EverQuote, Inc. (EVER) Form 10-Q — Nov 3, 2026
EverQuote reported Q3 2026 revenue of $218.1 million, up 25.4% year over year, with net income of $18.2 million and Adjusted EBITDA of $35.5 million versus $25.1 million a year ago. Nine-month revenue rose 21.5% to $604.0 million with net income of $56.0 million. Growth was driven by higher carrier spend, with the automotive vertical up $32.7 million and home and renters up $11.4 million in the quarter. Variable marketing margin held steady at 28.7%.
Key figures
- Eps
- 0.49
- Revenue
- 218077000
- Guidance
- Expects overall revenue increase in 2026 vs 2025 driven by automotive and home and renters verticals; increased AI-related investments may impact operating income, VMD, VMM and Adjusted EBITDA
- Net Income
- 18152000
- Revenue Yoy
- 25.4%
- Total Assets
- 378677000
- Cash Position
- 229070000
- Shares Outstanding
- 31,914,485 Class A and 3,557,646 Class B
- Nine month revenue
- $604.0M, up 21.5% YoY
- Q3 adjusted ebitda
- $35.5M vs $25.1M prior year
- Nine month net income
- $56.0M
- New buyback authorization
- $50.0M (October 21, 2026)
- Revolving credit facility
- $60.0M with Western Alliance Bank, no amounts outstanding
- Nine month adjusted ebitda
- $94.9M
- Variable marketing margin q3
- 28.7%
- Operating cash flow nine months
- $94.4M
AI analysis
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