)
Overview
<ul>
<li>Insurance comparison platform’s Q2 revenue of $537.1 mln slightly beat analyst expectations</li>
<li>Net income for Q2 increased to $69.3 mln from $53.2 mln yr/yr</li>
<li>Q2 adjusted EBITDA decreased to $84.7 mln from $87.5 mln yr/yr</li>
</ul>
Outlook
<ul>
<li>Fiscal 2026 guidance impacted by a national carrier’s decision to limit MA policy volume and PBM reimbursement changes</li>
<li>SelectQuote projects fiscal year 2026 revenue between $1.61 bln and $1.71 bln</li>
<li>SelectQuote expects fiscal year 2026 adjusted EBITDA between $90 mln and $100 mln</li>
<li>Company cites partner-driven headwinds impacting fiscal 2026 guidance</li>
</ul>
Result Drivers
<ul>
<li>SENIOR SEGMENT - Stable revenue and adjusted EBITDA margins despite volatility in Medicare Advantage benefits, highlighting strong execution</li>
<li>HEALTHCARE SERVICES GROWTH - Significant revenue and membership growth in Healthcare Services, driven by SelectRx</li>
</ul>
Key Details
Metric Beat/Mis Actual Consensu
s s
Estimate
Q2 Slight $537.10 $534.30
Revenue Beat* mln mln (3
Analysts
)
Q2 Net $69.30
Income mln
<h3>Q2 $84.70</h3>
Adjusted mln
<h3>EBITDA</h3>
*Applies to a deviation of less than 1%; not applicable for per-share numbers.
Analyst Coverage
<ul>
<li>The current average analyst rating on the shares is “buy” and the breakdown of recommendations is 2 “strong buy” or “buy”, 2 “hold” and no “sell” or “strong sell”</li>
<li>The average consensus recommendation for the multiline insurance &amp; brokers peer group is “buy”</li>
<li>Wall Street’s median 12-month price target for SelectQuote Inc is $4.50, about 210.3% above its February 4 closing price of $1.45</li>
</ul>
Press Release: For questions concerning the data in this report, contact Estimates.Support@lseg.com. For any other questions or feedback, contact . (This story was created using Reuters automation and AI based on LSEG and company data. It was checked and edited by a Reuters journalist prior to publication.)

SelectQuote Q2 revenue slightly beats estimates, 2026 guidance revised