Earnings summaries and quarterly performance for agilon health.
Executive leadership at agilon health.
Ben Shaker
Detailed
Chief Markets Officer
Denise Zamore
Detailed
Chief Legal Officer and Corporate Secretary
Girish Venkatachaliah
Detailed
Chief Technology Officer
Heidi Hittner
Detailed
Executive Vice President and Chief of Staff
Jeffrey Schwaneke
Detailed
Chief Financial Officer
Karthik Rao
Detailed
Chief Medical Officer
Ron Williams
Detailed
Executive Chairman
Board of directors at agilon health.
Research analysts who have asked questions during agilon health earnings calls.
George Hill
Deutsche Bank
4 questions for AGL
Also covers: CAH, CI, CNC +16 more
Justin Lake
Wolfe Research, LLC
4 questions for AGL
Also covers: CI, CNC, CVS +8 more
Ryan Langston
TD Cowen
4 questions for AGL
Also covers: ACHC, ADUS, ALHC +15 more
Andrew Mok
Barclays
3 questions for AGL
Also covers: ACHC, ADUS, ALHC +21 more
Daniel Grosslight
Citigroup
3 questions for AGL
Also covers: CAH, COR, CTEV +12 more
Elizabeth Anderson
Evercore ISI
3 questions for AGL
Also covers: ALGN, CAH, COR +23 more
Jack Slevin
Jefferies Financial Group Inc.
3 questions for AGL
Also covers: AMN, ASTH, ATGE +8 more
Lisa Gill
JPMorgan Chase & Co.
3 questions for AGL
Also covers: CAH, CI, COR +13 more
Matthew Shea
Needham & Company
3 questions for AGL
Also covers: AMWL, CHGG, DCBO +5 more
Stephen Baxter
Wells Fargo & Company
3 questions for AGL
Also covers: BTSG, CAH, CI +15 more
Adam Ron
Bank of America Corporation
2 questions for AGL
Also covers: ALHC, CI, CNC +3 more
Amir Farahani
Sanford C. Bernstein & Co., LLC
2 questions for AGL
Benjamin Mayo
Leerink Partners
2 questions for AGL
Also covers: ACHC, AMED, ARDT +10 more
Jailendra Singh
Truist Securities
2 questions for AGL
Also covers: ACCD, AMWL, ASTH +16 more
Jenny Shen
TD Cowen
2 questions for AGL
Also covers: CCSI, CYRX, DCGO +8 more
Michael Ha
Robert W. Baird & Co.
2 questions for AGL
Also covers: ALHC, ASTH, CNC +7 more
Ryan Daniels
William Blair & Company, L.L.C.
2 questions for AGL
Also covers: ACCD, ALHC, DOCS +12 more
Craig Jones
Stifel Financial Corp.
1 question for AGL
Also covers: ALHC, ASTH, OSCR +1 more
David Larsen
BTIG
1 question for AGL
Also covers: ACCD, AMWL, ASTH +19 more
Eduardo Ron
Truist Securities, Inc.
1 question for AGL
Also covers: EVH
Hua Ha
Robert W. Baird & Co. Incorporated
1 question for AGL
Also covers: CNC, ELV, HUM +4 more
Joanna Gajuk
Bank of America
1 question for AGL
Also covers: ACHC, ADUS, ALHC +21 more
Lance Wilkes
Sanford C. Bernstein & Co., LLC
1 question for AGL
Also covers: CI, CNC, ELV +4 more
Olivier
Citigroup
1 question for AGL
Also covers: LEAT
Thomas Walsh
Barclays
1 question for AGL
Also covers: THC
Recent press releases and 8-K filings for AGL.
Agilon Health CFO discusses 2026 profitability focus and cash outlook
AGL
Guidance Update
Revenue Acceleration/Inflection
New Projects/Investments
- Agilon Health (AGL) has made a conscious decision to pause growth for 2025 and 2026 to prioritize improving profitability, which includes exiting markets at the end of 2024, affecting approximately 29,000 members.
