GoodRx Holdings, Inc. (GDRX) Form 10-Q — Aug 5, 2026

$GDRXForm 10-QFiled Aug 5, 2026, 4:09 PM ET0001809519-26-000152Original filing

GoodRx Holdings filed its Q2 2026 Form 10-Q showing revenue of $200.4 million, down from $203.1 million a year ago, with net income of $8.5 million versus $12.8 million and Adjusted EBITDA of $63.7 million (31.8% margin) versus $69.4 million (34.2%). Diluted EPS was $0.02 versus $0.04. The core prescription transactions business fell 26% year-over-year to $106.4 million as Monthly Active Consumers declined to 5.0 million from 5.7 million, pressured by Rite Aid's bankruptcy, retail pharmacy store closures, and a volume reduction in an integrated savings program.

Key figures

Eps: $0.03 basic / $0.02 diluted (Q2 2026) vs $0.04 / $0.04 (Q2 2025)
Revenue: $200.4 million (Q2 2026) vs $203.1 million (Q2 2025)
Net Income: $8.5 million (Q2 2026) vs $12.8 million (Q2 2025)
Total Debt: $486.6 million (including $5.0 million current portion)
Revenue Yoy: -1.3% (Q2); -2.9% (six months)
Total Assets: $2,342.9 million
Cash Position: $296.1 million
Shares Outstanding: 107,181,201 Class A and 233,964,187 Class B as of July 28, 2026
Adjusted EBITDA: $63.7 million Q2 2026 vs $69.4 million Q2 2025
Buyback Remaining: $60.3 million of $450.0 million authorization; no repurchases in Q2 2026
Effective Tax Rate: 44.8% vs 34.4% prior-year quarter
Revolver Available: $80.4 million of $88.0 million facility maturing April 10, 2029
Subscription Plans: 764,000 vs 668,000 year-ago
Pharma Direct Revenue: $61.6 million, +76% YoY
Subscription Revenue: $28.5 million, +39% YoY
Adjusted EBITDAMargin: 31.8% vs 34.2%
Monthly Active Consumers: 5.0 million vs 5.7 million year-ago
Operating Cash Flow Six Months: $92.7 million vs $59.0 million prior year
Prescription Reimbursement Assets: $1,076.0 million vs $98.3 million at Dec 31, 2025 (consumer direct pricing gross-up)
Prescription Transactions Revenue: $106.4 million, -26% YoY

Price after filing

1 day: 0.0%7 days: +7.5%30 days: +5.7%

Close on the filing date to close N calendar days later (from $3.34). Historical, not a forecast.

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