secwatch.observer — SEC 8-K summary
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Issuer:     agilon health, inc. (AGL)
CIK:        0001831097
Form:       8-K
Filed at:   2026-05-06T23:59:59+00:00
Accession:  0001628280-26-031254
Event type: earnings
Sentiment:  positive
Materiality: 0.80
Item codes: 2.02, 9.01
LLM model:  deepseek-v4-flash:cloud@v2

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

Source:
  EDGAR index:    https://www.sec.gov/Archives/edgar/data/1831097/000162828026031254/0001628280-26-031254-index.htm
  Primary doc:    https://www.sec.gov/Archives/edgar/data/1831097/000162828026031254/agl-20260506.htm
  HTML page:      https://secwatch.observer/filing/0001628280-26-031254

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