{"filings":[{"id":2078838,"accession_number":"0001628280-26-053328","cik":1831097,"company_name":"agilon health, inc.","ticker":"AGL","form_type":"8-K","filed_at":"2026-08-05T20:07:17+00:00","items":["2.02","9.01"],"status":"ready","headline":"agilon health Q2 net income $18M vs loss; raises FY2026 guidance","summary_kind":"llm","event_type":"earnings","confidence":"high","bullets":["Total revenue $1.49B (+7% YoY); net income $18M vs net loss $104M in Q2 2025.","Medical margin $197M vs negative $53M; Adjusted EBITDA $70M vs negative $83M.","Total members 549,000 (down 10% YoY) due to disciplined contracting and market exits.","FY2026 guidance raised: revenue $5,775-$5,860M, medical margin $465-$505M, Adj. EBITDA $75-$95M.","Q3 2026 guidance: revenue $1,445-$1,475M, medical margin $105-$115M, Adj. EBITDA ($5)-$5M."],"consensus_eps_estimate":null,"consensus_eps_actual":null,"consensus_revenue_estimate":null,"consensus_revenue_actual":null,"consensus_period":null,"consensus_source":null,"sentiment":"positive","materiality_score":0.8,"calibrated_materiality_score":0.8,"market_cap_usd":1547087392.761831,"market_cap_bucket":"not_microcap","market_cap_source":"finnhub_profile2","market_cap_as_of_date":"2026-05-28","daily_digest_date":null,"daily_digest_url":null,"daily_digest_rank":null},{"id":1784084,"accession_number":"0001628280-26-049080","cik":1831097,"company_name":"agilon health, inc.","ticker":"AGL","form_type":"8-K","filed_at":"2026-07-21T21:51:52+00:00","items":["5.02","9.01"],"status":"ready","headline":"agilon health CTO Girish Venkatachaliah to depart Aug 1; receives $766K severance, extended equity vesting","summary_kind":"llm","event_type":"leadership","confidence":"high","bullets":["CTO Girish Venkatachaliah departs Aug 1; will provide transition consulting through Dec 31, 2026.","Cash severance of $766,063 (12 months base salary plus target bonus) paid in installments over one year.","Equity awards (including 2025 Transformation Award) continue vesting through April 30, 2027, subject to performance conditions.","Severance includes 12-month non-solicit and non-compete covenants; confidentiality obligations remain.","Separation is pursuant to a Severance Agreement and General Release; no admission of liability."],"consensus_eps_estimate":null,"consensus_eps_actual":null,"consensus_revenue_estimate":null,"consensus_revenue_actual":null,"consensus_period":null,"consensus_source":null,"sentiment":"neutral","materiality_score":0.5,"calibrated_materiality_score":0.5,"market_cap_usd":1547087392.761831,"market_cap_bucket":"not_microcap","market_cap_source":"finnhub_profile2","market_cap_as_of_date":"2026-05-28","daily_digest_date":null,"daily_digest_url":null,"daily_digest_rank":null},{"id":834637,"accession_number":"0001628280-26-040370","cik":1831097,"company_name":"agilon health, inc.","ticker":"AGL","form_type":"8-K","filed_at":"2026-06-03T20:31:23+00:00","items":["5.07"],"status":"ready","headline":"agilon health annual meeting votes; all three proposals approved","summary_kind":"llm","event_type":"other","confidence":"high","bullets":["Diana McKenzie, Karen McLoughlin, Ronald Williams elected Class II directors through 2029.","Ernst & Young ratified as independent auditor for fiscal year ending December 31, 2026.","Say-on-pay advisory vote passed with 11,228,258 for, 627,870 against.","Broker non-votes totaled 1,870,677 on director elections and say-on-pay.","All proposals received majority support; no other matters submitted."],"consensus_eps_estimate":null,"consensus_eps_actual":null,"consensus_revenue_estimate":null,"consensus_revenue_actual":null,"consensus_period":null,"consensus_source":null,"sentiment":"neutral","materiality_score":0.1,"calibrated_materiality_score":0.1,"market_cap_usd":1547087392.761831,"market_cap_bucket":"not_microcap","market_cap_source":"finnhub_profile2","market_cap_as_of_date":"2026-05-28","daily_digest_date":null,"daily_digest_url":null,"daily_digest_rank":null},{"id":95970,"accession_number":"0001628280-26-031254","cik":1831097,"company_name":"agilon health, inc.","ticker":"AGL","form_type":"8-K","filed_at":"2026-05-06T23:59:59+00:00","items":["2.02","9.01"],"status":"ready","headline":"agilon health Q1 net income $49M, Adjusted EBITDA $54M; raises FY2026 guidance; names Tim O'Rourke CEO","summary_kind":"llm","event_type":"earnings","confidence":"high","bullets":["Q1 net income $49M vs $12M YoY; Adjusted EBITDA $54M vs $21M; medical margin $149M vs $128M.","Total revenue $1.42B down 7% YoY; total members 536,000 (-11%) reflecting market exits.","Raised FY2026 guidance: revenue $5.68-5.805B, medical margin $350-400M, Adjusted EBITDA $10-40M (vs prior -$15 to $15M).","Tim O'Rourke named CEO, bringing 25+ years of healthcare leadership; prior Executive Chairman Ronald Williams remains.","Solid balance sheet: cash and marketable securities $303M, total debt $32M; ACO entities contributed $27M to Q1 Adjusted EBITDA."],"consensus_eps_estimate":null,"consensus_eps_actual":2.94,"consensus_revenue_estimate":null,"consensus_revenue_actual":1420460000.0,"consensus_period":"2026-Q1","consensus_source":"xbrl_only","sentiment":"positive","materiality_score":0.8,"calibrated_materiality_score":0.8,"market_cap_usd":1547087392.761831,"market_cap_bucket":"not_microcap","market_cap_source":"finnhub_profile2","market_cap_as_of_date":"2026-05-28","daily_digest_date":null,"daily_digest_url":null,"daily_digest_rank":null},{"id":95969,"accession_number":"0001628280-26-027512","cik":1831097,"company_name":"agilon health, inc.","ticker":"AGL","form_type":"8-K","filed_at":"2026-04-27T23:59:59+00:00","items":["5.02","7.01","9.01"],"status":"ready","headline":"agilon health appoints Tim O'Rourke as CEO, effective May 7, 2026","summary_kind":"llm","event_type":"leadership","confidence":"high","bullets":["Tim O'Rourke appointed CEO/President, effective May 7, 2026; joins Board as Class III director.","O'Rourke previously President of Help at Home, held leadership at Humana, Centene, Ascension Complete.","Compensation: $850K base salary, 100% target bonus, $500K signing bonus, RSUs (120K) and PSUs (200K) with stock price targets ($50, $100, $150).","Severance: 18 months base salary plus target bonus if terminated without cause or resignation for good reason.","Appointment follows comprehensive Board search; Ronald A. Williams continues as Chairman."],"consensus_eps_estimate":null,"consensus_eps_actual":null,"consensus_revenue_estimate":null,"consensus_revenue_actual":null,"consensus_period":null,"consensus_source":null,"sentiment":"neutral","materiality_score":0.75,"calibrated_materiality_score":0.75,"market_cap_usd":1547087392.761831,"market_cap_bucket":"not_microcap","market_cap_source":"finnhub_profile2","market_cap_as_of_date":"2026-05-28","daily_digest_date":null,"daily_digest_url":null,"daily_digest_rank":null},{"id":109441,"accession_number":"0001628280-26-022074","cik":1831097,"company_name":"agilon health, inc.","ticker":"AGL","form_type":"8-K","filed_at":"2026-03-30T23:59:59+00:00","items":["3.03","5.03","9.01"],"status":"ready","headline":"agilon health completes 1-for-25 reverse stock split effective March 30, 2026","summary_kind":"llm","event_type":"other_material","confidence":"high","bullets":["Ratio set at 1-for-25; approved by stockholders at March 17, 2026 special meeting.","Effective at 4:36 p.m. ET on March 30; trading begins split-adjusted March 31 under 'AGL'.","No fractional shares issued; cash paid in lieu of fractions.","Proportional adjustments made to equity awards and outstanding options.","New CUSIP number is 00857U 206; authorized shares and par value unchanged."],"consensus_eps_estimate":null,"consensus_eps_actual":null,"consensus_revenue_estimate":null,"consensus_revenue_actual":null,"consensus_period":null,"consensus_source":null,"sentiment":"neutral","materiality_score":0.5,"calibrated_materiality_score":0.5,"market_cap_usd":1547087392.761831,"market_cap_bucket":"not_microcap","market_cap_source":"finnhub_profile2","market_cap_as_of_date":"2026-05-28","daily_digest_date":null,"daily_digest_url":null,"daily_digest_rank":null},{"id":109440,"accession_number":"0001628280-26-019406","cik":1831097,"company_name":"agilon