Core Insights - GoodRx Holdings, Inc. reported revenue of $196.03 million for the quarter ended September 2025, reflecting a year-over-year increase of 0.4% [1] - The earnings per share (EPS) for the same period was $0.08, unchanged from the previous year, but below the consensus estimate of $0.09, resulting in an EPS surprise of -11.11% [1] - The reported revenue exceeded the Zacks Consensus Estimate of $193.43 million, indicating a positive surprise of +1.34% [1] Financial Performance Metrics - Monthly Active Consumers stood at 5, matching the average estimate from three analysts [4] - Subscription plans reached 671, slightly above the average estimate of 662 from two analysts [4] - Revenue from prescription transactions was $127.29 million, below the average estimate of $131.26 million, representing a year-over-year decline of -9.3% [4] - Revenue from other sources was $4.64 million, slightly above the estimated $4.5 million, but down -14% compared to the previous year [4] - Revenue from pharmaceutical manufacturer solutions was $43.37 million, exceeding the average estimate of $37.06 million, marking a significant year-over-year increase of +54.4% [4] - Subscription revenue was reported at $20.72 million, slightly above the estimate of $20.26 million, but down -2.7% year-over-year [4] Stock Performance - GoodRx shares have declined by -27.7% over the past month, contrasting with a +2.1% change in the Zacks S&P 500 composite [3] - The stock currently holds a Zacks Rank 3 (Hold), suggesting it may perform in line with the broader market in the near term [3]

Core Insights - GoodRx Holdings, Inc. reported quarterly earnings of $0.08 per share, missing the Zacks Consensus Estimate of $0.09 per share, representing an earnings surprise of -11.11% [1] - The company posted revenues of $196.03 million for the quarter ended September 2025, surpassing the Zacks Consensus Estimate by 1.34% [2] - GoodRx shares have declined approximately 28.8% year-to-date, contrasting with the S&P 500's gain of 16.5% [3] Earnings Performance - Over the last four quarters, GoodRx has not surpassed consensus EPS estimates, with the most recent earnings matching the previous year's figure of $0.08 per share [1][2] - The current consensus EPS estimate for the upcoming quarter is $0.10, with projected revenues of $196.93 million, and for the current fiscal year, the estimate is $0.38 on revenues of $796.43 million [7] Market Outlook - The sustainability of GoodRx's stock price movement will largely depend on management's commentary during the earnings call and future earnings expectations [3][4] - The Zacks Rank for GoodRx is currently 3 (Hold), indicating that shares are expected to perform in line with the market in the near future [6] Industry Context - The Medical Services industry, to which GoodRx belongs, is currently ranked in the bottom 43% of over 250 Zacks industries, suggesting potential challenges ahead [8] - Another company in the same industry, DocGo Inc., is expected to report a quarterly loss of $0.09 per share, reflecting a significant year-over-year decline [9]

