GoodRx Q4 Sales Beat Estimates by 0.8% at $194.8M, 2026 EBITDA Guidance Cut to $230M
GoodRx’s Q4 CY2025 revenue declined 1.9% year-on-year to $194.8 million, topping estimates by 0.8% while non-GAAP EPS stayed flat at $0.09. The company cut fiscal 2026 EBITDA guidance to $230 million—18.5% below analysts’ $282.1 million forecast—sending the stock down 11.8%.
1. Q4 CY2025 Financial Results
GoodRx reported Q4 revenue of $194.8 million, a 1.9% year-on-year decline that still beat consensus by 0.8%. Non-GAAP EPS was $0.09 per share, adjusted EBITDA reached $65.02 million (33.4% margin), free cash flow turned negative $38.85 million, and active customers fell from 5.4 million to 5.3 million.
2. Fiscal 2026 Guidance Outlook
Management guided full-year 2026 revenue to a midpoint of $765 million—6.2% below analyst estimates—and slashed adjusted EBITDA guidance to $230 million, which is 18.5% lower than the $282.1 million consensus. These targets suggest slower profitability growth in the coming year.
3. Investor Reaction and Share Performance
Shares plunged 11.8% on the day of the earnings release as investors reacted to declining customer counts, a sharp free cash flow swing, and the substantial reduction in EBITDA guidance, raising concerns about growth prospects and operational efficiency.