eHealth 2025 Q2 Earnings Narrowed Losses, Mixed Revenue

eHealth (EHTH) reported its fiscal 2025 Q2 earnings on August 8, 2025. The results reflected a reduction in losses, with improved earnings per share and net income performance, despite a modest decline in revenue.

eHealth reported a 3.7% drop in total revenue year-over-year to $54.73 million in Q2 2025, compared to $56.85 million in Q2 2024. However, the company managed to significantly narrow its net loss, a key positive from the earnings report.

Revenue
The decline in overall revenue was primarily due to the Employer and Individual segment, which reported $2.72 million in revenue, while the Medicare segment contributed $58.06 million. Combined, these segments generated a total revenue of $60.78 million. This performance highlights the continued dominance of the Medicare segment in driving eHealth’s top-line results.

Earnings/Net Income
Earnings improved significantly as eHealth reduced its per-share loss from $1.33 to $0.98 in Q2 2025, representing a 26.3% improvement. The company also narrowed its net loss to $17.40 million, a reduction of 37.8% compared to the $27.97 million loss in the same period last year. These improvements signal positive momentum in cost control and operational efficiency.

Price Action
The stock price of eHealth fluctuated following the earnings release, with a 4.43% drop during the latest trading day. However, it showed a 7.48% gain during the most recent full trading week. Over the past month, the stock plummeted 17.07%, reflecting mixed investor sentiment.

Post-Earnings Price Action Review
A strategy of buying EHTH after earnings beats and selling after 30 days delivered an overall return of 85.52%, slightly outperforming the benchmark return of 82.63%, with an excess return of 2.89%. The strategy achieved a compound annual growth rate (CAGR) of 13.88%, indicating steady performance over the backtested period. With a maximum drawdown of 0.00% and a Sharpe ratio of 0.37, the approach displayed low risk and is potentially attractive for stability-seeking investors.

CEO Commentary
George Mikan, President and CEO of NeueHealth, highlighted the company’s strong Q2 performance, including $19 million in adjusted EBITDA and a 45% year-over-year increase in consumers served. He emphasized the success of the consumer-centric care model across ACA Marketplace, Medicare, and Medicaid, serving 485,000 ACA consumers, 65,000 in senior care, and 144,000 in Medicaid. Mikan underscored NeuePulse, the data platform, as a key enabler of future performance and noted the collaboration with Walgreens to expand access. He also mentioned the pending go-private transaction led by NEA, expected to close in mid to late 2025.

Guidance
NeueHealth reported Q2 2025 revenue of $209.1 million and $19 million in adjusted EBITDA. The company expressed confidence in continuing to drive adjusted EBITDA profitability, with the CEO stating, “we believe we are well positioned in the market,” though no specific guidance was provided for future periods.

Additional News
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