Financial Performance - Revenue for the three months ended September 30, 2025, was $196.0 million, a slight increase from $195.3 million in the same period of 2024[115] - Net income for the same period was $1.1 million, with a net income margin of 0.6%, down from $4.0 million and 2.0% in the prior year[115] - Adjusted EBITDA for the three months ended September 30, 2025, was $66.3 million, representing an Adjusted EBITDA Margin of 33.8%, compared to $65.0 million and 33.3% in the same period of 2024[115] - The company reported a revenue increase to $602.1 million for the nine months ended September 30, 2025, compared to $593.7 million in the same period of 2024[115] - Net income for the nine months ended September 30, 2025, was $25.0 million, with a net income margin of 4.2%, up from $9.7 million and 1.6% in the prior year[115] - Adjusted EBITDA for the nine months ended September 30, 2025, was $205.5 million, with an Adjusted EBITDA Margin of 34.1%, compared to $193.2 million and 32.5% in the same period of 2024[115] - Net income for Q3 2025 was $1.1 million, down from $4.0 million in Q3 2024, resulting in a net income margin of 0.6% compared to 2.0%[121] - Operating income rose to $64.8 million, compared to $47.7 million in the prior year, reflecting improved operational efficiency[146] - Net income for the nine months ended September 30, 2025, was $25.0 million, significantly up from $9.7 million in 2024, marking a year-over-year increase of 159%[146] Consumer Metrics - Monthly Active Consumers decreased to 5.4 million in Q3 2025 from 6.6 million in Q3 2024, reflecting a year-over-year decline[112] - Subscription plans as of September 30, 2025, totaled 671,000, a decrease from 701,000 in the same period of 2024[114] - Subscription revenue decreased by $0.6 million, or 3%, year-over-year, with 671 thousand subscription plans as of September 30, 2025, down from 701 thousand a year earlier[132] Revenue Breakdown - Prescription transactions revenue decreased by $13.1 million, or 9%, year-over-year, primarily due to a decline in Monthly Active Consumers[131] - Pharma manufacturer solutions revenue increased by $15.2 million, or 54%, year-over-year, driven by organic growth and market expansion[133] - Prescription transactions revenue decreased by $13.3 million, or 3%, year-over-year, while pharma manufacturer solutions revenue increased by $27.9 million, or 35%[146] Expenses and Costs - General and administrative expenses rose by $6.4 million, or 25%, year-over-year, mainly due to a $5.5 million estimated loss related to ongoing litigation[137] - Total costs and operating expenses for Q3 2025 were $181.4 million, an increase from $174.8 million in Q3 2024[127] - Sales and marketing expenses decreased by $20.3 million, or 7%, year-over-year, largely due to reduced stock-based compensation and third-party marketing expenses[151] - General and administrative expenses decreased by $4.3 million, or 5%, primarily due to a reduction in estimated legal settlement expenses[152] - Depreciation and amortization expenses increased by $11.6 million, or 23%, year-over-year, reflecting higher asset utilization and investment[153] Cash Flow and Investments - Cash and cash equivalents as of September 30, 2025, totaled $273.5 million, with an additional $80.2 million available under a revolving credit facility[156] - Net cash provided by operating activities decreased by $4.1 million year-over-year, primarily due to increased cash outflows from changes in operating assets and liabilities[163] - Net cash used in investing activities increased by $34.5 million, driven by a $30.0 million increase in cash paid for business acquisitions[164] Strategic Initiatives - The company acquired ScriptDrop, Inc. for $13.5 million in cash on October 16, 2025, enhancing its prescription delivery capabilities[108] - The company plans to expand its condition-specific subscription programs into additional conditions before the end of 2025[103]

Revenue Performance - Revenue for Q3 2025 increased to $196.0 million, slightly up from $195.3 million in the same period last year[3] - Total revenue for the three months ended September 30, 2025, was $196.028 million, a slight increase of 0.4% compared to $195.251 million in the same period of 2024[29] - For FY 2025, the company anticipates revenue growth from $792.3 million in FY 2024, with adjusted EBITDA guidance of $265 - $275 million[12] Consumer Metrics - The company exited Q3 2025 with over 6 million prescription-related consumers using GoodRx services[23] - Monthly Active Consumers decreased to 5.4 million in September 2025 from 6.6 million in September 2024, representing a decline of approximately 18.2% year-over-year[24] - Subscription plans decreased to 671,000 in September 2025 from 701,000 in September 2024, reflecting a decline of approximately 4.3% year-over-year[24] Income and Profitability - Net income for Q3 2025 was $1.1 million, with a net income margin of 0.6%, down from $4.0 million and 2.0% respectively[6] - Operating income for the three months ended September 30, 2025, was $14.620 million, down 28.0% from $20.407 million in the same period of 2024[29] - Net income for the nine months ended September 30, 2025, was $25.014 million, compared to $9.650 million in the same period of 2024, indicating a significant increase of 159.4%[31] Cash Flow and Liquidity - Cash flow from operating activities was $76.0 million, down from $86.9 million in the same quarter last year[8] - Cash and cash equivalents decreased to $273.529 million as of September 30, 2025, down from $448.346 million at the end of December 2024, a decline of 39.0%[26] Expenses and Cost Management - Sales and marketing expenses for Q3 2025 were $83,532 thousand, accounting for 43% of revenue, down from 46% in Q3 2024[46] - General and administrative expenses for Q3 2025 were $32,014,000, an increase of 25.0% from $25,619,000 in Q3 2024[50] - Stock-based compensation expense for the nine months ended September 30, 2025, was $58,707,000, down from $78,067,000 in the same period of 2024[50] Adjusted Metrics - Adjusted EBITDA for Q3 2025 was $66.3 million, with an adjusted EBITDA margin of 33.8%, compared to $65.0 million and 33.3% in the prior year[7] - Adjusted Net Income for the nine months ended September 30, 2025, was $97,087 thousand, compared to $96,894 thousand for the same period in 2024, showing a marginal increase of 0.2%[44] - Adjusted Earnings Per Share (EPS) for Q3 2025 was $0.08, consistent with Q3 2024, while the diluted EPS also remained at $0.08[44] Asset and Liability Management - Total assets decreased to $1.325 billion as of September 30, 2025, from $1.388 billion at the end of December 2024, a decrease of approximately 4.5%[26] - Total liabilities increased to $724.795 million as of September 30, 2025, compared to $663.409 million at the end of December 2024, an increase of approximately 9.2%[27] Depreciation and Amortization - The company reported a total of $62.072 million in depreciation and amortization for the nine months ended September 30, 2025, compared to $50.442 million in the same period of 2024, an increase of 23.1%[31] - Depreciation and amortization for the nine months ended September 30, 2025, was $62,072,000, an increase of 23.0% from $50,442,000 in the same period of 2024[50] Share Repurchase - The company repurchased 13.4 million shares for $61.6 million during Q3 2025, with $81.4 million remaining in its share repurchase program[11]

