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Agilon Health Inc (AGL)
NYSE:AGL
Earnings Data
Report Date
May 12, 2026After Close (Confirmed)
Period Ending
2026 (Q1)Consensus EPS Forecast
0.06Last Year’s EPS
0.03Same Quarter Last Year
Based on 10 Analysts Ratings
Earnings Call Summary
Earnings Call Sentiment|Neutral
The call communicated a clear, quantified plan for a material financial turnaround in 2026 — including specific revenue, medical margin and adjusted EBITDA targets — supported by strengthened data/analytics, scaled clinical pathways (CHF adoption >90%), quality improvement (composite ~4.2 stars) and $35M of operating cost reductions. However, significant 2025 losses (FY adjusted EBITDA -$296M), elevated and volatile medical cost trends (2025 ~6.5%, 2026 assumed gross 7.5%/net 7.0%), membership contraction from contract exits (≈50k MA members), and regulatory uncertainty around CMS’ rate notice present meaningful near-term risks. On balance, the call presented balanced progress and material challenges: management provided credible levers and quantified guidance for improvement, but execution and external factors (cost trends, CMS rates, claims visibility) are non‑trivial risks to achieving the stated goals.Company Guidance
2026 Financial Guidance and Projected Turnaround
Company provided full-year 2026 guidance of $5.41B–$5.58B revenue (midpoint $5.5B) versus 2025 revenue of $5.93B (≈ -7.3% YoY). 2026 medical margin guidance $300M–$350M (midpoint $325M) compared with a 2025 full-year medical margin of -$57M (implying ≈ $382M year-over-year improvement in medical margin). Adjusted EBITDA guidance for 2026 is -$15M to +$15M (breakeven at midpoint) versus 2025 adjusted EBITDA of -$296M (≈ $296M improvement to midpoint). ACO REACH expected contribution of $20M–$25M in 2026. Expect to end 2026 with at least $125M cash on hand; ended FY2025 with $285M cash & marketable securities plus $91M off-balance-sheet ACO cash.
Clinical Pathways and Burden-of-Illness (BOI) Enhancements
Advanced clinical pathways (heart failure, dementia, COPD) with congestive heart failure program adopted in over 90% of the network. Enhanced BOI/data pipeline now includes over 85% of members with a reported >99% correlation rate; AI-assisted high-risk member identification and diagnosis expected to deliver benefits beyond prior V28 implementation and drive an estimated net 40 basis point improvement year-over-year in risk revenue.
Quality Performance and Increased Incentive Opportunity
Platform composite quality score around 4.2 stars (outperforming benchmarks). Management expects to more than double the incentive contribution opportunity in 2026 versus 2025 and indicated quality programs have matured (stronger care-gap closure, primary-care–driven Star measure improvements).
Cost Reductions and Operational Discipline
Executed $35M in operating cost reductions above prior communicated levels. G&A guidance for 2026 approximately $234M (slightly lower than 2025), geo entry expense ~$15M. Disciplined contracting prioritized economic sustainability (including pausing growth and exiting unprofitable contracts) and reduced Medicare Part D exposure to below 15% of membership.
ACO REACH Performance and Structural Opportunities
ACO REACH full-year adjusted EBITDA for 2025 was $41M (Q4 -$6M). Management views CMS’ LEAD (post-REACH) 10‑year design as a positive, providing a longer horizon to plan and invest. Capital actions include extending the credit facility by two years and a plan to pursue a reverse stock split.
AGL Earnings History
The table shows recent earnings report dates and whether the forecast was beat or missed. See the change in forecast and EPS from the previous year.
Beat
Missed
AGL Earnings-Related Price Changes
Report Date | Price 1 Day Before | Price 1 Day After | Percentage Change |
|---|---|---|---|
Feb 25, 2026 | $0.50 | $0.59 | +18.80% |
Nov 04, 2025 | $0.72 | $0.75 | +4.01% |
Aug 07, 2025 | $0.88 | $0.87 | -0.23% |
May 06, 2025 | $4.46 | $3.39 | -23.99% |
Earnings announcements can affect a stock’s price. This table shows the stock's price the day before and the day after recent earnings reports, including the percentage change.
FAQ
When does Agilon Health Inc (AGL) report earnings?
Agilon Health Inc (AGL) is schdueled to report earning on May 12, 2026, After Close (Confirmed).
What is Agilon Health Inc (AGL) earnings time?
Agilon Health Inc (AGL) earnings time is at May 12, 2026, After Close (Confirmed).
Where can I see when companies are reporting earnings?
You can see which companies are reporting today on our designated earnings calendar.
What companies are reporting earnings today?
You can see a list of the companies which are reporting today on TipRanks earnings calendar.
What is AGL EPS forecast?
AGL EPS forecast for the fiscal quarter 2026 (Q1) is 0.06.