Guardian Pharmacy 2025 Q2 Earnings Strong Revenue Growth Amid Declining Net Income

Guardian Pharmacy (GRDN) reported its fiscal 2025 Q2 earnings on Aug 11th, 2025. The company delivered robust revenue growth but faced a notable decline in net income. It raised its full-year guidance, reflecting better-than-expected organic performance and early returns from new pharmacy openings.

Revenue
The total revenue of Guardian Pharmacy increased by 14.8% to $344.33 million in 2025 Q2, up from $300.04 million in 2024 Q2.

Earnings/Net Income
Guardian Pharmacy maintained stable EPS at $0.15 in 2025 Q2 compared to 2024 Q2. Meanwhile, the company's net income declined to $8.83 million in 2025 Q2, down 44.3% from $15.85 million reported in 2024 Q2. Remarkably, in 2025 Q2, the company set a new record high for fiscal Q2 net income, the highest in 1 years. Despite the EPS holding steady, the significant drop in net income reflects underlying cost pressures or margin compression.

Price Action
The stock price of Guardian Pharmacy has edged down 1.49% during the latest trading day, has edged down 1.88% during the most recent full trading week, and has dropped 4.61% month-to-date.

Post Earnings Price Action Review
The strategy of purchasing Guardian Pharmacy (GRDN) shares upon quarterly revenue raises and holding for 30 days showed favorable performance over the past three years. The cumulative return reached 38.5% as of the end of the second quarter 2025, exceeding the S&P 500's 32.1% return over the same period. This indicates a robust short-term holding strategy aligned with GRDN's growth trajectory.

CEO Commentary
Fred Burke, President and CEO of Guardian Pharmacy Services, highlighted the company’s strong Q2 2025 performance, emphasizing double-digit growth in revenue, resident count, and adjusted EBITDA. He attributed this success to disciplined execution by local pharmacy teams, increased demand from Assisted Living Facility (ALF) partners, and contributions from recent acquisitions. Burke expressed optimism about the company’s updated full-year guidance and long-term value creation, citing the enhanced float from the recent secondary offering and a clear growth strategy.

Guidance
Guardian raised its FY 2025 guidance, now projecting revenue of $1.39–$1.41 billion and adjusted EBITDA of $100.0–$102.0 million, up from previous estimates of $1.33–$1.35 billion and $97.0–$101.0 million, respectively. The updated outlook excludes future acquisitions or greenfield expansions and reflects better-than-expected organic growth and early contributions from new pharmacies added year-to-date.

Additional News
Punch Newspapers reported on various Nigerian news items from Aug 11, 2025, including the interception of N10 billion worth of arms and expired drugs by customs officials, the Federal Government's recruitment of permanent secretaries for new ministries, and the condemnation of indecent videos by the Minister of Aviation. Other highlights included the Nigerian Union of Journalists’ call for improved media conditions and ongoing investigations into the deaths of NYSC corps members in Bauchi State.