Ethos Technologies Inc · Q2 2026 earnings

Briefing

Ethos Technologies Inc reported strong Q2 2026 results with 113% revenue growth to $189.6 million and raised full-year guidance.

Ethos Technologies Inc (LIFE) delivered exceptional second quarter 2026 financial results, with revenue surging 113% year-over-year to $189.6 million driven by robust growth in both direct and third-party channels. The company achieved net income of $19.5 million and non-GAAP net income of $35.0 million, while activating 107,847 new policies. Management raised full-year 2026 revenue guidance to $727-731 million and authorized a $100 million share repurchase program.

• Q2 revenue grew 113% YoY to $189.6 million, with direct channel up 131% to $116.5 million and third-party up 90% to $73.1 million.
• Net income reached $19.5 million (10% margin); non-GAAP net income $35.0 million (18% margin) and adjusted EBITDA $35.2 million (19% margin).
• 107,847 new policies activated, up 133% YoY; board authorized $100 million Class A share repurchase program.
• Raised FY2026 revenue guidance to $727-731 million (88% YoY growth) and adjusted EBITDA to $119-123 million.

Headline financials

Revenue & EPS history

Q3 2026 revenue expected between $160-164 million (73% YoY at midpoint) with adjusted EBITDA $23-25 million; full-year 2026 revenue $727-731 million (88% YoY) and adjusted EBITDA $119-123 million.