SLQT
SelectQuote, Inc.1.4000
+0.0100+0.72%
Dec 16, 4:00:02 PM EST
Earnings Call Transcripts
This Quarter (Q1 '26)
No earnings call transcript available yet
Last Quarter (Q4 '25)
FY Q2 '26
Q&A details low contagion risk, levers
Q&A largely reaffirmed the prepared script's confidence despite the $40M FY2026 guidance hit, with management explicitly downplaying contagion risk from one carrier's broad marketing cuts. No other partners anticipated to follow suit, thanks to SelectQuote's quality volume and retention. Incremental details included PBM deal's cost-plus-like GER structure sans MAC risk, geographic/SNP levers to offset losses, and SelectRx's scale-boosted negotiating power plus Kansas facility headroom for AI-driven efficiencies. Analysts pressed on carrier moves and PBMs; answers were crisp. Cash flow trajectory holds firm. No big walk-backs. Watch SelectRx margins.
Key Stats
Market Cap
246.36MP/E (TTM)
140.00Basic EPS (TTM)
0.01Dividend Yield
0%Recent Filings
8-K
NYSE delisting warning issued
10-Q
Q2 FY2026 results
SelectQuote posted Q2 revenue of $537.1M, up 12% y/y from $481.1M, fueled by 26% pharmacy growth to $227.2M while Senior held steady at $261.5M. Operating income rose to $75.3M from $70.9M y/y, diluted EPS climbed to $0.26 from $0.30 amid warrant gains, reconciling to 190.8M shares. Cash dipped to $22.2M with $405.8M debt (refinanced long-term post-quarter), operating cash used $21.6M, FCF not disclosed in the 10-Q. Preferred dividends hit $18.1M. Pharmacy thrives. Ongoing DOJ False Claims Act suit lingers.
8-K
Q2 revenue up 12%
SelectQuote posted Q2 FY26 revenue of $537.1M, up 12% from $481.1M last year, with net income at $69.3M versus $53.2M. Senior delivered 39% Adjusted EBITDA margins on 257,279 approved Medicare Advantage policies; Healthcare Services revenue jumped 26% to $230.7M yet EBITDA dipped to $0.8M amid PBM pressures. Revised FY26 guidance: revenue $1.61B-$1.71B, Adjusted EBITDA $90M-$100M. Partner headwinds frustrate, but operations hummed.
8-K
New $415M facility closed
SelectQuote closed a $325M senior secured term loan with Pathlight and $90M revolver with UMB on January 8, 2026, fully repaying its prior facility. Yet rates ticked up slightly to SOFR+650% (term) and +400% (revolver), with quarterly amortization starting at 0.625%. Debt matures 2031. Lenders secured all assets.
8-K
Annual meeting results out
SelectQuote held its 2025 Annual Meeting on November 11, electing Denise L. Devine and Donald L. Hawks III as Class III directors with 65M and 68M votes for, respectively, despite notable withholdings. Shareholders ratified Deloitte as auditors for fiscal 2026 with 113M yes votes. Say-on-pay passed handily at 80M for. Directors locked in through 2028.
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