NASDAQ$GDRX

GoodRx Holdings Inc. · Q3 2024 earnings

Q3 2024 earnings · · Investor relations

Briefing

GoodRx experienced revenue growth and improved profitability, driven by pharma manufacturer solutions and prescription transactions.

GoodRx reported an 8% increase in revenue to $195.3 million and a net income of $4.0 million for Q3 2024, compared to a net loss of $38.5 million in the same period last year. The growth was primarily driven by a 77% increase in pharma manufacturer solutions revenue and a 4% increase in prescription transactions revenue.

  • Revenue and Adjusted Revenue reached $195.3 million.
  • Net income was $4.0 million, with a net income margin of 2.0%.
  • Adjusted EBITDA was $65.0 million, resulting in an Adjusted EBITDA Margin of 33.3%.
  • The company exited the quarter with over 7 million consumers of prescription-related offerings.

Headline financials

Total Revenue

$195M

Previous: $180M+8.5%
EPS

$0.01

Previous: $0.06-83.3%
Monthly Active Consumers

6.5M

Previous: 6.1M+6.6%
Subscription Plans

70.0K

Previous: 930.0K-92.5%
Capital Expenditures

-$1.08M

Previous: -$634K-70.0%
Free Cash Flow

$2.89M

Previous: -$39.1M+107.4%
Net Income

$3.97M

Previous: -$38.5M+110.3%
Operating Income

$20.4M

Previous: -$38.3M+153.2%
Gross Profit

-$11.7M

Previous: -$18.7M+37.6%
Cash & Equivalents

$424M

Previous: $795M-46.7%
Total Assets

$1.35B

Previous: $1.71B-20.7%
R&D Expense

$30.1M

Previous: $31.2M-3.4%
Stock-Based Comp

$26.4M

Previous: $32.6M-19.2%

Revenue & EPS history

GoodRx · Revenue · Quarterly

$195M

Q3 2024+8.5%vs Q3 2023
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

For the fourth quarter of 2024, GoodRx anticipates revenue and Adjusted Revenue of approximately $200 million and Adjusted EBITDA Margin of about 34%.

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 Q3 2024

Historical avgQ3 2024

-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

Discussion

Share your read of this quarter. Sign-in carries your eToro identity.

Join the conversation

Sign in with eToro to post your read of this quarter and vote on others'.

Sign in with eToro