--- title: "GoodRx | 8-K: FY2026 Q1 Revenue Beats Estimate at USD 194.01 M" type: "News" locale: "en" url: "https://longbridge.com/en/news/285477320.md" datetime: "2026-05-07T03:14:45.000Z" locales: - [zh-CN](https://longbridge.com/zh-CN/news/285477320.md) - [en](https://longbridge.com/en/news/285477320.md) - [zh-HK](https://longbridge.com/zh-HK/news/285477320.md) --- # GoodRx | 8-K: FY2026 Q1 Revenue Beats Estimate at USD 194.01 M Revenue: As of FY2026 Q1, the actual value is USD 194.01 M, beating the estimate of USD 185.41 M. EPS: As of FY2026 Q1, the actual value is USD 0. EBIT: As of FY2026 Q1, the actual value is USD 22.38 M. #### Segment Revenue - **Prescription transactions revenue**: Decreased 24% to $113.7 million in Q1 2026, compared to $148.9 million in Q1 2025 . - **Subscription revenue**: Increased 16% to $24.4 million in Q1 2026, compared to $21.0 million in Q1 2025 . - **Pharma Direct revenue**: Increased 82% to $52.2 million in Q1 2026, compared to $28.6 million in Q1 2025 . - **Other revenue**: $3.691 million in Q1 2026, compared to $4.382 million in Q1 2025 . #### Operational Metrics (GAAP) - **Net income**: $1,169 thousand in Q1 2026, compared to $11,052 thousand in Q1 2025 . - **Net income margin**: 0.6% in Q1 2026, compared to 5.4% in Q1 2025 . - **Operating income**: $14,009 thousand in Q1 2026, compared to $23,380 thousand in Q1 2025 . - **Operating income as a percentage of revenue**: 7% in Q1 2026, compared to 12% in Q1 2025 . #### Operational Metrics (Non-GAAP) - **Adjusted Net Income**: $23,049 thousand in Q1 2026, compared to $34,363 thousand in Q1 2025 . - **Adjusted Net Income Margin**: 11.9% in Q1 2026, compared to 16.9% in Q1 2025 . - **Adjusted EBITDA**: $58,270 thousand in Q1 2026, compared to $69,805 thousand in Q1 2025 . - **Adjusted EBITDA Margin**: 30.0% in Q1 2026, compared to 34.4% in Q1 2025 . #### Operating Costs (GAAP) - **Cost of revenue**: $20,156 thousand in Q1 2026, compared to $13,364 thousand in Q1 2025 . - **Product development and technology**: $30,177 thousand in Q1 2026, compared to $31,142 thousand in Q1 2025 . - **Sales and marketing**: $81,053 thousand in Q1 2026, compared to $84,542 thousand in Q1 2025 . - **General and administrative**: $26,819 thousand in Q1 2026, compared to $29,630 thousand in Q1 2025 . - **Depreciation and amortization**: $21,792 thousand in Q1 2026, compared to $20,912 thousand in Q1 2025 . #### Cash Flow and Capital Allocation - **Net cash provided by operating activities**: $11,838 thousand in Q1 2026, compared to $9,413 thousand in Q1 2025 . - **Cash and cash equivalents**: $235,710 thousand as of March 31, 2026 . - **Total outstanding debt**: $487,422 thousand as of March 31, 2026 . - **Share Repurchases**: GoodRx Holdings, Inc. repurchased 5.5 million shares of Class A common stock for an aggregate of $12.6 million during Q1 2026 . As of March 31, 2026, the company had $60.2 million of unused authorized share repurchase capacity under its $450.0 million share repurchase program . #### Key Operating Metrics - **Monthly Active Consumers (MACs)**: 5.3 million as of March 31, 2026, compared to 6.4 million as of March 31, 2025 . - **Subscription plans**: 717 thousand as of March 31, 2026, compared to 680 thousand as of March 31, 2025 . #### Outlook / Guidance GoodRx Holdings, Inc. raised its full year 2026 guidance, now anticipating revenue between $765 million and $785 million, representing a year-over-year change of -4% to -1% compared to $796.9 million in FY 2025 . Adjusted EBITDA for full year 2026 is expected to be greater than $235 million . ### Related Stocks - [GDRX.US](https://longbridge.com/en/quote/GDRX.US.md) ## Related News & Research - [The Home Depot Announces First Quarter Fiscal 2026 Results; Reaffirms Fiscal 2026 Guidance | HD Stock News](https://longbridge.com/en/news/286890512.md) - [ONWARD Medical to Announce First Quarter 2026 Results on May 26, 2026 | ONWRY Stock News](https://longbridge.com/en/news/286858298.md) - [FRONTERA ANNOUNCES FIRST QUARTER 2026 RESULTS | FECCF Stock News](https://longbridge.com/en/news/286507909.md) - [Guardian Capital Announces May 2026 Cash Distributions for Guardian Capital ETFs](https://longbridge.com/en/news/286857337.md) - [Correction: NextNRG to Host First Quarter 2026 Financial Results Conference Call on May 18, 2026 at 9:00 a.m. ET | NXXT Stock News](https://longbridge.com/en/news/286673001.md)