NASDAQ$GOCO

GoHealth Inc · Q2 2023 earnings

Q2 2023 earnings · · Investor relations

Briefing

GoHealth's Q2 2023 earnings were reported, revealing a mix of improvements and declines.

GoHealth reported a decrease in net revenues but an improvement in net loss and Adjusted EBITDA for Q2 2023. The company is updating its full year 2023 outlook and expects total net revenue of $800 - $850 million and Adjusted EBITDA of $120 - $140 million, both excluding non-Encompass BPO Services.

  • Net revenues decreased to $142.8 million compared to the prior year period.
  • Submissions increased by 5% compared to the prior year period.
  • Net loss improved to $70.2 million compared to the prior year period.
  • Adjusted EBITDA improved to $0.8 million compared to the prior year period.

Headline financials

Total Revenue

$143M

Previous: $159M-10.0%
EPS (adj)

-$3.27

Previous: -$2.25-45.3%
Free Cash Flow

-$28.9M

Previous: -$43.8M+34.0%
Net Income

-$28.9M

Previous: -$43.8M+34.0%
Operating Income

-$53M

Previous: -$101M+47.5%
Gross Profit

$106M

Previous: $108M-1.1%
Cash & Equivalents

$25.4M

Previous: $76.2M-66.7%
Total Assets

$1.48B

Previous: $1.9B-21.9%
Stock-Based Comp

$8.68M

Previous: $12.1M-28.5%

Revenue & EPS history

GoHealth · Revenue · Quarterly

$143M

Q2 2023-10%vs Q2 2022
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 updates its full year 2023 outlook and expects total net revenue of $800 - $850 million and Adjusted EBITDA of $120 - $140 million, both excluding non-Encompass BPO Services. The Company also expects positive cash flow from operations of $75 - $115 million.

Tailwinds

  • Total net revenue expected to be $800 - $850 million (excluding non-Encompass BPO Services).
  • Adjusted EBITDA expected to be $120 - $140 million (excluding non-Encompass BPO Services).
  • Positive cash flow from operations expected to be $75 - $115 million.
  • Guidance updates reflect increases to the lower bounds previously communicated for total net revenue and Adjusted EBITDA ranges.
  • Company is committed to enhancing the consumer experience through Encompass.

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 Q2 2023

Historical avgQ2 2023

-7.7%

Avg return

Earnings day

-9.7%

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%-23.4%
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

Discussion

Share your read of this quarter. Sign-in carries your eToro identity.

Join the conversation

Sign in with eToro to post your read of this quarter and vote on others'.

Sign in with eToro