earnings
confidence high
sentiment positive
materiality 0.85
Ethos Q2 revenue up 113% to $190M; net income $19.5M; guides FY26 rev $727-731M
Ethos Technologies Inc.
- Q2 revenue $189.6M (+113% YoY); net income $19.5M (10% margin); Non-GAAP net income $35.0M.
- Diluted GAAP EPS $0.30; Non-GAAP diluted EPS $0.53; operating cash flow $35.7M.
- Direct channel revenue $116.5M (+131% YoY); third-party channel $73.1M (+90% YoY).
- Q3 guidance: revenue $160-164M, Adj EBITDA $23-25M; FY26 guidance: revenue $727-731M, Adj EBITDA $119-123M.
- Board authorized $100M share repurchase program for Class A common stock.