Earnings summaries and quarterly performance for DocGo.
Executive leadership at DocGo.
Board of directors at DocGo.
Research analysts who have asked questions during DocGo earnings calls.
PC
Pito Chickering
Deutsche Bank
3 questions for DCGO
Also covers: ACHC, AHCO, AVAH +18 more
Ryan MacDonald
Needham & Company
3 questions for DCGO
Also covers: ACCD, AMWL, BNED +17 more
AD
Aditya Dagaonkar
Northland Capital Markets
1 question for DCGO
Also covers: CTLP, GRRR, ONDS +1 more
David Grossman
Stifel
1 question for DCGO
Also covers: DH, DRIO, EPAM +3 more
David Larsen
BTIG
1 question for DCGO
Also covers: ACCD, AGL, AMWL +19 more
GI
Gabrielle Ingoglia
Cantor Fitzgerald
1 question for DCGO
Also covers: ACHC, HCAT, TBRG +1 more
JS
Jenny Shen
TD Cowen
1 question for DCGO
Also covers: AGL, CCSI, CYRX +8 more
KR
Kieran Ryan
Deutsche Bank
1 question for DCGO
Also covers: AHCO, AVAH, BTSG +3 more
Michael Latimore
Northland Capital Markets
1 question for DCGO
Also covers: REKR, SYM
Richard Close
Canaccord Genuity Group
1 question for DCGO
Also covers: ACCD, AHCO, CLOV +15 more
Sarah James
Cantor Fitzgerald
1 question for DCGO
Also covers: ACHC, AMED, CI +15 more
Recent press releases and 8-K filings for DCGO.
DocGo Discusses 2026 Outlook, Growth Initiatives, and Operational Improvements
DCGO
Guidance Update
New Projects/Investments
M&A
- DocGo projects $280 million-$300 million in revenue for 2026, reflecting approximately 20% organic growth year-over-year when excluding migrant work.
- The company's mobile health segment, particularly care gap closure, is its fastest-growing area, currently engaging with six payers and having 1.3 million cumulative lives assigned.
- The recent acquisition of SteadyMD is expected to enhance DocGo's telehealth capabilities and contribute to margin improvement, with SteadyMD currently operating at approximately 40% gross margins.
- DocGo experienced an estimated $8-$9 million revenue opportunity cost in 2025 due to 26,000 lost medical transportation calls from staffing shortages, and is focused on improving staffing and reducing overtime rates from 11% to 5%.
- The company paid for the SteadyMD acquisition from its balance sheet and anticipates collecting $20 million in outstanding migrant-related receivables in Q1 2026, while also actively pursuing M&A opportunities.
Jan 14, 2026, 6:30 PM
DCGO Provides 2026 Revenue Guidance and Operational Focus
DCGO
Guidance Update
M&A
Revenue Acceleration/Inflection
- DCGO projects 2026 revenue guidance of $280 million - $300 million, representing approximately 20% organic growth from an adjusted 2025 base of around $250 million (excluding migrant work).
- The company completed the SteadyMD acquisition for $25 million ($12.5 million upfront from balance sheet), enhancing its mobile health capabilities, particularly care gap closure, which is expected to reach 40% gross margins at maturity.
- Medical transportation, which was 70% of Q3 revenue, faces supply-side challenges, with an estimated $8-$9 million revenue opportunity cost in 2025 due to unfulfilled calls; DCGO is actively focusing on EMT recruitment and retention to meet strong demand and achieve its goal of over 10% EBITDA margins.
- DCGO expects to collect $20 million outstanding from the Department of Housing Preservation and Development in Q1 2026 and has paid down its $30 million line of credit balance to zero, providing capital flexibility for organic growth and strategic tuck-in acquisitions.
Jan 14, 2026, 6:30 PM
DocGo Discusses Growth Initiatives and Financial Outlook at Needham Conference
DCGO
M&A
New Projects/Investments
Revenue Acceleration/Inflection
- DocGo, a mobile health services provider, highlighted its mobile health segment as the fastest-growing part of the business, with care gap closure revenue quadrupling between 2024 and 2025.
