The beat and raised EBITDA guidance reinforce the margin story. Monitor Q2 for revenue growth reacceleration as IRA headwinds fade; the stock likely rallies near-term. Consider positioning for continued execution.
Price Chart
Executive Summary
Guardian Pharmacy reported Q1 2026 revenue of $336.6M (+2% YoY, slightly above $329.9M consensus) and Adjusted EPS of $0.29 (beat of $0.24 consensus) driven by margin expansion. The company raised full-year 2026 Adjusted EBITDA guidance to $123M-$127M from $120M-$124M, reflecting confidence in offsetting IRA headwinds.
Key Financial Metrics
Key Facts
- Revenue $336.6M, up 2% YoY (vs consensus $329.9M)
- Adjusted EPS $0.29, up 32% YoY (vs consensus $0.24)
- Adjusted EBITDA $29.8M, up 27% YoY
- Full-year 2026 Adjusted EBITDA guidance raised to $123M-$127M from $120M-$124M
- Revenue guidance unchanged at $1.40B-$1.42B
- Residents served up 10% YoY to ~207,000
- No long-term debt outstanding; cash $64.9M
Financial Impact
Adjusted EBITDA guidance increased by ~$3M at midpoint; Q1 beat consensus by ~$0.05/sh
Risk Factors
- Revenue growth decelerated to 2% from 17% in prior quarter, driven by IRA pricing resets
- IRA drug pricing changes may pressure future revenue growth
- Operating cash flow declined to $6.1M from $17.6M YoY due to working capital build
Market Snapshot
Investment Themes
Documents Analyzed
This report is based on 6 SEC documents filed with EDGAR.
| Document | Accession Number |
|---|---|
| 8-K Filing (Primary) | 0001193125-26-208989 |
| Document: d132626d8k.htm | 0001193125-26-208989 |
| Document: 0001193125-26-208989-index-headers.html | 0001193125-26-208989 |
| Document: 0001193125-26-208989-index.html | 0001193125-26-208989 |
| Document: 0001193125-26-208989.txt | 0001193125-26-208989 |
| 8-K Data (Synthetic) | 0001193125-26-208989 |
Track record builds as more directional reports settle.
Filters
| Type | Now | ||||
|---|---|---|---|---|---|
Aug 9, 2026 11w ago | Institutional Cluster | $41.47 $42.45 | ▲ +2.36% | ▲ +3.28% | $39.34 (−5.14%) |
Jun 22, 2026 18w ago | 8-K | $39.19 $39.78 | ▲ +1.51% | ▲ +0.35% | $39.34 (+0.38%) |
Jun 11, 2026 19w ago | Institutional Cluster | $43.08 $41.06 | ▼ −4.69% | ▼ −6.58% | $39.34 (−8.68%) |
May 28, 2026 21w ago | 8-K | $38.74 $40.44 | ▲ +4.39% | ▲ +6.18% | $39.34 (+1.55%) |
May 6, 2026 24w ago | S-3ASR | $36.27 $39.14 | ▲ +7.91% | ▲ +4.78% | $39.34 (+8.46%) |
May 6, 2026 24w ago | 8-K | $36.27 $39.14 | ▲ +7.91% | ▲ +4.78% | $39.34 (+8.46%) |
Mar 26, 2026 30w ago | DEFA14A | $35.40 $37.57 | ▲ +6.13% | ▼ −4.54% | $39.34 (+11.13%) |
Mar 20, 2026 31w ago | Insider Cluster | $35.62 $37.34 | ▼ −4.83% | ▲ +4.49% | $39.34 (−10.44%) |
Feb 28, 2026 34w ago | Institutional Cluster | $33.66 $37.25 | ▲ +10.67% | ▲ +18.60% | $39.34 (+16.87%) |
US Market Status
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