The strong beat and raised guidance confirm accelerating momentum in new business and retention. Monitor the earnings call for details on agent productivity and 2026 margin trajectory; the stock may gap higher on the beat and guidance raise.
Price Chart
Executive Summary
Goosehead Insurance reported Q2 2026 results with total revenue of $113.4M (up 21% YoY, beating consensus $103.2M by 10%) and adjusted EPS of $0.64 (beating consensus $0.48 by 33%). Full-year guidance was raised, signaling accelerating premium and policy growth, with net income doubling to $17.0M and adjusted EBITDA up 30% to $37.9M.
Key Financial Metrics
Key Facts
- Total revenue grew 21% YoY to $113.4M, versus consensus $103.2M
- Adjusted EPS of $0.64 beat consensus $0.48 by 33%
- Net income doubled to $17.0M from $8.3M in prior-year period
- Adjusted EBITDA rose 30% to $37.9M, margin expanded 2pp to 33%
- Policies in force growth accelerated to 15% from 14% in Q1 2026
- Full-year 2026 guidance raised: total revenue organic growth 12-19%, written premium growth 12-20%
- Company repurchased 95K shares at avg $40.95 in Q2; $144.6M remaining on buyback authorization
Financial Impact
EPS beat of 33% and revenue beat of 10% with raised guidance — material positive impact on valuation
Risk Factors
- Total outstanding notes payable of $323M creates leverage sensitivity to interest rates
- Core revenue growth of 10% is slower than total revenue growth of 21%, partially due to prior-year recognition adjustments; future core revenue acceleration is not guaranteed
- Competitive pressure in independent insurance distribution could slow policy growth
Market Snapshot
Investment Themes
Documents Analyzed
This report is based on 1 press release from GlobeNewswire.
| Document | Accession Number |
|---|---|
| PRESS-RELEASE Data (Synthetic) | press-3331703 |
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Aug 24, 2026 5w ago | Insider Cluster | $73.00 $45.76 | ▼ −37.32% | ▼ −38.63% | $45.51 (−37.66%) |
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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%) |
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