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Guardian Pharmacy Services (GRDN) investor relations material
Guardian Pharmacy Services Q3 2026 earnings summary
Complete event summary combining all related documents: earnings call transcript, report, and slide presentation.Executive summary
Q3 revenue was $371.1M, down 1.7% YoY amid IRA-related pricing reductions; net income was $19.1M and Adjusted EBITDA rose 24% to $33.9M.
Served 218,000 residents, up 7% YoY; prescription volume rose 10%, supporting higher profitability.
FY 2026 revenue guidance increased to $1.44B–$1.46B and Adjusted EBITDA guidance to $136M–$138M.
Financial highlights
Q3 gross profit rose to $85.2M from $74.7M; operating income increased to $25.1M from $16.4M.
Q3 diluted EPS was $0.29 vs. $0.15; Adjusted EPS was $0.33 vs. $0.25.
9M revenue was $1.059B vs. $1.051B; net income was $54.8M vs. $27.7M, including an $8.5M payor settlement received in 2026.
9M Adjusted EBITDA was $93.3M vs. $75.7M; Adjusted EPS was $0.91 vs. $0.69.
Outlook and guidance
FY 2026 revenue guidance rose from $1.43B–$1.45B to $1.44B–$1.46B; Adjusted EBITDA guidance rose from $129M–$131M to $136M–$138M.
Updated outlook reflects Q3 outperformance, market expansion and improved reimbursement and operating trends; excludes future acquisitions.
IRA-related drug price reductions are expected to weigh on YoY comparisons through the remainder of 2026.
Cash, expected operating cash flows and available credit were viewed as sufficient for working capital and capital expenditures for at least 12 months.
- ALF-focused scale, clinical technology and disciplined expansion underpin durable growth.GRDN
Corporate presentation - Growth driven by local autonomy, strong balance sheet, and strategic expansion despite IRA headwinds.GRDN
2026 Jefferies Healthcare Services and Technology Conference - Q2 2026 net income rose to $22.1M on 2.2% revenue growth and an $8.5M settlement.GRDN
Q2 2026 - Tech-enabled growth and legislative advocacy position the company for continued market expansion.GRDN
Stephens 26th Annual Investment Conference | NASH2024 - Strong growth, stable margins, and expanding market share position the company for continued success.GRDN
Raymond James & Associates’ 46th Annual Institutional Investors Conference - Strong quarter, raised guidance, and poised for growth in the fragmented assisted living pharmacy market.GRDN
Bank of America Global Healthcare Conference 2026 - 13% ALF market share, $1.45B revenue, and tech-driven growth deliver strong outcomes.GRDN
Investor presentation - Expanding assisted living pharmacy services through tech, analytics, and strategic acquisitions.GRDN
Stephens Annual Investment Conference - Strong 2024 growth and expansion, with 2025 outlook positive despite IPO-related net loss.GRDN
Q4 2024
Next Guardian Pharmacy Services earnings date
Next Guardian Pharmacy Services earnings date
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