health, inc.","ticker":"AGL","form_type":"8-K","filed_at":"2026-03-18T23:59:59+00:00","items":["5.07","8.01","9.01"],"status":"ready","headline":"agilon health to effect 1-for-25 reverse stock split on March 30, 2026 to maintain NYSE listing","summary_kind":"llm","event_type":"other_material","confidence":"high","bullets":["Stockholders approved reverse split at special meeting on March 17; votes were 356,574,789 for, 6,187,388 against, 365,864 abstained.","Board set ratio at 1-for-25; effective 5:01 p.m. ET March 30; split-adjusted trading begins March 31 under ticker AGL.","Approximately 16,605,993 shares outstanding post-split; no fractional shares issued, cash in lieu paid.","Reverse split intended to bring bid price above $1.00 to comply with NYSE continued listing requirements.","CUSIP for new shares: 00857U 206; transfer agent Computershare will handle exchange."],"consensus_eps_estimate":null,"consensus_eps_actual":null,"consensus_revenue_estimate":null,"consensus_revenue_actual":null,"consensus_period":null,"consensus_source":null,"sentiment":"neutral","materiality_score":0.65,"calibrated_materiality_score":0.65,"market_cap_usd":1547087392.761831,"market_cap_bucket":"not_microcap","market_cap_source":"finnhub_profile2","market_cap_as_of_date":"2026-05-28","daily_digest_date":null,"daily_digest_url":null,"daily_digest_rank":null},{"id":109439,"accession_number":"0001628280-26-011630","cik":1831097,"company_name":"agilon health, inc.","ticker":"AGL","form_type":"8-K","filed_at":"2026-02-25T23:59:59+00:00","items":["2.02","7.01","9.01"],"status":"ready","headline":"agilon health Q4 net loss $189M, revenue $1.57B; 2026 guidance Adj EBITDA breakeven","summary_kind":"llm","event_type":"earnings","confidence":"high","bullets":["Q4 net loss $189M vs $106M loss YoY; FY net loss $391M vs $260M loss.","Medical margin Q4 negative $74M vs positive $1M YoY; FY negative $57M vs positive $205M.","Adjusted EBITDA Q4 loss $142M vs $84M; FY loss $296M vs $154M.","Membership 625k (-5% YoY) from market exits; MA members 511k, ACO 114k.","2026 guidance: revenue $5.41-5.58B, Adj EBITDA ($15M)-$15M midpoint breakeven."],"consensus_eps_estimate":null,"consensus_eps_actual":null,"consensus_revenue_estimate":null,"consensus_revenue_actual":5932576000.0,"consensus_period":"2025-FY","consensus_source":"xbrl_only","sentiment":"negative","materiality_score":0.8,"calibrated_materiality_score":0.8,"market_cap_usd":1547087392.761831,"market_cap_bucket":"not_microcap","market_cap_source":"finnhub_profile2","market_cap_as_of_date":"2026-05-28","daily_digest_date":null,"daily_digest_url":null,"daily_digest_rank":null},{"id":109438,"accession_number":"0001628280-26-007671","cik":1831097,"company_name":"agilon health, inc.","ticker":"AGL","form_type":"8-K","filed_at":"2026-02-12T23:59:59+00:00","items":["1.01","2.03","9.01"],"status":"ready","headline":"agilon health amends credit agreement, extends maturity to 2028, reduces revolver to $90M","summary_kind":"llm","event_type":"debt","confidence":"high","bullets":["Maturity extended from Feb 2026 to Feb 2028 for $90M revolver (down from $100M).","Requires minimum $50M daily cash; dividends restricted until positive EBITDA for two consecutive trailing four-quarter periods.","Company executed unsecured parent guaranty of subsidiary's obligations under the Credit Agreement.","Cash collateralization at 103% of outstanding letters of credit required.","Covenant baskets changed to percentage of EBITDA from total assets."],"consensus_eps_estimate":null,"consensus_eps_actual":null,"consensus_revenue_estimate":null,"consensus_revenue_actual":null,"consensus_period":null,"consensus_source":null,"sentiment":"negative","materiality_score":0.65,"calibrated_materiality_score":0.65,"market_cap_usd":1547087392.761831,"market_cap_bucket":"not_microcap","market_cap_source":"finnhub_profile2","market_cap_as_of_date":"2026-05-28","daily_digest_date":null,"daily_digest_url":null,"daily_digest_rank":null},{"id":109437,"accession_number":"0001628280-26-001168","cik":1831097,"company_name":"agilon health, inc.","ticker":"AGL","form_type":"8-K","filed_at":"2026-01-07T23:59:59+00:00","items":["5.02"],"status":"ready","headline":"agilon health amends CFO Schwaneke's employment agreement with enhanced equity and severance","summary_kind":"llm","event_type":"other_material","confidence":"high","bullets":["One-time award of 600,000 RSUs vesting over three years.","Guaranteed FY2026 annual equity awards with $3.75M grant-date fair value.","Enhanced severance: 12 months base salary plus target bonus if terminated without cause before 18 months after Jan 1, 2026, plus continued equity vesting.","Agreement effective Jan 1, 2026; replaces prior June 2024 employment agreement."],"consensus_eps_estimate":null,"consensus_eps_actual":null,"consensus_revenue_estimate":null,"consensus_revenue_actual":null,"consensus_period":null,"consensus_source":null,"sentiment":"neutral","materiality_score":0.5,"calibrated_materiality_score":0.5,"market_cap_usd":1547087392.761831,"market_cap_bucket":"not_microcap","market_cap_source":"finnhub_profile2","market_cap_as_of_date":"2026-05-28","daily_digest_date":null,"daily_digest_url":null,"daily_digest_rank":null},{"id":125929,"accession_number":"0001628280-25-050412","cik":1831097,"company_name":"agilon health, inc.","ticker":"AGL","form_type":"8-K","filed_at":"2025-11-07T23:59:59+00:00","items":["3.01","7.01","9.01"],"status":"ready","headline":"agilon health receives NYSE delisting notice; plans reverse stock split","summary_kind":"llm","event_type":"regulatory","confidence":"high","bullets":["NYSE notified agilon on Nov 5, 2025 that avg closing price was below $1.00 over 30 trading days ended Nov 4, 2025.","Stock continues trading on NYSE during six-month cure period; no immediate impact on listing or business operations.","To regain compliance, agilon intends to seek shareholder approval for a reverse stock split at 2026 annual meeting.","Company must notify NYSE by Nov 19, 2025 of intent to remain listed and cure the deficiency.","If reverse split approved and implemented, share price must promptly exceed $1.00 and stay above for at least 30 trading days."],"consensus_eps_estimate":null,"consensus_eps_actual":null,"consensus_revenue_estimate":null,"consensus_revenue_actual":null,"consensus_period":null,"consensus_source":null,"sentiment":"negative","materiality_score":0.7,"calibrated_materiality_score":0.7,"market_cap_usd":1547087392.761831,"market_cap_bucket":"not_microcap","market_cap_source":"finnhub_profile2","market_cap_as_of_date":"2026-05-28","daily_digest_date":null,"daily_digest_url":null,"daily_digest_rank":null},{"id":125928,"accession_number":"0001628280-25-048815","cik":1831097,"company_name":"agilon health, inc.","ticker":"AGL","form_type":"8-K","filed_at":"2025-11-04T23:59:59+00:00","items":["2.02","7.01","9.01"],"status":"ready","headline":"agilon health Q3 net loss $110M; re-establishes FY2025 guidance with negative EBITDA outlook","summary_kind":"llm","event_type":"earnings","confidence":"high","bullets":["Q3 2025 revenue $1.44B, down 1% YoY; net loss $110M vs $118M loss in Q3 2024.","Adjusted EBITDA loss $91M; medical margin negative $57M; gross profit negative $68M.","Total members 618,000 (503k MA, 115k ACO), down 6% YoY due to market exits.","Full-year 2025 guidance: revenue $5.81B-$5.83B; adjusted EBITDA loss ($270M)-($245M).","Expects $30M operating cost reductions in 2026; risk adjustment revenue shortfall of $73M in Q3."],"consensus_eps_estimate":null,"consensus_eps_actual":null,"consensus_revenue_estimate":null,"consensus_revenue_actual":4363085000.0,"consensus_period":"2025-Q3","consensus_source":"xbrl_only","sentiment":"negative","materiality_score":0.75,"calibrated_materiality_score":0.75,"market_cap_usd":1547087392.761831,"market_cap_bucket":"not_microcap","market_cap_source":"finnhub_profile2","market_cap_as_of_date":"2026-05-28","daily_digest_date":null,"daily_digest_url":null,"daily_digest_rank":null},{"id":142681,"accession_number":"0001628280-25-037426","cik":1831097,"company_name":"agilon