earnings
confidence high
sentiment positive
materiality 0.85
eHealth reports record Q4: revenue $315.2M, net income $97.5M, adjusted EBITDA $121.3M
eHealth, Inc.
2024-FY EPS reported
-$1.19
revenue$532,410,000
- Q4 total revenue $315.2M (+27% YoY); GAAP net income $97.5M (+87%); adjusted EBITDA $121.3M (+74%).
- Medicare Advantage submissions grew 42% YoY in Q4; total Medicare approved members up 33% YoY.
- FY2024 total revenue $532.4M (+18% YoY); net income $10.1M vs loss $28.2M in FY2023; adjusted EBITDA $69.3M vs $14.1M.
- Medicare unit margin expanded 16% YoY driven by 23% lower acquisition cost per MA-equivalent approved member and higher LTV.
- Commissions receivable balance reached record $1.0B as of Dec 31, 2024, up 9% YoY.