The earnings call highlighted the company's strategic initiatives and improvements in data visibility and quality metrics, but these were overshadowed by disappointing financial results, leadership changes, and the withdrawal of 2025 guidance due to market uncertainties.
Company Guidance
During the agilon health Second Quarter 2025 Conference Call, the company announced it was withdrawing its 2025 guidance due to underperformance and unexpected industry complexities. Despite efforts to enhance their platform through AI and technology investments, the company faced two key challenges: a lower-than-expected 2024 risk adjustment baseline and lower-than-anticipated 2025 risk adjustment trends. Medical cost trends remained stable at around 6%, and Medicare Advantage membership was reported at 498,000 for Q2 2025. The company emphasized strategic initiatives, including improving contract economics and enhancing data visibility, to drive performance improvements anticipated for 2026. Additionally, agilon health is actively negotiating with payers for 2026, with 50% of membership contracts up for renewal, focusing on better aligning economic terms with the value delivered. As part of the turnaround strategy, the company is taking decisive actions to recalibrate its organizational culture and leadership structure.
Introduction of Enhanced Data Platform
The company has significantly improved data visibility and timeliness with approximately 72% of the patient population validated on an enhanced data platform, leading to a high correlation with 2024 and midyear 2025 data.
Reduction in Part D Exposure
agilon health has successfully reduced exposure to Medicare Part D, with less than 30% of membership carrying Part D risk in 2025, and continued efforts to reduce it further for 2026.
Strong Quality and Clinical Outcomes
The company continues to demonstrate strong quality performance metrics with readmission, hospital admission, and ER visit rates 20% to 30% better than local fee-for-service benchmarks. The overall demand for the total care model remains strong with an NPS score of 85.
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
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.