Agilon Health Q3 revenue beats estimates

Agilon Health

04/11/2025 21:49

Overview

Agilon Health Q3 2025 revenue beats analyst expectations despite a 1% yr/yr decline

Net loss for Q3 2025 was $110 mln, missing analyst estimates

Adjusted EBITDA loss of $91 mln in Q3 2025, missing analyst expectations

Outlook

Agilon Health expects 2025 revenue between $5.81 bln and $5.83 bln

Company projects 2025 medical margin between -$5 mln and $15 mln

Agilon Health anticipates 2025 adjusted EBITDA between -$270 mln and -$245 mln

Result Drivers

RISK ADJUSTMENT REVENUE - Lower-than-expected risk adjustment revenue impacted Q3 results due to incomplete data from a new market

MARKET EXITS - Revenue and membership declines attributed to previously disclosed market exits

TRANSFORMATION INITIATIVES - Progress in transformation initiatives, including operating cost reductions and improved payor contracting processes

Key Details

Metric
Beat/Miss
Actual
Consensus Estimate
Q3 Revenue
Beat
$1.44 bln
$1.42 bln (16 Analysts)
Q3 Net Income
Miss
-$110 mln
-$68.42 mln (12 Analysts)
Q3 Adjusted EBITDA
Miss
-$91 mln
-$51.91 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", 14 "hold" and 2 "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 $1.35, about 40% above its November 3 closing price of $0.81

Press Release: ID:nBw8JS5Yva

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