Agilon Health Q4 revenue beats estimates

Agilon Health

25/02/2026 21:54

Overview

Healthcare platform's Q4 revenue rose 3%, beating analyst expectations

Q4 net loss widened, missing analyst estimates

Outlook

Agilon Health expects 2026 revenue between $5.41 bln and $5.58 bln

Company anticipates 2026 medical margin between $300 mln and $350 mln

Agilon Health projects 2026 Adjusted EBITDA between -$15 mln and $15 mln

Result Drivers

MEMBERSHIP CHANGES - Total members decreased due to market exits, affecting revenue growth despite new market expansion

MEDICAL COST TREND - Elevated medical cost trend impacted medical margin negatively, reserved at approximately 7.4% for Q4

TRANSFORMATION INITIATIVES - Co focused on enhancing execution and operating discipline, expecting material improvement in 2026

Company press release: ID:nBw9MLhkra

Key Details

Metric
Beat/Miss
Actual
Consensus Estimate
Q4 Revenue
Beat
$1.57 bln
$1.46 bln (15 Analysts)
Q4 Net Income
Miss
-$189 mln
-$106.57 mln (11 Analysts)
Q4 Adjusted EBITDA
Miss
-$142 mln
-$104.06 mln (14 Analysts)

Analyst Coverage

The current average analyst rating on the shares is "hold" and the breakdown of recommendations is 2 "strong buy" or "buy", 13 "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 $1.00, about 153.8% above its February 24 closing price of $0.39

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.)