QuinStreet Forecasts 10% Revenue and 20% EBITDA Growth in FY26 Amid Reaccelerating Auto Insurance Demand.

QuinStreet expects 10% revenue and 20% adjusted EBITDA growth in fiscal 2026, driven by a reacceleration in auto insurance demand. In Q4 2025, the company reported a 32% YoY increase in total revenue and a 101% YoY increase in adjusted EBITDA, with auto insurance revenue growing 62% YoY.

QuinStreet Inc. (QNST) has outlined its financial expectations for the upcoming fiscal year 2026, projecting a 10% increase in revenue and a 20% rise in adjusted EBITDA. These projections are driven by a reacceleration in auto insurance demand, which has been a key driver of the company's recent strong performance. In the fourth quarter of fiscal 2025, QuinStreet reported a 32% year-over-year (YoY) increase in total revenue and a 101% YoY increase in adjusted EBITDA, with auto insurance revenue growing by 62% YoY [1].

Douglas Valenti, CEO of QuinStreet, highlighted the company's robust performance during the earnings call. He noted that the fiscal Q4 2025 was marked by significant revenue growth and margin expansion, with total revenue increasing by 32% YoY and adjusted EBITDA growing by 101%. Valenti attributed the strong performance to renewed demand from auto insurance clients, stating that some clients have begun to reaccelerate spending, indicating a promising outlook for the current quarter [1].

For the full fiscal year 2025, QuinStreet reported revenue of $1.1 billion, a 78% increase from the previous year, and adjusted EBITDA of $81 million, a 299% increase from the prior year. The company ended the year with $101 million in cash and no bank debt, reflecting its strong financial position [1].

Looking ahead to fiscal 2026, QuinStreet expects total revenue to grow by about 10% and adjusted EBITDA to increase by about 20%. These projections are based on the company's continued investments in proprietary media and margin expansion initiatives, as well as the growing demand in the auto insurance sector. Valenti emphasized that the company's pipeline of growth and margin expansion initiatives is the best in its history, positioning QuinStreet to capitalize on long-term digital performance marketing opportunities [1].

While tariff uncertainties remain a factor, QuinStreet is confident in its ability to navigate market dynamics and maintain operational discipline. The company expects carrier spending to remain steady, with no significant gap down from current levels, given the financial strength of carriers and the moderate levels of announced tariff agreements [1].

In summary, QuinStreet's projections for fiscal 2026 reflect the company's strong performance in fiscal 2025 and its continued investment in growth initiatives. The reacceleration in auto insurance demand, coupled with the company's robust financial position, positions QuinStreet well for future growth.

References:
[1] https://seekingalpha.com/news/4482493-quinstreet-expects-10-percent-revenue-and-20-percent-adjusted-ebitda-growth-in-fiscal-2026-as