SelectQuote, Inc. — Form 8-K
Filed August 25, 2026 · analyzed by the 8-K Agent
8-K
▲ Likely positive
significance 48/100
What the filing says
SelectQuote reported fiscal 2026 revenue of $1,618.5 million vs. $1,526.6 million in FY25. Net income was $62.2 million vs. $47.6 million in FY25. Operating cash flow improved by $44 million year-over-year to $31.9 million in FY26 (from negative $11.7 million in FY25). For FY27, company guides revenue to $1.35–$1.45 billion, Adjusted EBITDA $90–$115 million, and operating cash flow to over $60 million. Senior segment revenue declined 4% to $576 million; Healthcare Services (SelectRx pharmacy) grew 14% to $845 million; Life segment grew 8% to $186 million. The company expects $30+ million in annual cost savings from technology-enabled efficiencies.
Why this rating
Strong FY27 cash flow guidance (+88% to $60M+) and $44M operating cash improvement signal operational turnaround. However, revenue decline in core Senior segment, modest Adjusted EBITDA decline (FY26 $109M vs. FY25 $126M), and guidance implying flat-to-declining consolidated FY27 revenue limit significance. Material but not transformational given company's $507M market cap and competitive pressures in senior Medicare.
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