GRND earnings / call / takeaways

GRND earnings call: key takeaways

What GRND said on its earnings call of November 5, 2026: results against expectations, what changed since last quarter, guidance and the questions analysts pressed on.

By Lician·November 5, 2026·AI-generated from the call transcript and Lician data

GRND reported revenue of $141 million, beating the $136.63 million consensus. (1:08:53)
EPS was not mentioned, but adjusted EBITDA of $62 million was reported, with a 44% margin. (1:08:53)
The company raised 2026 guidance to at least $560 million in revenue and $236 million in adjusted EBITDA. (1:16:29)

Results vs expectations

Metric	Consensus	Reported	Result
EPS	$0.16	–	–
Revenue	$136.6M	–	–

What changed since last quarter

Raised 2026 revenue and adjusted EBITDA guidance. (1:16:29)
Introduced Edge, an AI-powered premium tier, launching in November 2026. (1:08:53)
Acquired Purpose Med Inc., parent company of Freddie, to expand HIV prevention services. (1:08:53)

Guidance

Metric	This call	Previous call
Revenue	Full-year 2026 revenue of at least $560 million (1:16:29)	not captured
EBITDA	Full-year 2026 adjusted EBITDA of at least $236 million (1:16:29)	not captured
Revenue	2027 revenue of at least $705 million (1:17:54)	not captured
EBITDA	2027 adjusted EBITDA of at least $275 million (1:17:54)	not captured

What analysts pressed on

Whether the transition of patients from third-party to owned pharmacies will be smooth. (1:48:15)
How the $4,800 per U.S. patient revenue figure is split between pharmacy and telehealth. (1:48:15)

In their words

We are delivering on the strategy we laid out at our 2024 Investor Day. George Aras (1:08:53)
We will now move to our question and answer session. Tolu Eriofi (4:25)
We are really happy with how things are going so far. (1:20:00)

Read the full transcript with the AI summary, or listen on the company's official webcast.

Every past call in full and transcript search come with Lician Pro.

Written by AI from the automatic transcript of the company's public webcast and Lician's earnings data. Each sentence cites the passage it comes from, and a sentence with a figure that is not in its sources was removed. Not investment advice.