Brief: Goosehead Insurance Q2 Adjusted EPS USD 0.49 Vs. IBES Estimate USD 0.5

Goosehead Insurance

23/07/2025 21:05

Overview

Goosehead Q2 total revenue revenue grows 20% yr/yr to $94 mln, core revenue up 18%

Adjusted EPS and EBITDA missed analyst expectations, per LSEG data

Net income declines 24% yr/yr to $8.3 mln, adjusted EBITDA margin dips

Outlook

Goosehead expects 2025 total written premiums between $4.38 bln and $4.65 bln

Company projects 2025 total revenues between $350 mln and $385 mln

Result Drivers

REVENUE GROWTH - Total revenues increased 20% to $94.0 mln, driven by an 18% rise in core revenues, attributed to increased producer count, improved franchise productivity, and stable premium rate increases

WRITTEN PREMIUMS - Total written premiums rose 18% to $1.2 bln

COST INCREASES - Operating expenses rose 21% to $64.9 mln, largely due to investments in corporate producers and technology and systems to enhance client experience

Key Details

Metric
Beat/Miss
Actual
Consensus Estimate
Q2 Revenue
$94 mln
Q2 Core Revenue
$86.80 mln
Q2 Adjusted EPS
Miss
$0.49
$0.5 (10 Analysts)
Q2 Net Income
$8.30 mln
Q2 Adjusted EBITDA
Miss
$29.20 mln
$29.80 mln (6 Analysts)
Q2 Adjusted EBITDA Margin
31.0%


Analyst Coverage

The current average analyst rating on the shares is "hold" and the breakdown of recommendations is 4 "strong buy" or "buy", 5 "hold" and 1 "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 Goosehead Insurance Inc is $130.00, about 22.5% above its July 22 closing price of $100.79

The stock recently traded at 46 times the next 12-month earnings vs. a P/E of 57 three months ago

Press Release: ID:nGNX3v1hn8

(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.)