Agilon Health Q2 revenue beats estimates, raises outlook

agilon health

05/08/2026 21:16

Overview
US value-based care platform's Q2 revenue rose 7%, beating analyst expectations
Q2 adjusted EBITDA and net income both beat analyst expectations
Company raised full-year 2026 guidance for revenue, medical margin, and adjusted EBITDA

Outlook
Agilon Health raises 2026 total revenue outlook to $5.775 bln-$5.86 bln
Company now sees 2026 adjusted EBITDA of $75 mln-$95 mln, up from $10 mln-$40 mln
Agilon expects 2026 medical margin of $465 mln-$505 mln, up from $350 mln-$400 mln

Result Drivers
BURDEN OF ILLNESS PERFORMANCE - Co said revenue growth was helped by higher than expected burden of illness performance
PAYOR CONTRACTING AND PRICING - Co attributed revenue gains to favorable payor contracting and improved pricing
FAVORABLE CLAIMS DEVELOPMENT - Medical margin included favorable first quarter 2026 and prior year claims development

Company press release: ID:nBw3wNZNwa

Key Details
Metric
Beat/Miss
Actual
Consensus Estimate
Q2 Revenue
Beat
$1.49 bln
$1.45 bln (14 Analysts)
Q2 Net Income
Beat
$18 mln
-$1.17 mln (9 Analysts)
Q2 Adjusted EBITDA
Beat
$70 mln
$18.63 mln (14 Analysts)

Analyst Coverage
The current average analyst rating on the shares is "hold" and the breakdown of recommendations is 4 "strong buy" or "buy", 9 "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 $81.00, about 14.5% below its August 4 closing price of $94.78

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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.)