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Goosehead (GSHD) Q2 Earnings: How Key Metrics Compare to Wall Street Estimates

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Goosehead Insurance (GSHD - Free Report) reported $113.39 million in revenue for the quarter ended June 2026, representing a year-over-year increase of 20.6%. EPS of $0.64 for the same period compares to $0.49 a year ago.

The reported revenue compares to the Zacks Consensus Estimate of $103.36 million, representing a surprise of +9.7%. The company delivered an EPS surprise of +23.08%, with the consensus EPS estimate being $0.52.

While investors closely watch year-over-year changes in headline numbers -- revenue and earnings -- and how they compare to Wall Street expectations to determine their next course of action, some key metrics always provide a better insight into a company's underlying performance.

As these metrics influence top- and bottom-line performance, comparing them to the year-ago numbers and what analysts estimated helps investors project a stock's price performance more accurately.

Here is how Goosehead performed in the just reported quarter in terms of the metrics most widely monitored and projected by Wall Street analysts:
  • Total Core Revenue: $95.63 million versus the three-analyst average estimate of $96.01 million. The reported number represents a year-over-year change of +10.2%.
  • Ancillary Revenue- Contingent Commissions: $15.73 million versus the three-analyst average estimate of $4.85 million. The reported number represents a year-over-year change of +250.1%.
  • Total Cost Recovery Revenue: $1.46 million versus the three-analyst average estimate of $1.6 million. The reported number represents a year-over-year change of +2%.
  • Total Ancillary Revenue: $16.3 million versus $5.75 million estimated by three analysts on average. Compared to the year-ago quarter, this number represents a +180.3% change.
  • Core Revenue- Agency Fees: $3.08 million versus $3.24 million estimated by two analysts on average. Compared to the year-ago quarter, this number represents a +6.1% change.
  • Ancillary Revenue- Other Franchise Revenues: $0.58 million versus $0.86 million estimated by two analysts on average. Compared to the year-ago quarter, this number represents a -56.5% change.
  • Cost Recovery Revenue- Initial Franchise Fees: $1.36 million versus the two-analyst average estimate of $1.27 million. The reported number represents a year-over-year change of +9.1%.
  • Cost Recovery Revenue- Interest Income: $0.1 million versus $0.14 million estimated by two analysts on average. Compared to the year-ago quarter, this number represents a -46.9% change.
  • Core Revenue- New Business Royalty Fees: $9.4 million versus the two-analyst average estimate of $8.87 million. The reported number represents a year-over-year change of +20.2%.
  • Core Revenue- New Business Commissions: $9.61 million compared to the $9.07 million average estimate based on two analysts. The reported number represents a change of +27.2% year over year.
  • Core Revenue- Renewal Royalty Fees: $52.51 million versus the two-analyst average estimate of $50.88 million. The reported number represents a year-over-year change of +15.7%.
  • Core Revenue- Renewal Commissions: $21.03 million versus $24.47 million estimated by two analysts on average. Compared to the year-ago quarter, this number represents a -9% change.

View all Key Company Metrics for Goosehead here>>>

Shares of Goosehead have returned +34.2% over the past month versus the Zacks S&P 500 composite's +0.3% change. The stock currently has a Zacks Rank #3 (Hold), indicating that it could perform in line with the broader market in the near term.

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