Goosehead Insurance Inc-A 2026年季度报告

(Mark One) ☒QUARTERLY REPORT PURSUANT TO SECTION 13 OR 15(d) OF THE SECURITIES EXCHANGE ACT OF 1934For the quarterly period ended March 31, 2026OR☐TRANSITION REPORT PURSUANT TO SECTION 13 OR 15(d) OF THE SECURITIES EXCHANGE ACT OF 1934For the transition period from _______ to ______Commission file number: 001-38466 GOOSEHEAD INSURANCE, INC.(Exact name of registrant as specified in its charter) 82-3886022(IRS EmployerIdentification No.) Delaware 76262(Zip Code) (469) 480-3669(Registrant's telephone number, including area code) Not applicable(Former name or former address, if changed since last report) Securities registered pursuant to Section 12(b) of the Act: Indicate by check mark whether the registrant (1)has filed all reports required to be filed by Section13 or 15(d) of the Securities Exchange Act of 1934 during the preceding12months (or for such shorter period that the registrant was required to file such reports), and (2)has been subject to such filing requirements for the past 90days.YesNo Indicate by check mark whether the registrant has submitted electronically every Interactive Data File required to be submitted pursuant to Rule405 of RegulationS-T (§232.405of this chapter) during the preceding 12months (or for such shorter period that the registrant was required to submit such files).YesNo Indicate by check mark whether the registrant is a large accelerated filer, an accelerated filer, a non-accelerated filer, smaller reporting company, or an emerging growth company.See the definitions of “large accelerated filer,” “accelerated filer,” “smaller reporting company,” and “emerging growth company” in Rule 12b-2 of the Exchange Act.☑ Large Accelerated FilerNon-accelerated filer☐ Accelerated filer☐Smaller reporting company☐Emerging growth company☐ If an emerging growth company, indicate by check mark if the registrant has elected not to use the extended transition period for complying with any new or revised financialaccounting standards provided pursuant to Section 13(a) of the Exchange Act.☐Indicate by check mark whether the registrant is a shell company (as defined in Rule12b-2 of the Act).☐ Yes☑No As of April20, 2026, there were 23,670,665 shares of Class A common stock outstanding and 11,935,389 shares of Class B common stock outstanding. Table of contents Part I Item 1.Condensed Consolidated Financial Statements (Unaudited)Item 2.Management's Discussion and Analysis of Financial Condition and Results of OperationsItem 3.Quantitative and Qualitative Disclosures About Market RiskItem 4.Controls and Procedures Part IIItem 1. Legal ProceedingsItem 1A.Risk FactorsItem 2.Unregistered Sales of Equity Securities and Use of ProceedsItem 3.Defaults Upon Senior SecuritiesItem 4.Mine Safety DisclosuresItem 5.Other InformationItem 6.Exhibits SIGNATURES Commonly used defined terms As used in this Quarterly Report on Form 10-Q ("Form 10-Q"), unless the context indicates or otherwise requires, the followingterms have the following meanings: •Ancillary Revenue: Revenue that is supplemental to our Core Revenue and Cost Recovery Revenue, Ancillary Revenue isunpredictable and often outside of the Company's control. Included in Ancillary Revenue are Contingent Commissions andother income.•Agency Fees: Fees separate from commissions charged directly to clients for efforts performed in the issuance of newinsurance policies.•Annual Report on Form 10-K: The Company's annual report on Form 10-K for the fiscal year ended December 31, 2025.•Carrier: An insurance company.•Carrier Appointment: A contractual relationship with a Carrier.•Client Retention: Calculated by comparing the number of all clients that had at least one policy in force twelve months prior tothe date of measurement and still have at least one policy in force at the date of measurement.•Contingent Commission: Revenue in the form of contractual payments from Carriers contingent upon several factors, includinggrowth and profitability of the business placed with the Carrier.•Core Revenue: The most predictable revenue stream for the Company, these revenues consist of New Business Revenue andRenewal Revenue. New Business Revenue is lower-margin, but fairly predictable. Renewal Revenue is higher-margin andvery predictable.•Corporate Agent Productivity: The New Business Revenue collected related to corporate sales, divided by the average numberof full-time corporate sales agents for the same period. This calculation excludes interns, part-time sales agents and partialfull-time equivalent sales managers.•Cost Recovery Revenue: Revenue received by the Company associated with cost recovery efforts associated with selling andfinancing franchises. Included in Cost Recovery Revenue are Initial Franchise Fees and Interest Income.•Franchise Agreement: Agreements governing our relationships with Franchisees.•Franchise Productivity: The gross commissions paid by Carriers and Agency Fees received from clients related to policies intheir first ter