SelectQuote reported Q4 EPS of 2 cents, beating consensus of 13 cents. Revenue was $345.1M, exceeding the consensus estimate of $334.09M. CEO Tim Danker attributed the results to the company's holistic healthcare services model, which benefits policyholders, patients, and shareholders. The company expects increasing cash flow and growth in the future.
Title: SelectQuote Reports Strong Q4 Earnings, Beats EPS and Revenue Estimates
SelectQuote Inc. (SLQT) delivered a strong performance in its fourth-quarter earnings report, surpassing market expectations. The company reported an earnings per share (EPS) of -$0.02, which significantly beat the forecast of -$0.16. Revenue for the quarter came in at $345.1 million, slightly above the consensus estimate of $343.94 million. The stock price surged in pre-market trading, rising by 17.49% to $2.15 [1].
CEO Tim Danker attributed the results to the company's holistic healthcare services model, which benefits policyholders, patients, and shareholders. The company expects increasing cash flow and growth in the future. The company's Healthcare Services segment saw a 55% increase in revenue, contributing to the overall strong performance [1].
SelectQuote's full-year consolidated revenue reached $1.53 billion, marking a 15.5% growth year-over-year. The company's adjusted EBITDA for the year was $126 million, an 8% increase from the previous year. The company's revenue to customer acquisition cost ratio improved, reflecting its ability to adapt in a challenging market [1].
The company's market capitalization stands at $316.08 million, with an EV/EBITDA ratio of 9.26, indicating a balanced valuation profile. Looking ahead, SelectQuote has set its fiscal 2026 revenue guidance at $1.65 to $1.75 billion, with an expected adjusted EBITDA of $120 to $150 million [1].
SelectQuote faces market volatility in Medicare Advantage due to plan changes and carrier disruptions, but the company is focused on sustainable growth and optimizing cash flows. The company expects to maintain flat Medicare Advantage policy volumes and anticipates continued growth in its Healthcare Services segment [1].
References:
[1] https://www.investing.com/news/transcripts/earnings-call-transcript-selectquote-q4-2025-beats-eps-expectations-93CH-4204811
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