earnings
confidence high
sentiment positive
materiality 0.75
Guardian Pharmacy reports preliminary Q4 revenue up 20.5% YoY, adj EBITDA up 30.3%; provides FY2025 guidance
Guardian Pharmacy Services, Inc.
- Q4 2024 revenue ~$338.6M, +20.5% YoY; net income $10.1-11.1M; adjusted EBITDA ~$25.9M, +30.3% YoY.
- FY2024 revenue ~$1.228B (+17.4% YoY); adjusted EBITDA ~$90.8M (+19.2% YoY); net loss ($71.8M-$72.8M) due to $131.5M IPO-related share-based comp.
- FY2025 guidance: revenue $1.33-1.35B, adjusted EBITDA $97-101M; conference call March 26, 2025.
- Resident count ~186,000 at Q4 end, +14.1% YoY from organic growth and acquisitions.
- Acquisitions of Heartland Pharmacy (Apr 2024) and Freedom Pharmacy (Nov 2024) contributed to growth.