earnings
confidence high
sentiment positive
materiality 0.60
Guardian reiterates 2025 guidance, provides 2026 outlook with ~11% adj. EBITDA growth
Guardian Pharmacy Services, Inc.
- Reaffirmed 2025 revenue $1.43B-$1.45B and adjusted EBITDA $104M-$106M.
- 2026 outlook: revenue $1.40B-$1.42B (down due to IRA drug price cuts) and adjusted EBITDA $115M-$118M.
- 2026 adjusted EBITDA margin expected above 8%, structural improvement from 2025.
- Completed year-end acquisition of a single pharmacy in Montana, adding new territory.
- CEO expects low double-digit adjusted EBITDA growth despite mandatory price reductions.