- The company is actively working with six payers for care gap closure, with an additional two to four in the contract redlining stage expected in the first half of 2026, and has been assigned a cumulative total of approximately 1.3 million lives.
- DocGo completed the acquisition of SteadyMD for $25 million (with $12.5 million upfront) to integrate telehealth services and enhance its "last mile" mobile health offerings, with SteadyMD contributing gross margins of about 40%.
- The medical transportation segment, which comprised 70% of revenue in Q3 2025, aims to improve its down margins from the current 6-7% to over 10%.
- Financially, DocGo expects to collect $20 million in outstanding payments from a migrant program in Q1 2026 and has paid down its $30 million line of credit to zero.
Jan 14, 2026, 6:30 PM
DocGo Provides Business Update and 2025 Revenue Guidance
DCGO
Guidance Update
M&A
New Projects/Investments
- DocGo is a mobile healthcare company that delivers tech-driven medical care, including medical transportation, care-in-the-home, and remote patient monitoring, having served over 10 million patients since its inception.
- For Q3, the company reported $70.8 million in revenue, an Adjusted gross margin of 33%, and an Adjusted EBITDA loss of $7.2 million.
- DocGo issued 2025 revenue guidance of $280 million to $300 million, which is projected to triple the base business revenue over the past five years.
- The company recently acquired SteadyMD, an acquisition expected to improve gross margins by up to 10% and expand capacity for in-home visits by leveraging its network of hundreds of advanced practice providers across 50 states.
- DocGo maintains a strong balance sheet with $95.2 million in cash and no outstanding debt on its line of credit.
Dec 9, 2025, 6:00 PM
DocGo Inc. Highlights Q3 2025 Performance, 2026 Guidance, and Strategic Acquisition
DCGO
Guidance Update
M&A
Revenue Acceleration/Inflection
- DocGo Inc. reported Q3 2025 revenue of $70.8 million and an Adjusted EBITDA loss of $7.2 million, while maintaining a strong balance sheet with $95.2 million in cash and no outstanding debt.
- The company provided 2026 revenue guidance of $280 million to $300 million, noting this figure is based on existing customers and does not account for potential growth from new customers, markets, or M&A activities.
- DocGo recently acquired SteadyMD, a company expected to generate $25 million in revenue this year, to enhance its in-home visit model, with an anticipated gross margin improvement of up to 10% on deployment and support for expansion into new markets.
- For 2025, DocGo projects providing medical transportation for approximately 700,000 patients and care in the home for over 150,000 patients, driven by significant year-over-year growth in areas like Care Gap Closure and Transitional Care (320%).
Dec 9, 2025, 6:00 PM
DocGo Inc. Provides Q3 2025 Financials and FY 2026 Revenue Guidance
DCGO
Guidance Update
M&A
Revenue Acceleration/Inflection
- DocGo Inc. reported Q3 2025 revenue of $70.8 million, an adjusted gross margin of 33%, and an adjusted EBITDA loss of $7.2 million. The company maintains a strong balance sheet with $95.2 million in cash and no debt.
- The company issued revenue guidance for FY 2026 between $280 million and $300 million, noting this projection is based on existing customers and excludes potential new customers, markets, or M&A activities.
- DocGo recently acquired SteadyMD, a company expected to generate $25 million in revenue in 2025, which is anticipated to improve gross margins by up to 10% and expand capacity for its in-home visit model.
- The growth strategy emphasizes expanding with current payers, adding new payers, and entering new markets with existing customers, leveraging its vertically integrated, tech-driven mobile healthcare and medical transportation platform.
Dec 9, 2025, 6:00 PM
DocGo Discusses Strategic Acquisitions and Financial Transition at Southwest IDEAS Conference
DCGO
M&A
Guidance Update
Revenue Acceleration/Inflection
- DocGo (DCGO) provides mobile health and medical transportation services in the U.S. and U.K., leveraging a tech-driven mobile care platform.
