earnings
confidence high
sentiment positive
materiality 0.80
agilon health Q2 net income $18M vs loss; raises FY2026 guidance
agilon health, inc.
- Total revenue $1.49B (+7% YoY); net income $18M vs net loss $104M in Q2 2025.
- Medical margin $197M vs negative $53M; Adjusted EBITDA $70M vs negative $83M.
- Total members 549,000 (down 10% YoY) due to disciplined contracting and market exits.
- FY2026 guidance raised: revenue $5,775-$5,860M, medical margin $465-$505M, Adj. EBITDA $75-$95M.
- Q3 2026 guidance: revenue $1,445-$1,475M, medical margin $105-$115M, Adj. EBITDA ($5)-$5M.