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Here's What Key Metrics Tell Us About GoodRx (GDRX) Q3 Earnings
ZACKS· 2025-11-05 01:31
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]
Compared to Estimates, GoodRx (GDRX) Q1 Earnings: A Look at Key Metrics
ZACKS· 2025-05-08 01:00
Core Insights - GoodRx Holdings, Inc. reported revenue of $202.97 million for Q1 2025, a year-over-year increase of 2.6% and an EPS of $0.09, compared to $0.08 a year ago [1] - The reported revenue exceeded the Zacks Consensus Estimate of $202.59 million, resulting in a surprise of +0.19% [1] - The company did not deliver an EPS surprise, as the consensus EPS estimate was also $0.09 [1] Performance Metrics - GoodRx's shares returned +4.2% over the past month, while the Zacks S&P 500 composite increased by +10.6% [3] - The stock currently holds a Zacks Rank 2 (Buy), indicating potential outperformance against the broader market in the near term [3] Key Company Metrics - Monthly Active Consumers: 6 million, below the estimated 7 million [4] - Subscription plans: 680 thousand, slightly below the estimated 685 thousand [4] - Revenue from Prescription transactions: $148.92 million, exceeding the estimate of $146.53 million, representing a +2.4% year-over-year change [4] - Revenue from Other sources: $4.38 million, below the estimate of $5.47 million, reflecting a year-over-year decline of -18.5% [4] - Revenue from Pharma manufacturer solutions: $28.65 million, slightly below the estimate of $29.90 million, but showing a +16.9% year-over-year increase [4] - Revenue from Subscription: $21.02 million, above the estimate of $20.79 million, but down -7% year-over-year [4]