)
Overview
<ul>
<li>Insurance agency’s Q4 adjusted EPS beat analyst expectations</li>
<li>Q4 revenue grew 12% yr/yr to $105.3 mln</li>
<li>Company expanded share repurchase authorization by $180 mln</li>
</ul>
Outlook
<ul>
<li>Goosehead expects 2026 total revenue growth between 10% and 19%</li>
<li>Company anticipates 2026 written premiums to grow between 12% and 20%</li>
</ul>
Result Drivers
<ul>
<li>CLIENT RETENTION AND PREMIUM RATES - Core Revenue growth driven by strong client retention and rising premium rates</li>
<li>AI DEPLOYMENT - AI deployment enhanced client experience and improved service cost efficiency</li>
<li>AGENT HEADCOUNT AND PRODUCTIVITY - Increased corporate agent headcount and productivity per agency contributed to revenue growth</li>
</ul>
Key Details
Metric Beat/Mis Actual Consensu
s s
Estimate
<h3>Q4 $105.30</h3>
Revenue mln
Q4 Core $78.20
Revenue mln
Q4 Beat $0.64 $0.58
Adjusted (12
EPS Analysts
)
Q4 Net $20.80
Income mln
Q4 Beat $39.20 $35.44
Adjusted mln mln (8
EBITDA Analysts
)
<h3>Q4 37.00%</h3>
Adjusted
<h3>EBITDA</h3>
Margin
Analyst Coverage
<ul>
<li>The current average analyst rating on the shares is “hold” and the breakdown of recommendations is 5 “strong buy” or “buy”, 6 “hold” and 1 “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 Goosehead Insurance Inc is $87.00, about 78.7% above its February 13 closing price of $48.69</li>
<li>The stock recently traded at 23 times the next 12-month earnings vs. a P/E of 33 three months ago</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.)

Goosehead Insurance beats Q4 adjusted EPS estimates