---
schema_version: "secwatch.filing_event.v1"
accession: "0001628280-26-031254"
form_type: "8-K"
ticker: "AGL"
cik: "0001831097"
company_name: "agilon health, inc."
filed_at: "2026-05-06T23:59:59+00:00"
generated_at: "2026-05-14T22:53:38.778960+00:00"
event_type: "earnings"
sentiment: "positive"
materiality_score: 0.8
calibrated_materiality_score: 0.8
confidence: "high"
source: SEC EDGAR
---

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

## Summary
- 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.

## SEC filing metadata
- accession: 0001628280-26-031254
- form_type: 8-K
- ticker: AGL
- cik: 0001831097
- company_name: agilon health, inc.
- filed_at: 2026-05-06T23:59:59+00:00
- event_type: earnings
- sentiment: positive
- materiality_score: 0.8
- calibrated_materiality_score: 0.8
- confidence: high
- sec_items: 2.02, 9.01
- EDGAR index: https://www.sec.gov/Archives/edgar/data/1831097/000162828026031254/0001628280-26-031254-index.htm
- EDGAR primary document: https://www.sec.gov/Archives/edgar/data/1831097/000162828026031254/agl-20260506.htm

## Machine-readable alternates
- HTML: https://secwatch.observer/filing/0001628280-26-031254
- JSON: https://secwatch.observer/filing/0001628280-26-031254.json
- Plain text: https://secwatch.observer/filing/0001628280-26-031254.txt

## Source-grounded claims
- claim_id: 5a30e069d1ff87df82a117eafd45fd2308d5a7b1
  claim: agilon health, inc. reported the first quarter ended March 31, 2026 results: revenue $1.42 billion, net income $49 million. Guidance raised.
  evidence_excerpt: 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,
  evidence_url: https://www.sec.gov/Archives/edgar/data/1831097/000162828026031254/0001628280-26-031254-index.htm

This AI-assisted summary is a reading aid. Review the linked SEC EDGAR filing before relying on any specific claim.