Analyst view
Analyst · post-call coverage
The Payer Record · AGL · Q2 2026
agilon health Q2 2026 — the filed record
Why the Results ChangedExact source language · this is not analyst valuation logic
Media analysis
Media · post-earnings takeaway
“Medical margin surged to $197M from negative $53M YoY; adjusted EBITDA reached $70M versus negative $83M, driven by risk adjustment and cost improvements.”
Management
Management · earnings release
Medical margin was $197 million versus negative $53 million a year earlier
Medical margin was $197 million during the second quarter 2026, compared to negative $53 million in the second quarter 2025.
“We are raising our full-year 2026 outlook which reflects stronger burden of illness execution, favorable medical cost trends, and continued operating discipline.”
Target Changes — Why Not AvailableAction is public · model logic is not
Analyst action
Reported action · explanation unavailable
Agilon Health, Inc. : Benchmark Raises Target Price to $140 from $95
Why the target changed: not public. The linked report does not provide the analyst’s revised forecasts, valuation multiple, or assumptions. The results and guidance above may have informed the action, but the public record does not establish that connection.
Analyst action
Reported action · explanation unavailable
Truist Adjusts Price Target on Agilon Health to $112 From $67, Maintains Hold Rating
Why the target changed: not public. The linked report does not provide the analyst’s revised forecasts, valuation multiple, or assumptions. The results and guidance above may have informed the action, but the public record does not establish that connection.
Sourced Takeaways5 takeaways · every bullet sourced
- Revenue was $1.49B; versus $1.39B a year earlier; +7% YoY; FY guide $5,775M–$5,860M.Filed8-K 2026-08-05 · EX-99.1
- Net income was $18M; versus ($104M) a year earlier.Filed8-K 2026-08-05 · EX-99.1
- Medical margin was $197M; versus ($53M) a year earlier; FY guide $465M–$505M.Filed8-K 2026-08-05 · EX-99.1
- Adjusted EBITDA was $70M; versus ($83M) a year earlier; FY guide $75M–$95M.Filed8-K 2026-08-05 · EX-99.1
- Diluted EPS (GAAP) was $1.04; versus ($6.31) a year earlier.Filed8-K 2026-08-05 · EX-99.1
The NumbersReported · published precision · every figure sourced
| Metric | Q2 2026 | Prior yr | YoY | FY Guide |
|---|---|---|---|---|
| Revenue | $1.49B | $1.39B | +7% | $5,775M–$5,860M |
| Net income | $18M | ($104M) | — | — |
| Medical margin | $197M | ($53M) | — | $465M–$505M |
| Adjusted EBITDA | $70M | ($83M) | — | $75M–$95M |
| Diluted EPS (GAAP) | $1.04 | ($6.31) | — | — |
CMS ROWS ARE GROUND TRUTH, INDEPENDENT OF COMPANY REPORTING · PRECISION PER BRAND SPEC
The DocumentsEverything this record is built from
The filing every figure on this page is read from.
8-K 2026-08-05 · EX-99.1