EL7.AI
StocksMedium•11 November 2026•
2 min read

OptimizeRx Reports $21.6 Million in Third-Quarter Revenue and Cuts 2026 Outlook

Key Facts

1Third-quarter revenue was $21.6 million, down 17% from $26.1 million a year earlier, while topping consensus expectations.
2GAAP net income was about $1.2 million, or $0.06 per share, compared with $0.8 million and $0.04 a year earlier.
3Adjusted operating profit was $6.3 million in the third quarter, compared with $5.1 million a year earlier.
4The company cut its 2026 revenue outlook to $87–93 million and kept its adjusted operating profit forecast at $21–25 million.
5OptimizeRx repaid $9.3 million of debt principal since June 30, bringing outstanding principal to $10.4 million.

OptimizeRx reported on November 11, 2026, results for the third quarter ended September 30, posting revenue of $21.6 million. The company said revenue exceeded consensus expectations, but fell 17% from $26.1 million in the year-earlier period. The results combined a quarterly beat with a year-over-year decline in revenue. By contrast, net income and adjusted operating profit rose from a year earlier. The company also lowered its 2026 fiscal-year revenue outlook while keeping its adjusted operating profit forecast range unchanged.

Net income under generally accepted accounting principles was $1.2 million, or $0.06 per basic and diluted share, compared with $0.8 million and $0.04 per share in the third quarter of 2025. On a non-GAAP basis, the company reported net income of $3.8 million, or $0.20 per diluted share, compared with $3.1 million and $0.16 per share a year earlier. These figures reflect improvement in net income under both measures, despite the annual decline in revenue. Adjusted operating profit was also $6.3 million, up from $5.1 million in the year-earlier period. The company said this profit rose about 23%, while its margin widened by more than 900 basis points year over year.

For the full year, OptimizeRx lowered its expected 2026 revenue range to $87–93 million. It kept its adjusted earnings before interest, taxes, depreciation and amortization forecast at $21–25 million. The annual revenue cut comes despite third-quarter revenue topping consensus expectations and as quarterly revenue contracted from a year earlier. The chief executive said contracted revenue due in 2026 remains below last year's levels. He added that the company is seeing growth in contracted revenue for 2027, pointing to “a strong start to RFP season.”

On debt, the company said it had repaid $9.3 million of principal since June 30, 2026, bringing outstanding principal to $10.4 million when results were announced. The repayment puts debt reduction among the financial developments the company reported alongside quarterly results and its outlook update. OptimizeRx is scheduled to hold a conference call to discuss third-quarter results on November 11 at 4:30 p.m. Eastern time. The stock's recorded close on November 10 was $9.35, but that price was for a session before results were announced the following day. Therefore, the previous close does not establish that the stock fell in response to the report.

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