NYSE$SLQT

Selectquote Inc · Q2 2025 earnings

Q2 2025 earnings · · Investor relations

Briefing

SelectQuote achieved impressive results, driven by strong policy volume and growth in the Healthcare Services segment.

SelectQuote, Inc. reported consolidated revenue for the second quarter of fiscal year 2025 of $481.1 million, compared to $405.4 million for the second quarter of fiscal year 2024. Consolidated net income for the second quarter of fiscal year 2025 was $53.2 million, compared to $19.4 million for the second quarter of fiscal year 2024. Consolidated Adjusted EBITDA was $87.5 million compared to $67.4 million for the second quarter of fiscal year 2024.

  • SelectQuote delivered impressive results during the fiscal second quarter.
  • Strong policy volume and Senior Adjusted EBITDA margin of 39%, up approximately 750 basis points year-over-year.
  • Healthcare Services segment delivered another quarter of strong results, led by SelectRx, with over 96,000 members, representing growth of 54% compared to a year ago.
  • Improved capital structure with a $350 million strategic investment led by Bain Capital and Morgan Stanley Private Credit.

Headline financials

Total Revenue

$481M

Previous: $405M+18.7%
EPS (adj)

$0.30

Previous: $0.11+172.7%
Approved Medicare Advantage policies

247.8K

No prior period
Submitted Medicare Advantage policies

284.8K

No prior period
SelectRx members

96.7K

No prior period
Average Prescriptions Per Day

26.8K

No prior period
Medicare Advantage LTV

$907.00

No prior period
Capital Expenditures

-$741K

Previous: -$2.06M+64.1%
Net Income

$53.2M

Previous: $19.4M+174.3%
Operating Income

$70.9M

Previous: $55.3M+28.3%
Gross Profit

$224M

Previous: $311M-28.1%
R&D Expense

$10M

Previous: $8.05M+24.8%

Revenue & EPS history

SelectQuote · Revenue · Quarterly

$481M

Q2 2025+18.7%vs Q2 2024
Beat estimate in 12 of 14 quarters(86%)
ActualEstimate

Revenue by segment

SelectQuote · $128M total across 2 segments · Q1 2024

  • Senior
    $89.9M+16.0%
  • Life
    $37.8M+2.7%

Forward guidance

Fiscal Year 2025 Guidance Ranges:

Tailwinds

  • Revenue expected in a range of $1.500 billion to $1.575 billion
  • Adjusted EBITDA expected in a range of $115 million to $140 million

Headwinds

  • Net income (loss) expected in a range of $(24) million to $11 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 2025

Historical avgQ2 2025

-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

Discussion

Share your read of this quarter. Sign-in carries your eToro identity.

Join the conversation

Sign in with eToro to post your read of this quarter and vote on others'.

Sign in with eToro