Can SLQT maintain its EPS growth into 2025?

**SelectQuote's (SLQT) prospects for maintaining EPS growth into 2025 appear challenging** based on several factors:

1. **Current Financial Performance**: SLQT's most recent reported EPS was $0.3 for the 2025 Q2 period ending December 31, 2024. This is below the previous quarter's EPS, indicating a recent decline in earnings.

|code|Ticker|Name|Date|Diluted EPS YoY|Diluted EPS|market_code|
|---|---|---|---|---|---|---|
|SLQT|SLQT.N|SelectQuote|2024 Q3|-16.66666666666666|0.05|169|
|SLQT|SLQT.N|SelectQuote|2025 Q1|-36.8421052631579|-0.26|169|
|SLQT|SLQT.N|SelectQuote|2025 Q2|172.72727272727272|0.3|169|

2. **Earnings Trends**: The company has experienced a net loss in the first quarter of 2025, with a loss of $44.5 million, which is a widening of the loss from the previous quarter. This trend of increasing losses could negatively impact EPS if not addressed.
3. **Revenue Growth**: While SLQT has shown strong revenue growth, particularly in the Senior and Healthcare Services segments, this has not yet translated into proportional EPS growth.
4. **Guidance and Challenges**: SLQT has raised its fiscal 2025 guidance for revenue and EBITDA, indicating confidence in growth. However, the company faces challenges such as shifts in Medicare Advantage plan benefits and agent headcount reductions, which could impact profitability and EPS growth.
5. **Market Conditions and Competition**: The insurance industry is competitive, and SLQT faces challenges from carrier mix changes and the need to adapt to policy features. These factors could affect SLQT's ability to maintain EPS growth.
6. **Strategic Initiatives**: SLQT has been successful in raising guidance and securing investments, which could positively influence future EPS growth if these initiatives are effectively executed.

In conclusion, while SLQT has a positive growth trajectory indicated by raised guidance and strong revenue growth, the current earnings trends and external challenges suggest that maintaining EPS growth into 2025 will require careful management and strategic focus.