GoodRx Holdings, Inc.
investors.goodrx.comWhat Do They Do?
Provides consumers with prescription price comparisons and discounted medication access, plus telehealth services and medication-affordability programs for pharmaceutical manufacturers.
10-K for FY2025, filed Feb 26, 2026GoodRx was founded to solve the challenges that consumers face in understanding, accessing, and affording healthcare by removing the…View ↗
Today, we believe our expanded platform improves the health and financial well-being of American families by providing easy access to price…View ↗
Brand medications tend to be expensive, and insurance coverage is complicated and may be restrictive. Pharma manufacturers provide…View ↗
How Do They Make Money?
PBMs and pharmacies pay a fee per filled prescription, generally within thirty days after month-end; consumers pay subscriptions upfront, while pharmaceutical manufacturers pay for advertising by term or click and for each filled prescription linked to an affordability offer.
10-K for FY2025, filed Feb 26, 2026Contracts with customers provide that we are entitled to either a variable or fixed fee per transaction when a prescription is filled with…View ↗
In addition, the amount of consideration for which we are entitled may be adjusted in the event that a fill is determined ineligible, or…View ↗
Under Gold and RxSmartSaver+, subscribers pay an upfront fee to purchase a monthly or annual subscription that provides access to lower…View ↗
Pharma direct revenue consists primarily of advertisements purchased by pharma manufacturers and other customers that appear on our apps…View ↗
We receive a fixed or variable fee per transaction when consumers purchase a prescription drug. Revenue is recognized at a point in time…View ↗
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10-K for FY2025, filed Feb 26, 2026
FY2025 revenue by product or service ↗
$796.9M
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10-K for FY2025, filed Feb 26, 2026
$796.9M ↗
| Segment | Share | Revenue | How money arrives |
|---|---|---|---|
|
Prescription transactions revenue
Usage-based
10-K for FY2025, filed Feb 26, 2026 |
68%
FY2022: 72%
|
Prescription transactions revenue, FY2025
$544M Sources
|
Usage-based |
|
Subscription revenue
Recurring
10-K for FY2025, filed Feb 26, 2026 |
11%
FY2022: 13%
|
Subscription revenue, FY2025
$83.8M Sources
|
Recurring |
|
Pharma manufacturer solutions revenue
Mix
10-K for FY2025, filed Feb 26, 2026 |
19%
FY2022: 13%
|
Pharma manufacturer solutions revenue, FY2025
$151.4M Sources
|
Mix |
|
Other revenue
|
2.2%
FY2022: 2.7%
|
Other revenue, FY2025
$17.7M Sources
|
Who Are Their Customers?
Consumers use GoodRx's apps and websites for prescription prices and savings; PBMs and some pharmacies contract for prescription transactions, while pharmaceutical manufacturers buy advertising and integrate savings programs.
10-K for FY2025, filed Feb 26, 2026Sales & MarketingView ↗
Prescription transactions revenue is primarily generated from PBMs, or customers, when a prescription is filled with our code provided…View ↗
Pharma direct revenue consists primarily of advertisements purchased by pharma manufacturers and other customers that appear on our apps…View ↗
Pharma manufacturers can also integrate their affordability solutions, such as co-pay cards, patient assistance programs, consumer direct…View ↗
Do Revenues Turn Into Profits?
Yes. It kept 4 cents of every revenue dollar as net income in FY2025 and turned 21 cents into free cash flow.
10-K for FY2025, filed Feb 26, 2026
$87.5MView ↗
10-K for FY2025, filed Feb 26, 2026
$30.4MView ↗
10-K for FY2025, filed Feb 26, 2026
$164.4MView ↗
How Are They Changing?
10-Q for Q2 FY2026, filed Aug 5, 2026
Open tableView ↗
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Aug 5, 2026
Raises full-year revenue and adjusted EBITDA guidance
The company raised its full-year guidance for revenue and adjusted EBITDA.
Sources
8-K, filed Aug 5, 2026
Management is raising its full-year 2026 guidance as follows:View ↗
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Aug 5, 2026
CFO Christopher McGinnis transitions out; Justin Fengler appointed CFO
Sources
8-K, filed Aug 5, 2026
On July 31, 2026, GoodRx Holdings, Inc. (the “Company”) determined that Christopher McGinnis will transition from his role of Chief…View ↗
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Mar 18, 2026
Appoints KPMG and dismisses PricewaterhouseCoopers as auditor
Sources
8-K, filed Mar 18, 2026
“Company”), following a competitive proposal process, approved the appointment of KPMG LLP (“KPMG”) as theView ↗
Flat. Revenue was $796.9M in FY2025, about the same as the $745.4M of FY2021.
Condition-specific subscriptions
The latest report describes condition-specific subscriptions combining a clinician visit, a prescribed medication when appropriate, and delivery; the older report described online doctor visits and lab tests that could lead to separate prescription or subscription purchases.
10-K for FY2022, filed Mar 1, 2023 10-K for FY2025, filed Feb 26, 2026Our telehealth offering can provide consumers with a convenient and affordable way to receive a diagnosis and a prescription online, when…View ↗
Broader manufacturer affordability offers
Pharma manufacturer offerings include consumer direct pricing alongside co-pay cards and patient-assistance programs; the older report described co-pay cards, patient-assistance programs, and other savings options.
10-K for FY2022, filed Mar 1, 2023 10-K for FY2025, filed Feb 26, 2026Brand medications tend to be expensive, and insurance coverage is complicated and may be restrictive. Pharma manufacturers provide…View ↗
Brand medications tend to be expensive, and insurance coverage is complicated and may be restrictive. Pharma manufacturers provide…View ↗
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