secwatch.observer — SEC 8-K summary
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Issuer:     SelectQuote, Inc. (SLQT)
CIK:        0001794783
Form:       8-K
Filed at:   2026-02-05T23:59:59+00:00
Accession:  0001794783-26-000010
Event type: earnings
Sentiment:  neutral
Materiality: 0.80
Item codes: 2.02, 9.01
LLM model:  deepseek-v4-flash:cloud@v2

SelectQuote Q2 revenue $537M, net income $69.3M; cuts FY guidance on carrier, PBM headwinds
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- Revenue $537.1M vs $481.1M YoY; net income $69.3M vs $53.2M; Adj. EBITDA $84.7M vs $87.5M.
- Senior segment revenue $261.5M with Adj. EBITDA $102.5M; Medicare Advantage policies 257,279.
- Healthcare Services revenue $230.7M (Adj. EBITDA $0.8M); SelectRx members 113,483. Life revenue $43.6M (Adj. EBITDA $5.6M).
- FY2026 guidance: Revenue $1.61-1.71B; Adj. EBITDA $90-100M, reflecting carrier MA volume constraints and PBM reimbursement changes.
- CEO cites strong agent productivity and marketing efficiency despite external headwinds; balance sheet flexibility noted.

Source:
  EDGAR index:    https://www.sec.gov/Archives/edgar/data/1794783/000179478326000010/0001794783-26-000010-index.htm
  Primary doc:    https://www.sec.gov/Archives/edgar/data/1794783/000179478326000010/slqt-20260205.htm
  HTML page:      https://secwatch.observer/filing/0001794783-26-000010

License: Source filings: public domain (SEC EDGAR). Summaries (headline + bullets): CC-BY-4.0; attribute https://secwatch.observer