GDRX · GoodRx Holdings, Inc.
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Metrics snapshot
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AI Brief
Q2 FY26 earnings call · Aug 6, 2026TL;DR. GoodRx reported Q2 revenue of $200.4 million, down 1% year-over-year, as Pharma Direct (+76%) and Subscription (+39%) growth was offset by a 26% drop in prescription transactions revenue and a CFO transition; the company raised its full-year 2026 revenue outlook to $790–$805 million and Adjusted EBITDA to $240–$250 million.
- + Pharma Direct revenue grew 76% year-over-year to $61.6 million, with full-year PharmaDirect now expected to grow more than 70%.
- + Subscription revenue grew 39% year-over-year to $28.5 million and subscription plans rose 14%, supported by the May launch of GoodRx Companion.
- + Company raised full-year 2026 Adjusted EBITDA guidance to $240–$250 million.
- + Net cash provided by operating activities rose to $80.8 million in Q2 from $49.6 million a year earlier, with $296.1 million of cash on hand.
- − Total revenue declined 1% year-over-year to $200.4 million.
- − Prescription transactions revenue fell 26% year-over-year to $106.4 million on declining MACs and deliberate shift toward subscriptions.
- − Net income declined to $8.5 million from $12.8 million and Adjusted Net Income fell to $26.8 million from $33.9 million.
- − Adjusted EBITDA margin contracted to 31.8% from 34.2% as Adjusted EBITDA fell to $63.7 million from $69.4 million.
- − CFO transition: Chris McGinnis departed as CFO and was replaced by Justin Fingler, adding leadership risk during a business model pivot.
AI-generated from the earnings call and 8-K · may contain errors · not investment advice
Equibles Rating
blended score · not investment adviceBlended from price, momentum, positioning, fundamentals & volatility · daily-close · not investment advice. Market backdrop is context, not part of the score.
Guidance & track record
Guidance from company 8-Ks · delivered figures from as-reported statements · no analyst estimates involved.
Technicals
trend & momentum for long-term holders BuyIllustrative technical + ownership context — a signal mix, not investment advice.
Key metrics
Earlier KPI extraction records exist, but do not meet the current evidence-completeness requirements. No current verified series is available. Earlier figures remain withheld until revalidated; this is not evidence that the company reports no KPIs.
Versus peers
Health Information Services — same industry group| Company | Mkt cap | YTD | Rev growth Y/Y | P/E | Short % shares |
|---|---|---|---|---|---|
|
GDRX
this stock
GoodRx Holdings, Inc.
|
$1.16B | +25.1% | +0.6% | 84.8 | 1.3% |
|
VEEV
Veeva Systems Inc
|
$42.55B | +17.5% | +28.1% | 43.0 | 3.0% |
|
PMDIY
Pro Medicus Ltd./ADR
|
$12.54B | -27.7% | — | — | 0.0% |
|
BTSG
BrightSpring Health Services, Inc.
|
$11.62B | +56.8% | +28.2% | 35.6 | 5.1% |
|
TEM
Tempus AI, Inc.
|
$10.65B | -0.1% | +83.4% | — | 16.3% |
Peers by industry group · P/E from as-reported trailing EPS · short % is of shares outstanding
At a glance
key data from every sectionPerformance
| 5D | 20D | 120D | MTD | YTD | |
|---|---|---|---|---|---|
| GDRX | -4.0% | -8.9% | +67.0% | -2.9% | +25.1% |
| SPY | -1.2% | -1.8% | +17.8% | -0.4% | +12.1% |
| vs SPY | -2.8% | -7.1% | +49.2% | -2.5% | +13.0% |
Capital returns
Dividends per share over the trailing 365 days by ex-date · buyback figures as last reported in SEC filings ("spent" derived as authorized − remaining; when several programs run concurrently, authorized is their combined total per the newest filing) · components shown separately — trailing-year buyback spend isn't tracked, so no combined shareholder yield is derived.