SelectQuote Inc (STU:6SJA)

Q2 2026 SelectQuote Inc Earnings Call Transcript

Feb 5, 2026 / 01:00 PM GMT

Release Date Price: €1.17 (-4.10%)

Transcript 10-Q8-K

Key Points

Positve

SelectQuote Inc (SLQT) reported a strong quarter with revenue growth of 12% year over year, totaling $537 million.
The company's senior segment achieved near-record EBITDA margins of 39%, driven by strong marketing efficiency.
Select RX, part of the healthcare services segment, saw a 26% increase in revenue year over year, highlighting its growing impact on senior health.
A new $415 million credit facility significantly improves SelectQuote Inc (SLQT)'s capital flexibility, extending debt maturities to 2031.
The company achieved a recapture rate of 33% for policyholders, indicating strong customer retention and satisfaction.

Negative

SelectQuote Inc (SLQT) had to lower its fiscal 2026 guidance due to a $40 million impact from a national carrier's marketing budget cuts and PBM reimbursement changes.
The PBM reimbursement change is expected to create a $20 million headwind to fiscal 2026 EBITDA.
The decision by a national carrier to cut its strategic marketing budget affects all distribution channels, including SelectQuote Inc (SLQT).
Despite strong performance, the life insurance segment faced modest marketing expense pressure and increased competition.
The advance rate notice from CMS has caused concern among carrier partners, potentially impacting future Medicare Advantage plans.

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

SLQT.N - SelectQuote Inc
Q2 2026 SelectQuote Inc Earnings Call
Feb 05, 2026 / 01:00PM GMT

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Presentation
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Unidentified_1 [1]
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Welcome to Select Quotes second 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 1 again.

It is now my pleasure to introduce Matt Gunter, Select 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

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