Agilon Health reports Q3 EPS (27c), consensus (14c)

Reports Q3 revenue $1.44B, consensus $1.42B. Total members on the agilon platform decreased to 618,000 as of September 30, 2025, including 503,000 Medicare Advantage members and 115,000 ACO REACH model beneficiaries, as compared to September 30, 2024. Year-over-year changes to membership reflect previously disclosed market exits. “In the third quarter we made tangible progress executing on our transformation initiatives while continuing to absorb the impact of historical challenges. We have enhanced data visibility, instilled a greater financial discipline in our payor contracting processes, and reduced operating costs,” said Ronald A. Williams, Executive Chair. “We are building a more streamlined, agile, accountable, and performance-driven organization. These efforts are already delivering measurable impact-reducing operating expenses by an expected $30 million in 2026, and supporting strong performance expectations for our BOI, clinical, and quality initiatives, with additional potential from more favorable rates, contract economics and payer bids. We remain focused on driving improved and sustainable financial performance in a dynamic healthcare market.”