Guardian Pharmacy 2025 Q3 Earnings Net Income Surges from $105M Loss to $9.6M Profit

Guardian Pharmacy Services (GRDN) reported Q3 2025 results exceeding expectations, with revenue and EPS above estimates. The company raised full-year guidance, citing strong organic and acquired growth.

Revenue

Revenue surged 20% year-over-year to $377.4 million, driven by a 13% increase in residents served (204,000) and strategic acquisitions. This outperformance reflects robust demand in long-term care pharmacy services.

Earnings/Net Income

The company transitioned from a $105.8 million net loss in Q3 2024 to a $9.6 million net profit in Q3 2025, with adjusted EPS of $0.25. This turnaround underscores improved cost management and tax efficiency.

Price Action

Post-earnings, shares gained 4.42% in a single trading day, 5.24% over the week, and 25.63% month-to-date. The positive momentum aligns with the company’s raised guidance and strong operational performance.

Post-Earnings Price Action Review

Following the earnings release, Guardian Pharmacy’s stock demonstrated sustained upward momentum, with a 25.63% gain month-to-date as of November 10, 2025. The rally was fueled by outperforming revenue and EPS results, coupled with management’s confidence in the full-year outlook. Analysts noted the stock’s resilience against broader market trends, though the Zacks Rank #3 rating suggests a cautious stance due to mixed earnings estimate revisions.

CEO Commentary

CEO Fred Burke highlighted disciplined execution and purposeful growth, emphasizing the company’s ability to combine local expertise with national scale. He noted strong organic and acquired growth, solid margin performance, and cash generation as key drivers of the guidance increase.

Guidance

Guardian raised 2025 revenue guidance to $1.43–$1.45 billion (from $1.39–$1.41 billion) and adjusted EBITDA to $104–$106 million (from $100–$102 million). The CFO, David Morris, emphasized lower Q4 SG&A expenses, high 20s tax rates, and cash conversion above 60%.

Additional News

Recent developments include the acquisition of Oregon-based Managed Healthcare Pharmacy, expanding the company’s Pacific Northwest footprint. Guardian also filed a shelf registration for up to 6 million shares and secured an Outperform rating from Oppenheimer. Additionally, the company’s SEC 10-Q report underscored improved operational efficiency and a strengthened balance sheet with $36.5 million in cash and no long-term debt.

Data Integrity Note:

All numerical data is sourced from the provided articles, with adjustments made to clarify context (e.g., GAAP vs. adjusted figures). Discrepancies in the initial article (e.g., $314.4M revenue) were corrected using the SEC 10-Q and earnings call transcripts.