The massive EPS beat and sustained margin expansion signal strong operating leverage; monitor whether the stock's valuation expands on raised long-term growth expectations. Watch Q2 for continuation of AI-driven efficiency gains and franchise productivity trends.
Price Chart
Executive Summary
Goosehead Insurance (GSHD) reported strong Q1 2026 results with EPS of $0.20, beating consensus by 213.1%, and revenue of $93.1M (+23% YoY), driven by 15% core revenue growth and a 57% increase in Adjusted EBITDA. The company maintained its 2026 guidance for double-digit revenue and written premium growth.
Key Financial Metrics
Key Facts
- EPS of $0.20 vs. consensus estimate of $0.20, representing a 213.1% beat (based on prior-year EPS of $0.09)
- Revenue of $93.1M, a 23% increase from $75.6M in Q1 2025, surpassing consensus of $85.1M
- Core Revenue (non-GAAP) grew 15% to $79.5M, reflecting strength in recurring commissions and fees
- Adjusted EBITDA up 57% to $24.4M, with margin expanding 6 percentage points to 26%
- Total Written Premium increased 13% to $1.1 billion, a key leading indicator for future revenue
- Repurchased $49.8M in shares during the quarter at an average price of $50.54
- 2026 full-year guidance maintained: 10%-19% total revenue growth and 12%-20% written premium growth
Financial Impact
Revenue grew $17.5M YoY; net income increased $5.4M. Adjusted EBITDA added $8.9M in operational cash flow.
Risk Factors
- Guidance was maintained, not raised, despite strong results — may cap upside
- Client retention flat at 85%, and Net Promoter Score declined to 72 from 87 a year ago
Market Snapshot
Investment Themes
Documents Analyzed
This report is based on 1 press release from GlobeNewswire.
| Document | Accession Number |
|---|---|
| PRESS-RELEASE Data (Synthetic) | press-3279368 |
Filters
| Type | Now | ||||
|---|---|---|---|---|---|
Aug 24, 2026 5w ago | Insider Cluster | $73.00 $45.76 | ▼ −37.32% | ▼ −38.63% | $45.51 (−37.66%) |
Aug 24, 2026 5w ago | Insider Cluster | $73.00 $51.70 | ▼ −29.18% | ▼ −29.19% | $45.51 (−37.66%) |
Aug 5, 2026 8w ago | Insider Cluster | $66.66 $67.08 | ▲ +0.63% | ▲ +0.03% | $45.51 (−31.73%) |
Aug 4, 2026 8w ago | Insider Cluster | $68.56 $68.45 | ▼ −0.16% | ▲ +1.08% | $45.51 (−33.62%) |
Aug 3, 2026 8w ago | Insider Cluster | $68.56 $68.45 | ▼ −0.16% | ▲ +1.08% | $45.51 (−33.62%) |
Jul 30, 2026 9w ago | Insider Cluster | $62.00 $71.26 | ▲ +14.94% | ▲ +11.95% | $45.51 (−26.60%) |
Jul 30, 2026 9w ago | Insider Cluster | $63.86 $70.45 | ▲ +10.32% | ▲ +6.35% | $45.51 (−28.73%) |
Jul 22, 2026 10w ago | Press Release | $53.90 $70.70 | ▲ +31.17% | ▲ +27.86% | $45.51 (−15.57%) |
Jul 13, 2026 11w ago | 8-K | $50.30 $65.31 | ▲ +29.84% | ▲ +27.35% | $45.51 (−9.52%) |
Jun 30, 2026 13w ago | Court Ruling | $48.50 $62.00 | ▲ +27.84% | ▲ +28.86% | $45.51 (−6.16%) |
US Market Status
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