On January 14, 2026, Guardian Pharmacy Services delivered a 30-minute presentation at the 44th Annual J.P. Morgan Healthcare Conference in San Francisco, providing investors with an in-depth review of its long-term care pharmacy model. CEO Fred Burke emphasized the company’s preparation for the Inflation Reduction Act price reductions effective in 2026, underscoring operational actions taken over the prior year. The presentation included a breakdown of technology-enabled services that support adherence for roughly 204,000 residents across 50+ locations and demonstrated how these capabilities drive facility partnerships and operational efficiency.

Guardian reaffirmed its full-year 2025 revenue target of $1.43 billion to $1.45 billion and adjusted EBITDA range of $104 million to $106 million. Management noted that this guidance reflects execution on recent contract renewals with major skilled nursing operators, a stable reimbursement environment through the end of 2025 and ongoing cost-control initiatives. The reaffirmation follows the Company’s third-quarter report, which showed year-to-date revenue growth of 6%, an adjusted EBITDA margin consistent with prior guidance, and sequential improvement in working capital metrics.

Looking ahead, Guardian projects 2026 revenue between $1.40 billion and $1.42 billion, incorporating expected mandatory drug-pricing reforms and WAC reductions under the Inflation Reduction Act. Excluding those headwinds, the business would have delivered high single-digit top-line growth. Adjusted EBITDA guidance of $115 million to $118 million represents roughly 11% growth over 2025 targets and implies a margin increase to above 8%. The Company also announced the acquisition of a standalone pharmacy in Montana at year-end, adding a new territory and contributing incremental adjusted EBITDA while reinforcing its expansion strategy in under-penetrated regions.