health, inc.","ticker":"AGL","form_type":"8-K","filed_at":"2025-08-04T23:59:59+00:00","items":["2.02","5.02","5.03","7.01","9.01"],"status":"ready","headline":"CEO Sell resigns; agilon posts $104M Q2 net loss, suspends 2025 guidance","summary_kind":"llm","event_type":"leadership","confidence":"high","bullets":["Steven Sell resigned as CEO/President and Board director effective July 29; Board reduced to seven directors.","Executive Chairman Ron Williams appointed; Office of the Chairman formed to oversee interim operations.","Q2 total revenue $1.39B (-6% YoY); net loss $104M vs $31M loss in Q2 2024.","Medical margin negative $53M vs positive $106M; adjusted EBITDA loss $83M vs $3M loss.","Full-year 2025 guidance suspended due to leadership change and market headwinds."],"consensus_eps_estimate":null,"consensus_eps_actual":null,"consensus_revenue_estimate":null,"consensus_revenue_actual":null,"consensus_period":null,"consensus_source":null,"sentiment":"negative","materiality_score":0.85,"calibrated_materiality_score":0.85,"market_cap_usd":1547087392.761831,"market_cap_bucket":"not_microcap","market_cap_source":"finnhub_profile2","market_cap_as_of_date":"2026-05-28","daily_digest_date":null,"daily_digest_url":null,"daily_digest_rank":null},{"id":160741,"accession_number":"0001628280-25-028631","cik":1831097,"company_name":"agilon health, inc.","ticker":"AGL","form_type":"8-K","filed_at":"2025-05-30T23:59:59+00:00","items":["5.07"],"status":"ready","headline":"agilon health shareholders approve all proposals at annual meeting","summary_kind":"llm","event_type":"other_material","confidence":"high","bullets":["Silvana Battaglia and Sharad Mansukani elected as Class I directors; Battaglia: 367.7M for, Mansukani: 316.0M for.","Ernst & Young ratified as independent auditor for FY2025: 385.5M for, 4.3M against.","Non-binding advisory vote on executive compensation approved: 286.8M for, 83.5M against.","Broker non-votes of 19.6M on director elections and executive compensation proposal."],"consensus_eps_estimate":null,"consensus_eps_actual":null,"consensus_revenue_estimate":null,"consensus_revenue_actual":null,"consensus_period":null,"consensus_source":null,"sentiment":"neutral","materiality_score":0.3,"calibrated_materiality_score":0.15,"market_cap_usd":1547087392.761831,"market_cap_bucket":"not_microcap","market_cap_source":"finnhub_profile2","market_cap_as_of_date":"2026-05-28","daily_digest_date":null,"daily_digest_url":null,"daily_digest_rank":null},{"id":160740,"accession_number":"0001628280-25-022679","cik":1831097,"company_name":"agilon health, inc.","ticker":"AGL","form_type":"8-K","filed_at":"2025-05-06T23:59:59+00:00","items":["2.02","7.01","9.01"],"status":"ready","headline":"agilon health Q1 2025 revenue $1.53B, net income $12M; reaffirms FY 2025 guidance","summary_kind":"llm","event_type":"earnings","confidence":"high","bullets":["Total revenue $1.53B (down 4% YoY); Medicare Advantage members 491,000 (down 6%).","Net income $12M vs loss $6M; Adjusted EBITDA $21M vs $29M.","Medical margin $128M includes $22M negative impact from prior year claims.","FY 2025 guidance: revenue $5.85-$6.025B; medical margin $275-$325M; Adj EBITDA ($95)-($55)M.","2025 gross medical cost trend estimated at 6.3% (vs 7.1% in 2024); net trend 5.3%."],"consensus_eps_estimate":0.948,"consensus_eps_actual":0.73,"consensus_revenue_estimate":null,"consensus_revenue_actual":1532782000.0,"consensus_period":"2026-Q1","consensus_source":"xbrl+finnhub","sentiment":"negative","materiality_score":0.75,"calibrated_materiality_score":0.75,"market_cap_usd":1547087392.761831,"market_cap_bucket":"not_microcap","market_cap_source":"finnhub_profile2","market_cap_as_of_date":"2026-05-28","daily_digest_date":null,"daily_digest_url":null,"daily_digest_rank":null},{"id":178942,"accession_number":"0001628280-25-007716","cik":1831097,"company_name":"agilon health, inc.","ticker":"AGL","form_type":"8-K","filed_at":"2025-02-25T23:59:59+00:00","items":["2.02","7.01","9.01"],"status":"ready","headline":"agilon health Q4 revenue up 44% to $1.52B; net loss narrows to $106M; guides 2025 EBITDA loss improvement","summary_kind":"llm","event_type":"earnings","confidence":"high","bullets":["Q4 revenue $1.52B (+44% YoY); full-year revenue $6.06B (+40%). Medicare Advantage members 527,000 (+36%).","Q4 net loss $106M (vs $230M loss in Q4 2023); full-year net loss $260M (vs $263M). Adjusted EBITDA loss $84M (Q4) and $154M (FY).","Medical margin improved to $1M in Q4 from negative $102M; FY medical margin $205M vs $299M. Gross profit negative $38M.","2025 guidance: revenue $5.825-6.025B; medical margin $275-325M; Adjusted EBITDA loss $95-55M. Expects elevated cost trend of 6.3% (gross) vs 6.8% in 2024.","Exiting partnerships affecting ~54,000 members; Class of 2025 adds ~20,000 MA members. Part D exposure reduced to <30%."],"consensus_eps_estimate":null,"consensus_eps_actual":null,"consensus_revenue_estimate":null,"consensus_revenue_actual":6060530000.0,"consensus_period":"2024-FY","consensus_source":"xbrl_only","sentiment":"neutral","materiality_score":0.7,"calibrated_materiality_score":0.7,"market_cap_usd":1547087392.761831,"market_cap_bucket":"not_microcap","market_cap_source":"finnhub_profile2","market_cap_as_of_date":"2026-05-28","daily_digest_date":null,"daily_digest_url":null,"daily_digest_rank":null},{"id":195625,"accession_number":"0001628280-24-050056","cik":1831097,"company_name":"agilon health, inc.","ticker":"AGL","form_type":"8-K","filed_at":"2024-12-05T23:59:59+00:00","items":["1.01","8.01","9.01"],"status":"ready","headline":"Agilon health enters new indemnification pacts for directors/officers; moves main office to Westerville, OH","summary_kind":"llm","event_type":"other","confidence":"high","bullets":["On Dec 4, 2024, agilon health began entering new indemnification agreements with its directors, executive officers, and certain officers, replacing prior agreements.","The new indemnification agreements clarify scope and procedures, providing indemnification to the fullest extent permitted by law.","Effective Dec 5, 2024, agilon health relocated its principal executive offices from Austin, TX to 440 Polaris Parkway, Suite 550, Westerville, OH 43082.","The company's telephone number remains unchanged at (562) 256-3800."],"consensus_eps_estimate":null,"consensus_eps_actual":null,"consensus_revenue_estimate":null,"consensus_revenue_actual":null,"consensus_period":null,"consensus_source":null,"sentiment":"neutral","materiality_score":0.1,"calibrated_materiality_score":0.1,"market_cap_usd":1547087392.761831,"market_cap_bucket":"not_microcap","market_cap_source":"finnhub_profile2","market_cap_as_of_date":"2026-05-28","daily_digest_date":null,"daily_digest_url":null,"daily_digest_rank":null},{"id":195624,"accession_number":"0001628280-24-048345","cik":1831097,"company_name":"agilon health, inc.","ticker":"AGL","form_type":"8-K","filed_at":"2024-11-19T23:59:59+00:00","items":["7.01","9.01"],"status":"ready","headline":"agilon health presents at Wolfe Research Healthcare Conference; details limited","summary_kind":"llm","event_type":"other","confidence":"low","bullets":["Presentation on Nov 19, 2024 at 2:20 PM ET; webcast replay available on IR site.","No specific financial or operational updates disclosed in furnished materials.","Exhibit 99.1 (investor presentation) is included but full content was not provided in this filing excerpt."],"consensus_eps_estimate":null,"consensus_eps_actual":null,"consensus_revenue_estimate":null,"consensus_revenue_actual":null,"consensus_period":null,"consensus_source":null,"sentiment":"neutral","materiality_score":0.25,"calibrated_materiality_score":0.25,"market_cap_usd":1547087392.761831,"market_cap_bucket":"not_microcap","market_cap_source":"finnhub_profile2","market_cap_as_of_date":"2026-05-28","daily_digest_date":null,"daily_digest_url":null,"daily_digest_rank":null},{"id":195623,"accession_number":"0001628280-24-046267","cik":1831097,"company_name":"agilon