SLQT
SelectQuote, Inc.1.4000
+0.0100+0.72%
Dec 16, 4:00:02 PM EST
Earnings Call Transcripts
This Quarter (Q4 '25)
No earnings call transcript available yet
Last Quarter (Q3 '25)
No earnings call transcript available
Key Stats
Market Cap
246.36MP/E (TTM)
140.00Basic EPS (TTM)
0.01Dividend Yield
0%Recent Filings
8-K
10-Q
10-K
FY2025 results
SelectQuote's FY2025 results showed revenue climbing 16% to $1.53B, driven by Healthcare Services' 55% surge to $743M from SelectRx's 31% membership growth to 108K, while Senior dipped 8% to $600M amid 4% fewer approved policies and Life rose 10% to $173M on final expense gains. Q4 momentum built with pharmacy prescriptions up 47% y/y to ~28K daily, margins expanding as SelectRx scaled efficiently despite higher medication costs, and Senior's close rates improved 11% y/y to offset agent reductions. Key drivers included SPM's launch post-$4M acquisition, boosting chronic care, and AI optimizations lifting LTVs, though persistency softened from plan terminations. Liquidity strengthened to $37M cash with $72M revolver availability after $350M preferred stock infusion repaid $260M debt; no buybacks or dividends, capex focused on pharmacy expansion. FY2026 outlook targets SelectRx membership doubling via new Olathe facility, with quarterly enrollment ramps eyed. Yet regulatory scrutiny on Medicare marketing could stall Q4 momentum.
8-K
SelectQuote Q4 revenue jumps 12%
SelectQuote reported Q4 FY2025 revenue of $345.1 million, up 12% from $307.2 million last year, with net income swinging to $12.9 million from a $31.0 million loss. Healthcare Services drove growth, revenue surging 47% to $214.0 million and Adjusted EBITDA climbing to $11.9 million, while Senior dipped 28% to $82.5 million amid Medicare changes. FY2026 guidance projects $1.65-$1.75 billion revenue and $120-$150 million Adjusted EBITDA. Debt restructuring slashed annual interest by $30 million.
8-K
SelectQuote extends credit facility
SelectQuote extended its revolving credit facility termination date from June 30, 2026, to September 30, 2027, via the Thirteenth Amendment to its 2019 Credit Agreement with Ares Capital Corporation and other lenders, effective July 25, 2025. The deal also pushes the Term Loan Maturity Date to September 30, 2027, with a potential one-year extension if conditions are met. Lenders pocketed a 0.10% cash fee on commitments. This bolsters liquidity amid ongoing amendments, yet signals persistent debt management needs.
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