Overview

* GoodRx Q3 2025 revenue beats analyst expectations, reaching $196 mln

* Adjusted net income for Q3 2025 misses analyst estimates

* Adjusted EBITDA for Q3 2025 beats analyst expectations

* Company raises Pharma Manufacturer Solutions revenue outlook to 35% growth for 2025

Outlook

* GoodRx ( GDRX ) maintains full-year 2025 revenue and adjusted EBITDA guidance

* Company raises pharma manufacturer solutions revenue outlook to 35% YoY growth for 2025

* GoodRx ( GDRX ) expects Q4 revenue to decline sequentially due to timing of manufacturer deals

Result Drivers

* PHARMA SOLUTIONS GROWTH - Pharma manufacturer solutions revenue increased 54% due to expanded market penetration and consumer direct pricing growth

* PRESCRIPTION REVENUE DECLINE - Prescription transactions revenue decreased 9% due to fewer Monthly Active Consumers and retail pharmacy changes

* SUBSCRIPTION REVENUE DROP - Subscription revenue decreased 3% due to a reduction in subscription plans

Key Details

Metric Beat/Mis Actual Consensu

s s

Estimate

Q3 Beat $196 mln $195.20

Revenue mln (12

Analysts

)

Q3 Miss $28.80 $32.60

Adjusted mln mln (10

Net Analysts

Income )

Q3 Net $1.10

Income mln

Q3 Beat $66.30 $64.60

Adjusted mln mln (10

EBITDA Analysts

)

Q3 33.80%

Adjusted

EBITDA

Margin

Analyst Coverage

* The current average analyst rating on the shares is "buy" and the breakdown of recommendations is 8 "strong buy" or "buy", 6 "hold" and 1 "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 ( GDRX ) is $5.25, about 37% above its November 3 closing price of $3.31

* The stock recently traded at 7 times the next 12-month earnings vs. a P/E of 11 three months ago

Press Release:

For questions concerning the data in this report, contact [email protected]. For any other questions or feedback, contact .

(This story was created using Reuters automation and AI based on LSEG and company data. It was checked and edited by a Reuters journalist prior to publication.)