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Guardian Pharmacy Services, Inc. (GRDN) Presents at Bank ...
2026-05-14 · via All Articles on Seeking Alpha

Q1: 2026-05-06 Earnings Summary

EPS of $0.29 beats by $0.05

 | 

Revenue of

$336.60M

(2.21% Y/Y)

beats by $6.70M

Guardian Pharmacy Services, Inc. (GRDN) Bank of America Global Healthcare Conference 2026 May 13, 2026 12:20 PM EDT

Company Participants

Fred Burke - CEO, President & Director

Conference Call Participants

Allen Lutz - BofA Securities, Research Division

Presentation

Allen Lutz
BofA Securities, Research Division

Good morning. My name is Allen Lutz, health care tech and distribution analyst here at Bank of America. We are incredibly excited to have Guardian Pharmacy Services here. We have President and CEO, Fred Burke. Fred, thank you so much for joining us.

Fred Burke
CEO, President & Director

Thank you. We're very excited to be here, too.

Question-and-Answer Session

Allen Lutz
BofA Securities, Research Division

Great. So Guardian just reported earnings last week. I would love to get a sense, do you have any prepared remarks or initial comments that you'd like to make?

Fred Burke
CEO, President & Director

I think we covered it pretty well in our call. We had a really good quarter that was better than the consensus, which was roughly our own internal plan as well and flowed through some of the outsized performance into increasing our annual guidance. So everything seems to be rolling well.

We dealt with the IRA, which was a complete sea change for our industry, probably the biggest change that we've experienced in a decade. Decade. And it was -- I'm very, very proud of the team. Our data analytics capabilities and skill sets really shone through as we were able to work and understand and see that the predictions we have made, the forecast came were on track. So we were -- had a busy first quarter, off to a good start.

Allen Lutz
BofA Securities, Research Division

That's great. And I think Guardian has been a public company for less than 2 years, so relatively