10-Q · April 23, 2026
Goosehead reported Q1 2026 total revenue of $93,076,000 and adjusted EPS of $0.37, delivering a clear beat to consensus. Management highlighted core revenue of $79.5 million (+15% YoY) and Adjusted EBITDA of $24.4…
Earnings analysis · 10-Q
GSHD earnings analysis
Filed July 23, 2026 · Our reading of the company's report
The latest report
Goosehead delivered Q2 revenue of $113.389 million, up 20.6% year over year and 21.9% sequentially based on the provided quarterly history, while GAAP diluted EPS increased to $0.41 from $0.18 a year earlier. Adjusted…
Read full summary
Goosehead delivered Q2 revenue of $113.389 million, up 20.6% year over year and 21.9% sequentially based on the provided quarterly history, while GAAP diluted EPS increased to $0.41 from $0.18 a year earlier. Adjusted EBITDA rose 30% to $37.948 million and written premium grew 14% to $1.335 billion. Management raised its organic revenue-growth outlook to 12%-19%, although the filing excerpt does not provide segment, detailed balance-sheet, operating-margin, or cash-flow figures needed to assess working-capital and free-cash-flow trends.
Gross and operating margin
How much of each revenue dollar the business keeps.
One point per quarterly or annual filing. Both margins are shares of that report's revenue.
How we read each report
Our analysis across the last few reports.
Our model's reading of each filing, not the share price or the market's reaction. Annual and quarterly reports each occupy one position.
Reported figures
- Earnings per share
- $0.41
- Gross margin
- 100.0%
What stood out
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Revenue accelerated above $113 million
Q2 revenue was $113.389 million, up $19.389 million, or 20.6%, from $94 million in 2025Q2 and up $20.389 million, or 21.9%, from $93 million in 2026Q1.
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EPS improved sharply year over year
Diluted GAAP EPS was $0.41, versus $0.18 in 2025Q2 and $0.19 in 2026Q1. Separately, reported adjusted EPS was $0.64 versus the $0.47 consensus estimate.
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Profit and premium growth remained strong
Adjusted EBITDA grew 30% year over year to $37.948 million, while written premium increased 14% to $1.335 billion.
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Organic revenue outlook raised
The company raised its 2026 organic revenue-growth outlook to 12%-19% from 10%-19%, while retaining its 12%-20% written-premium-growth outlook.
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Large repurchase capacity remains
The board extended and increased the Class A repurchase authorization to $198.3 million through May 1, 2027. At June 30, 2026, $144.568 million remained available after 95 thousand shares were repurchased at an average $40.95 per share.
What to watch
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No material risk-factor updates
The filing states that there were no material changes to risk factors disclosed in the 2025 Form 10-K. Investors therefore receive no updated, filing-specific quantification of operating risks as of June 30, 2026.
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Written-premium outlook remains broad
Management maintained written-premium-growth guidance at 12%-20%, despite raising organic revenue-growth guidance to 12%-19%; the unchanged premium range leaves a wide 8-percentage-point execution range for the remainder of 2026.
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GAAP-to-adjusted EPS gap persists
Reported GAAP diluted EPS of $0.41 was below the separately reported adjusted EPS of $0.64, a $0.23 difference that indicates non-adjusted charges or expenses remain relevant to statutory profitability.
Management's outlook
Management raised full-year 2026 organic total-revenue-growth outlook to 12%-19% from 10%-19%. Total written-premium-growth outlook was maintained at 12%-20%; the 10-Q does not provide dollar revenue or EPS guidance ranges.
Earlier filings 4
10-K · February 19, 2026
Goosehead presents a growth-focused, tech-enabled franchise and corporate distribution model for personal lines insurance, emphasizing scale, agent productivity and a proprietary quoting platform. Total Written Premium…
10-Q · April 28, 2023
Goosehead reported quarterly revenue of $57,955,000 (up from $41,278,000 in Q1 2022, +$16,677,000 or +40.4%). The company swung to income from operations of $1,469,000 versus an operating loss of $6,102,000 a year…
10-Q · April 28, 2022
Goosehead reported Q1 revenue of $41,278 (in thousands) versus $31,228 in Q1 2021, driven by franchise revenue growth. Operating loss widened to $(6,102) (in thousands) and GAAP diluted EPS declined to $(0.11) from…
This is our reading of a public filing, not the filing itself. Analysis can contain errors; check the source document for full context.