SelectQuote: Shaky Carrier Trends Rattle My Confidence (Downgrade)
SelectQuote faces mounting challenges, including weaker growth in its core SelectRx segment and heightened industry headwinds impacting policy sales and retention. SLQT's revenue mix is shifting toward recurring pharmacy benefits, but razor-thin margins and recent member losses raise concerns about long-term profitability. Despite trading at a low 5x EV/FY26 adjusted EBITDA, SLQT's high debt load and uncertain outlook make its valuation less compelling.
SelectQuote, Inc. (SLQT) Q1 2026 Earnings Call Transcript
SelectQuote, Inc. ( SLQT ) Q1 2026 Earnings Call November 6, 2025 8:30 AM EST Company Participants Matthew Gunter Timothy Danker - CEO & Director Ryan Clement - Chief Financial Officer William Grant - Chief Operating Officer Conference Call Participants Michael Murray - RBC Capital Markets, Research Division Patrick McCann - NOBLE Capital Markets, Inc., Research Division Presentation Operator Welcome to SelectQuote's First Quarter Earnings Conference Call. [Operator Instructions] It is now my pleasure to introduce Matt Gunter, SelectQuote Investor Relations.
SelectQuote (SLQT) Reports Q1 Loss, Tops Revenue Estimates
SelectQuote (SLQT) came out with a quarterly loss of $0.26 per share versus the Zacks Consensus Estimate of a loss of $0.27. This compares to a loss of $0.26 per share a year ago.
SelectQuote: Efficiency Is The Name Of The Game, A Strong FY26 Ahead
Market rotation favors growth at a reasonable price; SelectQuote, Inc. is an under-the-radar opportunity with strong upside potential. SelectQuote's FY26 guidance is bullish, with 11% revenue growth and 7% adjusted EBITDA growth, yet the stock remains modestly valued. SelectQuote is stabilizing its business with recurring revenue from its SelectRx division, and is expected to deliver higher profit over time (up to a goal of 20% adjusted EBITDA margins).
SelectQuote, Inc. (SLQT) Q4 2025 Earnings Call Transcript
SelectQuote, Inc. (NYSE:SLQT ) Q4 2025 Earnings Conference Call August 21, 2025 8:30 AM ET Company Participants Matthew Gunter - Corporate Participant Robert Clay Grant - President Ryan M. Clement - Chief Financial Officer Timothy Robert Danker - CEO & Director William Thomas Grant - Chief Operating Officer Conference Call Participants Benjamin Hendrix - RBC Capital Markets, Research Division George Frederick Sutton - Craig-Hallum Capital Group LLC, Research Division Patrick Joseph McCann - NOBLE Capital Markets, Inc., Research Division Operator Welcome to SelectQuote's Fourth Quarter Earnings Conference Call.
SelectQuote (SLQT) Reports Q4 Loss, Tops Revenue Estimates
SelectQuote (SLQT) came out with a quarterly loss of $0.17 per share versus the Zacks Consensus Estimate of a loss of $0.18. This compares to a loss of $0.18 per share a year ago.
SelectQuote (SLQT) May Report Negative Earnings: Know the Trend Ahead of Next Week's Release
SelectQuote (SLQT) doesn't possess the right combination of the two key ingredients for a likely earnings beat in its upcoming report. Get prepared with the key expectations.
What Makes SelectQuote (SLQT) a New Buy Stock
SelectQuote (SLQT) has been upgraded to a Zacks Rank #2 (Buy), reflecting growing optimism about the company's earnings prospects. This might drive the stock higher in the near term.
SelectQuote: Poised For Asymmetric Re-Rating
Compressing real yields and a Fed pivot position SelectQuote for a duration-driven re-rating as the market's 74 percent discount to peers is untenable against highly visible multi-year cash flows. AI-enabled targeting and a seasoned agent force are delivering record productivity and margin expansion that deepen SLQT's competitive moat. A swift capital structure reset through receivables securitization and preferred equity has slashed leverage and interest expense, unlocking over one hundred million dollars in strategic liquidity.
SelectQuote, Inc. (SLQT) Q3 2025 Earnings Call Transcript
SelectQuote, Inc. (NYSE:SLQT ) Q3 2025 Earnings Conference Call May 12, 2025 8:30 AM ET Company Participants Matt Gunter - Investor Relations Tim Danker - Chief Executive Officer Ryan Clement - Chief Financial Officer Bob Grant - President Conference Call Participants George Sutton - Craig Hallum Michael Murray - RBC Capital Markets Pat McCann - NOBLE Capital Markets Operator Welcome to SelectQuote's Third Quarter Earnings Conference Call. All lines have been placed on mute to prevent any background noise.
SelectQuote (SLQT) Misses Q3 Earnings and Revenue Estimates
SelectQuote (SLQT) came out with quarterly earnings of $0.03 per share, missing the Zacks Consensus Estimate of $0.04 per share. This compares to earnings of $0.05 per share a year ago.
SelectQuote: Questionable Sustainability Of Its Business Model Is Concerning
SelectQuote, Inc. operates a direct-to-consumer platform for insurance and healthcare products but remains unprofitable and niche, with a market value of about $580 million. The company leverages proprietary technology to lower customer acquisition costs and has shifted focus to healthcare, particularly Medicare Advantage, for higher long-term value. Despite revenue growth, profitability remains elusive, with net losses reported in recent years; recent recapitalization and Medicare reimbursement changes may improve short-term financials.
