Goosehead Insurance, Inc. (GSHD)

From the record

Goosehead Insurance, Inc.'s filings since 2018 show 2 warning events of 2 kinds: a warning not to rely on past financial statements (8-K item 4.02, the latest 2026-11-09); a late-report notice (Form NT 10-K or NT 10-Q, the latest 2026-11-09) (its current reports).

From the record

Goosehead Insurance, Inc.'s 9 filed years say what it did: revenue went from $43 million in fiscal 2017 to $365 million in fiscal 2025, up 30.8% a year; it rose in 8 of 8 years; it never fell from a peak; net income was positive in 7 of 9 of those years (its annual reports).

From the record

Over the 3 fiscal years to 2025-12-31, Goosehead Insurance, Inc.'s diluted share count grew about 20.5% a year, and dividends and buybacks returned about 100% of its operating cash flow over 3 years (its filed statements). Its officers and directors filed 23 sales and 11 purchases of their own stock on the open market in the year to 2026-09-30, buying about $2 million (their Form 4 filings).

From the record

Return on equity: in the fiscal year ended 2025-12-31, Goosehead Insurance, Inc.'s shareholders' equity was below zero, so the profit on it is not read. Leverage: it owed about 139 cents per dollar of assets, and net share issuance: its share count shrank 0.5% over the year (the filed statements).

From the record

Goosehead Insurance, Inc.'s standing among 30 graded names in its industry family: revenue of $365 million in fiscal 2025 ranks in the bottom 23% by size; a net margin of 7.6% ranks in the top 45%; revenue growth of 20.4% a year over the last 3 filed years ranks in the top 32% (its annual reports).

From the record

Goosehead Insurance, Inc.'s leadership, from its insiders' filings and its current reports: the chief executive on the record is Miller, Mark (President and CEO, as filed), filing under that title since 2024-07-03, 2.4 years (bottom 43% of its family); the 14 officers and directors filing in the last fifteen months have been on the record a median of 6.6 years (top 29%); 8 officer or director changes were reported on Form 8-K since 2023-11-13, against the 14 people in charge now (bottom 27%; fewer changes for each person reads higher) (the Form 4 record, its Form 8-K reports). Years count from a person's first filing in the SEC's data sets, which begin in 2006, so each is a floor.

From the record

Goosehead Insurance, Inc.'s room to grow, from the newest filed statements (fiscal 2025): cash of $34 million against debt of $289 million leaves -61.5% of its assets as net cash, bottom 2% of its family; cash from operations less capital spending is 23.6% of revenue (top 15%) (its annual report).

From the record

Goosehead Insurance, Inc.'s growth drivers, from the filed years to fiscal 2025: revenue grew 20.4% a year over the last three filed years against 30.8% over all 9, slowing (bottom 22% of its family); the newest year grew 16.2% (top 43%); capital spending grew -17.6% a year (bottom 33%) (its annual reports). Goosehead Insurance, Inc. reported 9 product lines in fiscal 2025: Renewal Royalty Fees at $171 million (47%), Renewal Commissions at $79 million (22%), Contingent Commissions at $38 million (11%), and 6 more; 7 of 9 grew against the year before (its annual report).

From the record

Goosehead Insurance, Inc.'s newest year against its own record: revenue of $365 million in fiscal 2025 came in 5.2% below the $385 million its prior three years' pace pointed to (top 42% of its family); net income of $28 million against a prior three-year average of $15 million (top 22%); a net margin of 7.6% against 5.1% before (top 30%) (its annual reports).