2%-7.9%
Q2 2020-3.9%-7.8%-1.2%
Q4 2020-3.9%-7.8%-1.2%
Q1 2020-7.3%-29.1%-16.5%
Q3 2019-7.3%-29.1%-16.5%
Q3 2020-7.3%-29.1%-16.5%
Q4 2019-7.3%-29.1%-16.5%
Q2 2019
Q1 2019

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