Alignment Healthcare Q1 revenue rises 33%, beats estimates

Alignment Healthcare

30/04/2026 21:24

Overview

US Medicare Advantage insurer's Q1 revenue rose 33%, beating analyst expectations

Adjusted EBITDA for Q1 beat analyst expectations, rising 88% year-over-year

Company raised midpoint of full-year guidance for membership, revenue and profit metrics

Outlook

Company sees Q2 revenue between $1.295 bln and $1.315 bln

Alignment Healthcare expects full-year 2026 revenue between $5.16 bln and $5.205 bln

Alignment Healthcare raises midpoint of guidance for membership, revenue, adjusted gross profit and EBITDA

Result Drivers

MEMBERSHIP GROWTH - Co said 30.9% year-over-year increase in Medicare Advantage membership contributed to higher revenue

COST MANAGEMENT - Co said expanded profitability was driven by execution across sales, clinical operations and cost management, per CEO John Kao

INVESTMENTS IN OPERATIONS - Co said ongoing investments in people, processes and technologies are supporting growth and positioning for scale

Company press release: ID:nGNXRzzSY

Key Details

Metric
Beat/Miss
Actual
Consensus Estimate
Q1 Revenue
Beat
$1.24 bln
$1.22 bln (12 Analysts)
Q1 Net Income
$11.42 mln
Q1 Adjusted EBITDA
Beat
$37.85 mln
$31.83 mln (12 Analysts)

Analyst Coverage

The current average analyst rating on the shares is "buy" and the breakdown of recommendations is 12 "strong buy" or "buy", 2 "hold" and no "sell" or "strong sell"

The average consensus recommendation for the managed healthcare peer group is "buy"

Wall Street's median 12-month price target for Alignment Healthcare Inc is $25.50, about 17.4% above its April 29 closing price of $21.72

The stock recently traded at 105 times the next 12-month earnings vs. a P/E of 241 three months ago

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.)