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Dec 31, 2025
QuinStreet Q2 2026 Earnings Report
QuinStreet reported a 2% year-over-year increase in revenue, strong Auto Insurance demand, and the acquisition of HomeBuddy, expanding its Home Services footprint.
Key Takeaways
QuinStreet, Inc. announced financial results for the fiscal second quarter ended December 31, 2025, reporting a record quarterly revenue of $287.8 million, up 2% year-over-year. The company also reported GAAP net income of $50.2 million and adjusted EBITDA of $21.0 million, an 8% increase year-over-year. The acquisition of HomeBuddy in January significantly expanded its Home Services footprint.
Record quarterly revenue reached $288 million, showing a 2% year-over-year increase.
Auto Insurance revenue demonstrated strong and broadening demand, surpassing historical seasonality trends.
The acquisition of HomeBuddy in January significantly expanded the company's Home Services footprint, adding new product and media for growth.
The company generated $21.6 million in operating cash flow and maintained a strong financial position with $107.0 million in cash and no bank debt.
Revenue by Segment
Forward Guidance
QuinStreet expects strong revenue growth and margin expansion to continue, with total revenue in fiscal Q3 projected to be between $330 million and $340 million, and total adjusted EBITDA between $26.5 million and $30.5 million. For the full fiscal year 2026, total revenue is expected to be between $1.25 billion and $1.3 billion, and total adjusted EBITDA between $110 million and $115 million.
Positive Outlook
- Expect strong revenue growth and margin expansion in coming quarters and years.
- Near-term goal to reach 10% quarterly adjusted EBITDA margin in this fiscal year, excluding HomeBuddy.
- Full fiscal year revenue (excluding HomeBuddy) expected to grow at least 10%.
- Full fiscal year adjusted EBITDA (excluding HomeBuddy) expected to grow at least 20%.
- HomeBuddy acquisition is purely additive to previous outlook, enhancing growth at scale in Home Services.
Challenges Ahead
- No specific negative forward guidance points were explicitly stated in the provided text.
- The company is not able to provide a quantitative reconciliation for adjusted EBITDA guidance due to high variability and low visibility of certain items.
Revenue & Expenses
Visualization of income flow from segment revenue to net income
Historical Earnings Impact
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Avg. Return Before/After Earnings
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