Loading...
•
Jun 30, 2025
SelectQuote Q4 2025 Earnings Report
SelectQuote reported a return to profitability in Q4 2025 with year-over-year revenue growth and improved segment performance.
Key Takeaways
SelectQuote delivered strong results in Q4 2025, reporting positive net income and revenue growth driven by its Healthcare Services segment. This marks the company's third consecutive year exceeding expectations.
Revenue by Segment
Forward Guidance
SelectQuote provided FY2026 guidance showing confidence in continued revenue growth and margin expansion, especially in Healthcare Services.
Positive Outlook
- Revenue guidance range of $1.65B to $1.75B
- Adjusted EBITDA guidance range of $120M to $150M
- Strong growth trajectory in SelectRx membership
- Three consecutive years exceeding internal financial expectations
- Improved revenue-to-CAC multiple driven by higher pharmacy revenue
Challenges Ahead
- Senior segment revenue declined 28% YoY in Q4
- Adjusted EBITDA declined to $2.7M from $14.4M YoY
- Continued pressure on LTV per approved MA policy
- Significant year-over-year drop in Medicare Advantage policy submissions
Historical Earnings Impact
Analyze how earnings announcements historically affect stock price performance
Avg. Return Before/After Earnings
Loading earnings performance data...
Loading earnings reaction data...