Ethos Technologies Q2 revenue rises 113% on policy growth

aTyr Pharma

03/08/2026 21:19

Overview
US life insurance tech firm's Q2 revenue grew 113% yr/yr to $190 mln
Net income for Q2 was $19.5 mln; adjusted EBITDA margin reached 19%
Company authorized $100 mln share repurchase program

Outlook
Ethos expects Q3 revenue between $160 mln and $164 mln
Company sees Q3 adjusted EBITDA between $23 mln and $25 mln
Ethos forecasts full-year 2026 revenue between $727 mln and $731 mln
Company expects full-year adjusted EBITDA between $119 mln and $123 mln

Result Drivers
POLICY GROWTH - Co said 107,847 new policies were activated in Q2, up 133% yr/yr
CHANNEL MIX - Average revenue per unit fell 8% yr/yr due to channel/product mix, per co
PRODUCT LAUNCH - Co launched Juvenile IUL product with North American in Q2

Company press release: ID:nGNXbstwsB

Key Details
Metric
Beat/Miss
Actual
Consensus Estimate
Q2 Net Income
 
$19.53 mln
 
Q2 Basic EPS
 
$0.31
 
Q2 Income from Operations
 
$18.12 mln
 

Analyst Coverage
The current average analyst rating on the shares is "buy" and the breakdown of recommendations is 4 "strong buy" or "buy", 5 "hold" and no "sell" or "strong sell"
The average consensus recommendation for the biotechnology & medical research peer group is "buy"
Wall Street's median 12-month price target for aTyr Pharma Inc is $3.50, about 620.6% above its July 31 closing price of $0.49

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July 31 - Baldwin trades up following Q2 earnings beat

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(This story was created using Reuters automation and AI based on LSEG and company data. It was checked and edited by a Reuters journalist prior to publication.)