NASDAQ$GOCO

GoHealth Inc · Q4 2024 earnings

Q4 2024 earnings · · Before market open · Investor relations

Briefing

Reported strong fourth quarter and fiscal year results, driven by a successful annual enrollment period.

GoHealth, Inc. reported a strong fourth quarter with net revenues of $389.1 million, a 41% increase compared to the prior year period. Net income was $58.0 million, a substantial improvement compared to the prior year period, and Adjusted EBITDA surged to $117.8 million, a significant 107% increase compared to the prior year period.

  • Achieved net revenues of $389.1 million, a substantial 41% increase compared to the prior year period.
  • Submissions grew to 481,445, representing a 67% increase compared to the prior year period.
  • Net income of $58.0 million, a substantial improvement of $60.3 million compared to the prior year period.
  • Adjusted EBITDA surged to $117.8 million, a significant 107% increase compared to the prior year period.

Headline financials

Total Revenue

$389M

Previous: $277M+40.6%
EPS (adj)

$1.56

Previous: -$0.22+809.1%
Sales per Submission

$804.00

No prior period
Capital Expenditures

-$2.22M

Previous: -$5.65M+60.7%
Net Income

$58M

Previous: -$2.29M+2627.2%
Operating Income

$80.3M

Previous: $15.1M+433.0%

Revenue & EPS history

GoHealth · Revenue · Quarterly

$389M

Q4 2024+40.6%vs Q4 2023
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

As we begin 2025, we are optimistic that the favorable market dynamics we experienced will persist through at least the first three quarters with cautious optimism for similar favorable dynamics for the fourth quarter, enabling us to build on this solid financial foundation.

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 Q4 2024

Historical avgQ4 2024

-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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