The earnings call reflects a mixed performance with stable membership and advancements in technology and clinical pathways, but also highlights challenges such as revenue and medical margin declines, along with negative prior period developments. Despite improvements in contracting terms and payer relations, ongoing utilization pressures continue to affect financial outcomes.
Company Guidance
During the agilon health First Quarter 2025 Earnings Conference Call, guidance was provided indicating that the company reported membership, revenue, medical margin, and adjusted EBITDA in line with their Q1 guidance range. Membership was at 491,000, relatively flat year over year, and Medicare Advantage membership guidance for Q2 is between 485,000 to 515,000, with full-year expectations at 490,000 to 520,000. Revenue for Q1 was $1.53 million, with full-year guidance ranging from $5.85 billion to $6.03 billion. Medical margin for Q1 was $128 million, with full-year projections between $275 million and $325 million. Adjusted EBITDA for Q1 was $21 million, with full-year guidance between negative $95 million to negative $55 million. The company emphasized continued investment in technology and clinical programs, aiming for cash flow breakeven by 2027, and highlighted a 280 basis points increase in the 2026 CMS final rate notice, which they expect to positively impact future financial performance.
Membership Consistency
Q1 membership was 491,000, remaining flat year over year, indicating stability in member retention despite market exits.
Technology and Clinical Advancements
Significant progress in technology and clinical pathways, including AI capabilities, improved data integration, and the launch of heart failure and palliative programs.
Improved Contracting Terms
Enhanced payer contracting terms led to a 280 basis point increase in CMS final rate notice for 2026, indicating better economic terms and reduced exposure to Medicare Part D.
Agilon Health (AGL) Earnings, Revenues Date & History
The upcoming earnings date is based on a company’s previous reporting, and may be updated when the actual date is announced
The table shows recent earnings report dates and whether the forecast was beat or missed. See the change in forecast and EPS from the previous year.
Beat
Missed
AGL Earnings-Related Price Changes
Report Date
Price 1 Day Before
Price 1 Day After
Percentage Change
May 06, 2025
$4.46
$3.39
-23.99%
Feb 25, 2025
$3.63
$3.36
-7.44%
Nov 07, 2024
$2.79
$1.84
-34.05%
Aug 06, 2024
$6.22
$5.64
-9.32%
Earnings announcements can affect a stock’s price. This table shows the stock's price the day before and the day after recent earnings reports, including the percentage change.
FAQ
When does Agilon Health (AGL) report earnings?
Agilon Health (AGL) is schdueled to report earning on Jul 31, 2025, TBA Not Confirmed.
What is Agilon Health (AGL) earnings time?
Agilon Health (AGL) earnings time is at Jul 31, 2025, TBA Not Confirmed.
Where can I see when companies are reporting earnings?
You can see which companies are reporting today on our designated earnings calendar.