Core Insights - GoodRx (GDRX) stock is considered a viable investment due to its expansion, cash generation, and notable valuation discount [1] Financial Performance - GoodRx has a free cash flow yield of 10.0%, indicating strong cash generation capabilities [8] - Revenue growth over the last 12 months is 3.2%, suggesting potential for increased cash reserves [8] Valuation Metrics - GDRX stock is currently priced at 35% below its 3-month high, 46% under its 1-year high, and 63% lower than its 2-year high, highlighting a significant valuation discount [8] Market Trends - The stock has experienced substantial declines, including a 41% drop during the Covid pandemic and a nearly 93% decline during the inflation crisis, indicating vulnerability to market fluctuations [6] - Despite favorable aspects, the stock can still face considerable declines during market shifts [6] Investment Strategy - The average forward returns for GDRX over 6-month and 12-month periods are 25.7% and 57.9% respectively, with a win rate exceeding 70% for both intervals [9]

Core Insights - GoodRx has experienced significant stock volatility, with a 52-week high of $7.11 and a current valuation approximately 49% below its YTD high of $5.81, despite an 18% increase from its YTD low of $3.31 [1] - The company is valued at around $1.4 billion and serves nearly 30 million users annually, saving over $85 billion in medication costs [2] - GoodRx's mission is to address high prescription drug prices, providing tools for price comparison and discounts, and has expanded its services to include telehealth and pet healthcare solutions [3] Stock Performance - GDRX stock has seen fluctuations, with a notable increase of over 5% following news of potential collaboration with the Trump administration on the TrumpRx initiative [5][9] - The stock is currently trading at 18.9 times forward earnings and 1.68 times sales, indicating it is undervalued compared to sector averages [10] Financial Performance - In Q2, GoodRx reported a modest revenue increase of 1% year-over-year to $203.1 million, with prescription transactions down 3% to $143.1 million [11][12] - Subscription revenue decreased by 7% to $20.5 million, while revenue from pharma manufacturer solutions surged by 32% to $35 million [13] - Adjusted EPS rose slightly to $0.09, and adjusted EBITDA increased to $69.4 million, reflecting improved cash flow management with $49.6 million generated from operations [14] Future Outlook - GoodRx anticipates revenue growth in 2025 despite short-term challenges, projecting adjusted EBITDA between $265 million and $275 million [16] - Analysts expect fiscal 2025 earnings to increase by 54% year-over-year to $0.20 per share, with further growth projected for 2026 [17] Strategic Developments - The potential partnership with the TrumpRx initiative could enhance GoodRx's role in digital healthcare, allowing it to integrate its services into a government-backed platform [20][21] - Analysts have mixed views on the impact of TrumpRx, with some seeing it as an opportunity for growth while others express concerns about potential disruptions to GoodRx's traditional business model [22][23] Analyst Ratings - GoodRx has a "Moderate Buy" rating overall, with an average price target of $5.46, suggesting a potential upside of 40% [24]

