earnings
confidence high
sentiment negative
materiality 0.70
eHealth Q1 2026 revenue falls 22% to $88M; GAAP net loss $4.7M, adj. EBITDA $9M
eHealth, Inc.
2026-Q1 EPS reported
-$0.58
revenue$88,018,000
- Q1 total revenue $88.0M (-22% YoY); GAAP net loss $4.7M vs net income $2.0M in Q1 2025.
- Adjusted EBITDA $9.0M (10% margin), down 28% YoY; total operating costs down 16% to $90.9M.
- Medicare segment gross margin improved to 41% from 34%; LTV-to-CAC ratio 1.4x vs 1.2x.
- Board member Cesar Soriano resigned effective prior to June 18 annual meeting; no disagreement.
- Company on track to cut FY 2026 operating costs ~$90M; launched lifetime advisory model and final expense insurance.
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