NASDAQ$GDRX
GoodRx Holdings Inc. · Q4 2025 earnings
Q4 2025 earnings · · After market close · Investor relations
Briefing
GoodRx reported Q4 2025 revenue of $194.8 million with adjusted EBITDA of $65.0 million (33.4% margin).
GoodRx delivered Q4 2025 revenue of $194.8 million with net income of $5.4 million (2.8% margin) and adjusted EBITDA of $65.0 million (33.4% margin). Adjusted net income was $29.0 million. Full-year revenue was $796.9 million. Pharma direct revenue grew over 40% in 2025. Results were in line with prior guidance as the prescription savings platform scaled subscription and pharma solutions.
- Q4 revenue $194.8M; adjusted EBITDA $65.0M (33.4% margin).
- Q4 net income $5.4M; adjusted net income $29.0M.
- Pharma direct revenue +40% YoY in 2025.
- Operating cash flow $32.9M in Q4.
Headline financials
Revenue & EPS history
GoodRx · Revenue · Quarterly
$195M
Revenue by segment
GoodRx · $175M total across 3 segments · Q3 2023
- Prescription Transactions$135M+3.2%77.6%
- Subscription$23.2M-12.5%13.3%
- Pharma Direct$15.9M-35.1%9.1%
Forward guidance
GoodRx discussed 2026 outlook on its call; the release emphasized pharma direct growth and margin discipline aligned with prior guidance ranges.
Tailwinds
- High adjusted EBITDA margin and cash generation.
- Pharma direct channel scaling with manufacturer partnerships.
- Subscription and marketplace engagement trends stabilizing.
Headwinds
- Regulatory scrutiny on drug pricing and PBM dynamics.
- Competition from other discount card and telehealth platforms.
- Low GAAP net income margin vs adjusted metrics.
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 Q4 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
| Quarter | Report date | Reaction (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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