Goosehead Insurance, Inc.

Annual Trend FY 2018 FY 2019 FY 2020 FY 2021 FY 2022 FY 2023 FY 2024 FY 2025
Net income ($18.7m) $10.4m $18.8m $8.3m $2.6m $23.7m $49.1m $44.5m
Depreciation and amortization $2.5m $2.1m $3.6m $5.1m $7.1m $9.5m $11.0m $11.3m
Amortization of debt discounts and issuance costs $225k $420k $1.1m
Deferred income taxes ($1.7m) ($11.4m) ($49.1m) ($43.3m) ($22.5m) ($22.1m) ($3.7m) $5.9m
Impairment expense $0 $0 $3.6m $347k $4.7m
Loss on debt extinguishment $0 $0 $804k
(Gain) loss on disposal of fixed assets $22k $0 $0 $0 $0 $74k ($189k)
Bad debt expense $1.3m $725k $1.6m $3.0m $6.2m $4.4m $2.9m $1.8m
Equity-based compensation $27.0m $1.5m $4.7m $7.3m $19.6m $24.0m $28.0m $23.4m
Adjustments to tax receivable agreement liability $1.7m $11.7m $48.8m $40.8m $24.7m $23.6m $8.7m $516k
Noncash lease expense $0 $0 $13.6m $5.9m $2.0m ($748k) ($4.5m) ($1.7m)
Cloud computing arrangement implementation costs $0 $0 ($85k) ($1.2m) ($657k)
Receivable from franchisees ($1.6m) ($5.2m) ($7.1m) ($10.6m) ($722k) $7.7m $3.9m $104k
Commissions and agency fees receivable ($1.3m) $2.5m ($12.9m) $4.7m ($4.5m) ($28k) ($19.9m) ($6.0m)
Prepaid expenses ($588k) ($877k) ($1.7m) ($1.1m) $451k ($3.6m) ($250k) $588k
Other assets $435k ($346k) ($2.6m) ($805k) $548k $486k $827k $966k
Accounts payable and accrued expenses $1.2m $913k $2.5m $3.0m $2.5m ($109k) $5.1m $6.9m
Contract liabilities $0 $6.3m $11.4m $14.4m ($2.1m) ($19.5m) ($8.6m) ($2.2m)
Issuance of notes receivable to franchisees ($32k) ($43k) ($130k) ($325k) ($125k)
Proceeds from notes receivable to franchisees $22k $19k $35k $32k $43k $0 $94k $303k
Capitalized software development costs ($148k) ($403k) ($393k) ($2.7m) ($2.5m) ($7.7m) ($11.2m) ($13.1m)
Cash consideration paid for asset acquisitions $0 $0 ($6.9m) $0 ($4.9m)
Cash paid for asset disposals $0 $0 ($32k)
Purchase of property and equipment ($2.1m) ($3.7m) ($10.0m) ($12.7m) ($10.1m) ($4.5m) ($979k) ($5.7m)
Customer premiums, net ($309k) ($75k) $994k ($481k)
Repayment of notes payable ($50.6m) ($2.5m) ($27.8m) ($4.4m) ($4.4m) ($16.9m) ($9.4m) ($101.7m)
Proceeds from notes payable $50.0m $0 $64.8m $44.6m $0 $0 $25.0m $306.4m
Member distributions $0 $0 ($10.9m) ($4.8m) ($64.2m)
Payments pursuant to tax receivable agreement $0 $0 ($5.4m) ($6.7m)
Net cash provided by operating activities $10.3m $21.2m $24.6m $35.4m $35.7m $50.8m $71.5m $91.8m
Net cash used for investing activities ($2.2m) ($4.1m) ($10.3m) ($15.4m) ($12.6m) ($19.2m) ($12.4m) ($23.5m)
Debt issuance cost ($639k) $0 ($677k) ($666k) $0 $0 ($621k) ($7.9m)
Proceeds from the issuance of Class A common stock $86.9m $325k $5.0m $4.6m $6.1m $9.9m $12.2m $14.0m
Repurchases of Class A common stock $0 $0 ($63.2m) ($81.7m)
Dividends to stockholders ($80.1m) ($18.7m) ($44.7m) ($60.0m) $0 $0 $0 ($145.8m)
Net cash used for financing activities $5.6m ($20.9m) ($3.3m) ($15.8m) ($23.2m) ($17.9m) ($45.2m) ($88.2m)
Net increase (decrease) in cash and cash equivalents, and restricted cash $13.6m ($3.8m) $11.0m $4.2m ($92k) $13.7m $13.9m ($20.0m)
Cash and cash equivalents, and restricted cash, beginning of period $19.0m $15.3m $26.2m $30.5m $30.4m $44.0m $58.0m $37.9m
Cash paid during the year for interest $3.2m $2.2m $1.9m $2.4m $4.8m $6.4m $6.9m $21.7m
Cash paid for income taxes $300k $1.2m $270k $272k $484k $701k $631k $929k
Cash paid pursuant to tax receivable agreement $300k $1.2m $270k $272k $484k $421k $5.4m $7.4m