SelectQuote (SLQT) earnings
SelectQuote earnings: last reported Tue, 25 Aug 2026, for the quarter ended Jun 2026.
SelectQuote earnings callsSelectQuote earnings calls (SLQT)
SelectQuote Q4 FY26 — Strong Cash Flow Generation and Strategic Re-focus
What went well
- Achieved $109 million in Adjusted EBITDA for FY26, exceeding guidance range of $90 million to $100 million.
- Delivered over $40 million of year-over-year improvement in operating cash flow for FY26.
- Healthcare Services segment (SelectRx) reached an inflection point, exiting FY26 at nearly $50 million annual Adjusted EBITDA run rate.
What to watch
- Consolidated revenue guidance for FY27 is $1.35 billion to $1.45 billion, 14% below FY26 levels at the midpoint.
- Expected decline of 10% to 15% year-over-year in MA approved policies for FY27 due to prudent investment strategy.
Performance −79.6% 1Y
1Y: $2.01 on 29 Sept 2025 → $0.41. High $2.13 (5 Nov 2025), low $0.4 (25 Sept 2026).
Quarterly results
Q2 FY26: revenue down 6.8%, net profit down 230.9% against the same quarter last year.
| Line item | Q3 FY24 | Q4 FY24 | Q1 FY25 | Q2 FY25 | Q3 FY25 | Q4 FY25 | Q1 FY26 | Q2 FY26 |
|---|---|---|---|---|---|---|---|---|
| Revenue | 292 | 481 | 408 | 345 | 329 +13% | 537 +12% | 431 +6% | 322 −7% |
| EBITDA | -12 | 71 | 22 | -13 | -41 −240% | 75 +6% | 36 +63% | 3 +127% |
| Net profit | -45 | 53 | 26 | 13 | -30 +32% | 69 +30% | 40 +54% | -17 −231% |
How to read this
US$ million, as filed. The percentage beside a figure is the change against the same quarter a year earlier — never the quarter before, which would make every seasonal business look like it collapses and booms each year.
Balance sheet
| Year ending | Jun 2021 | Jun 2022 | Jun 2023 | Jun 2024 | Jun 2025 | Jun 2026 |
|---|---|---|---|---|---|---|
| Equity capital | $1.64M | $1.64M | $1.67M | $1.69M | $1.73M | $1.76M |
| Reserves | $120.40M | -$177.10M | -$235.64M | -$269.77M | -$222.19M | -$160.00M |
| Total liabilities | $756.82M | $898.95M | $872.28M | $877.11M | $673.84M | $636.80M |
| Fixed assets | $29.51M | $41.80M | $27.45M | $18.97M | $14.58M | $12.05M |
| Total assets | $1.42B | $1.29B | $1.22B | $1.19B | $1.25B | $1.29B |
How to read this
As filed on each reporting date, including interim balance sheets. A line the company does not report — deposits for a non-lender, for instance — is left out rather than shown as a row of dashes.
Insider filings
62 filings between Nov 11, 2025 and Aug 1, 2026.
Open market
decisions to buy or sellPurchases
$105.0K
3 purchases by 1 insider
Sales
$4.1K
1 sale by 1 insider
100% filed under a 10b5-1 plan — scheduled in advance, not decided on the day
Compensation
not trading decisions- 49
- Option exercise — converted options into shares
- 9
- Tax withheld — shares kept back by the company to cover tax
Who traded
open market only| Insider | Bought | Sold | Last filing |
|---|---|---|---|
| Grant Robert Clay | $105.0K | — | Feb 11, 2026 |
| Devine Denise L | — | $4.1K | May 19, 2026 |
Latest filings (50)
| Date | Insider | What | Shares | Value |
|---|---|---|---|---|
| Aug 1, 2026 | Clement Ryan Moore Chief Financial Officer | Option exercise | 11,111 | $0 |
| Aug 1, 2026 | Boulware Daniel Allen GENERAL COUNSEL AND SECRETARY | Option exercise | 11,111 | $0 |
| Aug 1, 2026 | Grant William Thomas III CHIEF OPERATING OFFICER | Option exercise | 222,223 | $0 |
| Aug 1, 2026 | Grant William Thomas III CHIEF OPERATING OFFICER | Option exercise | 106,496 | $0 |
| Aug 1, 2026 | Matthews Joshua Brandon President, SelectQuote Senior | Option exercise | 7,222 | $0 |
| Aug 1, 2026 | Grant William Thomas III CHIEF OPERATING OFFICER | Option exercise | 27,777 | $0 |
| Aug 1, 2026 | Grant William Thomas III CHIEF OPERATING OFFICER | Option exercise | 35,499 | $0 |
| Aug 1, 2026 | Boulware Daniel Allen GENERAL COUNSEL AND SECRETARY | Option exercise | 88,889 | $0 |
| Aug 1, 2026 | Boulware Daniel Allen GENERAL COUNSEL AND SECRETARY | Option exercise | 45,261 | $0 |
