NASDAQ$GOCO

GoHealth Inc · Q3 2023 earnings

Q3 2023 earnings · · Investor relations

Briefing

GoHealth's financial performance remained relatively stable with a slight revenue decrease, while submissions increased significantly. Net loss and Adjusted EBITDA improved, indicating progress towards profitability.

GoHealth reported a slight decrease in net revenues for Q3 2023, but saw a significant increase in submissions. The company's net loss and Adjusted EBITDA improved compared to the prior year period. GoHealth is focused on its Encompass solution and operational excellence to drive future growth and profitability.

  • Net revenues for Q3 2023 were $132.0 million, slightly down from $133.1 million in the prior year period.
  • Submissions increased by 31% to 161,550 in Q3 2023, compared to 122,964 in the prior year period.
  • Net loss for Q3 2023 improved to $56.2 million, compared to $74.7 million in the prior year period.
  • Adjusted EBITDA for Q3 2023 improved to negative $11.5 million, compared to negative $14.3 million in the prior year period.

Headline financials

Total Revenue

$132M

Previous: $133M-0.8%
EPS (adj)

-$2.61

Previous: -$2.40-8.8%
Capital Expenditures

-$3.43M

No prior period
Free Cash Flow

-$23.9M

Previous: -$30M+20.3%
Net Income

-$23.9M

Previous: -$30M+20.3%
Operating Income

-$38M

Previous: -$59.1M+35.8%
Gross Profit

$96M

Previous: $85M+13.0%
Cash & Equivalents

$26.4M

Previous: $215M-87.7%
Total Assets

$1.44B

Previous: $2B-28.2%
Stock-Based Comp

$2.17M

Previous: $5.48M-60.4%

Revenue & EPS history

GoHealth · Revenue · Quarterly

$132M

Q3 2023-0.8%vs Q3 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

GoHealth anticipates sustained growth and value delivery to shareholders, focusing on the Encompass model and operational excellence for future quarters.

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 Q3 2023

Historical avgQ3 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

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