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Goosehead Insurance . Class A Earnings Calls
| Release date | Apr 22, 2026 |
| EPS estimate | $0.200 |
| EPS actual | $0.300 |
| EPS Surprise | 50.00% |
| Revenue estimate | 85.032M |
| Revenue actual | 93.076M |
| Revenue Surprise | 9.46% |
| Release date | Feb 17, 2026 |
| EPS estimate | $0.540 |
| EPS actual | $0.640 |
| EPS Surprise | 18.52% |
| Revenue estimate | 99.339M |
| Revenue actual | 105.258M |
| Revenue Surprise | 5.96% |
| Release date | Oct 22, 2025 |
| EPS estimate | $0.470 |
| EPS actual | $0.460 |
| EPS Surprise | -2.13% |
| Revenue estimate | 99.945M |
| Revenue actual | 90.435M |
| Revenue Surprise | -9.51% |
| Release date | Jul 23, 2025 |
| EPS estimate | $0.530 |
| EPS actual | $0.490 |
| EPS Surprise | -7.55% |
| Revenue estimate | 95.52M |
| Revenue actual | 94.027M |
| Revenue Surprise | -1.56% |
Last 4 Quarters for Goosehead Insurance . Class A
Below you can see how GSHD performed 4 days prior and 4 days after releasing the earnings report. Also, you can see the pre-estimates and the actual earnings. This information can give you a slight idea of what you might expect for the next quarter's release.
| Release date | Jul 23, 2025 |
| Price on release | $103.43 |
| EPS estimate | $0.530 |
| EPS actual | $0.490 |
| EPS surprise | -7.55% |
| Date | Price |
|---|---|
| Jul 17, 2025 | $102.20 |
| Jul 18, 2025 | $102.09 |
| Jul 21, 2025 | $101.87 |
| Jul 22, 2025 | $100.79 |
| Jul 23, 2025 | $103.43 |
| Jul 24, 2025 | $89.03 |
| Jul 25, 2025 | $87.62 |
| Jul 28, 2025 | $84.90 |
| Jul 29, 2025 | $86.75 |
| 4 days before | 1.20% |
| 4 days after | -16.13% |
| On release day | -13.93% |
| Change in period | -15.12% |
| Release date | Oct 22, 2025 |
| Price on release | $68.65 |
| EPS estimate | $0.470 |
| EPS actual | $0.460 |
| EPS surprise | -2.13% |
| Date | Price |
|---|---|
| Oct 16, 2025 | $65.20 |
| Oct 17, 2025 | $67.02 |
| Oct 20, 2025 | $65.39 |
| Oct 21, 2025 | $68.25 |
| Oct 22, 2025 | $68.65 |
| Oct 23, 2025 | $74.20 |
| Oct 24, 2025 | $73.91 |
| Oct 27, 2025 | $73.00 |
| Oct 28, 2025 | $73.99 |
| 4 days before | 5.29% |
| 4 days after | 7.78% |
| On release day | 8.08% |
| Change in period | 13.48% |
| Release date | Feb 17, 2026 |
| Price on release | $50.63 |
| EPS estimate | $0.540 |
| EPS actual | $0.640 |
| EPS surprise | 18.52% |
| Date | Price |
|---|---|
| Feb 10, 2026 | $50.02 |
| Feb 11, 2026 | $49.51 |
| Feb 12, 2026 | $52.35 |
| Feb 13, 2026 | $48.69 |
| Feb 17, 2026 | $50.63 |
| Feb 18, 2026 | $47.38 |
| Feb 19, 2026 | $43.75 |
| Feb 20, 2026 | $44.45 |
| Feb 23, 2026 | $45.82 |
| 4 days before | 1.22% |
| 4 days after | -9.50% |
| On release day | -6.42% |
| Change in period | -8.40% |
| Release date | Apr 22, 2026 |
| Price on release | $45.58 |
| EPS estimate | $0.200 |
| EPS actual | $0.300 |
| EPS surprise | 50.00% |
| Date | Price |
|---|---|
| Apr 16, 2026 | $43.25 |
| Apr 17, 2026 | $43.85 |
| Apr 20, 2026 | $44.65 |
| Apr 21, 2026 | $44.67 |
| Apr 22, 2026 | $45.58 |
| Apr 23, 2026 | $50.77 |
| Apr 24, 2026 | $48.26 |
| Apr 27, 2026 | $48.25 |
| Apr 28, 2026 | $48.94 |
| 4 days before | 5.39% |
| 4 days after | 7.37% |
| On release day | 11.39% |
| Change in period | 13.16% |
Goosehead Insurance . Class A Earnings Call Transcript Summary of Q1 2026
Goosehead reported a strong start to 2026 with 1Q revenue of $93.1M (up 23%), core revenue of $79.5M (up 15%), adjusted EBITDA of $24.4M (57% growth) and policies in force up 14% to ~2.0M. Management reiterated full-year 2026 guidance (organic total revenue growth 10%–19%; total written premiums growth 12%–20%) and emphasized improving retention (targeting ~86% for the year), accelerating new business (new business commissions +29% YoY) and continued investment in technology. Key strategic highlights: rollout and expansion of Digital Agent 2.0 (now enabling digital binds for multiple homeowners and auto carriers in Texas), tangible AI benefits in service (Lilly resolves ~19% of inbound calls autonomously and intelligent routing freed ~40 FTEs for higher-value work), rapid growth of the enterprise/partnership channel (enterprise new business growth >70%, contributing ~20% of new-business production), geographic diversification with new corporate offices (Seattle, D.C. area, Minneapolis, Indianapolis) and strong franchise momentum (20 new franchises opened in the quarter; 12 corporate-to-franchise launches outperforming external launches). Contingent/ancillary revenue was elevated (+141% YoY) but management kept full-year contingent guidance unchanged given variability. Capital allocation: $49.8M of buybacks in the quarter (985k Class A shares retired) with ~$148M remaining authorization; net cash ended the quarter at $26M with $324M debt outstanding; maintaining conservative leverage target (3x–4x trailing EBITDA). Management intends to press offensive growth while keeping margins strong and will continue opportunistic buybacks.
