NASDAQ$GOCO

GoHealth Inc · Q3 2025 earnings

Q3 2025 earnings · · Before market open · Investor relations

Briefing

GoHealth reported a Q3 net loss of $165.85 million on revenues of $34.19 million amid a strategic pullback in Medicare Advantage volume.

GoHealth’s Q3 2025 results reflect an intentional shift away from volume-driven growth to focus on retention, quality, and strategic flexibility. While revenue dropped significantly year-over-year, the company reinforced its core capabilities to align with changing market dynamics.

  • Net revenue for Q3 2025 declined to $34.19 million from $118.29 million in Q3 2024.
  • The company posted a net loss of $165.85 million, primarily due to impairment charges and higher G&A expenses.
  • Submissions dropped 57% YoY to 72,183, reflecting the company’s strategic pullback.
  • Adjusted EBITDA was $(47.09) million with a margin of -137.7%.

Headline financials

Total Revenue

$34.2M

Previous: $118M-71.1%
EPS (adj)

-$11.80

Previous: $0.46-2665.2%
Adjusted EBITDA Margin

-137.7%

Previous: -10.2%-1250.0%
EBITDA

-$263M

Previous: $60.9M-531.5%
Adjusted EBITDA

-$47.1M

Previous: -$12.1M-289.0%
Direct Op. Cost of Submission

$54.5M

Previous: $110M-50.5%
Sales/Direct Cost of Submission

0.6

Previous: 1.1-45.5%
Sales per Submission

$461.00

Previous: $702.00-34.3%
Direct Operating Cost per Submission

$756.00

Previous: $663.00+14.0%
Submissions

72.2K

Previous: 166.2K-56.6%
Net Income

-$166M

Previous: $6.78M-2547.9%
Operating Income

-$288M

Previous: -$42.7M-574.7%

Revenue & EPS history

GoHealth · Revenue · Quarterly

$34.2M

Q3 2025-71.1%vs Q3 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

GoHealth expects continued pressure on top-line growth due to its deliberate pullback, but believes its strategic positioning and retained core capabilities will enable it to capitalize when the market stabilizes.

Tailwinds

  • Preserved liquidity with $32.08M in cash and equivalents.
  • Strengthened retention model and platform efficiency.
  • Maintained leadership position in Special Needs Plans.
  • Improved focus on high-quality member base over raw growth.
  • Streamlined cost structure to enhance operational flexibility.

Headwinds

  • 71% YoY revenue decline highlights impact of reduced volume.
  • Massive impairment charge of $206M affected profitability.
  • Submissions fell 57% YoY to 72,183 in Q3 2025.
  • Adjusted EBITDA margin deeply negative at -137.7%.
  • Sales per submission decreased 34% YoY to $461.

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 2025

Historical avgQ3 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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