- The company recently acquired SteadyMD in October 2025 to bolster its 50-state virtual care network and telehealth capabilities, and also acquired a mobile phlebotomy company earlier in 2025.
- For Q3 2025, DocGo reported revenue of $70.8 million - $71 million and an adjusted EBITDA loss of $7 million.
- DocGo is transitioning from non-recurring COVID and migrant-related revenues, with 2025 revenue projected at $320 million, down from over $600 million in 2024, though its core medical transportation business is expected to exceed $200 million in 2025, growing from $48 million in 2019.
- The company maintains a strong balance sheet with $95 million in total cash and generated positive operating cash flow of $45 million through the first nine months of 2025, driven by working capital improvements.
Nov 19, 2025, 7:20 PM
DocGo Discusses Strategic Shift and Q3 2025 Performance at Investor Conference
DCGO
Guidance Update
M&A
- DocGo's CFO, Norm Rosenberg, outlined the company's strategic shift away from non-recurring population health revenues, which peaked at over $600 million in 2023-2024, to a projected $320 million in 2025, driven by the growth of its core medical transportation and mobile health businesses.
- The company recently acquired SteadyMD in October 2025, which provides a 50-state virtual provider network and enables DocGo to vertically integrate telehealth with its in-home care services.
- DocGo reported Q3 2025 revenue of $70.8 million, an adjusted gross margin of 33%, and an adjusted EBITDA loss of $7 million.
- Despite a negative EBITDA of $18 million through the first nine months of 2025, DocGo generated $45 million in positive operating cash flow due to improved collection of accounts receivable, which had peaked at $280 million in Q1 2024. The company maintains a strong balance sheet with approximately $95 million in net cash and actively pursues M&A opportunities.
Nov 19, 2025, 7:20 PM
DocGo Reports Q3 2025 Results and Announces SteadyMD Acquisition
DCGO
Earnings
M&A
Guidance Update
- DocGo reported total revenue of $70.8 million and an Adjusted EBITDA loss of $7.2 million for Q3 2025, with a consolidated adjusted gross margin of 25.6%.
- The company acquired SteadyMD, gaining a 50-state virtual care clinical network expected to enhance in-home care, potentially improve gross margin by up to 10%, and be accretive to EBITDA in 2026.
- As of September 30, 2025, DocGo maintained a strong balance sheet with $95.2 million in total net cash and $353.8 million in total assets.
- DocGo projects significant growth in key metrics for 2025 and 2026, including 800,000 patients assigned for gap closure & TCM in 2025 and 3.5 million virtual care visits & lab orders in 2025.
- The company achieved record volumes across all major business lines in Q3 2025 compared to Q3 2024, notably a 320% increase in care gap closure and transitions of care.
Nov 12, 2025, 11:00 PM
DocGo Reports Q3 2025 Results and Provides 2026 Guidance
DCGO
Earnings
Guidance Update
M&A
- DocGo reported Q3 2025 revenue of $70.8 million and an Adjusted EBITDA loss of $7.1 million.
- The company updated its full-year 2025 revenue guidance to $315 million-$320 million and projected an Adjusted EBITDA loss of $25 million-$28 million.
- For 2026, DocGo anticipates revenue of $280 million-$300 million, reflecting 12%-20% year-over-year base business growth, and an Adjusted EBITDA loss of $15 million-$25 million, with an expectation to exit the year Adjusted EBITDA positive at the top end of revenue guidance.
- DocGo acquired SteadyMD, a virtual care provider, which is projected to contribute $25 million to 2026 payer and provider revenue.
- The company strengthened its balance sheet by becoming debt-free as of Q3 2025 after paying off its outstanding line of credit, holding $95.2 million in cash and cash equivalents.
Nov 10, 2025, 10:00 PM
Quarterly earnings call transcripts for DocGo.
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