health, inc.","ticker":"AGL","form_type":"8-K","filed_at":"2024-11-07T23:59:59+00:00","items":["2.02","7.01","9.01"],"status":"ready","headline":"agilon health reports Q3 revenue up 28% to $1.45B but net loss widens to $118M; slashes FY2024 guidance","summary_kind":"llm","event_type":"earnings","confidence":"high","bullets":["Medicare Advantage members grew 37% to 525,000; total platform members 657,000 (+39% YoY).","Gross profit negative $64M vs positive $37M prior year; medical margin negative $58M vs $111M.","Adjusted EBITDA loss of $96M vs +$6M YoY; net loss $118M vs $31M.","FY2024 medical margin guidance slashed to $210-240M from $400-450M; Adj. EBITDA loss guidance widened to $155-135M.","Initiating exit of two unprofitable partnerships and other payor contracts by end of 2024."],"consensus_eps_estimate":null,"consensus_eps_actual":null,"consensus_revenue_estimate":null,"consensus_revenue_actual":4538044000.0,"consensus_period":"2024-Q3","consensus_source":"xbrl_only","sentiment":"negative","materiality_score":0.85,"calibrated_materiality_score":0.85,"market_cap_usd":1547087392.761831,"market_cap_bucket":"not_microcap","market_cap_source":"finnhub_profile2","market_cap_as_of_date":"2026-05-28","daily_digest_date":null,"daily_digest_url":null,"daily_digest_rank":null},{"id":211885,"accession_number":"0001628280-24-035171","cik":1831097,"company_name":"agilon health, inc.","ticker":"AGL","form_type":"8-K","filed_at":"2024-08-06T23:59:59+00:00","items":["2.02","9.01"],"status":"ready","headline":"agilon health Q2 revenue up 39% to $1.48B but net loss widens to $31M","summary_kind":"llm","event_type":"earnings","confidence":"high","bullets":["Revenue $1.48B (+39% YoY); MA membership 513K (+38%).","Net loss $31M vs $17M loss year ago; gross profit fell to $32M from $55M.","Medical margin $106M (down 21% YoY); Adjusted EBITDA loss $3M vs $12M gain.","Retroactive termination of unprofitable contracts cut membership by 17K and revenue by $110M.","Maintains FY2024 medical margin ($400-450M) and Adjusted EBITDA (-$60 to -$15M) guidance."],"consensus_eps_estimate":null,"consensus_eps_actual":null,"consensus_revenue_estimate":null,"consensus_revenue_actual":3087112000.0,"consensus_period":"2024-Q2","consensus_source":"xbrl_only","sentiment":"negative","materiality_score":0.75,"calibrated_materiality_score":0.75,"market_cap_usd":1547087392.761831,"market_cap_bucket":"not_microcap","market_cap_source":"finnhub_profile2","market_cap_as_of_date":"2026-05-28","daily_digest_date":null,"daily_digest_url":null,"daily_digest_rank":null},{"id":230676,"accession_number":"0001628280-24-026758","cik":1831097,"company_name":"agilon health, inc.","ticker":"AGL","form_type":"8-K","filed_at":"2024-06-05T23:59:59+00:00","items":["5.02","7.01","9.01"],"status":"ready","headline":"agilon health appoints Jeff Schwaneke as CFO, replacing retiring Tim Bensley effective July 1, 2024","summary_kind":"llm","event_type":"leadership","confidence":"high","bullets":["Jeff Schwaneke, former Centene CFO (2016-2021) and EVP Health Care Enterprises, named CFO and EVP effective July 1, 2024.","Schwaneke steps down from agilon board; compensation includes $625K base salary, 75% target bonus, $2.5M RSUs, $1M PSUs with 100% share price hurdle, plus $300K cash sign-on.","Timothy Bensley announced earlier retirement in early 2024 and will remain through a transition period.","Schwaneke brings 27+ years finance experience, including 15 in managed care; Centene revenues grew from $20B to $125B during his CFO tenure."],"consensus_eps_estimate":null,"consensus_eps_actual":null,"consensus_revenue_estimate":null,"consensus_revenue_actual":null,"consensus_period":null,"consensus_source":null,"sentiment":"neutral","materiality_score":0.6,"calibrated_materiality_score":0.6,"market_cap_usd":1547087392.761831,"market_cap_bucket":"not_microcap","market_cap_source":"finnhub_profile2","market_cap_as_of_date":"2026-05-28","daily_digest_date":null,"daily_digest_url":null,"daily_digest_rank":null},{"id":230675,"accession_number":"0001628280-24-026327","cik":1831097,"company_name":"agilon health, inc.","ticker":"AGL","form_type":"8-K","filed_at":"2024-06-03T23:59:59+00:00","items":["5.07"],"status":"ready","headline":"agilon health shareholders elect three Class III directors, ratify auditor, approve say-on-pay at 2024 annual meeting","summary_kind":"llm","event_type":"other","confidence":"high","bullets":["Three Class III directors elected: Ravi Sachdev, Steven J. Sell, William Wulf, M.D., each with over 359M votes for.","Ernst & Young LLP ratified as independent auditor for FY2024 with 391M for, 1M against.","Advisory vote on named executive officer compensation approved with 318.7M for, 66.2M against."],"consensus_eps_estimate":null,"consensus_eps_actual":null,"consensus_revenue_estimate":null,"consensus_revenue_actual":null,"consensus_period":null,"consensus_source":null,"sentiment":"neutral","materiality_score":0.15,"calibrated_materiality_score":0.15,"market_cap_usd":1547087392.761831,"market_cap_bucket":"not_microcap","market_cap_source":"finnhub_profile2","market_cap_as_of_date":"2026-05-28","daily_digest_date":null,"daily_digest_url":null,"daily_digest_rank":null},{"id":230674,"accession_number":"0001628280-24-021075","cik":1831097,"company_name":"agilon health, inc.","ticker":"AGL","form_type":"8-K","filed_at":"2024-05-07T23:59:59+00:00","items":["2.02","9.01"],"status":"ready","headline":"agilon health Q1 revenue up 52% to $1.6B, net loss $6M; lowers FY2024 member & revenue guidance","summary_kind":"llm","event_type":"earnings","confidence":"high","bullets":["Revenue $1.60B (+52% YoY); net loss of $6M vs net income $16M in Q1 2023.","Medical margin $157M (flat YoY); adjusted EBITDA $29M (+21%).","MA membership 523k (+43%), total platform members 654k.","Full-year guidance: MA members lowered to 510-515k; revenue lowered to $6.125-6.175B; medical margin & adj. EBITDA unchanged.","Announced 5 new physician partnerships for Class of 2025, adding 60k+ MA members."],"consensus_eps_estimate":null,"consensus_eps_actual":null,"consensus_revenue_estimate":null,"consensus_revenue_actual":1604354000.0,"consensus_period":"2024-Q1","consensus_source":"xbrl_only","sentiment":"negative","materiality_score":0.75,"calibrated_materiality_score":0.75,"market_cap_usd":1547087392.761831,"market_cap_bucket":"not_microcap","market_cap_source":"finnhub_profile2","market_cap_as_of_date":"2026-05-28","daily_digest_date":null,"daily_digest_url":null,"daily_digest_rank":null},{"id":249047,"accession_number":"0001628280-24-007195","cik":1831097,"company_name":"agilon health, inc.","ticker":"AGL","form_type":"8-K","filed_at":"2024-02-27T23:59:59+00:00","items":["2.02","7.01","9.01"],"status":"ready","headline":"Agilon health Q4 net loss $230M, medical margin negative $102M; FY2024 guidance slashed","summary_kind":"llm","event_type":"earnings","confidence":"high","bullets":["Q4 revenue $1.06B (+72% YoY) but gross profit of negative $95M vs $16M a year ago.","Full-year 2023 net loss $263M vs $107M in 2022; Adjusted EBITDA loss $95M.","Medical margin for Q4 negative $102M; FY2023 $299M vs guidance midpoint $350M.","FY2024 medical margin guidance cut to $400-450M from prior $560-600M; Adj. EBITDA now loss of $60-15M vs prior profit $40-60M.","Class of 2025 adds at least 60K MA members across 5 physician groups; entry costs lowered to $55-65M."],"consensus_eps_estimate":null,"consensus_eps_actual":null,"consensus_revenue_estimate":null,"consensus_revenue_actual":4316363000.0,"consensus_period":"2023-FY","consensus_source":"xbrl_only","sentiment":"negative","materiality_score":0.85,"calibrated_materiality_score":0.85,"market_cap_usd":1547087392.761831,"market_cap_bucket":"not_microcap","market_cap_source":"finnhub_profile2","market_cap_as_of_date":"2026-05-28","daily_digest_date":null,"daily_digest_url":null,"daily_digest_rank":null},{"id":249046,"accession_number":"0001628280-24-003867","cik":1831097,"company_name":"agilon health, inc.","ticker":"AGL","form_type":"8-K","filed_at":"2024-02-08T23:59:59+00:00","items":["5.02","9.01"],"status":"ready","headline":"agilon