Agilon Health Inc

At the Jefferies conference, agilon health said the shift from growth to profitability is showing initial success and raised its 2026 EBITDA forecast to $75–95 million. Improved contract terms, a new data pipeline, tighter cost control and advanced clinical programs—especially for heart failure—contributed to better risk-adjusted and cost outcomes. The company closed Q2 with $257 million in cash (excluding ACO units) and expects at least $125 million by year-end, but remains cautious due to medical cost sensitivity to small variances. » Plus sur de.investing.com

Agilon Health reported adjusted earnings of $1.04 per share in Q2 2026 (expectation $0.08) and revenue of $1.49 billion (expectation $1.44 billion), and subsequently raised its full‑year guidance for revenue, medical margin and adjusted EBITDA. The medical margin rose to $197 million and adjusted EBITDA to $70 million, despite a deliberate 12.3% reduction in Medicare Advantage membership. Management attributes the strong results to stricter contract discipline, improved risk adjustments and favorable cost trends. The stock jumped sharply and the company now expects about $5.8 billion in revenue and roughly $85 million of adjusted EBITDA for 2026. » Plus sur de.investing.com