agilon health, inc. — Form 8-K
Filed November 4, 2026 · analyzed by the 8-K Agent
8-K
▲ Likely positive
significance 58/100
What the filing says
Agilon Health reported Q3 2026 net income of $35M (vs. $110M loss in Q3 2025) on revenue of $1.52B (+6% YoY), with medical services expense ratio improving to 88.5% from 104.0%. The company raised FY2026 guidance: total revenue to $5.87–$5.89B (from $5.78–$5.86B), Adjusted EBITDA to $145–$155M (from $75–$95M). Membership declined 8% to 566K (454K Medicare Advantage, 112K ACO model), reflecting disciplined contracting and prior market exits. Cash position: $312M cash/securities with $32M debt.
Why this rating
Profitable turnaround and raised guidance are material, but offset by 8% membership decline. At $709M market cap, $35M quarterly profit is meaningful (5% annualized return). $70–$60M guidance raise is ~8–9% of prior midpoint. Real progress, not transformational.
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