GDRX

EX-99.1

2 gdrxq126-exx991pressrelease.htm

EX-99.1

GDRX Q1'26 - EX-99.1 (Press Release)

Exhibit 99.1

GOODRX REPORTS FIRST QUARTER 2026 RESULTS

Pharma Direct Revenue Increased 82% Year-Over-Year in the First Quarter

Company Raises Full Year 2026 Revenue and Adjusted EBITDA Expectations

SANTA MONICA, Calif. -- (May 6, 2026) -- GoodRx Holdings, Inc. (Nasdaq: GDRX) ("we," "us," "our," “GoodRx,” or the

“Company”), the leading platform for medication savings in the U.S., has released its financial results for the first quarter of

2026.

First Quarter 2026 Highlights

•Revenue of $194.0 million

•Net income of $1.2 million; Net income margin of 0.6%

•Adjusted Net Income1 of $23.0 million; Adjusted Net Income Margin1 of 11.9%

•Adjusted EBITDA1 of $58.3 million; Adjusted EBITDA Margin1 of 30.0%

•Net cash provided by operating activities of $11.8 million

“We delivered a strong start to the year, with continued momentum across our strategic growth priorities,” said Wendy

Barnes, President and Chief Executive Officer of GoodRx. “Our results demonstrate that the strategy we laid out last quarter

is working and that we are building a sustainable value proposition. We believe that momentum is driving durable growth

and increasing value for consumers and our partners.”

1.Adjusted EBITDA, Adjusted EBITDA Margin, Adjusted Net Income, and Adjusted Net Income Margin are non-GAAP financial measures and are presented for

supplemental informational purposes only. Adjusted EBITDA Margin and Adjusted Net Income Margin are defined as Adjusted EBITDA and Adjusted Net

Income, respectively, divided by Adjusted Revenue. Refer to the Non-GAAP Financial Measures section below for definitions, additional information, and

reconciliations to the most directly comparable GAAP measures.

First Quarter 2026 Financial Overview (all comparisons are made to the same period of the prior year unless otherwise

noted):

Revenue decreased 4% to $194.0 million compared to $203.0 million.

Prescription transactions revenue decreased 24% to $113.7 million compared to $148.9 million, primarily driven by a

decrease in the number of our Monthly Active Consumers due to the broader changes in the retail pharmacy landscape

including store closures, volume reduction in one of our integrated savings programs, as well as lower unit economics which

we expect to continue in the near-term as we made deliberate decisions to favor long-term durability and certainty.

Subscription revenue increased 16% to $24.4 million compared to $21.0 million, primarily driven by the introduction of our

condition-specific subscription programs beginning in the second quarter of 2025 and a related increase in the number of

subscription plans.

Pharma Direct (formally GoodRx Pharma Direct) revenue increased 82% to $52.2 million compared to $28.6 million, driven

by organic growth as we continued to expand our market penetration with pharma manufacturers and other customers, in

particular consumer direct pricing.

Net income was $1.2 million compared to $11.1 million. Net income margin was 0.6% compared to 5.4%. Adjusted Net

Income1 was $23.0 million compared to $34.4 million.

Adjusted EBITDA1 was $58.3 million compared to $69.8 million. Adjusted EBITDA Margin1 was 30.0% compared to 34.4%.

Cash Flow and Capital Allocation

Net cash provided by operating activities in the first quarter was $11.8 million compared to $9.4 million in the comparable

period last year. As of March 31, 2026, we had cash and cash equivalents of $235.7 million and total outstanding debt of

$493.8 million.

We are focused on a disciplined approach to capital allocation, centered on furthering our mission and creating stockholder

value. Our capital allocation priorities are investing for profitable growth, paying down debt, buying back shares, and M&A

that aligns with our strategic priorities. These capital allocation priorities support our long-term growth strategy while also

providing flexibility to navigate near-term challenges.

