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Dec 31, 2025
GoodRx Q4 2025 Earnings Report
GoodRx reported its fourth quarter 2025 financial results, showing revenue and Adjusted EBITDA in-line with previous guidance.
Key Takeaways
GoodRx delivered a stable fourth quarter with revenue of $194.8 million and net income of $5.4 million. While prescription transaction revenue saw a decline due to retail pharmacy landscape changes, the Pharma Direct segment (formerly Pharma Manufacturer Solutions) showed significant growth, increasing 41% for the full year. The company remains focused on cost discipline and capital allocation, including significant share repurchases throughout 2025.
Q4 revenue reached $194.8 million, with Pharma Direct revenue growing to $44.4 million in the quarter.
Net income for the quarter was $5.4 million, representing a 2.8% net income margin.
The company repurchased 48.9 million shares of Class A common stock for $217.4 million during the full year 2025.
Management issued FY 2026 revenue guidance of $750 million to $780 million, suggesting a year-over-year decline.
Revenue by Segment
Forward Guidance
For the full year 2026, GoodRx expects a slight decline in revenue while maintaining strong Adjusted EBITDA levels.
Positive Outlook
- Pharma Direct expected to remain a key growth driver.
- Continued focus on cost discipline to preserve margin strength.
- Expansion of manufacturer partnerships.
- Growth in differentiated subscription offerings.
- Strengthening retail relationships.
Challenges Ahead
- FY 2026 revenue guidance of $750M-$780M is lower than FY 2025 revenue.
- Broader changes in the retail pharmacy landscape including store closures.
- Potential impact of new government initiatives like TrumpRx.gov.
- Volume reduction in one of the integrated savings programs.
Historical Earnings Impact
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Avg. Return Before/After Earnings
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