health names Karthik Rao interim CMO effective March 1; Benjamin Kornitzer to serve as special advisor","summary_kind":"llm","event_type":"leadership","confidence":"high","bullets":["Benjamin Kornitzer, M.D., transitions from CMO to special advisor effective March 1, 2024.","Company initiated a comprehensive search for a new permanent CMO.","Interim CMO Karthik Rao, M.D. and CCO Kevin Spencer, M.D. will co-lead clinical strategy.","Dr. Rao has a decade of experience in internal medicine and value-based care; Dr. Spencer has 25+ years in primary care and ACO leadership.","No financial impact disclosed; transition part of planned succession."],"consensus_eps_estimate":null,"consensus_eps_actual":null,"consensus_revenue_estimate":null,"consensus_revenue_actual":null,"consensus_period":null,"consensus_source":null,"sentiment":"neutral","materiality_score":0.6,"calibrated_materiality_score":0.6,"market_cap_usd":1547087392.761831,"market_cap_bucket":"not_microcap","market_cap_source":"finnhub_profile2","market_cap_as_of_date":"2026-05-28","daily_digest_date":null,"daily_digest_url":null,"daily_digest_rank":null},{"id":249045,"accession_number":"0001628280-24-000518","cik":1831097,"company_name":"agilon health, inc.","ticker":"AGL","form_type":"8-K","filed_at":"2024-01-05T23:59:59+00:00","items":["5.02","7.01","9.01"],"status":"ready","headline":"agilon health CFO Tim Bensley to retire in 2024; search for successor begins","summary_kind":"llm","event_type":"leadership","confidence":"high","bullets":["Tim Bensley notified agilon health of his intent to retire as CFO during 2024, expected within nine months.","Bensley will remain CFO through the search and serve in a consulting role during transition.","He joined agilon in 2021 and helped lead the company's transition to a public listing.","CEO Steve Sell thanked Bensley for his leadership over the past three years."],"consensus_eps_estimate":null,"consensus_eps_actual":null,"consensus_revenue_estimate":null,"consensus_revenue_actual":null,"consensus_period":null,"consensus_source":null,"sentiment":"neutral","materiality_score":0.5,"calibrated_materiality_score":0.5,"market_cap_usd":1547087392.761831,"market_cap_bucket":"not_microcap","market_cap_source":"finnhub_profile2","market_cap_as_of_date":"2026-05-28","daily_digest_date":null,"daily_digest_url":null,"daily_digest_rank":null},{"id":249044,"accession_number":"0001628280-24-000516","cik":1831097,"company_name":"agilon health, inc.","ticker":"AGL","form_type":"8-K","filed_at":"2024-01-05T23:59:59+00:00","items":["2.02","7.01","9.01"],"status":"ready","headline":"agilon health cuts 2023 medical margin guidance by ~$110M; withdraws 2026 outlook","summary_kind":"llm","event_type":"earnings","confidence":"high","bullets":["2023 medical margin guidance lowered to $340M-$360M from $455M-$470M, a ~$110M reduction.","2023 Adjusted EBITDA guidance revised to loss of $55M-$69M from prior profit of $6M-$18M.","Higher-than-expected medical costs from specialist visits, Part B drugs, outpatient surgeries cited.","Initial 2024 outlook: medical margin $560M-$600M; Adjusted EBITDA $40M-$60M.","Withdraws previously issued 2026 target; actions underway to improve predictability."],"consensus_eps_estimate":null,"consensus_eps_actual":null,"consensus_revenue_estimate":null,"consensus_revenue_actual":4316363000.0,"consensus_period":"2023-FY","consensus_source":"xbrl_only","sentiment":"negative","materiality_score":0.9,"calibrated_materiality_score":0.9,"market_cap_usd":1547087392.761831,"market_cap_bucket":"not_microcap","market_cap_source":"finnhub_profile2","market_cap_as_of_date":"2026-05-28","daily_digest_date":null,"daily_digest_url":null,"daily_digest_rank":null},{"id":266580,"accession_number":"0001628280-23-038794","cik":1831097,"company_name":"agilon health, inc.","ticker":"AGL","form_type":"8-K","filed_at":"2023-11-14T23:59:59+00:00","items":["7.01","9.01"],"status":"ready","headline":"agilon health files slide presentation at Wolfe conference; no new material facts disclosed","summary_kind":"llm","event_type":"other_material","confidence":"low","bullets":["Filing contains only an investor slide deck presented at Wolfe Healthcare Conference.","No financial results, guidance changes, or material business updates are included.","Slide deck is limited to a single slide and disclaimer; substantive content unavailable."],"consensus_eps_estimate":null,"consensus_eps_actual":null,"consensus_revenue_estimate":null,"consensus_revenue_actual":null,"consensus_period":null,"consensus_source":null,"sentiment":"neutral","materiality_score":0.1,"calibrated_materiality_score":0.1,"market_cap_usd":1547087392.761831,"market_cap_bucket":"not_microcap","market_cap_source":"finnhub_profile2","market_cap_as_of_date":"2026-05-28","daily_digest_date":null,"daily_digest_url":null,"daily_digest_rank":null},{"id":266579,"accession_number":"0001628280-23-036376","cik":1831097,"company_name":"agilon health, inc.","ticker":"AGL","form_type":"8-K","filed_at":"2023-11-02T23:59:59+00:00","items":["2.02","9.01"],"status":"ready","headline":"agilon health Q3 revenue up 75% to $1.22B, MA members +58%; lowers FY23 MA membership guidance to 384-386K","summary_kind":"llm","event_type":"earnings","confidence":"high","bullets":["Net loss $31M (unchanged YoY); Adj. EBITDA loss $6M vs. $26M loss last year.","Medical margin $108M (+42% YoY) driven by MA growth; core markets excl. Hawaii saw $111M medical margin.","Completed sale of MDX Hawaii (Oct 31) for undisclosed terms; focus on continental US partner markets.","Updated FY23 guidance: MA members 384-386K (down from 412-415K), revenue $4.31-4.32B, adj. EBITDA $6-18M.","ACO REACH contributed $18M to Adj. EBITDA in Q3; expects $39M for FY23 (up from prior $30-35M)."],"consensus_eps_estimate":null,"consensus_eps_actual":null,"consensus_revenue_estimate":null,"consensus_revenue_actual":3500859000.0,"consensus_period":"2023-Q3","consensus_source":"xbrl_only","sentiment":"neutral","materiality_score":0.75,"calibrated_materiality_score":0.75,"market_cap_usd":1547087392.761831,"market_cap_bucket":"not_microcap","market_cap_source":"finnhub_profile2","market_cap_as_of_date":"2026-05-28","daily_digest_date":null,"daily_digest_url":null,"daily_digest_rank":null},{"id":283822,"accession_number":"0001193125-23-214326","cik":1831097,"company_name":"agilon health, inc.","ticker":"AGL","form_type":"8-K","filed_at":"2023-08-16T23:59:59+00:00","items":["5.02"],"status":"ready","headline":"agilon health CAO Priscilla Kasenchak resigns; Timothy Gertsch succeeds","summary_kind":"llm","event_type":"leadership","confidence":"high","bullets":["Chief Accounting Officer Priscilla Kasenchak resigned Aug 11, effective Aug 16, for another opportunity; no disagreement.","She will remain in a transitional role until September 15, 2023.","Timothy Gertsch, previously VP Controller (since April 2022), appointed CAO effective Aug 16.","Gertsch receives $325,000 base salary, 50% target bonus, and $200,000 in equity (options and RSUs)."],"consensus_eps_estimate":null,"consensus_eps_actual":null,"consensus_revenue_estimate":null,"consensus_revenue_actual":null,"consensus_period":null,"consensus_source":null,"sentiment":"neutral","materiality_score":0.3,"calibrated_materiality_score":0.3,"market_cap_usd":1547087392.761831,"market_cap_bucket":"not_microcap","market_cap_source":"finnhub_profile2","market_cap_as_of_date":"2026-05-28","daily_digest_date":null,"daily_digest_url":null,"daily_digest_rank":null},{"id":283821,"accession_number":"0001628280-23-027194","cik":1831097,"company_name":"agilon health, inc.","ticker":"AGL","form_type":"8-K","filed_at":"2023-08-03T23:59:59+00:00","items":["2.02","9.01"],"status":"ready","headline":"agilon health Q2 revenue $1.15B (+71%); posts first positive Adj EBITDA $10M; updates FY2023 guidance","summary_kind":"llm","event_type":"earnings","confidence":"high","bullets":["Revenue $1.15B, +71% YoY; Medicare Advantage members 408,900 (+57%); total members live on platform 495,900.","Adjusted EBITDA $10M vs -$3M YoY; net loss $17M vs $21M YoY; medical margin $138M (+69%).","FY2023 guidance: revenue $4.525-4.540B (up); medical margin $500-530M (down); Adj EBITDA $0-23M.","ACO REACH contribution to Adj EBITDA raised to $30-35M for FY2023 from prior $5-10M.","Announced partnership with Center for Primary Care (8 locations in GA/SC); share repurchase of 9.6M shares for ~$200M."],"consensus_eps_estimate":null,"consensus_eps_actual":null,"consensus_revenue_estimate":null,"consensus_revenue_actual":2285199000.0,"consensus_period":"2023-Q2","consensus_source":"xbrl_only","sentiment":"positive","materiality_score":0.7,"calibrated_materiality_score":0.7,"market_cap_usd":1547087392.761831,"market_cap_bucket":"not_microcap","market_cap_source":"finnhub_profile2","market_cap_as_of_date":"2026-05-28","daily_digest_date":null,"daily_digest_url":null,"daily_digest_rank":null},{"id":303394,"accession_number":"0001019056-23-000285","cik":1831097,"company_name":"agilon health, inc.","ticker":"AGL","form_type":"8-K","filed_at":"2023-06-26T23:59:59+00:00","items":["5.02","8.01","9.01"],"status":"ready","headline":"agilon health appoints Silvana Battaglia as independent director; three directors resign","summary_kind":"llm","event_type":"other_material","confidence":"high","bullets":["Richard Schnall, Clay Richards, Derek Strum resigned June 22, 2023; no disagreement with company.","Resignations occurred to comply with NYSE director independence rules after losing controlled company status.","Silvana Battaglia, EVP and CHRO of AmerisourceBergen, appointed to fill vacancy as Class I director.","Battaglia received options and RSUs valued at $185,000 each; committees now fully independent.","Committee chairs named: Schwaneke (Comp), Mansukani (Governance), McLoughlin (Audit), Wulf (Compliance)."],"consensus_eps_estimate":null,"consensus_eps_actual":null,"consensus_revenue_estimate":null,"consensus_revenue_actual":null,"consensus_period":null,"consensus_source":null,"sentiment":"neutral","materiality_score":0.35,"calibrated_materiality_score":0.35,"market_cap_usd":1547087392.761831,"market_cap_bucket":"not_microcap","market_cap_source":"finnhub_profile2","market_cap_as_of_date":"2026-05-28","daily_digest_date":null,"daily_digest_url":null,"daily_digest_rank":null},{"id":303393,"accession_number":"0000950170-23-024240","cik":1831097,"company_name":"agilon health, inc.","ticker":"AGL","form_type":"8-K","filed_at":"2023-05-25T23:59:59+00:00","items":["5.07"],"status":"ready","headline":"agilon health stockholders elect four Class II directors, ratify auditor, approve say-on-pay","summary_kind":"llm","event_type":"other_material","confidence":"high","bullets":["Ron Williams, Derek Strum, Diana McKenzie, Karen McLoughlin elected as Class II directors with 85-99% support.","Ernst & Young LLP ratified as independent auditor for FY 2023 with 399.9M votes for (4.8K against).","Non-binding advisory approval of executive compensation received 333.8M votes for (58.6M against).","All three proposals passed at the May 24, 2023 annual meeting.","Broker non-votes were 7.4M shares on director elections and say-on-pay."],"consensus_eps_estimate":null,"consensus_eps_actual":null,"consensus_revenue_estimate":null,"consensus_revenue_actual":null,"consensus_period":null,"consensus_source":null,"sentiment":"neutral","materiality_score":0.05,"calibrated_materiality_score":0.05,"market_cap_usd":1547087392.761831,"market_cap_bucket":"not_microcap","market_cap_source":"finnhub_profile2","market_cap_as_of_date":"2026-05-28","daily_digest_date":null,"daily_digest_url":null,"daily_digest_rank":null},{"id":303392,"accession_number":"0001193125-23-148146","cik":1831097,"company_name":"agilon health, inc.","ticker":"AGL","form_type":"8-K","filed_at":"2023-05-18T23:59:59+00:00","items":["8.01","9.01"],"status":"ready","headline":"agilon health selling stockholders to sell 86.9M shares; company to repurchase 9.6M shares","summary_kind":"llm","event_type":"other_material","confidence":"high","bullets":["Selling stockholders including CD&R Vector Holdings sell 86,884,353 shares of common stock.","Underwriters exercised in full 30-day option to purchase an additional 7,726,955 shares.","Company to purchase 9,614,806 shares from underwriters at same per share price.","Offering priced on May 15, 2023; proceeds go to selling stockholders, not agilon.","Deal represents a significant secondary offering, likely impacting float and ownership structure."],"consensus_eps_estimate":null,"consensus_eps_actual":null,"consensus_revenue_estimate":null,"consensus_revenue_actual":null,"consensus_period":null,"consensus_source":null,"sentiment":"neutral","materiality_score":0.9,"calibrated_materiality_score":0.9,"market_cap_usd":1547087392.761831,"market_cap_bucket":"not_microcap","market_cap_source":"finnhub_profile2","market_cap_as_of_date":"2026-05-28","daily_digest_date":null,"daily_digest_url":null,"daily_digest_rank":null},{"id":303391,"accession_number":"0000950170-23-019638","cik":1831097,"company_name":"agilon health, inc.","ticker":"AGL","form_type":"8-K","filed_at":"2023-05-09T23:59:59+00:00","items":["2.02","9.01"],"status":"ready","headline":"agilon health Q1 revenue surges 74% to $1.14B; net income hits $16M","summary_kind":"llm","event_type":"earnings","confidence":"high","bullets":["Revenue $1.14B (up 74% YoY); gross profit $77M vs $42M in Q1 2022.","Net income $16M vs $1M in prior-year quarter.","Medicare Advantage membership 402,200 (up 61%); total members 490,900.","Company revised presentation of Adjusted EBITDA and Network Contribution per SEC guidance."],"consensus_eps_estimate":null,"consensus_eps_actual":null,"consensus_revenue_estimate":null,"consensus_revenue_actual":1136147000.0,"consensus_period":"2023-Q1","consensus_source":"xbrl_only","sentiment":"positive","materiality_score":0.65,"calibrated_materiality_score":0.65,"market_cap_usd":1547087392.761831,"market_cap_bucket":"not_microcap","market_cap_source":"finnhub_profile2","market_cap_as_of_date":"2026-05-28","daily_digest_date":null,"daily_digest_url":null,"daily_digest_rank":null},{"id":323023,"accession_number":"0000950170-23-005516","cik":1831097,"company_name":"agilon health, inc.","ticker":"AGL","form_type":"8-K","filed_at":"2023-03-01T23:59:59+00:00","items":["2.02","9.01"],"status":"ready","headline":"agilon health Q4 revenue up 49% to $690M; FY2022 Adjusted EBITDA turns positive; guides 2023 EBITDA $75-90M","summary_kind":"llm","event_type":"earnings","confidence":"high","bullets":["Q4 revenue $690M (+49% YoY); FY2022 revenue $2.71B (+48%). Medicare Advantage members 269,500 (+45%).","Q4 medical margin $61M (+93%); FY2022 medical margin $305M (+67%). Medical margin rate 8.8% Q4, 11.2% FY.","Q4 net loss $57M (flat YoY); FY2022 net loss $107M vs $407M (includes $292M non-cash stock comp in 2021).","FY2022 Adjusted EBITDA positive $4M vs negative $39M; Q4 Adjusted EBITDA negative $11M vs negative $27M.","Completed acquisition of mphrX on Feb 28, 2023; expects 2023 revenue $4.28-4.37B, Adjusted EBITDA $75-90M."],"consensus_eps_estimate":null,"consensus_eps_actual":null,"consensus_revenue_estimate":null,"consensus_revenue_actual":2708211000.0,"consensus_period":"2022-FY","consensus_source":"xbrl_only","sentiment":"positive","materiality_score":0.8,"calibrated_materiality_score":0.8,"market_cap_usd":1547087392.761831,"market_cap_bucket":"not_microcap","market_cap_source":"finnhub_profile2","market_cap_as_of_date":"2026-05-28","daily_digest_date":null,"daily_digest_url":null,"daily_digest_rank":null},{"id":323022,"accession_number":"0000950170-23-003586","cik":1831097,"company_name":"agilon health, inc.","ticker":"AGL","form_type":"8-K","filed_at":"2023-02-22T23:59:59+00:00","items":["5.02"],"status":"ready","headline":"agilon health appoints Diana L. McKenzie to Board of Directors","summary_kind":"llm","event_type":"leadership","confidence":"high","bullets":["Appointed as Class II director effective February 17, 2023, term expiring at 2023 annual meeting.","Will serve on Audit Committee and Compensation and Human Capital Committee.","Former CIO at Workday (2016-2019), Amgen (2004-2016), and Eli Lilly (1987-2004).","No related party transactions; compensation per existing non-employee director program."],"consensus_eps_estimate":null,"consensus_eps_actual":null,"consensus_revenue_estimate":null,"consensus_revenue_actual":null,"consensus_period":null,"consensus_source":null,"sentiment":"neutral","materiality_score":0.25,"calibrated_materiality_score":0.25,"market_cap_usd":1547087392.761831,"market_cap_bucket":"not_microcap","market_cap_source":"finnhub_profile2","market_cap_as_of_date":"2026-05-28","daily_digest_date":null,"daily_digest_url":null,"daily_digest_rank":null},{"id":323021,"accession_number":"0000950170-23-000452","cik":1831097,"company_name":"agilon health, inc.","ticker":"AGL","form_type":"8-K","filed_at":"2023-01-09T23:59:59+00:00","items":["7.01"],"status":"ready","headline":"agilon health raises 2023 MA membership outlook; guides 2023 Adj. EBITDA $75M-$90M","summary_kind":"llm","event_type":"other_material","confidence":"high","bullets":["Reaffirmed 2022 Adjusted EBITDA guidance of $2M to $7M.","Preliminary 2023 Adjusted EBITDA guidance of $75M to $90M.","2023 Medicare Advantage membership outlook raised to above 400,000 from ~390,000.","Company presented at 41st Annual J.P. Morgan Healthcare Conference on Jan 9, 2023."],"consensus_eps_estimate":null,"consensus_eps_actual":null,"consensus_revenue_estimate":null,"consensus_revenue_actual":null,"consensus_period":null,"consensus_source":null,"sentiment":"positive","materiality_score":0.75,"calibrated_materiality_score":0.75,"market_cap_usd":1547087392.761831,"market_cap_bucket":"not_microcap","market_cap_source":"finnhub_profile2","market_cap_as_of_date":"2026-05-28","daily_digest_date":null,"daily_digest_url":null,"daily_digest_rank":null},{"id":341100,"accession_number":"0000950170-22-026833","cik":1831097,"company_name":"agilon health, inc.","ticker":"AGL","form_type":"8-K","filed_at":"2022-12-20T23:59:59+00:00","items":["5.02"],"status":"ready","headline":"Director Michelle A. Gourdine resigns from agilon health board effective Dec 19, 2022","summary_kind":"llm","event_type":"leadership","confidence":"high","bullets":["Dr. Michelle A. Gourdine resigned from the Board of Directors on December 19, 2022.","Resignation is not due to any disagreement with the company.","No replacement named for the board vacancy."],"consensus_eps_estimate":null,"consensus_eps_actual":null,"consensus_revenue_estimate":null,"consensus_revenue_actual":null,"consensus_period":null,"consensus_source":null,"sentiment":"neutral","materiality_score":0.2,"calibrated_materiality_score":0.2,"market_cap_usd":1547087392.761831,"market_cap_bucket":"not_microcap","market_cap_source":"finnhub_profile2","market_cap_as_of_date":"2026-05-28","daily_digest_date":null,"daily_digest_url":null,"daily_digest_rank":null},{"id":341099,"accession_number":"0000950170-22-021889","cik":1831097,"company_name":"agilon health, inc.","ticker":"AGL","form_type":"8-K","filed_at":"2022-11-03T23:59:59+00:00","items":["2.02","9.01"],"status":"ready","headline":"agilon health Q3 revenue +52% to $695M, medical margin up 74%, raises FY2022 guidance","summary_kind":"llm","event_type":"earnings","confidence":"high","bullets":["Revenue $695M (+52% YoY); total platform members 356,000 with 266,600 MA members (+45%).","Medical margin $76M (+74% YoY); margin rate 10.9% vs 9.5% prior year.","Net loss $31M vs $36M; Adjusted EBITDA -$5M vs -$14M (nine-month Adj. EBITDA positive $15M).","FY2022 guidance raised: revenue $2.674-2.683B, medical margin $300-309M, Adj. EBITDA $2-7M.","Cash and marketable securities $959M, total debt $45M."],"consensus_eps_estimate":null,"consensus_eps_actual":null,"consensus_revenue_estimate":null,"consensus_revenue_actual":2018437000.0,"consensus_period":"2022-Q3","consensus_source":"xbrl_only","sentiment":"positive","materiality_score":0.75,"calibrated_materiality_score":0.75,"market_cap_usd":1547087392.761831,"market_cap_bucket":"not_microcap","market_cap_source":"finnhub_profile2","market_cap_as_of_date":"2026-05-28","daily_digest_date":null,"daily_digest_url":null,"daily_digest_rank":null},{"id":358214,"accession_number":"0001193125-22-255558","cik":1831097,"company_name":"agilon health, inc.","ticker":"AGL","form_type":"8-K","filed_at":"2022-09-30T23:59:59+00:00","items":["5.02"],"status":"ready","headline":"agilon health appoints Priscilla Kasenchak as Chief Accounting Officer","summary_kind":"llm","event_type":"leadership","confidence":"high","bullets":["Effective September 30, 2022, Priscilla Kasenchak appointed CAO; previously CAO at Edgewell Personal Care.","Annual base salary of $370,000 with target bonus of 50% of base salary; $25,000 sign-on bonus.","Equity awards: options valued at $80,000 (Black-Scholes) and RSUs valued at $80,000, vesting with continued employment.","No family relationships or reportable transactions with the company; Kasenchak is a CPA with MBA."],"consensus_eps_estimate":null,"consensus_eps_actual":null,"consensus_revenue_estimate":null,"consensus_revenue_actual":null,"consensus_period":null,"consensus_source":null,"sentiment":"neutral","materiality_score":0.4,"calibrated_materiality_score":0.4,"market_cap_usd":1547087392.761831,"market_cap_bucket":"not_microcap","market_cap_source":"finnhub_profile2","market_cap_as_of_date":"2026-05-28","daily_digest_date":null,"daily_digest_url":null,"daily_digest_rank":null},{"id":358213,"accession_number":"0001193125-22-217391","cik":1831097,"company_name":"agilon health, inc.","ticker":"AGL","form_type":"8-K","filed_at":"2022-08-10T23:59:59+00:00","items":["5.02"],"status":"ready","headline":"agilon health appoints Jeffrey Schwaneke to Board, filling vacancy","summary_kind":"llm","event_type":"leadership","confidence":"high","bullets":["Michael Smith resigned from the Board effective August 10, 2022, with no disagreement.","Jeffrey A. Schwaneke appointed as Class I director, term expiring at 2025 annual meeting.","Schwaneke also appointed to the Audit Committee.","Schwaneke is former EVP/CFO/Treasurer of Centene Corporation and a CPA.","No arrangement or understanding existed with any third party regarding his selection."],"consensus_eps_estimate":null,"consensus_eps_actual":null,"consensus_revenue_estimate":null,"consensus_revenue_actual":null,"consensus_period":null,"consensus_source":null,"sentiment":"neutral","materiality_score":0.25,"calibrated_materiality_score":0.25,"market_cap_usd":1547087392.761831,"market_cap_bucket":"not_microcap","market_cap_source":"finnhub_profile2","market_cap_as_of_date":"2026-05-28","daily_digest_date":null,"daily_digest_url":null,"daily_digest_rank":null},{"id":358212,"accession_number":"0000950170-22-014775","cik":1831097,"company_name":"agilon health, inc.","ticker":"AGL","form_type":"8-K","filed_at":"2022-08-04T23:59:59+00:00","items":["2.02","9.01"],"status":"ready","headline":"agilon health Q2 revenue up 34% to $670M, adjusted EBITDA turns positive at $7M","summary_kind":"llm","event_type":"earnings","confidence":"high","bullets":["Revenue $670M (+34% YoY); normalized growth 42% excluding prior-year retroactive contract.","Net loss narrowed to $21M from $299M loss in Q2 2021 which included $275M non-cash stock comp.","Medical margin $82M (+49% YoY), 12.2% of revenue vs 11.1% a year ago.","Total members on platform 351,700; MA membership up 44% YoY, same-geography growth 13%.","FY 2022 guidance: revenue $2.615-2.635B, adjusted EBITDA $0-10M, total members 345-355K."],"consensus_eps_estimate":null,"consensus_eps_actual":null,"consensus_revenue_estimate":null,"consensus_revenue_actual":1323579000.0,"consensus_period":"2022-Q2","consensus_source":"xbrl_only","sentiment":"positive","materiality_score":0.75,"calibrated_materiality_score":0.75,"market_cap_usd":1547087392.761831,"market_cap_bucket":"not_microcap","market_cap_source":"finnhub_profile2","market_cap_as_of_date":"2026-05-28","daily_digest_date":null,"daily_digest_url":null,"daily_digest_rank":null},{"id":376943,"accession_number":"0000950170-22-010569","cik":1831097,"company_name":"agilon health, inc.","ticker":"AGL","form_type":"8-K","filed_at":"2022-05-24T23:59:59+00:00","items":["5.07"],"status":"ready","headline":"agilon