•
Jun 30, 2024

GoodRx Q2 2024 Earnings Report

Revenue increased driven by prescription transactions and pharma manufacturer solutions, and net income decreased due to prior year income tax benefit.

Key Takeaways

GoodRx reported a 6% increase in revenue to $200.6 million for Q2 2024. Net income was $6.7 million, compared to $58.8 million in the prior year, impacted by a prior year income tax benefit. The company exited the quarter with over 7 million consumers of prescription-related offerings.

Revenue and Adjusted Revenue of $200.6 million.

Net income of $6.7 million; Net income margin of 3.3%.

Adjusted Net Income of $32.4 million; Adjusted Net Income Margin of 16.1%.

Adjusted EBITDA of $65.4 million; Adjusted EBITDA Margin of 32.6%.

Total Revenue
$201M
Previous year: $190M
+5.8%
EPS
$0.08
Previous year: $0.07
+14.3%
Gross Profit
$172M
Previous year: $173M
-0.9%
Cash and Equivalents
$525M
Previous year: $762M
-31.1%
Free Cash Flow
$9.43M
Previous year: $29.6M
-68.1%
Total Assets
$1.48B
Previous year: $1.69B
-12.8%

GoodRx

GoodRx

Forward Guidance

For Q3 2024, GoodRx expects revenue and Adjusted Revenue between $193 million and $197 million and Adjusted EBITDA Margin of about 32%. For the full year 2024, the company expects revenue and Adjusted Revenue to be at the lower end of their previous guidance of $800 million to $810 million, including approximately $5 million of anticipated impact from Rite Aid’s store closures. For the full year, GoodRx expects over $255 million of Adjusted EBITDA, up about 17% from 2023.

Challenges Ahead

  • Revenue and Adjusted Revenue between $193 million and $197 million for Q3 2024.
  • Adjusted EBITDA Margin of about 32% for Q3 2024.
  • Revenue and Adjusted Revenue to be at the lower end of the previous guidance of $800 million to $810 million for FY 2024.
  • Includes approximately $5 million of anticipated impact from Rite Aid’s store closures for FY 2024.
  • Adjusted EBITDA over $255 million for FY 2024.