earnings
confidence high
sentiment positive
materiality 0.75
Guardian Pharmacy Q3 revenue $314M (+20% YoY); Adj. EBITDA $23M (+20%); guides FY24
Guardian Pharmacy Services, Inc.
- Revenue of $314.4M (+20% YoY) driven by organic growth and Heartland Pharmacy acquisition.
- Net loss of $105.8M due to $122.4M share-based comp from IPO; Adj. EBITDA of $23.0M (+20% YoY).
- Resident count of 180,000 at quarter-end, up 12% YoY.
- FY 2024 guidance: revenue $1.205B-$1.215B, Adjusted EBITDA $86.5M-$87.0M.
- Completed a small acquisition in Q3, entering a new market with a strong operating team.