EVOLENT HEALTH A DL-,01

Evolent Health reported adjusted EPS of $0.02 (expectation: -$0.01) and revenue of $652.5 million versus a consensus of $597.5 million; the stock rose 27.3% in premarket trading. The performance-suite segment grew quarter‑over‑quarter by 50% thanks to the start of the partnership with Highmark. The company raised its 2026 revenue guidance to $2.6–2.7 billion and expects revenue growth of more than 25% for 2027 as well as adjusted EBITDA on average of at least $150 million. » Altro su de.investing.com

Evolent Health reported Q1 2026 revenue of 496.2 Mio. USD, missing the consensus of 534 Mio. USD, but beat expected EPS with a loss of 0.02 USD. The Medical Expense Ratio deteriorated sharply to 93.3%, while adjusted EBITDA was 22.1 Mio. USD. Net debt increased to 791.9 Mio. USD and the net debt/adjusted EBITDA ratio climbed to 5.8x. Management reaffirmed the full-year outlook (revenue 2.4–2.6 Mrd. USD, adjusted EBITDA 110–140 Mio. USD) and will rely on pricing improvements and cost discipline to restore margins. » Altro su de.investing.com

At the Oppenheimer conference, CFO Mario Ramos outlined Evolent Health’s priorities: Aetna implementations are complete, and Highmark remains on schedule for May 1. The company expects sequential EBITDA improvements, targets margins of 7% to 10% for Enhanced Performance Suite contracts, and projects roughly $20 million EBITDA in each of Q1/Q2 2026, with a possible increase of $10–50 million in H2 and a Q4 run rate of about $150 million. Focus areas include deleveraging via asset sales and operational improvements, early use of AI in the back office, and a conservative “best view” because of new risk-based customers; acquisitions are currently expected to be limited. » Altro su de.investing.com