NASDAQ$GDRX

GoodRx Holdings Inc. · Q1 2026 earnings

Q1 2026 earnings · · Investor relations

Briefing

GoodRx reported Q1 2026 total revenue of $194.0M and net income of $1.2M.

For the quarter ended March 31, 2026, GoodRx generated total revenue of $194.0 million versus $203.0 million a year ago, with prescription transactions revenue lower while pharma manufacturer solutions grew. Net income was $1.2 million (0.6% margin) compared with $11.1 million in Q1 2025; diluted EPS was breakeven at $0.00.

  • Total revenue $194.0M; net income $1.2M.
  • Prescription transactions revenue $121.8M; pharma solutions $52.2M.
  • Share repurchases continued under authorized program.
  • Margins compressed on mix and marketing spend.

Headline financials

Total Revenue

$194M

Previous: $203M-4.4%
EPS (adj)

$0.00

Previous: $0.05-100.0%
Capital Expenditures

-$1.14M

Previous: -$142K-700.0%
Net Income

$1.17M

Previous: $11.1M-89.4%
Operating Income

$14M

Previous: $23.4M-40.1%

Revenue & EPS history

GoodRx · Revenue · Quarterly

$194M

Q1 2026-4.4%vs Q1 2025
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

Focus on subscription and pharma partner growth, prescription volume, and cost discipline; no numeric EPS guidance in the 10-Q.

Tailwinds

  • Remained GAAP profitable despite revenue decline.
  • Pharma manufacturer revenue growing.

Headwinds

  • Revenue down YoY.
  • Net income fell sharply from prior year.

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 2026

Historical avgQ1 2026

-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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