Every 10-Q that GoodRx Holdings, Inc. (GDRX) has filed with the SEC in the last 24 months is listed below, newest first, and each one links through to the document itself with the summary and the scores our analysis gives it.
A 10-Q covers the quarterly report filed between annual reports, so if you follow GDRX and want that one kind of document rather than the whole filing history, this is the page to keep. The company's other filings, of every form, are on the full GDRX filings page.
GoodRx Holdings, Inc. reported Q2 2026 revenue of $200.4M, down slightly year over year as its mix continued shifting. Core prescription transactions revenue fell 26% to $106.4M, while Pharma Direct grew 76% to $61.6M and subscription revenue rose 39% to $28.5M. Net income declined to $8.5M (4.3% margin), and Adjusted EBITDA was $63.7M with a 31.8% margin.
Cash and cash equivalents were $296.1M, supported by $92.7M of operating cash flow in the first half of 2026, against a $492.5M term loan and no revolver drawings. The company recorded $30.5M of accrued legal settlement and indemnification related to consumer privacy class actions and carries $11.9M of insurance recovery receivables. Monthly Active Consumers fell to 5.0M, while subscription plans increased to 764K, reflecting a deliberate tilt toward Pharma Direct and subscription offerings amid pharmacy closures, integrated savings volume reductions, and emerging federal initiatives such as TrumpRx.gov.
GoodRx Holdings, Inc. reported first-quarter 2026 revenue of $194.0 million, down from $203.0 million a year earlier, as its core prescription transactions business declined. Net income fell to $1.2 million, with net margin narrowing to 0.6% from 5.4%.
Prescription transactions revenue dropped 24% to $113.7 million, reflecting fewer Monthly Active Consumers amid pharmacy store closures and changes in an integrated savings program. Offsetting this, Pharma Direct revenue jumped 82% to $52.2 million and subscription revenue grew 16% to $24.4 million, supported by new condition-specific subscription programs.
Adjusted EBITDA was $58.3 million, giving a 30.0% Adjusted EBITDA Margin versus 34.4% a year ago, as mix shifted and costs of newer offerings rose. GoodRx ended the quarter with $235.7 million in cash and cash equivalents, a $493.8 million term loan outstanding, and continued share repurchases under its $450 million authorization.
GoodRx Holdings, Inc. reported Q3 revenue of $196.0 million, up slightly year over year, with operating income of $14.6 million and net income of $1.1 million versus $4.0 million a year ago. For the first nine months, revenue was $602.1 million and net income was $25.0 million. Diluted EPS was $0.00 for the quarter and $0.07 year to date. Cash and equivalents were $273.5 million, and term loan principal was $496.3 million.
The revenue mix shifted: prescription transactions were $127.3 million (vs. $140.4 million), pharma manufacturer solutions rose to $43.4 million (vs. $28.1 million), subscriptions were $20.7 million (vs. $21.3 million), and other revenue was $4.6 million (vs. $5.4 million). Monthly Active Consumers were 5.4 million (vs. 6.5 million). Subscription plans were 671,000. The company repurchased 46.9 million shares year to date for $208.9 million, with $81.4 million remaining under the authorization.
Transactions included acquiring VCRx for $30.0 million and, subsequent to quarter-end, ScriptDrop for $13.5 million. Legal accruals included $25.0 million related to an NDCA class action settlement (subject to court approval) and $5.5 million for indemnification. Management estimates a $35.0–$40.0 million 2025 impact to prescription transactions revenue from retail pharmacy and PBM changes and an integrated savings program volume reduction.