NASDAQ$GOCO

GoHealth Inc · Q1 2025 earnings

Q1 2025 earnings · · Before market open · Investor relations

Briefing

GoHealth reported its financial results for the first quarter ended March 31, 2025, showing significant improvements in revenue, net loss, and Adjusted EBITDA compared to the prior year.

GoHealth, Inc. announced strong first quarter 2025 results with net revenues increasing by 19.1% to $221.0 million and a significant improvement in net loss, which decreased by 54.2% to $9.8 million. Adjusted EBITDA saw a substantial 56.4% increase to $42.1 million, driven by higher submissions and improved operating efficiency.

  • Net revenues for Q1 2025 increased by 19.1% to $221.0 million.
  • Net loss improved by 54.2% to $9.8 million in Q1 2025.
  • Adjusted EBITDA grew by 56.4% to $42.1 million.
  • Submissions increased by 40.2% to 303,026, primarily due to strong contributions from internal captive agents.

Headline financials

Total Revenue

$221M

Previous: $186M+19.1%
EPS (adj)

-$0.52

Previous: -$1.04+50.0%
Adjusted EBITDA Margin

19.0%

Previous: 14.5%+31.0%
EBITDA

$33.7M

Previous: $22.8M+48.1%
Adjusted EBITDA

$42.1M

Previous: $26.9M+56.4%
Sales per Submission

$724.00

Previous: $856.00-15.4%
Direct Operating Cost per Submission

$522.00

Previous: $640.00-18.4%
Submissions

303.0K

Previous: 216.1K+40.2%
Net Income

-$9.79M

Previous: -$9.22M-6.2%
Operating Income

$6.67M

Previous: -$4.03M+265.4%

Revenue & EPS history

GoHealth · Revenue · Quarterly

$221M

Q1 2025+19.1%vs Q1 2024
Beat estimate in 5 of 14 quarters(36%)
ActualEstimate

Revenue by segment

GoHealth · $11.9M total across 4 segments · Q1 2026

  • Medicare Agency Revenue
    $9.8M
  • Other Non-Agency Revenue
    $1.76M
  • Medicare Non-Agency Revenue
    $200K
  • Other Agency Revenue
    $155K

Forward guidance

The company did not provide specific forward-looking financial guidance in this report. However, the CEO and CFO expressed optimism about continued momentum and strategic investments.

Tailwinds

  • Continued refinement of platform, tools, product offerings, and technology to enhance consumer experience.
  • Diversification of product offerings with the launch of GoHealth Protect, including guaranteed acceptance life insurance.
  • Expectation that the new GoHealth Protect offering will enhance cash flow generation and reduce acquisition costs across the business.
  • Commitment to disciplined execution and smart investment for continued momentum.
  • Focus on extending customer relationships and bolstering unit economics.

Headwinds

  • No specific negative forward guidance was provided in the report.
  • The company acknowledges that forward-looking statements are subject to risks, assumptions, and uncertainties.
  • Actual results may differ materially from expectations.
  • Future periods may include income and expenses similar to excluded items in non-GAAP measures.
  • The company does not plan to publicly update or revise forward-looking statements unless required by applicable law.

Historical earnings impact

How earnings announcements have historically affected this stock's price.

Avg. return before/after earnings

Based on 19 quarterly earnings reports · overlaid with Q1 2025

Historical avgQ1 2025

-7.7%

Avg return

Earnings day

-9.0%

Avg return

5 days after

-6.6%

Avg return

30 days after

26%

6 / 23 earnings

Positive

+32.2%

Q1 2023

Best reaction

-45.5%

Q2 2021

Worst reaction

Earnings price reactions
QuarterReport dateReaction (Day 0)+5 days+30 days
Q1 2026-0.5%
Q3 2025-24.4%-32.0%-12.8%
Q2 2025-9.0%-7.6%-23.8%
Q1 2025-0.6%-17.4%-21.4%
Q4 2024-14.4%-14.9%-32.8%
Q3 2024-6.6%-0.4%-15.4%
Q2 2024-21.4%-28.3%-34.0%
Q1 2024-8.0%-11.1%+2.2%
Q4 2023-13.0%-25.7%-27.0%
Q3 2023+2.3%+6.7%+7.4%
Q2 2023+6.8%+6.3%-17.2%
Q1 2023+32.2%+44.8%+99.5%
Q4 2022-19.9%-6.2%-18.5%
Q3 2022-16.7%-9.4%+95.3%
Q2 2022-31.5%-43.3%-57.0%
Q1 2022+11.1%+4.9%+6.5%
Q4 2021+23.7%+37.7%-9.8%
Q3 2021+1.1%-4.7%-18.1%
Q2 2021-45.5%-42.2%-34.7%
Q1 2021-2.7%-5.6%-4.0%
Q4 2020-14.9%-16.9%-4.1%
Q3 2020-14.9%-15.1%+1.8%
Q2 2020-10.5%-18.5%-27.1%
Q1 2020
Q4 2019
Q2 2019
Q1 2019

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