SelectQuote, Inc. Earnings Recaps
Q2 2026
Feb 5, 2026
SelectQuote delivered strong Q2 results driven by effective agent productivity and a successful Medicare Advantage season, despite adjusting fiscal 2026 guidance due to external pressures.
Key takeaways
- Achieved senior EBITDA margins of 39%, near-record levels, on 4% policy volume growth.
- Health care services segment revenues grew 26% year-over-year, validating SelectRx's clinical value.
- Entered a strategic multi-year agreement with a key pharmacy benefit manager, enhancing reimbursement visibility.
- Announced a new $415 million credit facility, improving capital flexibility for growth initiatives.
- Adjusted fiscal 2026 guidance downwards by approximately $40 million due to changes in a key carrier's marketing budget.
Q4 2025
Aug 21, 2025
SelectQuote reported a robust fiscal 2025, achieving consolidated revenue growth of 16% to $1.5 billion, driven primarily by a 55% increase in its Healthcare Services business, SelectRx.
Key takeaways
- Adjusted EBITDA reached $126 million, maintaining an EBITDA margin of 8%, despite significant incremental revenue from lower-margin healthcare services.
- Senior Medicare Advantage business demonstrated strong productivity, with a 24% increase in agent performance amid a challenging industry environment.
- Revenue to customer acquisition cost ratio improved from 1.7x to 6.1x over the past three years, indicating enhanced operational efficiency.
- SelectRx revenue grew to $743 million, with an expectation of increased margins and cash flow contributions in fiscal 2026 as membership scales.