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Guardian Pharmacy Services
Guardian Pharmacy Services (GRDN) investor relations material
Guardian Pharmacy Services 44th Annual J.P. Morgan Healthcare Conference summary
Complete event summary combining all related documents: earnings call transcript, report, and slide presentation.44th Annual J.P. Morgan Healthcare Conference summary15 Jan, 2026
Business Overview and Market Positioning
Focuses on long-term care pharmacy services for assisted living and memory care facilities, the fastest-growing segment with a $7 billion drug spend and over 1 million residents nationwide.
Holds a 13% national market share, serving approximately 140,000 ALF residents and about 204,000 total residents across 54 locations, with significant room for geographic and organic expansion.
Differentiates through technology, clinical oversight, and comprehensive medication management, addressing unique challenges in assisted living where medical directors are often absent.
Competitive advantages include national scale, data analytics, a co-founder-led management team with strong alignment to shareholders, and a service-led, tech-enabled model with local service and centralized support.
Faces a fragmented competitive landscape with high barriers to entry due to regulatory, capital, and operational complexity, and advantages over both institutional and independent pharmacies.
Executive Leadership and Company Background
Co-founders have deep experience in pharmacy, healthcare, and technology, with prior successful exits and leadership roles in major firms.
Management team emphasizes patient-first values and disciplined capital allocation.
Growth Strategy and Financial Performance
Pursues a multi-pronged growth strategy: organic expansion, disciplined M&A, and contiguous greenfield startups in adjacent markets, with a target pool of about 100 acquisition candidates.
M&A targets independent pharmacies with $10–30 million in revenue, integrating them through operational improvements and national account implementation.
Consistent top-line growth with a ~16% CAGR from 2012–2025, projected revenue of $1.44 billion in 2025, and adjusted EBITDA of $104–$106 million in 2025 and $115–$118 million in 2026, with margins expected to exceed 8%.
Cash conversion averages 60% after CapEx and taxes, with strong cash flow and growing balances even after M&A activity.
Prioritize M&A targets to fill white spaces
IRA mitigation: quantify impact of initiatives
How does tech-enabled service improve outcomes?
How was IRA's 2026 EBITDA impact offset?
Capital deployment beyond small M&A targets?
Quantify GuardianShield's value to partners.
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Next Guardian Pharmacy Services earnings date
Q4 202527 Mar, 2026
Guardian Pharmacy Services
Next Guardian Pharmacy Services earnings date
Q4 202527 Mar, 2026
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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.
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