What is the revenue and EPS growth rate for SelectQuote year over year?

What were the key takeaways from SelectQuote’s earnings call?

Did SelectQuote beat or miss consensus estimates last quarter?

What were the key takeaways from SelectQuote's earnings call?

What is the market's earnings forecast for SelectQuote next quarter?

What guidance did SelectQuote's management provide for the next earnings period?

What is SelectQuote's latest dividend and current dividend yield?

What factors drove the changes in SelectQuote's revenue and profit?

- **Revenue growth in Healthcare Services**: 13% year-over-year, driven by strong agent performance and data-driven strategies.
- **PBM reimbursement challenges**: Near-term headwinds but constructive discussions for long-term stability.
- **AEP season confidence**: SelectQuote well-positioned for another successful enrollment period.


**【Management Opening Remarks】**
- Consolidated revenue of $329 million for the quarter, up 13% year-over-year, driven by Healthcare Services growth and strong agent performance in Senior Medicare Advantage.
- Senior segment EBITDA loss of $21 million due to lower policy production and upfront investments in AEP readiness.
- Healthcare Services segment impacted by PBM reimbursement changes, with Q2 EBITDA expected to be breakeven.

**【CEO Commentary】**
- Senior business navigating SEP complexity with 32% fewer policies, but maintaining long-term confidence in AEP positioning.
- Healthcare Services segment facing near-term headwinds but reaffirming long-term growth trajectory.

**【CFO Commentary】**
- SelectRx PBM reimbursement changes impacting Q1 and Q2 results, with negotiations ongoing for a stable rate structure.
- Life Insurance business showing resilience despite near-term pressures.

**【Q&A Highlights】**
- SelectRx adherence programs improving policyholder retention and clinical outcomes.
- AEP season early results align with expectations, with agents performing well in a dynamic market.
- Healthcare Services segment expected to return to normalized rates in Q3, supporting long-term visibility.


SelectQuote, Inc. (SLQT) Q1 2026 Earnings Call Transcript

Revenue

Sales and Services Revenue

Financing Services Revenue

Other Revenue

Cost of Revenue

Cost of Goods and Services

Cost of Financing Services

Other Cost

Gross Profit

Other Operating Income

Operating Expenses

Selling, General and Administrative Expenses

Selling and Marketing Expenses

General and Administrative Expenses

Research and Development Expenses

Loss on Bad Debts

Loss on Impairment of Other Assets

Loss on Disposal of Assets

Other Operating Expenses

Operating Income

Non-Operating Income (Loss)

Income (Loss) from Affiliates

Income (Loss) from Associates

Income (Loss) from Joint ventures

Gain (Loss) on Other Investment

Gain (Loss) on Change in Fair Value

Gain (Loss) on Foreign Currency Exchange

Other Non-Operating Income (Loss)

Net Interest Expense

Interest Expense

Interest Income

Pretax Income From Continuing Operations

Income Tax Expense

Current Income Tax

Deferred Income Tax

Income Tax Adjustments

Net Income from Continuing Operations

Income from Discontinued Operations

Other Items Before Net Income

Net Income

Net Income Attributable to Minority Interests

Net Income Attributable to Owners of the Company

Preferred Stock Dividends

Other Adjustments

Net Income Attributable to Common Stockholders

Other Comprehensive Income

Total Comprehensive Income

Total Comprehensive Income Attributable to Minority Interests

Total Comprehensive Income Attributable to Owners of the Company

Basic EPS

Basic EPS from Continuing Operations

Basic EPS from Discontinued Operations

Diluted EPS

Diluted EPS from Continuing Operations

Diluted EPS from Discontinued Operations

SLQT

SLQT fundamentals

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