earnings
confidence high
sentiment negative
materiality 0.75
agilon health Q3 net loss $110M; re-establishes FY2025 guidance with negative EBITDA outlook
agilon health, inc.
- 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.