agilon health, inc. (AGL) Form 8-K — Aug 5, 2026
agilon health reported second quarter 2026 results on August 5, 2026, with total revenue of $1.49 billion, up 7% year over year, and net income of $18 million compared to a $104 million net loss in the second quarter of 2025. Adjusted EBITDA swung to $70 million from negative $83 million a year ago, and medical margin reached $197 million versus negative $53 million, helped by favorable first quarter and prior-year claims development and stronger burden-of-illness execution.
Key figures
- Eps
- $1.04 diluted (Q2 2026 net income)
- Revenue
- $1.49 billion (Q2 2026 total revenues, $1,494.7 million)
- Guidance
- FY2026 raised: total revenues $5,775-$5,860M (prior $5,680-$5,805M), medical margin $465-$505M (prior $350-$400M), Adjusted EBITDA $75-$95M (prior $10-$40M). Q3 2026: revenues $1,445-$1,475M, medical margin $105-$115M, Adjusted EBITDA ($5)-$5M
- Net Income
- $18 million (Q2 2026) vs. net loss of $104 million (Q2 2025)
- Total Debt
- $32 million
- Revenue Yoy
- +7%
- Total Assets
- $1,591.3 million
- Cash Position
- $257 million cash, cash equivalents and marketable securities at June 30, 2026
- Communities
- approximately 30
- Pcp network
- approximately 2,300 primary care physicians
- Total members
- 549000
- Aco entity cash
- $83 million cash associated with unconsolidated ACO model entities
- Gross profit q2
- $107 million vs. gross loss of $52 million in Q2 2025
- Medical margin q2
- $197 million vs. negative $53 million in Q2 2025
- Total members yoy
- -10%
- Adjusted ebitda q2
- $70 million vs. negative $83 million in Q2 2025
- Cost trend assumption
- low 7% range for remainder of year
- Diluted eps prior year
- -$6.31
- Aco model beneficiaries
- 112000
- Medicare advantage members
- 437000
- Risk score growth assumption
- 3% year-over-year net of v28
- Medicare advantage members yoy
- -12%
- Operating cash flow six months
- -$33.6 million
Price after filing
Close on the filing date to close N calendar days later (from $94.78). Historical, not a forecast.
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