Guardian Pharmacy's fourth-quarter performance exceeds expectations, raising earnings guidance

LootboxPhobia · 2026-03-11T23:22:04+00:00

Guardian Pharmacy Services announced that its Q4 earnings per share exceeded expectations, with revenue slightly below forecasts, representing a 17% year-over-year growth. The company raised its FY2026 EBITDA guidance to $120-$124 million, while maintaining its revenue outlook. Net profit for FY2025 surged to $49 million, with no long-term debt.

LootboxPhobia

2026-03-11 23:22:04

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Atlanta - Guardian Pharmacy Services, Inc. (NYSE:GRDN) announced its fourth quarter adjusted earnings per share of $0.37, beating analyst expectations, with revenue of $397.6 million, slightly below the market consensus of $400 million. Revenue increased 17% year-over-year from $338.6 million, with organic growth of 12%.

Following the announcement, the stock showed no significant movement.

This long-term care pharmacy services company raised its full-year 2026 adjusted EBITDA guidance to $120 million to $124 million, up from the previous range of $115 million to $118 million. The midpoint of $122 million exceeded typical analyst expectations. However, Guardian maintained its 2026 revenue outlook at $1.40 billion to $1.42 billion, with a midpoint of $1.41 billion, slightly below the market consensus of $1.421 billion.

In the fourth quarter, adjusted EBITDA reached $39.5 million, up 53% year-over-year, while net income increased 81% from $11.8 million to $21.3 million. As of the end of the quarter, the company served approximately 205,000 inpatients, a 10% increase year-over-year.

President and CEO Fred Burke stated, “2025 was a year of full execution and prudent investment, with performance exceeding our expectations in inpatient volume, revenue, and adjusted EBITDA. We are ending the year on a strong note, which led us to modestly raise our 2026 adjusted EBITDA outlook.”

For the full fiscal year 2025, Guardian reported revenue of $145 million, up 18% from $123 million in 2024, with organic growth of 13%. Net income was $49.0 million, compared to a loss of $71.0 million in the previous year. Full-year adjusted EBITDA increased 27% to $115.1 million.

As of the end of 2025, the company held $65.6 million in cash and had no outstanding long-term debt under its $75 million credit facility.

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