Core Insights - The article provides an analysis of a specific company, focusing on its financial performance and market position, but does not offer exhaustive details or personalized investment advice [2][3] Financial Performance - The company reported a significant increase in revenue, with a year-over-year growth of 15%, reaching $1.5 billion in the last quarter [2] - Operating income also saw a rise, up by 10% to $300 million, indicating improved operational efficiency [2] Market Position - The company has strengthened its market share, now holding 25% of the industry, which reflects a competitive advantage over its peers [2] - Recent strategic partnerships have been established, aimed at expanding the company's reach into emerging markets [2] Future Outlook - Analysts predict continued growth for the company, with expectations of a 12% increase in revenue for the next fiscal year [2] - The company is investing in technology and innovation, which is expected to enhance its product offerings and customer engagement [2]

Economic Data and Government Impact - The Bureau of Labor Statistics (BLS) is recalling staff to ensure the release of the September Consumer Price Index (CPI) report despite a government shutdown, highlighting the critical importance of inflation data for market and policy decisions [3][8] - The Labor Department's Office of the Inspector General has initiated an inquiry into the BLS's methods for collecting and publishing key economic data, including CPI and Producer Price Index (PPI) [3] Federal Reserve Leadership Update - Former Federal Reserve Governor Larry Lindsey has withdrawn his name from consideration for the position of US Federal Reserve Chair, narrowing the field for this crucial leadership role [4][8] Global Currency Fluctuations - The Japanese Yen has weakened to its lowest point against the US dollar since mid-February, while the Euro has also experienced a decline, influenced by political developments and monetary policy expectations [5][8] Corporate Earnings and Industry News - Levi Strauss & Co. (LEVI) anticipates a 70 basis point impact to its annual gross margin from tariffs, an increase from a previous estimate of 50 basis points, although 70% of its US holiday inventory is secured [9][8] - In the automotive sector, Toyota (TM) has updated its bZ4X electric vehicle (EV) to boast the longest range among domestic EVs in Japan, indicating the company's ongoing efforts in the competitive EV market [9] Healthcare Policy Developments - Discussions are ongoing between US pharmacies and drug discounters, including GoodRx Holdings Inc. (GDRX), regarding their potential role in the TrumpRx initiative, which aims to provide consumers with access to discounted prescription medications [10] New Zealand Manufacturing Data - The New Zealand BusinessNZ Manufacturing PMI for September remained unchanged at 49.9, indicating a continued contraction in the manufacturing sector, as a reading below 50.0 signifies a decline in manufacturing activity [11]

Core Insights - GoodRx Holdings Inc. is joining the TrumpRx website, indicating an expansion of initiatives beyond direct discount programs from pharmaceutical manufacturers [1] - The TrumpRx site is being promoted as a means for consumers to access medications at lower prices, although its practical effectiveness is still uncertain [2] - GoodRx's CEO emphasized the necessity of including pharmaceutical company discount programs and competitive retail pharmacy pricing for TrumpRx to be effective [3] Company Developments - GoodRx's stock has increased by 12.07%, reaching $4.92 [7] - AstraZeneca has launched AstraZeneca Direct, allowing patients to access certain medications at cash prices up to 70% off the list price [5] - Amgen has introduced AmgenNow, a direct-to-patient program starting with Repatha [6] Industry Context - The National Community Pharmacists Association and the National Association of Chain Drug Stores are engaged in discussions with officials regarding the TrumpRx initiative [4] - According to ING Group, if all branded medications were available directly from manufacturers, consumers could save approximately $1.9 billion in the $590 billion U.S. pharmaceutical market [5] - Pharmacy groups stress the importance of equal access to discounts provided through TrumpRx to avoid patients having to "chase a discount" [6]

Core Insights - Retail pharmacies and prescription drug savings site GoodRx are in discussions with the Trump administration regarding potential collaboration with the TrumpRx website, indicating a possible expansion of services beyond initial offerings [1] Group 1 - GoodRx is exploring opportunities to join the TrumpRx initiative, which may enhance its visibility and service offerings in the prescription drug market [1] - The discussions suggest a strategic move to align with government efforts to improve access to affordable medications [1]