Agilon Health reports Q3 2026 beat and raises full‑year revenue and EBITDA guidance
Agilon Health Inc. posted third‑quarter 2026 revenue of $1.52 billion and adjusted EBITDA of $64 million, both above its own guidance. The company lifted its full‑year 2026 revenue outlook to $5.88 billion and adjusted EBITDA target to $150 million. It also increased its year‑end cash expectation to at least $175 million while noting a 10% decline in Medicare Advantage membership and projecting 40‑50% ACO membership growth in 2027.
Why it matters
The higher revenue and EBITDA guidance suggest stronger earnings potential for the rest of 2026, which could support the stock’s valuation. The raised cash outlook improves the company’s liquidity position for upcoming market expansions.
Key facts
- 1Q3 2026 revenue was $1.52 billion, beating estimates by 4.2%. finance.yahoo.com
- 2Adjusted EBITDA for Q3 2026 was $64 million, up from a negative $91 million in Q3 2025. finance.yahoo.com
- 3Full‑year 2026 revenue guidance was raised to $5.88 billion. seekingalpha.com
- 4Full‑year 2026 adjusted EBITDA guidance was raised to $150 million. seekingalpha.com
- 5Cash and marketable securities at quarter‑end were $312 million, and the year‑end cash outlook was raised to at least $175 million. finance.yahoo.com
- 6Medicare Advantage membership declined 10% year‑over‑year to 454,000. finance.yahoo.com
Summary written by AlphAI AI Desk from 5 of 5 sources. Not investment advice. Figures are as stated by the linked sources.