Brief: Agilon Health Q2 Revenue USD 1,400 Million Vs. IBES Estimate USD 1,471 Million

Agilon Health

04/08/2025 21:11

Overview

Agilon Health Q2 revenue falls 6% yr/yr, missing analyst expectations, per LSEG data

Net loss of $104 mln in Q2, missing analyst estimates

Adjusted EBITDA loss of $83 mln in Q2, missing consensus

Outlook

Agilon suspends 2025 guidance due to leadership changes and market conditions

Company confident in financial improvement by 2026

Result Drivers

RISK ADJUSTMENT REVENUE - $37 mln reduction in risk adjustment revenue for 2024 and $48 mln reduction year-to-date for 2025 impacted results

MEMBERSHIP DECLINE - Total members on agilon platform decreased to 614,000 as of June 30, 2025, reflecting previously disclosed market exits

STRATEGIC INITIATIVES - Co continued to enhance data visibility, operational discipline, and partnership performance, expecting full benefits in 2026, per Executive Chair Ronald A. Williams

Key Details

Metric
Beat/Miss
Actual
Consensus Estimate
Q2 Revenue
Miss
$1.40 bln
$1.47 bln (18 Analysts)
Q2 Net Income
Miss
-$104 mln
-$46.30 mln (12 Analysts)
Q2 Adjusted EBITDA
Miss
-$83 mln
-$28.40 mln (17 Analysts)

Analyst Coverage

The current average analyst rating on the shares is "hold" and the breakdown of recommendations is 4 "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 $3.95, about 57% above its August 1 closing price of $1.70

Press Release: ID:nBwXLz1ha

(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.)