agilon health, inc. (AGL) Form 8-K — Nov 4, 2026
agilon health reported Q3 2026 revenue of $1.52 billion, up 6% year over year, and swung to net income of $35 million from a $110 million net loss in Q3 2025. The medical services expense ratio improved dramatically to 88.5% from 104.0%, and Adjusted EBITDA swung to +$64 million from -$91 million a year earlier, helped by favorable burden-of-illness performance, payor contracting, and pricing. The company raised full-year 2026 guidance, lifting Adjusted EBITDA to $145-155 million from $75-95 million and revenue to $5.87-5.89 billion, while noting membership declined 8% to 566,000 as it prioritizes profitable contracting.
Key figures
- Eps
- 1.97
- Revenue
- 1519486000
- Guidance
- FY2026 total revenues raised to $5,870-5,890M (from $5,775-5,860M); Adjusted EBITDA raised to $145-155M (from $75-95M); MSER improved to 90.3-90.5% (from 91.4-91.9%)
- Net Income
- 34912000
- Total Debt
- 32000000
- Revenue Yoy
- 6%
- Total Assets
- 1565521000
- Cash Position
- 312000000
- Mser q3 2025
- 104.0%
- Mser q3 2026
- 88.5%
- Total members
- 566000
- Aco model members
- 112000
- Total members yoy pct
- -8%
- Adjusted ebitda q3 2026
- 63684000
- Medicare advantage members
- 454000
- Cash including aco entities
- 74000000
AI analysis
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