Sign in

You're signed outSign in or to get full access.

Liz

Research Analyst at Deutsche Bank

Liz's questions to agilon health (AGL) leadership

Question · Q4 2025

Liz asked about agilon health's current exposure to Special Needs Plans (SNPs) compared to traditional MA membership and whether a mix shift towards SNPs could lead to a structurally higher margin opportunity over time.

Answer

Jeff Schwaneke (EVP and CFO, agilon health) stated that Special Needs Plans currently represent roughly 7% of agilon health's membership. He noted that there isn't enough information at this time to determine if there has been a significant mix shift or if it implies a structurally higher margin opportunity.

Ask follow-up questions

Fintool

Fintool can predict agilon health logo AGL's earnings beat/miss a week before the call

Question · Q4 2025

Liz asked about agilon's current exposure to Special Needs Plans (SNPs) versus traditional MA membership and whether a mix shift towards SNPs could lead to a structurally higher margin opportunity over time.

Answer

Jeff Schwaneke (EVP and CFO, agilon health) stated that SNP exposure is roughly 7% and that it is currently too early to determine if there has been a significant mix shift or its potential impact on margins.

Ask follow-up questions

Fintool

Fintool can write a report on agilon health logo AGL's next earnings in your company's style and formatting