GoHealth Posts Q2 Loss, Misses Revenue Goals

GoHealth's Recent Financial Performance

GoHealth (GOCO) recently reported a quarterly loss of $1.23 per share, which was better than the Zacks Consensus Estimate of a loss of $2.60 per share. This is an improvement compared to the previous year’s loss of $0.75 per share. These figures have been adjusted for non-recurring items.

The company delivered an earnings surprise of +52.69% for the quarter, which marks a significant positive deviation from expectations. In contrast, during the previous quarter, the company had expected a loss of $0.26 per share but ended up with a loss of $0.47, resulting in a negative surprise of -80.77%.

Over the last four quarters, GoHealth has exceeded consensus EPS estimates on two occasions. The company operates within the Zacks Insurance - Life Insurance industry and reported revenues of $94.05 million for the quarter ending June 2025. However, this fell short of the Zacks Consensus Estimate by 16.88%. Compared to the same period last year, revenues were $105.87 million.

The immediate price movement of GoHealth’s stock following these results and future earnings expectations will largely depend on the commentary provided during the earnings call. Since the start of the year, GoHealth shares have declined by approximately 52.9%, while the S&P 500 has gained 7.9%.

What Lies Ahead for GoHealth?

Despite underperforming the market so far this year, investors are keen to understand what lies ahead for GoHealth. There are no straightforward answers to this question, but one reliable indicator is the company's earnings outlook. This includes current consensus earnings expectations for upcoming quarters and how these expectations have evolved recently.

Research indicates a strong correlation between near-term stock movements and trends in earnings estimate revisions. Investors can track these revisions themselves or use tools like the Zacks Rank, which has a proven track record of leveraging earnings estimate revisions effectively.

Prior to this earnings release, the trend in estimate revisions for GoHealth was mixed. While the magnitude and direction of these revisions could change after the latest report, the current status translates into a Zacks Rank #3 (Hold) for the stock. This suggests that the shares are expected to perform in line with the market in the near term.

Looking forward, it will be important to monitor how estimates for the coming quarters and the current fiscal year evolve. The current consensus EPS estimate for the next quarter is -$2.55, with revenue expected at $124.2 million. For the current fiscal year, the consensus EPS estimate is -$2.75, with revenue projected at $850.27 million.

Investors should also consider the broader industry outlook, as it can significantly impact the stock's performance. The Insurance - Life Insurance industry currently ranks in the top 20% of the 250-plus Zacks industries. Research shows that the top 50% of Zacks-ranked industries outperform the bottom 50% by more than a 2-to-1 margin.

Other Stocks to Watch

Another stock in the broader Zacks Finance sector, National Bankshares (NKSH), has yet to report its results for the quarter ending June 2025. This holding company for the National Bank of Blacksburg is expected to report quarterly earnings of $0.64 per share, representing a year-over-year increase of 1380%. The consensus EPS estimate for the quarter has been revised upward by 3.1% over the past 30 days.

National Bankshares’ revenues are expected to reach $13.36 million, a 22% increase from the same period last year.