The earnings call reflects a challenging quarter for agilon health, marked by financial underperformance and leadership changes. Despite some positive developments such as enhancements in data platforms and strong quality performance metrics, the lowlights, including significant revenue declines and negative medical margin, outweigh the highlights.

Company Guidance -

Q3 2025

During the agilon health Second Quarter 2025 Conference Call, key guidance included the withdrawal of the company's 2025 guidance due to underperformance and industry headwinds. The company reported a negative $53 million medical margin for Q2 2025, down from a positive $106 million in Q2 2024, and an adjusted EBITDA of negative $83 million compared to negative $3 million in the previous year. Despite these challenges, agilon remains optimistic about future improvements, highlighting strategic initiatives such as enhancing their platform through technology and data improvements, which now validate 72% of their patient population. Additionally, they expect to see improvements in quality scores, targeting 4.25 stars or higher, and a focus on optimizing contract economics for 2026, with 50% of membership up for renewal. The company holds $327 million in cash and marketable securities, providing a buffer to navigate current challenges.

Enhanced Data Platform

Approximately 72% of the patient population is validated in the enhanced data platform, which increases confidence in estimating and validating cost trends and RAF scores for 2026 performance.

Quality Performance

agilon's year 2 plus markets have demonstrated strong quality performance metrics with readmission, hospital admission, and ER visit rates 20% to 30% better than the local fee-for-service benchmark.

Reduced Medicare Part D Exposure

Exposure to Medicare Part D has been successfully reduced to less than 30% of membership in 2025 with plans to reduce it further by 2026.

Strong Demand for Total Care Model

The total care model has an NPS score of 85, with 92% PCP retention and 90% retention among MA patients.

Agilon Health (AGL) Earnings, Revenues Date & History

The upcoming earnings date is based on a company’s previous reporting, and may be updated when the actual date is announced

Daily Earnings Calendar >

AGL Earnings History

Report Date	Fiscal Quarter	Forecast / EPS	Last Year's EPS	EPS YoY Change	Slides	Play Transcript
Oct 30, 2025	2025 (Q3)	-0.15 / -	-0.29	―	―	―
Aug 07, 2025	2025 (Q2)	-0.11 / -0.25	-0.07	-257.14% (-0.18)
May 06, 2025	2025 (Q1)	>-0.01 / 0.03	0.01	190.00% (+0.02)
Feb 25, 2025	2024 (Q4)	-0.22 / -0.26	-0.41	36.59% (+0.15)
Nov 07, 2024	2024 (Q3)	-0.10 / -0.29	-0.08	-262.50% (-0.21)
Aug 06, 2024	2024 (Q2)	-0.07 / -0.07	-0.04	-75.00% (-0.03)	―
May 07, 2024	2024 (Q1)	-0.01 / 0.01	0.04	-75.00% (-0.03)	―
Feb 27, 2024	2023 (Q4)	-0.28 / -0.41	-0.14	-192.86% (-0.27)
Nov 02, 2023	2023 (Q3)	-0.05 / -0.08	-0.07	-14.29% (>-0.01)	―
Aug 03, 2023	2023 (Q2)	-0.02 / -0.04	-0.05	20.00% (+0.01)	―

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
Aug 07, 2025	$0.88	$0.87	-1.14%
May 06, 2025	$4.46	$3.39	-23.99%
Feb 25, 2025	$3.63	$3.36	-7.44%
Nov 07, 2024	$2.79	$1.84	-34.05%

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 (AGL) report earnings?

Agilon Health (AGL) is schdueled to report earning on Oct 30, 2025, After Close (Confirmed).

What is Agilon Health (AGL) earnings time?

Agilon Health (AGL) earnings time is at Oct 30, 2025, 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 2025 (Q3) is -0.15.

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