NYSE$SLQT

Selectquote Inc · Q2 2023 earnings

Q2 2023 earnings · · Investor relations

Briefing

SelectQuote delivered outstanding results, prioritizing profitability and cash efficiency.

SelectQuote reported a strong second quarter with revenue of $319.2 million and net income of $22.5 million. The company's strategic redesign to prioritize profitability and cash efficiency drove improved results across the organization. The annual enrollment period was strong, and SelectQuote raised the low end of its guided ranges for fiscal year 2023.

  • Revenue reached $319.2 million.
  • Net income was $22.5 million.
  • Adjusted EBITDA was $63.6 million.
  • The company raised the low end of the guided ranges introduced with pre-announcement in January.

Headline financials

Total Revenue

$319M

Previous: $195M+63.7%
EPS (adj)

$0.14

Previous: -$0.84+116.7%
Capital Expenditures

-$598K

Previous: -$17.9M+96.7%
Free Cash Flow

$21.9M

Previous: -$155M+114.1%
Net Income

$22.5M

Previous: -$137M+116.4%
Operating Income

$53M

Previous: -$173M+130.7%
Gross Profit

$667K

Previous: $46.9M-98.6%
Cash & Equivalents

$36.1M

Previous: $193M-81.3%
Total Assets

$1.3B

Previous: $1.44B-10.2%
Stock-Based Comp

$2.94M

Previous: $1.89M+55.0%

Revenue & EPS history

SelectQuote · Revenue · Quarterly

$319M

Q2 2023+63.7%vs Q2 2022
Beat estimate in 12 of 14 quarters(86%)
ActualEstimate

Revenue by segment

SelectQuote · $258M total across 2 segments · Q2 2023

  • Senior
    $224M+41.6%
  • Life
    $34M+3.7%

Forward guidance

SelectQuote updated its fiscal year 2023 guidance ranges.

Tailwinds

  • Revenue now expected in a range of $910 million to $960 million

Headwinds

  • Net loss now expected in a range of $94 million to $78 million

Historical earnings impact

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

Avg. return before/after earnings

Based on 20 quarterly earnings reports · overlaid with Q2 2023

Historical avgQ2 2023

-2.4%

Avg return

Earnings day

+1.1%

Avg return

5 days after

+2.2%

Avg return

30 days after

57%

17 / 30 earnings

Positive

+75.5%

Q2 2023

Best reaction

-49.0%

Q4 2024

Worst reaction

Earnings price reactions
QuarterReport dateReaction (Day 0)+5 days+30 days
Q3 2026-8.9%+39.9%+24.3%
Q2 2026-29.0%-37.4%-47.9%
Q1 2026+0.0%-16.8%-29.3%
Q3 2025-12.1%-14.2%-15.4%
Q2 2025+30.8%+37.0%-17.4%
Q1 2025+6.9%+16.7%+46.1%
Q4 2024-49.0%-44.6%-37.6%
Q3 2024+4.8%+12.4%+13.2%
Q2 2024+6.3%+40.5%+64.0%
Q1 2024-4.3%-5.8%-3.6%
Q4 2023-16.2%-16.9%-8.8%
Q3 2023+11.1%-16.7%+16.7%
Q2 2023+75.5%+128.8%+181.1%
Q1 2023+9.5%+9.2%+17.7%
Q4 2022-30.4%-47.5%-54.9%
Q3 2022+7.5%+0.4%+20.4%
Q2 2022-48.0%-55.4%-60.1%
Q1 2022-22.3%-17.8%-36.3%
Q4 2021-44.6%-37.6%-7.2%
Q3 2020-21.5%-22.2%-23.4%
Q3 2021-21.9%-23.2%-26.6%
Q2 2020+7.7%+9.2%+7.4%
Q2 2021+7.7%+9.2%+7.4%
Q1 2020+2.7%+7.7%+20.3%
Q1 2021+7.6%+10.5%+23.0%
Q4 2018+10.9%+12.0%-2.1%
Q4 2019+10.9%+12.0%-2.1%
Q3 2019+10.9%+12.0%-2.1%
Q2 2019+10.9%+12.0%-2.1%
Q4 2020+14.2%+20.1%+0.3%
Q1 2019

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