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.)