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Ehealth (EHTH)
NASDAQ:EHTH
Earnings Data
Report Date
May 12, 2026After Close (Confirmed)
Period Ending
2026 (Q1)Consensus EPS Forecast
-0.2Last Year’s EPS
-0.47Same Quarter Last Year
Based on 4 Analysts Ratings
Earnings Call Summary
Earnings Call Sentiment|Positive
The call highlighted meaningful progress on profitability, LTV improvement, technology innovation and ancillary product momentum, with full-year adjusted EBITDA up 40%, GAAP net income nearly quadrupling, Medicare LTV and margins improving, and large commissions receivable. Management candidly framed 2026 as a deliberate 'bridge year' in which they will accept lower revenue and enrollment to prioritize operating cash flow, margin improvement and strategic investments (expanded ancillaries, ICHRA/SaaS, AI). Industry headwinds such as commission suppression, plan eliminations and sponsorship declines create near-term top-line pressure and execution risks, but management has clear cost-reduction targets (approximately $30M fixed and >$60M variable savings) and liquidity actions to support the transition. Overall, positive operational momentum and disciplined capital allocation outweigh short-term revenue headwinds.Company Guidance
Revenue Growth
Total revenue for fiscal 2025 was $554.0M, up 4% year-over-year; Q4 2025 revenue was a company record $326.2M, up 4% year-over-year.
Material Improvement in Profitability
Full year GAAP net income rose to $40.0M, nearly 4x the prior year (vs $10.1M in 2024); full year adjusted EBITDA increased 40% to $97.3M; Q4 adjusted EBITDA was $132.9M, up 10% year-over-year.
Medicare Segment Strength
Full year Medicare revenue was $531.2M, up 6% year-over-year; Q4 Medicare revenue was $319.6M, up 5% year-over-year; Q4 Medicare gross profit grew 12% to $178.3M and full year Medicare gross profit grew 21%.
Improved LTV and Efficiency
Medicare Advantage LTV increased 11% in Q4 2025; LTV to CAC ratio improved to 2.2x in Q4 from 2.0x a year earlier, indicating better long-term economics and higher enrollment margins.
Record Commissions Receivable
Total commissions receivable at December 31, 2025 were $1.1B, up 12% year-over-year, representing a record high balance and underlying cash-collection potential.
Ancillary Product Momentum
Hospital indemnity plan (HIP) approved application volume surged over 400% year-over-year in Q4; 2025 annual approved HIP members exceeded 30,000 (more than 5x 2024); Medicare Supplement approved applications rose 39% in Q4.
Operational and Cost Discipline
Management implemented actions expected to reduce fixed operating costs by ~$30M in 2026 (~20% lower fixed costs vs 2025) and reduce variable spend by over $60M, targeting overall spend reductions >$90M year-over-year.
AI and Technology Differentiation
An AI screener piloted earlier in the year was scaled during AEP, reducing wait times and performing on par or better than human screeners on transfer rates and conversions, positioning additional AI applications as a competitive advantage.
Capital and Liquidity Actions
Augmented liquidity via a $125M revolving credit facility (net of transaction costs) and repaid $70.7M of existing term loan; year-end cash, equivalents and marketable securities were $77.2M.
EHTH Earnings History
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
EHTH Earnings-Related Price Changes
Report Date | Price 1 Day Before | Price 1 Day After | Percentage Change |
|---|---|---|---|
Feb 25, 2026 | $1.74 | $1.89 | +8.62% |
Nov 05, 2025 | $4.93 | $4.94 | +0.20% |
Aug 06, 2025 | $3.27 | $4.76 | +45.57% |
May 07, 2025 | $4.68 | $5.75 | +22.86% |
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 Ehealth (EHTH) report earnings?
Ehealth (EHTH) is schdueled to report earning on May 12, 2026, After Close (Confirmed).
What is Ehealth (EHTH) earnings time?
Ehealth (EHTH) earnings time is at May 12, 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.
What companies are reporting earnings today?
You can see a list of the companies which are reporting today on TipRanks earnings calendar.
What is EHTH EPS forecast?
EHTH EPS forecast for the fiscal quarter 2026 (Q1) is -0.2.