DocGo, Inc. (DCGO)
NASDAQ:DCGO
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Earnings Data
Report Date
Aug 10, 2026After Close (Confirmed)
Period Ending
2026 (Q2)Consensus EPS Forecast
-0.1Last Year’s EPS
-0.11Same Quarter Last Year
Moderate Buy
Based on 5 Analysts Ratings
Earnings Call Summary
Earnings Call Sentiment|Neutral
The call presented a mix of strong top‑line momentum and operational wins (raised full‑year revenue outlook, record volumes, SteadyMD acceleration, mobile phlebotomy and care‑gap scale) balanced against meaningful near‑term profitability and cash challenges (wider adjusted EBITDA loss, margin headwinds from fuel and temporary labor incentives, and $13M of outstanding receivables). Management expects many of the margin and expense pressures to be temporary and the majority of cost savings to flow through by Q3, while growth initiatives and contract renewals support the updated revenue guidance.Company Guidance
Revenue Growth Excluding Migrant Programs
Reported Q1 2026 revenue of $75.6M (vs. $96.0M in Q1 2025). The year‑over‑year decline was driven by wind‑down of migrant projects; removing migrant revenues, Q1 revenue increased ~24% YoY. After adjusting for both migrant revenues (2025) and SteadyMD (2026), underlying revenues still rose ~8% YoY.
Raised Full‑Year Revenue Guidance
Management increased 2026 revenue guidance to roughly $300M–$315M (Norm referenced $310M–$315M), representing approximately 19%–25% growth over 2025 base revenues and a midpoint increase of about $12M versus prior guidance; SteadyMD accounted for an estimated $8M–$9M of the guidance uplift.
SteadyMD Accelerated Growth
SteadyMD generated approximately $9.0M–$9.5M in Q1 revenue (beat Q4 by ~ $1M), completed ~1.1M visits and lab orders in the period (visits/orders up 38% YoY), and is running at an annualized pace near $35M–$36M if maintained; new contract wins (e.g., online pharmacy for weight‑loss prescribing) expand pipeline.
Record Volumes Across Business Lines
Management reported record volumes in Q1 with U.S. medical transportation +17% YoY, health care in the home +46% YoY, mobile phlebotomy +8% YoY, cardiac & remote patient monitoring +13% YoY, and virtual care & lab orders +37% YoY.
Mobile Phlebotomy & Home Health Momentum
Mobile phlebotomy projected to grow as much as 75% in 2026; daily home visits targeted to rise from ~600/day to ~900/day by end of 2026. New territorial expansion into Upstate NY, Pennsylvania and planned Florida launch; integration work with a national lab and AI automation planned to improve margins.
Care Gap / PCP Expansion and Outcomes
Surpassed 1.6M lives assigned for care gap services since inception; visits completed increased 46% YoY. Began onboarding PCP/longitudinal care with a panel of over 1,000 patients (majority enrolled in Q1); management targets this business line to break even in late 2026 and reported >50% readmission reduction for longitudinal care patients.
Medical Transportation Renewals and International Win
Transport revenues were the highest quarterly in company history at $51.9M (up from $50.8M). Secured renewals with major NY hospital systems, new contracts in Tennessee and Wisconsin, and a new nonemergency patient transport contract with Great Western Hospitals NHS Foundation Trust (UK).
Operating Cost Improvements Beginning to Show
Adjusted operating expenses (excluding depreciation, stock‑based comp and nonrecurring items) declined from $35.7M in Q4 2025 to $34.1M in Q1 2026. Management expects further sequential SG&A declines and the bulk of identified cost‑savings to flow through by Q3 2026.
DCGO 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
DCGO Earnings-Related Price Changes
Report Date | Price 1 Day Before | Price 1 Day After | Percentage Change |
|---|---|---|---|
May 11, 2026 | $0.59 | $0.59 | +0.51% |
Mar 16, 2026 | $0.65 | $0.78 | +20.09% |
Nov 10, 2025 | $1.11 | $1.10 | -0.90% |
Aug 07, 2025 | $1.39 | $1.57 | +12.95% |
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 DocGo, Inc. (DCGO) report earnings?
DocGo, Inc. (DCGO) is schdueled to report earning on Aug 10, 2026, After Close (Confirmed).
What is DocGo, Inc. (DCGO) earnings time?
DocGo, Inc. (DCGO) earnings time is at Aug 10, 2026, After Close (Confirmed).
Where can I see when companies are reporting earnings?
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What companies are reporting earnings today?
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What is DCGO EPS forecast?
DCGO EPS forecast for the fiscal quarter 2026 (Q2) is -0.1.