Guardian Pharmacy Services
Logotype for Guardian Pharmacy Services Inc

Guardian Pharmacy Services (GRDN) investor relations material

Guardian Pharmacy Services Q4 2025 earnings summary

Complete event summary combining all related documents: earnings call transcript, report, and slide presentation.
Logotype for Guardian Pharmacy Services Inc
Q4 2025 earnings summary11 Mar, 2026

Executive summary

  • Delivered Q4 and full-year 2025 results exceeding expectations, with strong organic and acquisition-driven growth and full-year revenue of $1.45 billion, up 18% year-over-year, and organic growth of 13%.

  • Achieved 13% organic revenue growth and 18% total revenue growth year-over-year, driven by new resident additions, script growth, and higher acuity.

  • Integrated three acquisitions mid-year and completed four in 2025, expanding scale and operational leverage.

  • Focused on disciplined investment in growth, technology, and infrastructure, maintaining strong cash generation and liquidity.

  • Clinical initiatives resulted in over 100,000 interventions and $56 million in resident cost savings.

Financial highlights

  • Q4 revenue increased 17% year-over-year to $397.6 million; organic growth at 12%.

  • Gross profit rose 27% to $85.5 million, with gross margin expanding to 21.5% from 19.8%.

  • Adjusted EBITDA for Q4 up 53% year-over-year to $39.5 million; margin expanded to 9.9%.

  • Full-year adjusted EBITDA grew 27% to $115.1 million, exceeding guidance.

  • Cash and cash equivalents at year-end were $65.6 million, up from $4.7 million at the end of 2024.

  • Return on equity reached 27% for the year.

Outlook and guidance

  • Raised 2026 adjusted EBITDA guidance to $120–$124 million, reflecting durable growth drivers.

  • Maintained 2026 revenue forecast at $1.4–$1.42 billion as IRA pricing flows through; guidance excludes future acquisitions.

  • Expect quarterly revenue and EBITDA distribution similar to 2025, with vaccine seasonality in Q4.

  • Projected 2027 revenue headwind of $65 million from further IRA drug negotiations, viewed as manageable.

IRA drug pricing impact on 2026 revenue outlook
Reconcile 2025 exit EBITDA run rate to 2026 guidance
Liquidity and credit facility utilization plans
Partial view of Summaries dataset, powered by Quartr API
AI can get things wrong. Verify important information.
Research faster. Power your platform.

Next Guardian Pharmacy Services earnings date

Logotype for Guardian Pharmacy Services Inc
Oppenheimer 36th Annual Healthcare MedTech & Services Conference16 Mar, 2026
Guardian Pharmacy Services
Your earnings 
season toolkit.
Download
Free on both iOS & Android.

Next Guardian Pharmacy Services earnings date

Logotype for Guardian Pharmacy Services Inc
Oppenheimer 36th Annual Healthcare MedTech & Services Conference16 Mar, 2026

The essential earnings season companion

The #1 app for qualitative research. Live earnings calls, AI chat, transcripts, and more. All for free.

Live calls and transcripts

Listen to earnings calls, CMDs, investor conferences, and more – with a podcast-like experience.

Find what you need faster

Search for any keyword across all transcripts simultaneously.

Easily store key findings

Capturing important takeaways is as simple as it gets. Even during your lunch run or commute.

Your watchlist. Your dashboard.

Follow the companies that matter to you. Get a personalized feed with real-time updates.

Be the first to know

Set keyword alerts for any company, product, or competitor. Get notified the moment they're mentioned.

Consensus estimates

Access analyst consensus estimates, valuation multiples, and revenue segments splits.

All IR material in one place

The easiest way to stay updated during earnings season.

Global coverage

All events from public companies. Live and recorded.

Just click and listen

No webcast links. No manual registrations.

Research anytime, anywhere

Built for professionals. Loved by everyone. Try our free mobile app.

excellent app, it gives me free access to company earnings calls and annual reports. I also love the convenience of calls being available offline so I can listen in whilst doing other things and even when internet or WiFi isn't available.
App-store-avatar.png play-store-avatar.png
Leroy DaleyApp Store
One of the very few apps you could call perfect. If something was to add to it, maybe the share price of the company when you search for it, but it's already excellent.
play-store-avatar
Eferix Drawings Google Play
This is genuinely one of the cleanest and fastest finance apps out there to track the market.
App-store-avatar.png play-store-avatar.png
anuj283App Store
excellent app, it gives me free access to company earnings calls and annual reports. I also love the convenience of calls being available offline so I can listen in whilst doing other things and even when internet or WiFi isn't available.
App-store-avatar.png play-store-avatar.png
Leroy DaleyApp Store
One of the very few apps you could call perfect. If something was to add to it, maybe the share price of the company when you search for it, but it's already excellent.
play-store-avatar
Eferix Drawings Google Play
This is genuinely one of the cleanest and fastest finance apps out there to track the market.
App-store-avatar.png play-store-avatar.png
anuj283App Store
I can't remember the last time an app had such a positive impact on my investment process.
x-avatar
@ankurshah47_ x.com
Love the app! Quartr makes it really easy to keep track of earnings calls. It also includes the reports and slides to make it easier to follow along.
App-store-avatar.png play-store-avatar.png
Amina0781App Store
Quartr is amazing, no way around it. It is the best right now for earnings calls, presentations, and the like.
x-avatar
@theshortbearx.com
I can't remember the last time an app had such a positive impact on my investment process.
x-avatar
@ankurshah47_ x.com
Love the app! Quartr makes it really easy to keep track of earnings calls. It also includes the reports and slides to make it easier to follow along.
App-store-avatar.png play-store-avatar.png
Amina0781App Store
Quartr is amazing, no way around it. It is the best right now for earnings calls, presentations, and the like.
x-avatar
@theshortbearx.com

Frequently asked questions

Guardian Pharmacy Services Inc is a U.S.-based pharmacy company specializing in long-term care pharmacy services for senior living communities and healthcare facilities. The company provides personalized medication management, delivery, and consulting services, primarily serving assisted living, skilled nursing, and rehabilitation centers. The company is headquartered in Atlanta, Georgia, and its shares are listed on the NYSE.

Quartr provides global coverage of all investor relation material from public companies.

  • Mobile app: Research anytime, anywhere with the #1 app for live earnings calls, transcripts, analyst estimates, and more. All for free.

  • Desktop (Quartr Pro): The leading platform for qualitative research, used daily by top firms and financial institutions.

  • Quartr API: Build custom solutions powered by live earnings calls, live transcripts, filings and reports, slide presentations, and more.

Yes, the Quartr mobile app is free on both iOS and Android.

Yes. Quartr provides global, industry-leading live coverage of company events such as regular earnings calls, capital markets days, M&A announcements, and investor conferences. Live with zero delays. Just click and listen.

Yes, capturing important takeaways is as simple as it gets. Even during your lunch run or commute.

Yes. Follow the companies that matter to you. Get a personalized feed with real-time updates, a tailored earnings calendar, and instant alerts when earnings calls go live.

Yes. Set keyword alerts for any company, product, or competitor. Get notified the moment they're mentioned, regardless of who's talking.

Explore our global coverage