newsfilter
← Latest News
PR Newswire·

eHealth, Inc. Updates Guidance for Fiscal Year 2025 Following Strong AEP Performance

EHTH
  • eHealth Inc. reported Annual Enrollment Period performance met enrollment & revenue expectations while exceeding profitability targets.
  • The company shifted focus from third-party marketing to higher-quality direct channels, which drove better lead quality & retention.
  • Deployment of AI screeners improved marketing yield & sales efficiency during the enrollment period.
  • eHealth expects a meaningful year-over-year increase in fourth-quarter Medicare Advantage constrained lifetime value of commissions due to higher 2026 commission rates & favorable persistency trends.
  • The 2024 AEP cohort continued to outperform previous cohorts in retention based on data available as of December 18, 2025.
  • Full-year 2025 total revenue guidance was raised to $540.0 million–$560.0 million from a prior range of $525.0 million–$565.0 million.
  • Full-year 2025 GAAP net income guidance was raised to $30 million–$45 million from a prior range of $9.0 million–$30.0 million.
  • Full-year 2025 Adjusted EBITDA guidance was raised to $80 million–$95 million from a prior range of $60 million–$80 million.
  • Full-year 2025 operating cash flow guidance was revised to $(25.0) million–$0 million from a prior range of $(25.0) million–$10.0 million.
  • Positive net adjustment revenue is expected to range from $40 million to $45 million, up from the previous $40 million–$43 million estimate.