Guardian Pharmacy Services, Inc. (GRDN) Earnings History

Guardian Pharmacy Services, Inc. - FY 2025/2026 Outlook Earnings

Filed at: Jan 13, 2026, 4:41 PM EST|Read from source

EXECUTIVE SUMMARY

Guardian Pharmacy Services reiterates its 2025 guidance and provides a preliminary 2026 outlook, expecting continued low double-digit adjusted EBITDA growth despite anticipated drug pricing changes from the Inflation Reduction Act.

POSITIVE HIGHLIGHTS

  • •

    Reiterating 2025 revenue guidance of $1.43 billion to $1.45 billion.

    positive
  • •

    Reiterating 2025 adjusted EBITDA guidance of $104 million to $106 million.

    positive
  • •

    Expects 2026 adjusted EBITDA in the range of $115 million to $118 million, representing approximately 11% year-over-year growth.

    positive
  • •

    2026 outlook reflects a structural improvement in adjusted EBITDA margin to above 8%, a step-up from 2025.

    positive
  • •

    Completed acquisition of a single pharmacy location in Montana, adding a new territory.

    neutral

CONCERNS & RISKS

  • •

    Projected 2026 revenue in the range of $1.40 billion to $1.42 billion, which is a decrease from 2025 projected revenue, due to the effects of drug-pricing reforms under the Inflation Reduction Act and WAC reductions.

    attention
  • •

    Excluding the impact of mandatory drug price reductions, the Company would have projected 2026 revenue growth in the high single digits, indicating a significant impact from regulatory changes.

    attention

FINANCIAL METRICS

Revenue
Quarterly
N/A
N/A
Net Income
Quarterly
N/A
N/A
EPS (Diluted)
Quarterly
N/A
N/A
Operating Income
Quarterly
N/A
N/A
EPS (Basic)
Quarterly
N/A
N/A

MARGIN ANALYSIS

Margin metrics will be available once backend extracts data from insights_json

MANAGEMENT GUIDANCE

FY 2025

revenue
$1430000.0B—$1450000.0B
Mid-point: $1440000.0B
adjusted EBITDA
104,000,000—106,000,000
Mid-point: 105,000,000

FY 2026

revenue
$1400000.0B—$1420000.0B
Mid-point: $1410000.0B
"Excluding the impact of mandatory drug price reductions, the Company would have projected 2026 revenue growth in the high single digits."
adjusted EBITDA
115,000,000—118,000,000
Mid-point: 116,500,000
"Represents approximately 11% year-over-year growth from 2025 guidance and consistent with Guardian’s historical projected low double-digit adjusted EBITDA growth rate."

Forward-looking guidance is subject to change and does not constitute a guarantee. Actual results may differ materially from these estimates.

MANAGEMENT COMMENTARY

Focus on strengthening the business and preparing for changes in the operating environment, especially as it relates to the Inflation Reduction Act price reductions.

— Guardian Pharmacy Services, Inc., FY 2025/2026 Outlook 2025 Earnings Call

Expects to continue low double-digit adjusted EBITDA growth trajectory in 2026 due to actions taken and visibility into anticipated drug pricing changes.

— Guardian Pharmacy Services, Inc., FY 2025/2026 Outlook 2025 Earnings Call

Ability to maintain growth without changing resident care or facility partner support.

— Guardian Pharmacy Services, Inc., FY 2025/2026 Outlook 2025 Earnings Call

Commentary excerpts from earnings call transcripts provide management's perspective on performance, strategy, and outlook. Always review full transcripts for complete context.

OPERATIONAL METRICS

Pharmacies Nationwide
50
pharmacies
Residents Served
204.0K
residents

Operational metrics provide insight into business drivers and customer engagement beyond traditional financial measures.