GoodRx Holdings, Inc. (GDRX) Form 8-K — Aug 5, 2026
GoodRx reported second quarter 2026 revenue of $200.4 million, down 1% year over year, with GAAP net income of $8.5 million (4.3% margin) and Adjusted EBITDA of $63.7 million (31.8% margin). Management said it exceeded its expectations and raised full-year 2026 guidance to $790-$805 million of revenue and $240-$250 million of Adjusted EBITDA. The quarter showed a sharp mix shift: Pharma Direct revenue surged 76% to $61.6 million (helped by GLP-1 access programs) and subscription revenue rose 39% to $28.5 million, while core prescription transactions revenue fell 26% to $106.4 million.
Key figures
- Eps
- $0.03 basic / $0.02 diluted
- Revenue
- $200.4 million (Q2 2026)
- Guidance
- FY2026 revenue $790-$805 million (vs FY2025 $796.9 million); Adjusted EBITDA $240-$250 million
- Net Income
- $8.5 million (4.3% margin)
- Total Debt
- $492.5 million
- Revenue Yoy
- -1%
- Total Assets
- $2.34 billion
- Cash Position
- $296.1 million
- Adjusted ebitda
- $63.7 million (31.8% margin vs 34.2% prior year)
- Subscription plans
- 764 thousand as of June 30, 2026
- Adjusted net income
- $26.8 million (13.4% margin vs 16.7% prior year)
- Operating cash flow
- $80.8 million (vs $49.6 million prior year)
- Subscription revenue
- $28.5 million, up 39% YoY
- Pharma direct revenue
- $61.6 million, up 76% YoY
- Monthly active consumers
- 5.0 million vs 5.7 million year-ago
- H1 2026 share repurchases
- $14.5 million
- Prescription transactions revenue
- $106.4 million, down 26% YoY
Price after filing
Close on the filing date to close N calendar days later (from $3.34). Historical, not a forecast.
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