- The company projects ending 2025 with $300 million in cash and 2026 with $100 million in cash, including ACO entities.
- A disciplined contracting strategy, aimed at reducing variability like Part D risk (down from 60% of contracts in 2024 to 30% in 2025), is expected to drive improved profitability in 2026, even with a potential slight reduction in membership.
- Management anticipates a $30 million benefit in 2026 from rebaselining its cost structure.
- Payer bidding for 2026 is generally pricing for margin, with rates broadly seen slightly above the benchmark rate (roughly 9%), providing a tailwind, and the company is confident in offsetting the final year impact of V28.
5 days ago
Agilon Health Discusses 2026 Strategy and Financial Outlook
AGL
Guidance Update
Management Change
- Agilon Health is prioritizing profitability over growth for 2025 and 2026, implementing a disciplined contracting approach that may lead to a slight reduction in membership and the exit of markets representing 29,000 members.
- The company expects to end 2025 with $300 million in cash and 2026 with $100 million in cash, including ACO entities.
- For 2026, Agilon Health anticipates offsetting the final year of V28 impact and expects quality dollar opportunities to double from $25 million in 2025.
- Utilization remained elevated but stable in the first half of 2025, with a full-year estimate of roughly 5.5%.
- An active search is underway for a new CEO to lead the company during this transformative period.
5 days ago
Agilon Health Prioritizes Profitability Over Growth, Projects Cash Position
AGL
Guidance Update
New Projects/Investments
Revenue Acceleration/Inflection
- agilon health is pausing growth for 2025 and 2026 to focus on improving profitability, which is expected to result in a step down in membership due to market exits and disciplined contracting.
- The company anticipates a $30 million EBITDA benefit in 2026 from streamlining its cost structure and expects the opportunity to earn from quality performance to double in 2026 from $25 million in 2025.
- Management is confident in offsetting the final year of V28 impact in 2026 through revamped processes and advanced analytics, having already offset it in the prior two years.
- agilon health is actively reducing its exposure to Part D risk, with 60% of contracts having Part D risk in 2024 decreasing to 30% in 2025, and further reductions expected in 2026. The company projects ending 2025 with $300 million in cash and 2026 with $100 million in cash.
5 days ago
Rosen Law Firm Investigates agilon health Following Suspended Guidance and Stock Decline
AGL
Legal Proceedings
Guidance Update
Profit Warning
- Rosen Law Firm is investigating potential securities claims against agilon health, inc. (NYSE: AGL), alleging the company may have issued materially misleading business information to the investing public.
- This investigation follows agilon health's August 4, 2025, announcement of second-quarter 2025 results, where the company's Executive Chair stated that "industry headwinds are more acute than previously expected".
- Concurrently, agilon health announced it was suspending its previously issued full-year 2025 financial guidance and related assumptions.
- On August 5, 2025, agilon health's stock fell 51.5% in response to this news.
Nov 27, 2025, 3:02 PM
agilon health, inc. Receives NYSE Non-Compliance Notice Regarding Stock Price
AGL
Delisting/Listing Issues
- agilon health, inc. (AGL) received a notice of non-compliance from the New York Stock Exchange (NYSE) on November 5, 2025, because its common stock's average closing price was less than $1.00 per share over a consecutive 30 trading-day period ending November 4, 2025.
- The company plans to regain compliance by pursuing a reverse stock split, which is subject to shareholder approval at its annual general meeting in 2026.
- This notice has no immediate impact on the listing or trading of AGL's common stock on the NYSE.
Nov 7, 2025, 12:03 PM
agilon Health Receives NYSE Non-Compliance Notice for Low Stock Price
AGL
Delisting/Listing Issues
Proxy Vote Outcomes
- agilon health (AGL) received a notice of non-compliance from the NYSE on November 5, 2025, because its average closing stock price was less than $1.00 per share over a 30 consecutive trading-day period ended November 4, 2025.
- This notice has no immediate impact on the listing of the company's common stock, which will continue to be listed and traded on the NYSE during a cure period.
