Agilon Health Q1 revenue beats estimates, raises 2026 guidance

Agilon Health

06/05/2026 21:46

Overview

US healthcare platform's Q1 revenue declined 7% yr/yr but beat analyst expectations

Q1 net income and adjusted EBITDA both beat analyst expectations

Company raised full-year 2026 guidance for revenue, medical margin and adjusted EBITDA

Outlook

Agilon Health raises 2026 full-year revenue guidance to $5.68 bln-$5.81 bln

Company expects 2026 medical margin of $350 mln-$400 mln

Company sees 2026 Adjusted EBITDA between $10 mln and $40 mln

Result Drivers

MEMBERSHIP DECLINE - Lower revenue driven by an 11% drop in total members, reflecting market and payor exits due to a focus on profitability

IMPROVED PRICING AND CONTRACTS - Revenue decline partially offset by improved pricing, contract economics and burden of illness performance

MARGIN EXPANSION INITIATIVES - Higher gross profit, medical margin and adjusted EBITDA attributed to investments in data and technology, clinical execution, operating discipline, and strong ACO REACH performance

Company press release: ID:nBw89skdba

Key Details

Metric
Beat/Miss
Actual
Consensus Estimate
Q1 Revenue
Beat
$1.42 bln
$1.38 bln (16 Analysts)
Q1 EPS
$2.94
Q1 Net Income
Beat
$49 mln
$11.62 mln (11 Analysts)
Q1 Adjusted EBITDA
Beat
$54 mln
$34.95 mln (15 Analysts)

Analyst Coverage

The current average analyst rating on the shares is "hold" and the breakdown of recommendations is 2 "strong buy" or "buy", 12 "hold" and 3 "sell" or "strong sell"

The average consensus recommendation for the healthcare facilities & services peer group is "buy."

Wall Street's median 12-month price target for agilon health inc is $17.88, about 33.2% below its May 5 closing price of $26.74

For questions concerning the data in this report, contact Estimates.Support@lseg.com. For any other questions or feedback, contact reuters.support@thomsonreuters.com.

(This story was created using Reuters automation and AI based on LSEG and company data. It was checked and edited by a Reuters journalist prior to publication.)