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SelectQuote (SLQT) investor relations material
SelectQuote Q4 2025 earnings summary
Complete event summary combining all related documents: earnings call transcript, report, and slide presentation.Q4 2025 earnings summary21 Aug, 2025
Executive summary
Fiscal 2025 revenue reached $1.53 billion, up 16% year-over-year and surpassing guidance, driven by strong Healthcare Services, SelectRx, and Senior segment performance, with improved agent productivity and efficiency.
Adjusted EBITDA for FY25 was $126 million, exceeding guidance, with an 8% margin overall and 27% in the Senior division; Healthcare Services contributed over $25 million.
Net income for FY2025 was $47.6 million, reversing a prior-year loss.
Revenue diversity improved, with Healthcare Services and Senior segments contributing nearly equal shares.
Strategic focus remains on balancing growth, sustainable cash flow, and profitability through technology and operational efficiency.
Financial highlights
FY25 consolidated revenue grew to $1.53 billion from $1.32 billion in FY24; Q4 revenue was $345 million, up from $307 million in Q4 FY24.
Adjusted EBITDA for FY25 was $126 million, up from $117 million in FY24; Q4 Adjusted EBITDA was $14 million, compared to $3 million in Q4 FY24.
Senior segment FY25 revenue was $600 million with a 27% Adjusted EBITDA margin; Healthcare Services revenue was $743 million with $25 million Adjusted EBITDA.
Life segment FY25 revenue was $158 million with a 15% Adjusted EBITDA margin.
Net income for FY2025 was $47.6 million, compared to a net loss of $34.1 million in FY2024.
Outlook and guidance
FY2026 revenue guidance is $1.65–$1.75 billion, representing 11% growth at the midpoint.
Adjusted EBITDA expected between $120–$150 million, with Healthcare Services EBITDA projected to exceed $50 million.
Senior segment margins expected to remain above 20%, with a measured approach to agent productivity and policy volumes.
Positive operating cash flow anticipated for 2026 and the foreseeable future.
Strategic rationale for flat MA policy volumes.
SelectRx margin drivers and path to scale.
AI's impact on agent lifecycle and retention.
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Next SelectQuote earnings date
Q1 20263 Nov, 2025
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Q1 20263 Nov, 2025
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Frequently asked questions
SelectQuote Inc. operates a technology-enabled direct to consumer platform that sells insurance products to consumers. Its sales channel includes online, direct marketing campaigns, social media activities and traditional advertising for a range of insurance products purchased by people at various stages of life, including term life and Medicare supplement insurance.
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