- To regain compliance, agilon health intends to seek stockholder approval for a reverse stock split at its annual general meeting in 2026.
Nov 7, 2025, 12:00 PM
Agilon Health Reports Q3 2025 Results and Reinstates Full-Year Guidance
AGL
Earnings
Guidance Update
- Agilon Health (AGL) reported Q3 2025 revenue of $1.44 billion, a negative medical margin of $57 million, and negative adjusted EBITDA of $91 million.
- The company reinstated its full-year 2025 guidance, projecting revenue between $5.81 billion and $5.83 billion, medical margin between negative $5 million and $15 million, and adjusted EBITDA between negative $270 million and negative $245 million.
- The 2025 financial outlook is significantly impacted by a $150 million reduction in medical margin due to lower-than-expected risk adjustment and costs from exited markets.
- AGL anticipates $30 million in operating cost reductions for 2026 and plans to pursue a reverse stock split, seeking stockholder approval at its annual general meeting in 2026.
- The company expects to end 2025 with approximately $310 million in cash and projects at least $100 million by the end of 2026.
Nov 4, 2025, 9:30 PM
AGL Reports Q3 2025 Results and Updates Full-Year Guidance
AGL
Earnings
Guidance Update
- AGL reported Total Revenues of $1,435 million, a Net Loss of ($110 million), and Adjusted EBITDA of ($91 million) for Q3 2025.
- The company updated its full-year 2025 guidance, projecting Total Revenues between $5,810 million and $5,830 million, Medical Margin between ($5) million and $15 million, and Adjusted EBITDA between ($270) million and ($245) million.
- Q3 2025 revenue was negatively impacted by a $73 million risk adjustment and $20 million from exited markets.
- AGL reported a strong balance sheet with approximately $311 million in cash and short-term investments as of Q3 2025, excluding ACO REACH entities cash.
- For 2026, the company expects performance to be enhanced by positive CMS rates, favorable payer bids, improved contracting, risk adjustment, quality incentives, and $30 million in operating expense cost reductions, despite an anticipated reduction in year-over-year profitability from ACO REACH.
Nov 4, 2025, 9:30 PM
agilon health Reports Third Quarter 2025 Results and Re-Establishes Full Year Outlook
AGL
Earnings
Guidance Update
Profit Warning
- agilon health reported a net loss of $110 million and an Adjusted EBITDA loss of $91 million for the third quarter ended September 30, 2025.
- Total revenue for Q3 2025 was $1.44 billion, a 1% decrease compared to the third quarter of 2024, primarily due to lower risk adjustment revenue and market exits.
- The company re-established its full-year 2025 outlook, projecting total revenues between $5,810 million and $5,830 million and an Adjusted EBITDA loss ranging from $270 million to $245 million.
- As of September 30, 2025, total members on the agilon platform decreased to 618,000, reflecting previously disclosed market exits.
- agilon health is executing transformation initiatives, including an expected $30 million in operating cost reductions for 2026.
Nov 4, 2025, 9:09 PM
agilon health Reports Third Quarter 2025 Results and Re-Establishes Full Year Outlook
AGL
Earnings
Guidance Update
Demand Weakening
- For the third quarter ended September 30, 2025, agilon health reported a net loss of $110 million and an Adjusted EBITDA loss of $91 million.
- Total revenue for Q3 2025 was $1.44 billion, a 1% decrease compared to Q3 2024, influenced by a $73 million reduction in risk adjustment revenue and market exits.
- Total members on the agilon platform decreased to 618,000 as of September 30, 2025, including 503,000 Medicare Advantage members.
- The company re-established its full-year 2025 guidance, forecasting total revenues between $5,810 million and $5,830 million and an Adjusted EBITDA loss ranging from $270 million to $245 million.
- Transformation initiatives are expected to result in $30 million in operating cost reductions in 2026.
Nov 4, 2025, 9:05 PM
Quarterly earnings call transcripts for agilon health.
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