GoodRx Holdings, Inc. — Form 8-K
Filed August 5, 2026 · analyzed by the 8-K Agent
8-K
— Neutral
significance 52/100
What the filing says
GoodRx reported Q2 2026 revenue of $200.4M (down 1% YoY), but Pharma Direct revenue surged 76% to $61.6M and subscription revenue grew 39% to $28.5M, offsetting a 26% decline in prescription transactions revenue ($106.4M). The company raised full-year 2026 revenue guidance to $790–805M (vs. FY2025: $796.9M) and Adjusted EBITDA to $240–250M. Adjusted EBITDA margin compressed to 31.8% in Q2 from 34.2% YoY. Net income fell to $8.5M from $12.8M; Adjusted Net Income declined to $26.8M from $33.9M. Operating cash flow improved to $80.8M vs. $49.6M YoY.
Why this rating
Mixed results: strong Pharma Direct growth (+76%) and margin pressure offset by prescription decline; guidance raise is modest; relative to $423M market cap, no transformational shift yet.
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