SelectQuote, Inc. — Form 8-K
Filed November 4, 2026 · analyzed by the 8-K Agent
8-K
— Neutral
significance 48/100
What the filing says
SelectQuote reported Q1 FY2027 revenue of $280.0M (down 15% YoY from $328.8M) and net loss of $20.3M (improved from $30.5M loss). Adjusted EBITDA was -$17.0M, a $15M improvement YoY from -$32.1M. The company reiterates FY2027 guidance: revenue $1.35–1.45B, Adjusted EBITDA $90–115M, operating cash flow >$60M. Senior segment generated 50,976 approved Medicare Advantage policies; Healthcare Services had 99,753 SelectRx members with 60% higher profitability per member ($107.6 vs $67.1 YoY).
Why this rating
Q1 shows operational efficiency gains and EBITDA improvement, but revenue decline and negative earnings in seasonally weak quarter. FY guidance maintained. Positive progress masks structural headwinds (IRA impacts, policy declines). Event is material relative to $198.8M market cap but mixed signals limit significance.
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