Overview

* SelectQuote ( SLQT ) Q4 FY2025 revenue rises to $345.1 mln, beating analyst expectations, per LSEG data

* Net income for Q4 FY2025 at $12.9 mln, a turnaround from last year's loss

* Adjusted EBITDA of $2.7 mln for Q4 FY2025 exceeds analyst estimates

Outlook

* SelectQuote ( SLQT ) expects FY 2026 revenue between $1.650 bln and $1.750 bln

* Company projects FY 2026 adjusted EBITDA between $120 mln and $150 mln

Result Drivers

* SENIOR SEGMENT DECLINE - Senior segment revenue fell 28% and adjusted EBITDA dropped 72%, attributed to changes in Medicare Advantage

* HEALTHCARE SERVICES GROWTH - Healthcare Services segment revenue rose 47% and adjusted EBITDA surged 1,204%, driven by a 31% increase in SelectRx members

* LIFE SEGMENT STABILITY - Life segment revenue increased 14%, although adjusted EBITDA decreased by 4%

Key Details

Metric Beat/Mis Actual Consensu

s s

Estimate

Q4 Beat $345.10 $334.10

Revenue mln mln (4

Analysts

)

Q4 EPS -$0.02

Q4 Net $12.90

Income mln

Q4 Beat $2.70 -$2.17

Adjusted mln mln (4

EBITDA Analysts

)

Analyst Coverage

* 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"

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

* Wall Street's median 12-month price target for SelectQuote Inc ( SLQT ) is $6.00, about 69.5% above its August 20 closing price of $1.83

* The stock recently traded at 27 times the next 12-month earnings vs. a P/E of 23 three months ago

Press Release:

(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.)