GoodRx Holdings Inc Dossier
Outlook & Key Dates
Estimates, guidance, catalysts, and upcoming events
Analyst Estimates Learn more →
5-Yr Fwd EPS Growth
5.5%projected annual EPS growth
Analyst Coverage
13analysts covering
FY Revenue (est.)
$798.8Mnext fiscal year
FY EPS (est.)
$0.30next fiscal year
Reporting Calendar
| Event | Expected Date |
|---|---|
| Q3 2026 Earnings Release | 5 Nov 2026 |
Monitoring Framework
Key Performance Indicators
Monthly Active Consumers (MACs) Quarterly5.3M
Pharma Direct Revenue Quarterly52.2M
Subscription Revenue Quarterly24.4M
Watch Items
- Prescription Transactions Revenue (PTR) DeclineTrigger: Year-over-year decline exceeding 25% in subsequent quartersAction: Re-evaluate the legacy core business model and accelerate transition to Pharma Direct and subscription offerings.
- Retail Pharmacy Store Closures and Footprint RationalizationTrigger: Further major pharmacy chain closures (e.g., Walgreens, CVS) impacting consumer access pointsAction: Expand direct-to-consumer e-commerce fulfillment channels and strengthen direct contracting with remaining top retail pharmacies.
- FTC and Regulatory Scrutiny on PBMs and Health Data PrivacyTrigger: New civil penalties or restrictive consent decrees regarding health data sharing or PBM pricing structuresAction: Audit compliance frameworks, enhance data privacy protocols, and diversify pricing sources away from traditional PBM networks.
Research as of 19 Jun 2026