NASDAQ$GSHD

Goosehead Insurance Inc · Q2 2026 earnings

Q2 2026 earnings · · After market close · Investor relations

Briefing

Goosehead Insurance Inc reported strong Q2 2026 results with 21% revenue growth and accelerating policy growth.

Total revenues reached $113.4 million, up 21% year-over-year, while core revenues grew 10% to $95.6 million. Net income more than doubled to $17.0 million and adjusted EBITDA rose 30% to $37.9 million, supported by 14% growth in total written premiums to $1.34 billion and 15% growth in policies in force to 2.1 million.

  • Total revenue increased 21% to $113.4 million and core revenue grew 10% to $95.6 million.
  • Net income rose to $17.0 million and adjusted EBITDA increased 30% to $37.9 million.
  • Total written premiums grew 14% to $1.34 billion and policies in force increased 15% to 2.1 million.
  • Client retention improved to 86% and the company raised full-year 2026 revenue growth guidance to 12-19%.

Headline financials

Total Revenue

$113M

Previous: $94M+20.6%
EPS (adj)

$0.64

Previous: $0.18+255.6%
Total Written Premiums Placed

$1.34B

No prior period
Policies in Force

2.1M

No prior period
Client Retention

86.0%

No prior period
Premium Retention

88.0%

No prior period
Corporate Agents <1 Year

323

No prior period
Operating Franchises <1 Year

69

No prior period
Total Franchise Producers

2.2K

No prior period
Corp Productivity <1 Year

$18.9K

No prior period
Franchise Productivity <1 Year

$30.3K

No prior period
Net Income

$17M

Previous: $5.15M+230.4%
Operating Income

$26.6M

No prior period
Cash & Equivalents

$23.7M

No prior period

Revenue & EPS history

Goosehead Insurance · Revenue · Quarterly

$113M

Q2 2026+20.6%vs Q2 2025
Beat estimate in 11 of 16 quarters(69%)
ActualEstimate

Revenue by segment

Goosehead Insurance · $113M total across 3 segments · Q2 2026

  • Core Revenue
    $95.6M
  • Ancillary Revenue
    $16.3M
  • Cost Recovery Revenue
    $1.46M

Forward guidance

Full-year 2026 total revenue growth guidance raised to 12-19% and total written premiums growth to 12-20%.

Tailwinds

  • Accelerating policy and premium growth rates
  • Improved client retention at 86%
  • Higher agent productivity across channels
  • Favorable product market conditions

Historical earnings impact

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

Avg. return before/after earnings

Based on 19 quarterly earnings reports

Historical avg

+1.7%

Avg return

Earnings day

+1.5%

Avg return

5 days after

+1.5%

Avg return

30 days after

43%

15 / 35 earnings

Positive

+25.8%

Q2 2024

Best reaction

-18.6%

Q4 2023

Worst reaction

Earnings price reactions
QuarterReport dateReaction (Day 0)+5 days+30 days
Q2 2026
Q1 2026+11.5%+7.4%-8.6%
Q4 2025-6.4%-9.5%-16.2%
Q3 2025+8.1%+7.8%+3.9%
Q2 2025-0.5%+2.4%-6.7%
Q1 2025-12.0%-9.4%+2.7%
Q4 2024+15.9%+16.6%+14.2%
Q3 2024+13.2%+14.6%+32.2%
Q2 2024+25.8%+31.1%+19.0%
Q1 2024-11.5%-5.3%+7.2%
Q4 2023-18.6%-15.2%-19.7%
Q3 2023-5.8%-7.8%+4.3%
Q2 2023+4.5%+0.7%-10.1%
Q1 2023+7.3%+5.7%+0.6%
Q4 2022+17.5%+15.7%+29.4%
Q3 2022+15.2%+20.1%+15.0%
Q2 2022+20.4%+12.4%+10.8%
Q1 2022-3.2%+0.3%-9.4%
Q4 2021-0.8%+1.7%-10.8%
Q3 2021-4.2%-9.8%-12.3%
Q2 2021-6.5%-5.2%+8.1%
Q1 2021-3.2%-10.2%-20.9%
Q4 2020-10.6%-21.7%-30.6%
Q3 2020+14.5%+15.6%+14.8%
Q2 2020+21.7%+25.0%+18.9%
Q1 2020-0.1%+1.3%+4.3%
Q4 2019+1.7%+5.1%-6.9%
Q3 2019-16.9%-14.4%-20.8%
Q2 2019-3.7%-2.6%+2.7%
Q1 2019+16.6%+11.6%+22.3%
Q4 2018-7.6%-6.1%-0.1%
Q3 2017-11.9%-21.3%-26.3%
Q3 2018-11.6%-21.7%-29.6%
Q2 2017-4.8%-3.2%+15.6%
Q2 2018-3.2%-0.4%+10.8%
Q1 2018+7.7%+21.5%+43.5%
Q4 2017
Q1 2017

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