agilon health, inc. — Form 8-K
Filed August 5, 2026 · analyzed by the 8-K Agent
8-K
▲ Likely positive
significance 68/100
What the filing says
Agilon Health reported Q2 2026 revenue of $1.495B (+7% YoY), with net income of $18M vs. loss of $104M YoY. The company raised full-year 2026 guidance: total revenues to $5.775B–$5.860B (prior $5.680B–$5.805B), medical margin to $465M–$505M (prior $350M–$400M), and adjusted EBITDA to $75M–$95M (prior $10M–$40M). Platform membership declined to 549K members (437K Medicare Advantage, 112K ACO) due to disciplined contracting; however, burden-of-illness outperformance and favorable medical cost trends drove the improved outlook. Balance sheet: $257M cash, $32M debt.
Why this rating
Significant operational turnaround and upside revision. Adjusted EBITDA guidance more than doubled. Revenue and medical margin upgrades material relative to $709M market cap; profitability inflection credible but membership decline risk; Q3 guidance shows deceleration.
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