NASDAQ$GDRX
GoodRx Holdings Inc. · Q2 2025 earnings
Q2 2025 earnings · · After market close · Investor relations
Briefing
GoodRx Holdings Inc. reported Q2 2025 revenue of $203.1 million and net income of $12.8 million.
GoodRx reported revenue of $203.1 million for the three months ended June 30, 2025, up 1% year-over-year. Net income was $12.8 million with operating income of $26.8 million. The company highlighted challenges from retail pharmacy changes but noted growth in pharma manufacturer solutions.
- Revenue increased 1% to $203.1 million driven by pharma manufacturer solutions growth offsetting declines in prescription transactions.
- Net income rose to $12.8 million from $6.7 million year-over-year with net income margin of 6.3%.
- Monthly Active Consumers declined to 5.7 million due to retail pharmacy landscape changes and integrated savings program volume reduction.
- Adjusted EBITDA reached $69.4 million with Adjusted EBITDA Margin of 34.2%.
Headline financials
Revenue & EPS history
GoodRx · Revenue · Quarterly
$203M
Revenue by segment
GoodRx · $203M total across 4 segments · Q2 2025
- Prescription transactions revenue$143M—70.5%
- Pharma manufacturer solutions revenue$35M—17.2%
- Subscription revenue$20.5M—10.1%
- Other revenue$4.56M—2.2%
Forward guidance
Company expects continued near-term pressure on prescription transactions revenue from retail pharmacy changes estimated at $35-40 million impact in 2025 but remains positioned for long-term growth.
Tailwinds
- Pharma manufacturer solutions revenue grew 32% year-over-year.
- Adjusted EBITDA margin improved to 34.2%.
Headwinds
- Monthly Active Consumers declined 14% year-over-year.
- Subscription revenue decreased 7% year-over-year.
Historical earnings impact
How earnings announcements have historically affected this stock's price.
Avg. return before/after earnings
Based on 19 quarterly earnings reports
-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
| Quarter | Report date | Reaction (Day 0) | +5 days | +30 days |
|---|---|---|---|---|
| Q2 2025 | — | — | — | |
| 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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