| Aug 1, 2026 | Boulware Daniel Allen GENERAL COUNSEL AND SECRETARY | Option exercise | 56,666 | $0 |
| Aug 1, 2026 | Clement Ryan Moore Chief Financial Officer | Option exercise | 90,000 | $0 |
| Aug 1, 2026 | Boulware Daniel Allen GENERAL COUNSEL AND SECRETARY | Option exercise | 15,087 | $0 |
| Aug 1, 2026 | Boulware Daniel Allen GENERAL COUNSEL AND SECRETARY | Tax withheld | 91,909 | $68.7K |
| Aug 1, 2026 | Grant William Thomas III CHIEF OPERATING OFFICER | Tax withheld | 174,642 | $130.5K |
| Aug 1, 2026 | Grant Robert Clay PRESIDENT | Option exercise | 255,557 | $0 |
| Aug 1, 2026 | Grant Robert Clay PRESIDENT | Option exercise | 122,470 | $0 |
| Aug 1, 2026 | Grant Robert Clay PRESIDENT | Option exercise | 160,000 | $0 |
| Aug 1, 2026 | Grant Robert Clay PRESIDENT | Option exercise | 31,944 | $0 |
| Aug 1, 2026 | Grant Robert Clay PRESIDENT | Option exercise | 40,823 | $0 |
| Aug 1, 2026 | Grant Robert Clay PRESIDENT | Tax withheld | 195,438 | $146.0K |
| Aug 1, 2026 | Matthews Joshua Brandon President, SelectQuote Senior | Option exercise | 57,779 | $0 |
| Aug 1, 2026 | Matthews Joshua Brandon President, SelectQuote Senior | Option exercise | 31,949 | $0 |
| Aug 1, 2026 | Grant William Thomas III CHIEF OPERATING OFFICER | Option exercise | 133,333 | $0 |
| Aug 1, 2026 | Clement Ryan Moore Chief Financial Officer | Option exercise | 21,299 | $0 |
| Aug 1, 2026 | Matthews Joshua Brandon President, SelectQuote Senior | Option exercise | 10,649 | $0 |
| Aug 1, 2026 | Danker Timothy Robert CHIEF EXECUTIVE OFFICER | Option exercise | 266,668 | $0 |
| Aug 1, 2026 | Danker Timothy Robert CHIEF EXECUTIVE OFFICER | Option exercise | 127,795 | $0 |
| Aug 1, 2026 | Danker Timothy Robert CHIEF EXECUTIVE OFFICER | Option exercise | 160,000 | $0 |
| Aug 1, 2026 | Danker Timothy Robert CHIEF EXECUTIVE OFFICER | Option exercise | 33,333 | $0 |
| Aug 1, 2026 | Danker Timothy Robert CHIEF EXECUTIVE OFFICER | Option exercise | 42,598 | $0 |
| Aug 1, 2026 | Danker Timothy Robert CHIEF EXECUTIVE OFFICER | Tax withheld | 279,583 | $208.8K |
| Aug 1, 2026 | Fisher Stephanie D. Chief Accounting Officer | Option exercise | 17,515 | $0 |
| Aug 1, 2026 | Fisher Stephanie D. Chief Accounting Officer | Option exercise | 9,518 | $0 |
| Aug 1, 2026 | Fisher Stephanie D. Chief Accounting Officer | Option exercise | 24,788 | $0 |
| Aug 1, 2026 | Fisher Stephanie D. Chief Accounting Officer | Option exercise | 2,189 | $0 |
| Aug 1, 2026 | Fisher Stephanie D. Chief Accounting Officer | Option exercise | 3,173 | $0 |
| Aug 1, 2026 | Fisher Stephanie D. Chief Accounting Officer | Tax withheld | 24,219 | $18.1K |
| Aug 1, 2026 | Anderson Sarah Taylor (See Remarks) | Option exercise | 25,568 | $0 |
| Aug 1, 2026 | Anderson Sarah Taylor (See Remarks) | Option exercise | 14,561 | $0 |
| Aug 1, 2026 | Anderson Sarah Taylor (See Remarks) | Option exercise | 37,143 | $0 |
| Aug 1, 2026 | Anderson Sarah Taylor (See Remarks) | Option exercise | 3,196 | $0 |
| Aug 1, 2026 | Anderson Sarah Taylor (See Remarks) | Option exercise | 4,854 | $0 |
| Aug 1, 2026 | Anderson Sarah Taylor (See Remarks) | Tax withheld | 24,890 | $18.6K |
| Aug 1, 2026 | Clement Ryan Moore Chief Financial Officer | Option exercise | 88,889 | $0 |
| Aug 1, 2026 | Clement Ryan Moore Chief Financial Officer | Option exercise | 63,897 | $0 |
| Aug 1, 2026 | Clement Ryan Moore Chief Financial Officer | Tax withheld | 80,733 | $60.3K |
| Aug 1, 2026 | Matthews Joshua Brandon President, SelectQuote Senior | Option exercise | 43,333 | $0 |
| May 19, 2026 | Devine Denise L Director | Sale 10b5-1 plan | 4,000 | $4.1K |
| Mar 1, 2026 | Clement Ryan Moore Chief Financial Officer | Option exercise | 6,234 | $0 |
| Mar 1, 2026 | Clement Ryan Moore Chief Financial Officer | Tax withheld | 2,161 | $1.9K |
Source: SEC Form 4 filings. Form 4 reports transactions, not the cap table — absence of filings says nothing about how much an insider owns, and a quiet window is not a signal.