SelectQuote Guides to $60M+ Operating Cash Flow for FY2027 After $44M YoY Improvement
SLQT sits 37% above its 52-week low of $0.563.
Summary
SelectQuote reported Q4 FY2026 results and guided to over $60 million in FY2027 operating cash flow, roughly double FY2026, driven by $30 million in annual cost savings and SelectRx scaling.
Key Events · Earnings and Guidance · SLQT
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Q4 Revenue Falls, Adjusted EBITDA Quadruples
Q4 FY2026 revenue was $321.7M (down 7% YoY) with a net loss of $16.8M, but Adjusted EBITDA rose to $11.9M from $2.7M a year earlier.
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FY2027 Operating Cash Flow Guidance Doubles
Management guided to over $60M in FY2027 operating cash flow, up from $31.9M in FY2026, with free cash flow of around $50M.
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$30M Annual Cost Savings Program
Technology-enabled workstream efficiencies are expected to drive over $30M in annual expense savings in FY2027.
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FY2027 Revenue Guidance Implies 14% Decline
Revenue guidance of $1.35B–$1.45B is down about 14% at the midpoint from FY2026's $1.6B, reflecting a shift toward profitability over growth.
Analysis · SLQT · Finance
SelectQuote delivered a mixed Q4 — revenue fell 7% year over year to $321.7 million and the company swung to a $16.8 million net loss, but Adjusted EBITDA quadrupled to $11.9 million and full-year operating cash flow improved by $44 million to $31.9 million. The real story is the FY2027 outlook: management expects operating cash flow to roughly double to over $60 million, with free cash flow around $50 million, driven by $30 million in annual cost savings from technology-enabled efficiencies and continued scaling of the SelectRx pharmacy business. That cash-flow inflection matters for a company trading at $0.77 per share and facing a NYSE delisting threat — it directly addresses the survival question. The guidance also implies a revenue decline of about 14% at the midpoint, so the company is prioritizing profitability and cash generation over growth.
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At the time of this filing, SLQT was trading at $0.77 on NYSE in the Finance sector, with a market capitalization of approximately $136.8M. The 52-week trading range was $0.56 to $2.77. This filing was assessed with positive market sentiment and an importance score of 7 out of 10.