NYSE$SLQT

Selectquote Inc · Q4 2025 earnings

Q4 2025 earnings · · Before market open · Investor relations

Briefing

SelectQuote reported Q4 fiscal 2025 revenue of $345.1 million and net income of $12.9 million.

SelectQuote delivered consolidated revenue of $345.1 million in Q4 FY2025, up from $307.2 million in the prior year, with net income of $12.9 million versus a $31.0 million loss last year. The Healthcare Services segment drove growth with $214.0 million in revenue, while Senior segment revenue declined to $82.5 million. The company provided FY2026 guidance of $1.650-$1.750 billion in revenue and $120-$150 million in Adjusted EBITDA.

  • Q4 revenue reached $345.1 million, a 12% increase year-over-year.
  • Net income turned positive at $12.9 million compared to a $31.0 million loss in Q4 FY2024.
  • Healthcare Services revenue grew 47% to $214.0 million with 108,018 SelectRx members.
  • FY2026 guidance projects revenue of $1.650-$1.750 billion and Adjusted EBITDA of $120-$150 million.

Headline financials

Total Revenue

$345M

Previous: $307M+12.3%
EPS (adj)

-$0.02

Previous: -$0.18+88.9%
Approved MA Policies

85.3K

No prior period
Submitted MA Policies

86.0K

No prior period
SelectRx Members

108.0K

No prior period
Avg Prescriptions/Day

30.6K

No prior period
MA LTV per Policy

$837.00

No prior period
Net Income

$12.9M

Previous: -$31M+141.6%
Operating Income

-$12.5M

Previous: -$1.39M-800.2%

Revenue & EPS history

SelectQuote · Revenue · Quarterly

$345M

Q4 2025+12.3%vs Q4 2024
Beat estimate in 12 of 15 quarters(80%)
ActualEstimate

Revenue by segment

SelectQuote · $344M total across 3 segments · Q4 2025

  • Healthcare Services
    $214M
  • Senior
    $82.5M
  • Life
    $48M

Forward guidance

FY2026 revenue expected between $1.650 billion and $1.750 billion with Adjusted EBITDA between $120 million and $150 million.

Tailwinds

  • Continued growth in Healthcare Services segment
  • Strong SelectRx membership expansion

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 Q4 2025

Historical avgQ4 2025

-1.0%

Avg return

Earnings day

+2.3%

Avg return

5 days after

+2.5%

Avg return

30 days after

58%

18 / 31 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%
Q4 2025+41.5%+37.2%+12.0%
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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