QuinStreet Exceeds Q4 Revenue Estimates with 32% Growth, Guides for 10% Revenue Increase in FY2026

QuinStreet reported Q4 FY2025 revenue of $262.1 million, a 32% YoY increase, exceeding analyst estimates. Non-GAAP EPS was $0.25, also above expectations. Auto Insurance revenue rose 62% YoY, driving a 101% YoY increase in adjusted EBITDA. For FY2026, management expects a 10% revenue increase, signaling slower growth after an exceptional year.

QuinStreet, Inc. (Nasdaq: QNST), a leader in performance marketplaces and technologies for the financial services and home services industries, reported its fiscal fourth quarter and fiscal year 2025 results, showcasing robust growth and profitability. The company's revenue for the quarter ended June 30, 2025, reached $262.1 million, marking a 32% year-over-year (YoY) increase, which exceeded analyst estimates [1]. Non-GAAP earnings per share (EPS) were $0.25, also surpassing expectations.

Key drivers of the strong performance included a 62% YoY increase in Auto Insurance revenue, which significantly contributed to a 101% YoY surge in adjusted EBITDA. For the full fiscal year 2025, the company's revenue climbed to $1.1 billion, a 78% YoY increase, with adjusted net income reaching $51.4 million, or $0.88 per diluted share.

Doug Valenti, CEO of QuinStreet, commented on the results, "We delivered strong revenue growth and margin expansion again in FYQ4, capping a fiscal year 2025 of excellent financial and operating progress." He further noted that the results included ongoing investments and early contributions from important market and product initiatives, which are expected to fuel further growth in the future.

Looking ahead, management expects revenue in fiscal Q1 2026 to be about $280 million, with adjusted EBITDA projected at about $20 million. For the full fiscal year 2026, the company anticipates revenue growth of about 10% and adjusted EBITDA growth of about 20%, signaling a slower growth rate compared to the exceptional 2025 performance.

QuinStreet will host a conference call and live webcast at 2:00 p.m. PT today to discuss the results in more detail. To access the call, dial +1 800-717-1738 (domestic) or +1 646-307-1865 (international). A replay of the call will be available by dialing +1 844-512-2921 (domestic) or +1 412-317-6671 (international) and using passcode #1132138. The webcast will be available live and via replay on the investor relations section of the company's website at http://investor.quinstreet.com.

References:
[1] https://www.marketscreener.com/news/quinstreet-reports-fiscal-fourth-quarter-and-fy2025-results-ce7c5edcd98fff2c