earnings
confidence high
sentiment positive
materiality 0.75
agilon health Q3 revenue +52% to $695M, medical margin up 74%, raises FY2022 guidance
agilon health, inc.
- 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.