GoHealth Q3 revenue misses estimates on reduced Medicare Advantage volume

GoHealth

13/11/2025 12:12

Overview

GoHealth Q3 2025 revenue declines 71% yr/yr, missing analyst expectations

Adjusted EBITDA for Q3 misses estimates, reflecting strategic pullback in Medicare Advantage

Company focuses on retention and quality amid changing Medicare market dynamics

Outlook

Company secured superpriority term loan facility to enable strategic flexibility

Result Drivers

MEDICARE ADVANTAGE PULLBACK - Co reduced Medicare Advantage volume to align with health plans' focus on renewal stability and member quality

RETENTION-FIRST STRATEGY - Co focused on confirming members' current plans to protect member quality and durability

STRATEGIC FLEXIBILITY - Co secured a superpriority term loan and refreshed its Board to enable integration opportunities

Key Details

Metric
Beat/Miss
Actual
Consensus Estimate
Q3 Revenue
Miss
$34.19 mln
$103 mln (6 Analysts)
Q3 Net Income
-$313.92 mln
Q3 Adjusted EBITDA
Miss
-$47.09 mln
-$14.10 mln (5 Analysts)
Q3 EBITDA
-$262.62 mln
Q3 Operating Expenses
$322.10 mln
Q3 Pretax Profit
-$314.40 mln


Analyst Coverage

The current average analyst rating on the shares is "buy" and the breakdown of recommendations is 3 "strong buy" or "buy", 1 "hold" and no "sell" or "strong sell"

The average consensus recommendation for the multiline insurance & brokers peer group is "buy"

Wall Street's median 12-month price target for Gohealth Inc is $20.00, about 82.8% above its November 12 closing price of $3.44

Press Release: ID:nGNX20r5C7

For questions concerning the data in this report, contact Estimates.Support@lseg.com. For any other questions or feedback, contact RefinitivNewsSupport@thomsonreuters.com.

(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.)