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Goosehead Insurance, Inc. GSHD Franchise revenues — Revenue recognized during the period

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Other financials

Income statement

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Revenue$113.4M+20.6%
Operating income$26.6M+69.8%
Net income$10.1M+95.4%
EPS (diluted)$0.41+128%

Balance sheet

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Cash & equivalents$27.5M-71.3%
Total debt$372.8M+6.2%
Total equity-$112.4M-43.0%
Total assets$406.8M-6.8%

Cash flow

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Operating cash flow$15.9M-44.9%
CapEx$1.5M-14.3%
Free cash flow$14.4M-46.9%

Valuation

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Market cap$2.38B+7.8%
Enterprise value$2.72B+10.7%
P/E67.4×-6.4×
P/S5.9×-0.5×

Profitability

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Operating margin23.3%+3.8pp
Net margin8.8%0.0pp
FCF margin19.8%-4.2pp

Returns & leverage

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Return on equity84.7%+11.5pp
Debt / equity3.5×-1.6×
Current ratio1.5×-1.4×

Where this comes from

Reported directly by Goosehead Insurance, Inc. in its filing.

Tagged under the XBRL concept us-gaap:ContractWithCustomerLiabilityRevenueRecognized.

The source filing: Goosehead Insurance, Inc.’s 10-Q, filed July 23, 2026.

Filed
Jul 22, 2026, 9:01 PM EDT
Fiscal quarter
Q2 FY2026
Calendar quarter
Q2 2026
Accession
0001726978-26-000060

Separately, for certain policies placed, the Company constrains amounts when uncertainty exists related to variable consideration included in the transaction price and recognizes revenue as that uncertainty is resolved. During the three and six months ended June 30, 2025, the Company recognized $3.0 million in commissions and agency fees and $1.0 million in franchise revenues from performance obligations satisfied as of the previous annual period ended December 31, 2024. No comparable amounts were recognized during the three and six months ended June 30, 2026.

Item 1. Condensed Consolidated Financial Statements (Unaudited)

FAQ

What is Goosehead Insurance, Inc.'s franchise revenues — revenue recognized during the period?
Goosehead Insurance, Inc. (GSHD) reported franchise revenues — revenue recognized during the period of $0 in Q2 2026.
What does franchise revenues — revenue recognized during the period mean?
This metric represents the total revenue generated from franchise operations, primarily consisting of royalty fees and other service-based income derived from the company's network of independent insurance agents. It serves as a key indicator of the scalability of the franchise business model and the recurring income stream generated by the agent distribution network. Growth in this segment reflects the successful expansion of the franchise footprint and the increasing productivity of the affiliated agency base.

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