earnings
confidence high
sentiment positive
materiality 0.75
agilon health Q2 revenue up 34% to $670M, adjusted EBITDA turns positive at $7M
agilon health, inc.
- 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.