LIFE · Ethos Technologies Inc.
Price & Indicators
The closing range uses available history since Jan 29, 2026; less than a full year is stored.
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Metrics snapshot
Useful current figures from the complete screener profile.
AI Brief
Q2 FY26 earnings call · Aug 3, 2026TL;DR. Ethos reported Q2 revenue of $189.6 million, up 113% year-over-year, with adjusted EBITDA of $35.2 million, and raised its full-year 2026 revenue outlook to $727–$731 million and adjusted EBITDA to $119–$123 million. The Board also authorized a $100 million share repurchase program.
- + Q2 revenue grew 113% year-over-year to $189.6 million, a second consecutive quarter above 100%
- + Direct channel revenue grew 131% year-over-year to $116.5 million
- + Third-party channel revenue grew 90% year-over-year to $73.1 million, a second consecutive quarter of acceleration
- + Raised full-year 2026 revenue guidance to $727–$731 million (88% growth at midpoint) and adjusted EBITDA to $119–$123 million
- + Activated 107,847 new policies, bringing protected families above 700,000 cumulative
- + Board authorized a $100 million Class A share repurchase program
- − Contribution margin compressed to 33% from 42% a year ago on channel and product mix
- − Average revenue per policy fell 8% year-over-year to $1,758 due to a heavier whole-life mix
- − Adjusted EBITDA margin declined to 19% from 23% a year ago
AI-generated from the earnings call and 8-K · may contain errors · not investment advice
Equibles Rating
blended score · not investment adviceBlended from price, momentum, positioning, fundamentals & volatility · daily-close · not investment advice. Market backdrop is context, not part of the score.
Guidance & track record
Guidance from company 8-Ks · delivered figures from as-reported statements · no analyst estimates involved.
Technicals
trend & momentum for long-term holders NeutralIllustrative technical + ownership context — a signal mix, not investment advice.
Key metrics
Earlier KPI extraction records exist, but do not meet the current evidence-completeness requirements. No current verified series is available. Earlier figures remain withheld until revalidated; this is not evidence that the company reports no KPIs.
Versus peers
Insurance Brokers — same industry group| Company | Mkt cap | YTD | Rev growth Y/Y | P/E | Short % shares |
|---|---|---|---|---|---|
|
LIFE
this stock
Ethos Technologies Inc.
|
$2.19B | — | +52.0% | — | 2.9% |
|
MRSH
Marsh & Mclennan Companies, Inc.
|
$81.66B | -8.0% | +10.3% | 20.9 | 1.2% |
|
AJG
Arthur J. Gallagher & Co.
|
$58.90B | -11.9% | +10.1% | 38.1 | 2.5% |
|
AON
Aon plc
|
$58.11B | -21.6% | +7.7% | 15.1 | 1.7% |
|
WTW
Willis Towers Watson PLC
|
$27.30B | -12.3% | -2.2% | 18.2 | 2.6% |
Peers by industry group · P/E from as-reported trailing EPS · short % is of shares outstanding
At a glance
key data from every sectionPerformance
| 5D | 20D | 120D | MTD | YTD | |
|---|---|---|---|---|---|
| LIFE | -1.0% | -4.1% | +141.9% | -7.6% | — |
| SPY | -0.7% | +0.1% | +12.2% | -0.6% | +11.8% |
| vs SPY | -0.3% | -4.2% | +129.7% | -7.0% | — |
Capital returns
Dividends per share over the trailing 365 days by ex-date · buyback figures as last reported in SEC filings ("spent" derived as authorized − remaining; when several programs run concurrently, authorized is their combined total per the newest filing) · components shown separately — trailing-year buyback spend isn't tracked, so no combined shareholder yield is derived.