Goosehead Insurance Q2 adjusted EPS, EBITDA beat expectations on agent and franchise growth

Goosehead Insurance

22/07/2026 21:31

    

    Overview
  
U.S. personal lines insurance agency's Q2 revenue rose 21% yr/yr
Adjusted EPS for Q2 beat analyst expectations
Adjusted EBITDA for Q2 beat analyst expectations

    

    Outlook
  
Company raises 2026 total revenue growth guidance to 12%-19% organically
Goosehead expects 2026 total written premiums to grow 12%-20%
Company says product market is more favorable than in recent years

    

    Result Drivers
  
POLICIES IN FORCE - Core revenue growth was driven by more policies in their renewal term, supported by an 86% client retention rate and more new policies placed
AGENT AND FRANCHISE GROWTH - Growth in the number of corporate and franchise sales agents and improved franchise productivity contributed to new policy sales
FAVORABLE PRODUCT MARKET - Co said the product market is more favorable than it has been in years, supporting growth

    
Company press release: ID:nGNXpxgYK

    

    Key Details
  

            Metric
          

            Beat/Miss
          

            Actual
          

            Consensus Estimate
          
Q2 Revenue
 
$113.40 mln
 
Q2 Core Revenue
 
$95.60 mln
 
Q2 Adjusted EPS
Beat
$0.64
$0.48 (12 Analysts)
Q2 Net Income
 
$17 mln
 
Q2 Adjusted EBITDA
Beat
$37.90 mln
$28.46 mln (8 Analysts)
Q2 Adjusted EBITDA Margin
 
33.00%
 

    

    Analyst Coverage
  
The current average analyst rating on the shares is "hold" and the breakdown of recommendations is 6 "strong buy" or "buy", 6 "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 $72.00, about 34% above its July 21 closing price of $53.75
The stock recently traded at 23 times the next 12-month earnings vs. a P/E of 19 three months ago

    

    Reuters Recommended Reads
  
July 21 - Neptune Insurance Q2 revenue rises 33% on record new business sales
July 21 - Chubb Q2 adjusted EPS beats estimates on underwriting discipline
July 21 - Amerisafe Q2 adjusted EPS misses estimates

    
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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.)