earnings
confidence high
sentiment negative
materiality 0.80
agilon health Q4 net loss $189M, revenue $1.57B; 2026 guidance Adj EBITDA breakeven
agilon health, inc.
- 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.