Goosehead Insurance, Inc. (GSHD) FY2025 10-K Annual Report

Filed: Feb 19, 2026
Financials
Insurance Agents, Brokers & ServiceSEC EDGAR

Goosehead Insurance, Inc. (GSHD) 10-K annual report for fiscal year 2025, filed with SEC EDGAR on Feb 19, 2026. This page provides AI-powered analysis including business overview, management discussion & analysis (MD&A), risk factors, and key financial data such as revenue, net income, gross margin, operating margin, and return on equity (ROE) extracted from XBRL.

Goosehead Insurance, Inc. FY2025 10-K Analysis

Business Overview

  • Core business: Independent insurance agency distributing personal lines via proprietary tech platform and agent-franchise network
  • New emphasis: Expanded Digital Agent platform enabling self-quotes and limited binding from 100+ carriers, leveraging 20+ years of data
  • Strategic shift: Transitioned top corporate sales agents to franchise ownership, enhancing talent recruitment and expanding franchise network
  • Quantitative highlight: Total Written Premium grew 17% to $4.4B in 2025; franchise locations down 9% to 1,009; franchise agent count +1%
  • Noteworthy fact: Despite NPS decline from 89 to 77, company remains 3.5x industry average with 85% client retention driving premium retention of 90%

Management Discussion & Analysis

  • Revenue $365.3M in 2025, up 16% from $314.5M in 2024
  • Operating margin 20.4% ($74.4M income from operations/$365.3M revenue) in 2025 vs 19.4% ($61.1M/$314.5M) in 2024
  • Best segment: Franchise revenues $209.2M, up 20% YoY, Renewal Royalty Fees grew 23% to $170.8M
  • Worst segment: Interest income fell to $0.7M from $0.9M, Initial Franchise Fees down 15% to $5.6M
  • Operating cash flow $91.8M in 2025, up from $71.5M; Financing outflows $88.3M due to $81.7M share repurchases and $205M special dividend
  • Management expects liquidity sufficient via cash, working capital, credit for foreseeable needs; extended $100M share repurchase program authorization through 2027

Risk Factors

  • Regulatory risk: Credit Agreement limits distributions from Goosehead Financial, LLC, restricting dividend payments and cash flow availability
  • Financial risk: Holding company structure depends on Goosehead Financial, LLC distributions, which may be legally or contractually restricted
  • Legal risk: Potential securities class action lawsuits due to stock price volatility risk substantial defense costs and management distraction
  • Market risk: Stock price volatility may impair liquidity and investor ability to sell Class A shares

Goosehead Insurance, Inc. FY2025 Key Financial Metrics
XBRL

Revenue

$365M

+16.2% YoY

Net Income

$28M

-8.5% YoY

Operating Margin

20.4%

+94bp YoY

Net Margin

7.6%

-206bp YoY

ROE

-29.1%

-9847bp YoY

Total Assets

$415M

+4.3% YoY

EPS (Diluted)

$1.04

-10.3% YoY

Operating Cash Flow

$92M

+28.3% YoY

Source: XBRL data from Goosehead Insurance, Inc. FY2025 10-K filing on SEC EDGAR. All figures in USD.

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