Overview

* GoHealth Q3 2025 revenue declines 71% yr/yr, missing analyst expectations

* Adjusted EBITDA for Q3 misses estimates, reflecting strategic pullback in Medicare Advantage

* Company focuses on retention and quality amid changing Medicare market dynamics

Outlook

* Company secured superpriority term loan facility to enable strategic flexibility

Result Drivers

* MEDICARE ADVANTAGE PULLBACK - Co reduced Medicare Advantage volume to align with health plans' focus on renewal stability and member quality

* RETENTION-FIRST STRATEGY - Co focused on confirming members' current plans to protect member quality and durability

* STRATEGIC FLEXIBILITY - Co secured a superpriority term loan and refreshed its Board to enable integration opportunities

Key Details

Metric Beat/Mis Actual Consensu

s s

Estimate

Q3 Miss $34.19 $103 mln

Revenue mln (6

Analysts

)

Q3 Net -$313.92

Income mln

Q3 Miss -$47.09 -$14.10

Adjusted mln mln (5

EBITDA Analysts

)

Q3 -$262.62

EBITDA mln

Q3 $322.10

Operatin mln

g

Expenses

Q3 -$314.40

Pretax mln

Profit

Analyst Coverage

* The current average analyst rating on the shares is "buy" and the breakdown of recommendations is 3 "strong buy" or "buy", 1 "hold" and no "sell" or "strong sell"

* The average consensus recommendation for the multiline insurance & brokers peer group is "buy"

* Wall Street's median 12-month price target for Gohealth Inc ( GOCO ) is $20.00, about 82.8% above its November 12 closing price of $3.44

Press Release:

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(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.)