health shareholders elect four Class I directors at annual meeting","summary_kind":"llm","event_type":"other","confidence":"high","bullets":["Directors elected: Sharad Mansukani, Clay Richards, Richard Schnall, Michael Smith; each with >355M votes for.","Ernst & Young ratified as auditor for FY2022 with 385,880,346 votes for, 21 against.","Say-on-pay approved on advisory basis with 377,553,551 votes for.","Stockholders voted for an annual say-on-pay frequency (378,992,190 for one year)."],"consensus_eps_estimate":null,"consensus_eps_actual":null,"consensus_revenue_estimate":null,"consensus_revenue_actual":null,"consensus_period":null,"consensus_source":null,"sentiment":"neutral","materiality_score":0.1,"calibrated_materiality_score":0.1,"market_cap_usd":1547087392.761831,"market_cap_bucket":"not_microcap","market_cap_source":"finnhub_profile2","market_cap_as_of_date":"2026-05-28","daily_digest_date":null,"daily_digest_url":null,"daily_digest_rank":null},{"id":376942,"accession_number":"0000950170-22-007863","cik":1831097,"company_name":"agilon health, inc.","ticker":"AGL","form_type":"8-K","filed_at":"2022-05-05T23:59:59+00:00","items":["2.02","9.01"],"status":"ready","headline":"agilon health Q1 revenue up 58% to $653M, net income $1M, guides FY2022 revenue $2.5-2.6B","summary_kind":"llm","event_type":"earnings","confidence":"high","bullets":["Revenue $653M (+58% YoY); normalized revenue growth 49%. Net income $1M vs $15M loss.","Medical margin $86M (+66% YoY), representing 13.2% of revenue (vs 12.6%).","Adjusted EBITDA $12M, up from $4M last year.","Medicare Advantage members 250,000 (+51% YoY); same geography +20%.","FY2022 guidance: revenue $2,505-2,590M, medical margin $290-305M, adjusted EBITDA $0-10M."],"consensus_eps_estimate":null,"consensus_eps_actual":null,"consensus_revenue_estimate":null,"consensus_revenue_actual":653445000.0,"consensus_period":"2022-Q1","consensus_source":"xbrl_only","sentiment":"positive","materiality_score":0.75,"calibrated_materiality_score":0.75,"market_cap_usd":1547087392.761831,"market_cap_bucket":"not_microcap","market_cap_source":"finnhub_profile2","market_cap_as_of_date":"2026-05-28","daily_digest_date":null,"daily_digest_url":null,"daily_digest_rank":null},{"id":376941,"accession_number":"0000950170-22-006549","cik":1831097,"company_name":"agilon health, inc.","ticker":"AGL","form_type":"8-K","filed_at":"2022-04-28T23:59:59+00:00","items":["5.02"],"status":"ready","headline":"agilon health CAO Glenn Sobotka resigns effective May 13, 2022","summary_kind":"llm","event_type":"leadership","confidence":"high","bullets":["Glenn Sobotka steps down as Chief Accounting Officer; resignation effective May 13, 2022.","Resignation is to pursue another career opportunity, not due to any disagreement with the company.","No successor named in the filing."],"consensus_eps_estimate":null,"consensus_eps_actual":null,"consensus_revenue_estimate":null,"consensus_revenue_actual":null,"consensus_period":null,"consensus_source":null,"sentiment":"neutral","materiality_score":0.3,"calibrated_materiality_score":0.3,"market_cap_usd":1547087392.761831,"market_cap_bucket":"not_microcap","market_cap_source":"finnhub_profile2","market_cap_as_of_date":"2026-05-28","daily_digest_date":null,"daily_digest_url":null,"daily_digest_rank":null},{"id":395289,"accession_number":"0000950170-22-002817","cik":1831097,"company_name":"agilon health, inc.","ticker":"AGL","form_type":"8-K","filed_at":"2022-03-03T23:59:59+00:00","items":["2.02","9.01"],"status":"ready","headline":"agilon health Q4 revenue up 44% to $463M; FY2021 net loss $407M; guides to positive Adj EBITDA in 2022","summary_kind":"llm","event_type":"earnings","confidence":"high","bullets":["Q4 revenue $463M (+44% YoY); FY2021 revenue $1.83B (+50%).","Net loss widened to $57M in Q4 (vs $24M); FY2021 net loss $407M (incl $292M stock comp).","Adjusted EBITDA loss $27M in Q4; FY2021 loss $39M vs $6M gain in 2020.","Total members live on platform up 82% to 238,000; Medicare Advantage members up 42% to 186,300.","FY2022 guidance: revenue $2.505B-$2.590B; Adj EBITDA $0-$10M; adds 80,000 MA members from 7 new partners in 2023."],"consensus_eps_estimate":null,"consensus_eps_actual":null,"consensus_revenue_estimate":null,"consensus_revenue_actual":null,"consensus_period":null,"consensus_source":null,"sentiment":"neutral","materiality_score":0.75,"calibrated_materiality_score":0.75,"market_cap_usd":1547087392.761831,"market_cap_bucket":"not_microcap","market_cap_source":"finnhub_profile2","market_cap_as_of_date":"2026-05-28","daily_digest_date":null,"daily_digest_url":null,"daily_digest_rank":null},{"id":395288,"accession_number":"0000950170-22-001164","cik":1831097,"company_name":"agilon health, inc.","ticker":"AGL","form_type":"8-K","filed_at":"2022-02-14T23:59:59+00:00","items":["5.02"],"status":"ready","headline":"agilon health Chief Experience & Innovation Officer Lisa Dombro to resign effective Feb 28, 2022","summary_kind":"llm","event_type":"leadership","confidence":"high","bullets":["Lisa Dombro resigns as Chief Experience & Innovation Officer effective February 28, 2022.","Resignation is to pursue another career opportunity; not due to any disagreement with the company.","No successor or interim appointment announced in the filing."],"consensus_eps_estimate":null,"consensus_eps_actual":null,"consensus_revenue_estimate":null,"consensus_revenue_actual":null,"consensus_period":null,"consensus_source":null,"sentiment":"neutral","materiality_score":0.4,"calibrated_materiality_score":0.4,"market_cap_usd":1547087392.761831,"market_cap_bucket":"not_microcap","market_cap_source":"finnhub_profile2","market_cap_as_of_date":"2026-05-28","daily_digest_date":null,"daily_digest_url":null,"daily_digest_rank":null},{"id":395287,"accession_number":"0000950170-22-000837","cik":1831097,"company_name":"agilon health, inc.","ticker":"AGL","form_type":"8-K","filed_at":"2022-02-07T23:59:59+00:00","items":["5.02"],"status":"ready","headline":"CBO Theodore Halkias resigns effective Feb 28, 2022 to pursue other opportunity","summary_kind":"llm","event_type":"leadership","confidence":"high","bullets":["Theodore Halkias will step down as Chief Business Officer on Feb 28, 2022.","Resignation is not due to any disagreement with the company.","No replacement for the CBO role was announced in the filing."],"consensus_eps_estimate":null,"consensus_eps_actual":null,"consensus_revenue_estimate":null,"consensus_revenue_actual":null,"consensus_period":null,"consensus_source":null,"sentiment":"neutral","materiality_score":0.4,"calibrated_materiality_score":0.4,"market_cap_usd":1547087392.761831,"market_cap_bucket":"not_microcap","market_cap_source":"finnhub_profile2","market_cap_as_of_date":"2026-05-28","daily_digest_date":null,"daily_digest_url":null,"daily_digest_rank":null},{"id":395286,"accession_number":"0000950170-22-000192","cik":1831097,"company_name":"agilon health, inc.","ticker":"AGL","form_type":"8-K","filed_at":"2022-01-10T23:59:59+00:00","items":["7.01"],"status":"ready","headline":"agilon health reaffirms 2022 membership guidance and expects positive Adjusted EBITDA","summary_kind":"llm","event_type":"other_material","confidence":"high","bullets":["2022 total members expected to exceed 340,000 on agilon platform.","Over 260,000 Medicare Advantage members and 80,000-85,000 Direct Contracting attributed beneficiaries.","Management expects positive Adjusted EBITDA for 2022.","Guidance reaffirmed during 40th Annual J.P. Morgan Healthcare Conference."],"consensus_eps_estimate":null,"consensus_eps_actual":null,"consensus_revenue_estimate":null,"consensus_revenue_actual":null,"consensus_period":null,"consensus_source":null,"sentiment":"positive","materiality_score":0.55,"calibrated_materiality_score":0.55,"market_cap_usd":1547087392.761831,"market_cap_bucket":"not_microcap","market_cap_source":"finnhub_profile2","market_cap_as_of_date":"2026-05-28","daily_digest_date":null,"daily_digest_url":null,"daily_digest_rank":null}],"next_cursor":"2022-01-10T23:59:59+00:00|395286"}