agilon health Q1 net income $49M, Adjusted EBITDA $54M; raises FY2026 guidance; names Tim O'Rourke CEO

agilon health, inc.

2026-Q1 EPS reported $2.94 revenue$1,420,460,000

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.

item 2.02 item 9.01

Key facts

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Earnings Releases SEC 8-K Item 2.02 confidence 0.95

agilon health, inc. reported the first quarter ended March 31, 2026 results: revenue $1.42 billion, net income $49 million. Guidance raised.

Period: the first quarter ended March 31, 2026
Revenue: $1.42 billion
Net income: $49 million
Guidance: raised
Result: reported results

Exact text from the filing

previously disclosed market exits, as well as payor exits in certain markets resulting from a disciplined approach to contracting focused on profitability. • Total revenue of $1.42 billion in the first quarter 2026 decreased 7% compared to $1.53 billion in the first quarter 2025. Revenue reflects lower year-over-year membership partially offset by improved pricing,

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Source: SEC EDGAR

accession 0001628280-26-031254

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