earnings
confidence high
sentiment positive
materiality 0.85
Guardian Pharmacy Q4 revenue $397.6M (+17% YoY), net income $21.3M (+81%); raises 2026 EBITDA guidance
Guardian Pharmacy Services, Inc.
- Q4 diluted EPS $0.33, adjusted EPS $0.37; full-year diluted EPS $0.78, adjusted EPS $1.07.
- Full-year revenue $1.45B (+18% YoY); net income $49.0M vs $71.0M loss in 2024.
- 2026 Adjusted EBITDA guidance raised to $120M–$124M (from $115M–$118M); revenue guidance unchanged $1.40B–$1.42B.
- Cash $65.6M at year-end, no long-term debt outstanding under $75M credit facility.
- Annualized return on equity approximately 27% in 2025; 54 full-service pharmacies after North Ridge acquisition.