Alignment Healthcare Q2 revenue beats estimates; co raises annual outlook

Alignment Healthcare

30/07/2025 21:08

Overview

Alignment Healthcare Q2 revenue rises 49% yr/yr, beating analyst expectations

Adjusted EBITDA for Q2 beats consensus, reflecting robust operational performance

Co raises full-year outlook across membership, revenue, adjusted gross profit, EBITDA

Outlook

Company raises full-year outlook for membership, revenue, adjusted gross profit, EBITDA

Company expects Q3 revenue between $970 mln and $985 mln

Alignment Healthcare projects full-year revenue between $3.885 bln and $3.910 bln

Company anticipates Q3 adjusted EBITDA between $5 mln and $13 mln

Result Drivers

MEMBERSHIP GROWTH - Health plan membership increased by 27.8% yr/yr, reaching 223,700 members

REVENUE INCREASE - Total revenue rose 49% yr/yr to $1.015 bln, surpassing analyst expectations

MEDICARE ADVANTAGE MODEL - Co attributes strong Q2 performance to its Medicare Advantage model focusing on clinical excellence and affordability

Key Details

Metric
Beat/Miss
Actual
Consensus Estimate
Q2 Revenue
Beat
$1.02 bln
$960.30 mln (10 Analysts)
Q2 Net Income
$15.65 mln
Q2 Adjusted EBITDA
Beat
$45.91 mln
$15.80 mln (10 Analysts)

Analyst Coverage

The current average analyst rating on the shares is "buy" and the breakdown of recommendations is 8 "strong buy" or "buy", 3 "hold" and 1 "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 $20.00, about 41.1% above its July 29 closing price of $11.78

Press Release: ID:nGNX5SC1Pz

(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.)