Exhibit 99.1

Share Repurchases

During the first quarter of 2026, we repurchased 5.5 million shares of Class A common stock for an aggregate of $12.6

million. As of March 31, 2026, we had $60.2 million of unused authorized share repurchase capacity under our $450.0

million share repurchase program, which does not have an expiration date.

Guidance

For the full year 2026, management is anticipating the following:

$ in millions

FY 2026

FY 2025

YoY Change

Revenue

$765 - $785

$796.9

(4%) - (1%)

Adjusted EBITDA2

> $235

“We exceeded our expectations in the first quarter, driven by strong execution across the business,” said Chris McGinnis,

Chief Financial Officer and Treasurer of GoodRx. “Pharma Direct revenue grew 82% year-over-year and subscription

revenue increased 16%. We are raising our full year guidance and remain focused on sustaining growth and maintaining

strong margins.”

2.Adjusted EBITDA is a non-GAAP financial measure and is pres

gdrx-202602250001809519FALSE2701 Olympic BoulevardSanta MonicaCalifornia00018095192026-02-252026-02-25

UNITED STATES

SECURITIES AND EXCHANGE COMMISSION

WASHINGTON, D.C. 20549

FORM 8-K

CURRENT REPORT

PURSUANT TO SECTION 13 OR 15(d)

OF THE SECURITIES EXCHANGE ACT OF 1934

Date of Report (Date of earliest event reported): February 25, 2026

GoodRx Holdings, Inc. (Exact Name of Registrant as Specified in its Charter)

Delaware

001-39549

47-5104396

(State or Other Jurisdiction of Incorporation)

(Commission File Number)

(IRS Employer Identification No.)

2701 Olympic Boulevard

Santa Monica, California

90404

(Address of Principal Executive Offices)

(Zip Code)

Registrant’s Telephone Number, Including Area Code: (855) 268-2822 Not applicable (Former Name or Former Address, if Changed Since Last Report)

Check the appropriate box below if the Form 8-K filing is intended to simultaneously satisfy the filing obligation of the registrant under any of the following provisions:

☐

Written communications pursuant to Rule 425 under the Securities Act (17 CFR 230.425)

☐

Soliciting material pursuant to Rule 14a-12 under the Exchange Act (17 CFR 240.14a-12)

☐

Pre-commencement communications pursuant to Rule 14d-2(b) under the Exchange Act (17 CFR 240.14d-2(b))

☐

Pre-commencement communications pursuant to Rule 13e-4(c) under the Exchange Act (17 CFR 240.13e-4(c))

Securities registered pursuant to Section 12(b) of the Act:

Title of each class

Trading Symbol(s)

Name of each exchange on which registered

Class A Common Stock, $0.0001 par value per share

GDRX

The Nasdaq Stock Market LLC

Indicate by check mark whether the registrant is an emerging growth company as defined in Rule 405 of the Securities Act of 1933 (§ 230.405 of this chapter) or Rule 12b-2 of the Securities Exchange Act of 1934 (§ 240.12b-2 of this chapter). Emerging growth company ☐ If an emerging growth company, indicate by check mark if the registrant has elected not to use the extended transition period for complying with any new or revised financial accounting standards provided pursuant to Section 13(a) of the Exchange Act. ☐

Item 2.02    Results of Operations and Financial Condition. On February 25, 2026, GoodRx Holdings, Inc. (the “Company”) announced the Company’s financial results for the three months and year ended December 31, 2025. The full text of the press release issued in connection with the announcement is furnished as Exhibit 99.1 to this report. The information in Item 2.02 and Exhibit 99.1 of this Current Report on Form 8-K shall not be deemed “filed” for purposes of Section 18 of the Securities Exchange Act of 1934, as amended (the “Exchange Act”), or otherwise subject to the liabilities of that section, nor shall it be deemed incorporated by reference in any filing under the Securities Act of 1933, as amended, or the Exchange Act, except as expressly set forth by specific reference in such a filing.

Item 9.01    Financial Statements and Exhibits. (d)Exhibits.

99.1*

Press Release, dated February 25, 2026.

104

Cover Page Interactive Data File - the cover page XBRL tags are embedded within the Inline XBRL document.

