earnings
confidence high
sentiment positive
materiality 0.75
eHealth raises FY2025 guidance after strong AEP; adj. EBITDA guided to $80-95M
eHealth, Inc.
- Total revenue guidance raised to $540-560M from $525-565M; GAAP net income raised to $30-45M from $9-30M.
- Adjusted EBITDA guidance raised to $80-95M from $60-80M; operating cash flow guided to $(25)-$0M.
- AEP enrollment volume in line with last year; shift to direct branded channels improved profitability.
- Q4 MA constrained LTV expected to see meaningful YoY increase driven by higher commission rates and favorable persistency.
- AI screeners deployed to enhance marketing yield and sales efficiency during AEP.
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