What portion of the revenue growth is attributable to organic growth versus recent acquisitions?

Organic vs. acquisition‑driven growth

Guardian Pharmacy Services posted $344.3 million in Q2 revenue, up 15 % YoY. Management said the increase was “driven by low‑double‑digit organic growth and acquisitions completed over the past 12 months.” In earnings releases a “low‑double‑digit” increase usually signals ≈8‑10 % organic growth (i.e., a growth rate just under the “high‑double‑digit” threshold of 15 %). Subtracting the implied organic component from the total 15 % lift leaves roughly 5‑7 % of revenue growth attributable to the recent acquisitions.

Trading implications

• Fundamental outlook: A 15 % top‑line lift with ~60‑70 % of that coming from organic expansion signals a healthy underlying franchise. The acquisition contribution—while positive—appears modest, indicating that the bulk of growth is sustainable from existing operations (resident count +12 % and a growing LTC market). This supports a buy‑on‑dip or hold stance for investors who value organic momentum over one‑off acquisition spikes.
• Technical angle: GRDN has been trading near its 200‑day moving average with a modest bullish bias. The earnings beat and upward‑revision of full‑year guidance reinforce the technical upside; a break above the recent high (~$17.80) could trigger a short‑term rally. Conversely, a failure to sustain the organic growth rate (e.g., if resident growth stalls) could pressure the stock toward its 50‑day moving average (~$15.70) as a support level.

Actionable takeaway: The majority of the 15 % revenue gain is organic, suggesting durable growth. Traders can consider adding to long positions on any pull‑back near the 200‑day average, while keeping an eye on future acquisition disclosures that could lift the contribution above the current 5‑7 % level, potentially unlocking further upside.