Alignment Healthcare, Inc. — Form 8-K
Filed October 29, 2026 · analyzed by the 8-K Agent
8-K
▼ Likely negative
significance 62/100
What the filing says
Alignment Healthcare reported Q3 2026 revenue of $1,358.3M (up 36.7% YoY) and health plan membership of 301,200 (up 31.2% YoY). However, the company lowered full-year 2026 adjusted gross profit guidance to $575M (from prior implicit guidance) and adjusted EBITDA to $100M, citing higher-than-expected medical costs, appeals/disputes, catastrophic cases, and skilled nursing expenses. Q3 adjusted EBITDA declined 32.8% YoY to $21.8M despite revenue growth, and Q3 net loss was $8.1M vs. net income of $3.7M in Q3 2025.
Why this rating
Revenue growth masked by sharp profitability miss; guided EBITDA of $100M on $5.2B revenue (1.9% margin) signals operational strain material to $2.1B company valuation.
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