Agilon Health Q2 revenue beats estimates, raises outlook
AGL•Drivers behind the results
Agilon said revenue growth was helped by higher than expected burden of illness performance. The company also cited favorable payor contracting and improved pricing.
Medical margin included favorable first quarter 2026 and prior year claims development.
Analyst coverage and targets
The current average analyst rating on the shares is "hold," with 4 "strong buy" or "buy," 9 "hold" and 3 "sell" or "strong sell" recommendations.
The average consensus recommendation for the healthcare facilities & services peer group is "buy."
Wall Street's median 12-month price target for agilon health, inc. is $81.00, about 14.5% below its August 4 closing price of $94.78.
Full-year 2026 outlook raised
The company raised its full-year 2026 guidance for revenue, medical margin and adjusted EBITDA.
- 2026 total revenue outlook: $5.775 bln-$5.86 bln
- 2026 adjusted EBITDA: $75 mln-$95 mln, up from $10 mln-$40 mln
- 2026 medical margin: $465 mln-$505 mln, up from $350 mln-$400 mln
Q2 revenue and profit beat estimates
Agilon Health said second-quarter revenue rose 7% and beat analyst expectations. Q2 adjusted EBITDA and net income also beat analyst expectations.
| Metric |
|---|
