$AGL

The article highlights Q2 results for outpatient and specialty care firms. Surgery Partners (SGRY) reported slowest revenue growth and weaker full-year guidance, with the stock down 1.4% to $15.32. LifeStance (LFST) revenue rose to $435.4M (+26.1%) and shares rose 18.3% to $12.27. U.S. Physical Therapy (USPH) revenue $214.1M (+8.5%) and shares $81.96. Encompass Health (EHC) revenue $1.60B (+9.6%) and shares $124.69. agilon health (AGL) revenue $1.49B (+7.2%), shares $87.56.

Australia’s ASX200 is set for its worst week since April, down 0.71% to 9,123 by midday, as banks and miners fell. Materials slid over 3% as gold and copper eased. BHP shares dropped 3.8% to $61.05 ahead of results. Westpac, ANZ and CommBank flagged double-digit home-loan application declines.

Agilon Health (AGL) reported Q2 2026 revenue of $1.49B, up 7% y/y, and adjusted EBITDA of $70M, above guidance, citing favorable medical cost development and higher risk adjustment revenue. FY2026 guidance was raised to $5.78B-$5.86B revenue and $75M-$95M adjusted EBITDA. Medicare Advantage membership fell to 437k. Cash and marketable securities were $257M at June 30, 2026.

AGL Energy reported higher customer bad-debt expense after the end of Australia’s federal power bill relief ($450 for households, $475 for small businesses). Net bad-debt expense rose to 1.6% from 1.3%. AGL said it provided $27m support to 20,000 customers. Underlying net profit was $631m, down ~2%, with guidance $580m-$680m.

Australia’s S&P/ASX 200 fell 0.59% to 9,196.3 by midday, with oil above US$90 a barrel and risk sentiment pressured by Middle East uncertainty and hawkish Fed comments ahead of CPI. Commonwealth Bank shares slid to $171.69 after Matt Comyn cautioned growth is slowing. AGL rose ~5% on higher statutory profit; Seek fell ~15% on a $201m write-down.

AGL Energy shares rose 5.4% to A$8.6 after the company reported FY26 results. Underlying EBITDA increased 2% to A$2.10 billion, operating free cash flow rose 60% to A$850 million, and profit after tax was A$756 million. It declared a fully franked final dividend of 26 cents, taking FY26 total to 50 cents, and guided FY27 payout ratio of 55–60%.

Nigeria’s Senate Public Accounts Committee ordered Seplat Energy, Network E&P Nigeria, All Grace Energy and Aradel Energy to appear within 48 hours to respond to NEITI audit queries for 2021-2023. Dubri Oil appeared and disputed NEITI’s $3.025 million royalty and gas flare debt, citing reconciliation with NUPRC that it says is resolved.

Wall Street analysts issued multiple rating changes. Argus upgraded Boeing (BA) to Buy and set a $265 target; Truist upgraded Best Buy (BBY) to Buy with a $95 target; Argus upgraded Centene (CNC) to Buy with an $80 target. Other moves included UBS upgrading Jabil (JBL) to Buy, BofA downgrading AppLovin (APP) to Neutral, and Barclays downgrading Under Armour (UAA) to Underweight.

Simply Wall St reports agilon health (AGL) released Q2 results on 5 Aug 2026, shifting from a net loss to profit and raising full-year 2026 revenue guidance. The article cites valuation views that AGL closed at $95.51 versus a modeled fair value of $78.14, calling it about 22% overvalued, while noting payer concentration and leadership-change risks.

Agilon Health (AGL) reported Q2 margin and adjusted EBITDA above guidance midpoints, citing favorable prior-year development, higher risk-adjustment revenue estimates, and medical-cost trend developments. The company ended Q2 with $257M cash and marketable securities and raised 2026 guidance to about $5.8B revenue, $485M medical margin, and $85M adjusted EBITDA. It also cut 2025 medical-cost trend to 5.8% and expects Q3 break-even adjusted EBITDA.