$AHCO

AdaptHealth Corp.

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0
1
$395K
WOLF DALE B
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See all $AHCO insider activity →

AdaptHealth Cuts 2026 Outlook as Contract Costs Hit Margins

AdaptHealth Corp. (AHCO) cut its 2026 adjusted EBITDA outlook to $490 million to $520 million from $680 million to $730 million, citing margin pressure from West Coast capitated contract costs and a manufacturer price increase. Revenue guidance is $2.85 billion to $2.89 billion. Q2 organic revenue rose 15.9% to $740.3 million. The company agreed to sell Diabetes Health for $235 million.

AHCO sentiment & insider activity

Over the past 7 days, alphai's AI scored 1 news story mentioning AHCO (AdaptHealth Corp.). Coverage has skewed bearish: 0 bullish, 0 neutral, and 1 bearish.

Recent AHCO coverage spans earnings, insider activity and financial news.

In the last 30 days, AHCO insiders filed 3 SEC Form 4 transactions — 3 purchases ($395K) and no sales. The most active reporter was WOLF DALE B with 2 filings.

What's driving AHCO

  • The settlement may lead to a modest negative impact on AdaptHealth's share price due to legal expense and reputational risk.

    law360.com · Aug 24, 2026

  • Weak revenue growth and missed guidance cause sharp sell‑off.

    finance.yahoo.com · Aug 19, 2026

  • Guidance reset and margin pressure from contract transition and input price lift downside risk to 2026 earnings and cash flow.

    mychesco.com · Aug 15, 2026

  • The deal linkage can create read-through trading in AHCO, but the article does not provide deal terms or new AHCO-specific disclosures.

    kiplinger.com · Aug 12, 2026

  • Earnings call discloses a clear profit headwind and a major guidance reset, plus cash flow weakness and leverage, which can drive near-term repricing.

    fool.com · Aug 11, 2026

alphai scores every news story that mentions AHCO with an AI model for sentiment and relevance, and aggregates insider trades from AdaptHealth Corp.'s SEC EDGAR Form 4 filings. Figures refresh continuously.

News on $AHCO

Score
$AHCOMedAI 8/10

AdaptHealth Cuts 2026 Outlook as Contract Costs Hit Margins

AdaptHealth Corp. (AHCO) cut its 2026 adjusted EBITDA outlook to $490 million to $520 million from $680 million to $730 million, citing margin pressure from West Coast capitated contract costs and a manufacturer price increase. Revenue guidance is $2.85 billion to $2.89 billion. Q2 organic revenue rose 15.9% to $740.3 million. The company agreed to sell Diabetes Health for $235 million.

$CRWVMed

Stocks Still Await Signs of Price Stability: Stock Market Today

U.S. indexes drifted lower as crude oil and interest rates were mostly flat, with investors awaiting the July CPI report. FactSet data for 88% of S&P 500 firms showed 86% positive earnings surprises and 76% positive revenue surprises. Nasdaq fell 0.6% to 26,445, S&P 500 0.3% to 7,728, Dow 0.3% to 53,791. CoreWeave (CRWV) and Super Micro (SMCI) report after the close; Nvidia (NVDA) and Intel (INTC) were also discussed.

$AHCOHighAI 9/10

AdaptHealth (AHCO) Q2 2026 Earnings Call Transcript

AdaptHealth (AHCO) reported Q2 2026 net revenue of $740.3 million, up 12.7% year over year, with organic revenue growth of 15.9%. Adjusted EBITDA was $132 million, down 3.2%, and full-year revenue guidance was cut to $2.85-$2.89 billion with adjusted EBITDA of $490-$520 million. The company cited West Coast contract costs and a $30 million supplier price headwind, plus a $235 million diabetes divestiture.

$AHCOMed

AdaptHealth Sells Diabetes Unit to Sharpen Focus on Sleep, Respiratory Growth

AdaptHealth (NASDAQ:AHCO) said it will sell its diabetes unit to focus on sleep and respiratory. The deal is expected to leave about $60 million of overhead costs in continuing operations, with roughly half removed in year one. Q2 revenue grew 16%, including West Coast expansion, while the company works on contract onboarding and supplier rebate terms.

$AHCOLow

Adapthealth director Kenneth Samet buys $149,930 in shares

AdaptHealth Corp. (NASDAQ:AHCO) director Kenneth A. Samet bought 23,500 shares on Aug. 6, 2026 at $6.38 each for about $149,930. After the purchase, he beneficially owns 48,569 shares. The stock is near its 52-week low. The company recently reported a Q2 adjusted loss of $0.99 vs a $0.15 expected profit, with revenue of $740.3 million.

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