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Dec 31, 2025
SelectQuote Q2 2026 Earnings Report
SelectQuote reported consolidated revenue of $537.1 million and net income of $69.3 million for the second quarter of fiscal year 2026.
Key Takeaways
SelectQuote, Inc. reported a strong second quarter for fiscal year 2026, with consolidated revenue increasing to $537.1 million from $481.1 million in the prior year. Net income also saw a significant rise to $69.3 million, up from $53.2 million, demonstrating robust financial performance despite some market headwinds.
Consolidated revenue for Q2 FY26 reached $537.1 million, an increase from $481.1 million in Q2 FY25.
Net income for Q2 FY26 was $69.3 million, up from $53.2 million in the same period last year.
Adjusted EBITDA for Q2 FY26 was $84.7 million, slightly down from $87.5 million in Q2 FY25.
The Senior segment reported $261.5 million in revenue and $102.5 million in Adjusted EBITDA, with 257,279 approved Medicare Advantage policies.
Revenue by Segment
Forward Guidance
SelectQuote's fiscal year 2026 guidance projects revenue between $1.61 billion and $1.71 billion, with Adjusted EBITDA expected to range from $90 million to $100 million.
Positive Outlook
- Strong agent productivity and marketing efficiency in the Senior business.
- Rapidly growing Healthcare Services segment, led by SelectRx, providing meaningful clinical value.
- Improved medication adherence, lower waste, and better patient outcomes reinforcing SelectRx's value.
- Consistency of underlying operational execution, driving efficiency and value for partners.
- Improved balance sheet flexibility positioning for meaningful cash-flow generation.
Challenges Ahead
- A national carrier's decision to constrain additional MA policy volume.
- Curtailment of strategic marketing spend across all channels by a national carrier.
- Previously communicated PBM reimbursement changes impacting financial outlook.
Historical Earnings Impact
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Avg. Return Before/After Earnings
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