SelectQuote Inc (NYSE:SLQT)

Q1 2026 SelectQuote Inc Earnings Call Transcript

Nov 6, 2025 / 01:30 PM GMT

Release Date Price: $1.68 (-21.13%)

Transcript 10-Q8-K

Key Points

Positve

SelectQuote Inc (SLQT) reported a 13% growth in consolidated revenue, reaching $329 million, driven by strong growth in healthcare services.
The company is well-prepared for the upcoming Annual Enrollment Period (AEP) with excellent retention of tenured agents and successful preseason hiring and training.
SelectQuote Inc (SLQT) is actively negotiating a longer-term reimbursement agreement with a PBM partner, which is expected to provide better financial stability.
The Select RX program has shown success in improving medication adherence and reducing hospital days by around 20%, benefiting both patients and the healthcare system.
The life insurance business experienced nearly 20% revenue growth, driven by balanced growth in term life and final expense policies.

Negative

Senior revenues declined to $59 million from $93 million a year ago due to lower policy production and changes in beneficiary eligibility requirements.
The company reported a negative EBITDA of $32 million for the quarter, below the guided loss range due to Select RX margin dynamics.
Healthcare Services EBITDA was impacted by a change in drug reimbursement rates with a Select RX PBM partner, creating a headwind for the first and second quarters.
SelectQuote Inc (SLQT) no longer anticipates reaching its $50 million target for fiscal 2026 due to reimbursement challenges.
The senior segment experienced a 37% decline in revenue, attributed to 32% fewer policies written compared to the previous year.

Refinitiv StreetEvents Event Transcript
E D I T E D V E R S I O N

SLQT.N - SelectQuote Inc
Q1 2026 SelectQuote Inc Earnings Call
Nov 06, 2025 / 01:30PM GMT

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Presentation
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Unidentified_1 [1]
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Welcome to Select Coat's 1st quarter earnings conference call. All lines have been placed on mute to prevent any background noise. After the speaker's remarks, there will be a question-and-answer session. If you would like to ask a question during this time, simply press star, followed by the number 1 on your telephone keypad. If you would like to withdraw your question, press the pound key. It is now my pleasure to introduce Matt Gunter, Select Co Investor Relations. Mr. Gunter, you may begin the conference.

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Unidentified_2 [2]
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Thank you and good morning, everyone

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