*Furnished herewith.

SIGNATURE

Pursuant to the requirements of the Securities Exchange Act of 1934, the registrant has duly caused this report to be signed on its behalf by the undersigned thereunto duly authorized.

GOODRX HOLDINGS, INC.

Date:

February 25, 2026

By:

/s/ Christopher McGinnis

Christopher McGinnis Chief Financial Officer & Treasurer

gdrx-202511040001809519FALSE00018095192025-08-062025-08-06

UNITED STATES

SECURITIES AND EXCHANGE COMMISSION

WASHINGTON, D.C. 20549

FORM 8-K

CURRENT REPORT

PURSUANT TO SECTION 13 OR 15(d)

OF THE SECURITIES EXCHANGE ACT OF 1934

Date of Report (Date of earliest event reported): November 4, 2025

GoodRx Holdings, Inc. (Exact Name of Registrant as Specified in its Charter)

Delaware

001-39549

47-5104396

(State or Other Jurisdiction of Incorporation)

(Commission File Number)

(IRS Employer Identification No.)

2701 Olympic Boulevard

Santa Monica, California

90404

(Address of Principal Executive Offices)

(Zip Code)

Registrant’s Telephone Number, Including Area Code: (855) 268-2822 Not applicable (Former Name or Former Address, if Changed Since Last Report)

Check the appropriate box below if the Form 8-K filing is intended to simultaneously satisfy the filing obligation of the registrant under any of the following provisions:

☐

Written communications pursuant to Rule 425 under the Securities Act (17 CFR 230.425)

☐

Soliciting material pursuant to Rule 14a-12 under the Exchange Act (17 CFR 240.14a-12)

☐

Pre-commencement communications pursuant to Rule 14d-2(b) under the Exchange Act (17 CFR 240.14d-2(b))

☐

Pre-commencement communications pursuant to Rule 13e-4(c) under the Exchange Act (17 CFR 240.13e-4(c))

Securities registered pursuant to Section 12(b) of the Act:

Title of each class

Trading Symbol(s)

Name of each exchange on which registered

Class A Common Stock, $0.0001 par value per share

GDRX

The Nasdaq Stock Market LLC

Indicate by check mark whether the registrant is an emerging growth company as defined in Rule 405 of the Securities Act of 1933 (§ 230.405 of this chapter) or Rule 12b-2 of the Securities Exchange Act of 1934 (§ 240.12b-2 of this chapter). Emerging growth company ☐ If an emerging growth company, indicate by check mark if the registrant has elected not to use the extended transition period for complying with any new or revised financial accounting standards provided pursuant to Section 13(a) of the Exchange Act. ☐

Item 2.02 Results of Operations and Financial Condition. On November 4, 2025, GoodRx Holdings, Inc. (the “Company”) announced the Company’s financial results for the three and nine months ended September 30, 2025. The full text of the press release issued in connection with the announcement is furnished as Exhibit 99.1 to this report. The information in Item 2.02 and Exhibit 99.1 of this Current Report on Form 8-K shall not be deemed “filed” for purposes of Section 18 of the Securities Exchange Act of 1934, as amended (the “Exchange Act”), or otherwise subject to the liabilities of that section, nor shall it be deemed incorporated by reference in any filing under the Securities Act of 1933, as amended, or the Exchange Act, except as expressly set forth by specific reference in such a filing.

Item 9.01.Financial Statements and Exhibits. (d)Exhibits.

99.1*

Press Release, dated November 4, 2025.

104

Cover Page Interactive Data File - the cover page XBRL tags are embedded within the Inline XBRL document.

*Furnished herewith.

SIGNATURE

Pursuant to the requirements of the Securities Exchange Act of 1934, the registrant has duly caused this report to be signed on its behalf by the undersigned thereunto duly authorized.

GOODRX HOLDINGS, INC.

Date:

November 4, 2025

By:

/s/ Christopher McGinnis

Christopher McGinnis Chief Financial Officer & Treasurer