Goosehead Insurance Q4 Revenue Climbs 12.1%, EPS Beats by 18.9%
Goosehead Insurance reported Q4 revenue of $105.26 million, up 12.1% year over year, beating consensus by 9.1%. EPS was $0.64, 18.9% above estimates but down from $0.79 a year ago, while core revenue rose 15% to $78.15 million.
1. Q4 Financial Highlights
Goosehead Insurance posted Q4 revenue of $105.26 million, a 12.1% year-over-year increase and a 9.1% beat versus consensus. EPS was $0.64, delivering an 18.9% upside on estimates despite declining from $0.79 in the prior-year quarter.
2. Revenue Mix and Segment Performance
Core revenue climbed 15% to $78.15 million, driven by a 21.6% rise in agency fees and 21.3% growth in renewal royalty fees. Ancillary revenue reached $25.34 million as contingent commissions hit $24.87 million, while cost recovery revenue grew 14.7% to $1.77 million despite a 32.4% drop in interest income.
3. Stock Performance and Outlook
Shares of Goosehead have fallen 32% over the past month, underperforming the market’s 1.4% decline. The stock holds a hold rating, suggesting it may trade in line with peers as investors await upcoming strategic updates.