SelectQuote experienced both positive and negative trends during the fiscal first quarter. The company achieved significant revenue growth in its consolidated and Life Insurance business, alongside operational achievements with the new Kansas facility. However, it faced challenges with declines in Senior segment revenues due to policy changes and a significant EBITDA impact in Healthcare Services caused by reimbursement rate adjustments. These challenges have led to unmet fiscal targets, impacting overall sentiment.
Company Guidance
During the SelectQuote fiscal first quarter earnings call, several key metrics and guidance were highlighted. The company reported consolidated revenue of $329 million, marking a 13% year-over-year increase, primarily driven by growth in Healthcare Services. However, the Senior segment experienced a 37% decline in revenue to $59 million due to changes in beneficiary eligibility requirements during the special election period, leading to a negative EBITDA of $21 million. Despite this, the company is optimistic about the upcoming Annual Enrollment Period (AEP) and expects to exit fiscal 2026 with an annualized EBITDA run rate between $40 million and $50 million. Additionally, SelectQuote faced a $20 million headwind in Healthcare Services due to a change in drug reimbursement rates from a pharmacy benefit manager (PBM) partner, impacting first and second quarter EBITDA margins. The company remains confident in reaching a longer-term agreement with the PBM, expecting normalized reimbursement rates by January 1, 2026. Overall, SelectQuote maintained its fiscal 2026 financial outlook, projecting revenues of $1.65 billion to $1.75 billion and adjusted EBITDA between $120 million and $150 million, with expectations to be operating cash flow positive for the year.
Consolidated Revenue Growth
SelectQuote generated consolidated revenue of $329 million, representing a 13% growth over the same period a year ago, driven by strong growth in Healthcare Services.
Life Insurance Business Growth
Revenues expanded nearly 20% in the Life Insurance segment, driven by balanced growth in term life and final expense policies.
New Kansas Facility
The new Kansas facility is ramping as planned, delivering efficiency gains in line with expectations.
SelectRx Clinical Value
SelectRx improves medication adherence and health outcomes, reducing hospital days by around 20% for members, which benefits the healthcare system.
SelectQuote (SLQT) Earnings, Revenues Date & History
The upcoming earnings date is based on a company’s previous reporting, and may be updated when the actual date is announced
The table shows recent earnings report dates and whether the forecast was beat or missed. See the change in forecast and EPS from the previous year.
Beat
Missed
SLQT Earnings-Related Price Changes
Report Date
Price 1 Day Before
Price 1 Day After
Percentage Change
Nov 06, 2025
$2.13
$1.68
-21.13%
Aug 21, 2025
$1.83
$2.59
+41.53%
May 12, 2025
$2.67
$2.35
-11.99%
Feb 10, 2025
$4.38
$5.73
+30.82%
Earnings announcements can affect a stock’s price. This table shows the stock's price the day before and the day after recent earnings reports, including the percentage change.
FAQ
When does SelectQuote (SLQT) report earnings?
SelectQuote (SLQT) is schdueled to report earning on Feb 09, 2026, After Close (Confirmed).
What is SelectQuote (SLQT) earnings time?
SelectQuote (SLQT) earnings time is at Feb 09, 2026, After Close (Confirmed).
Where can I see when companies are reporting earnings?
You can see which companies are reporting today on our designated earnings calendar.