Overview

• Medication savings platform's Q4 revenue slightly beat analyst expectations

• Adjusted EBITDA for Q4 slightly exceeded analyst estimates

• Pharma Direct revenue grew over 40% yr/yr, beating previous company outlook

Outlook

• GoodRx anticipates 2026 revenue between $750 mln and $780 mln

• Company expects 2026 adjusted EBITDA to exceed $230 mln

• GoodRx prioritizes preserving margin strength and reinforcing platform durability in 2026

Result Drivers

• PHARMA DIRECT GROWTH - Pharma Direct revenue increased over 40% yr/yr, driven by expanded market penetration and consumer direct pricing

• RETAIL PHARMACY CHANGES - Prescription transactions revenue decreased due to retail pharmacy changes, including store closures and volume reduction in savings programs

• SUBSCRIPTION DECLINE - Subscription revenue decreased due to a reduction in the number of subscription plans

Company press release: ID:nBw7mmtywa

Key Details

Metric	Beat/Miss	Actual	Consensus Estimate
Q4 Revenue	Slight Beat*	$194.80 mln	$193.26 mln (12 Analysts)
Q4 Adjusted Net Income	Miss	$29 mln	$31.96 mln (10 Analysts)
Q4 Net Income		$5.40 mln
Q4 Adjusted EBITDA	Slight Beat*	$65 mln	$64.85 mln (12 Analysts)
Q4 Adjusted EBITDA Margin		33.40%

*Applies to a deviation of less than 1%; not applicable for per-share numbers.

Analyst Coverage

• The current average analyst rating on the shares is "hold" and the breakdown of recommendations is 6 "strong buy" or "buy", 7 "hold" and 2 "sell" or "strong sell"

• The average consensus recommendation for the online services peer group is "buy."

• Wall Street's median 12-month price target for GoodRx Holdings Inc is $4.25, about 79.3% above its February 24 closing price of $2.37

• The stock recently traded at 5 times the next 12-month earnings vs. a P/E of 8 three months ago

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