agilon health, Inc. (AGL)
NYSEHealth CareMedical - Care FacilitiesSnapshot 2026-09-04
$88.50+2.34%
Close 2026-09-04 · 1-day change
NYSEHealth CareMedical - Care FacilitiesSnapshot 2026-09-04
QuarterlyIQ Insights · AGL
How strong the business is — where it ranks within its sector on capital efficiency and cash generation, and how well management has been executing.
How management runs the business: capital, margins, balance sheet, and how reliably they guide and deliver.
A guidance track record builds as the company issues and delivers on guidance.
Priorities management has stated in recent disclosures, with status and evidence drawn from earnings calls, filings, and press releases.
Focus on growing total revenues and expanding medical margin through improved pricing, burden of illness execution, and operating discipline.
Stated as a priority in 2 of last 2 quarters. Total revenue grew 7% from $1.39B in 2025-Q2 to $1.49B in 2026-Q2, with medical margin improving from negative $53M to $197M. Full-year 2026 revenue guidance was raised to $5.775-$5.860B. The trajectory is delivering with improved revenue and margin performance.
Each factor is a parallel diagnostic with a clear read of what it shows and how names like it have historically fared. Never aggregated into a single score.
Operating income rose in 2 of the last 3 quarter-over-quarter moves. Historically, Health Care names rated strong grew net income 53% of the time over the next year (vs 41% for the rest of the cohort, n=9986).
Not investment advice. Scores describe historical and current data; they are not forecasts of future returns. Consult a licensed advisor before making investment decisions.
“We are raising our full-year 2026 outlook which reflects stronger burden of illness execution, favorable medical cost trends, and continued operating discipline.”
“We are seeing early returns from investments in data and technology, clinical execution, and operating discipline.”
Continue to improve operating income and net income through disciplined execution and cost management.
Stated as a priority in 2 of last 2 quarters. Operating income improved from negative $116M in 2025-Q2 to positive $11.8M in 2026-Q2; net income improved from negative $104M to positive $18M in the same period. The trajectory shows delivering progress on profitability.
“Net income was $18 million in Q2 2026 compared to net loss of $104 million in Q2 2025.”
“Net income was $49 million in Q1 2026 compared to $12 million in Q1 2025.”
Focus on improving cash flow from operations to strengthen financial position.
Stated as a priority in 2 of last 2 quarters. Cash from operating activities improved from negative $67M in first half 2025 to negative $33.6M in first half 2026, showing progress but still negative cash flow. The trajectory is improving but not yet positive.
“Cash from operating activities was $23.7 million in Q1 2026 compared to negative $32 million in Q1 2025.”
“Cash from operating activities was $23.7 million in Q1 2026 compared to negative $32 million in Q1 2025.”
Maintain a disciplined approach to contracting and membership growth focused on profitability and market exits.
Stated as a priority in 2 of last 2 quarters. Total members decreased 10% from 614,000 in 2025-Q2 to 549,000 in 2026-Q2 due to disciplined contracting and market exits. The trajectory matches management's focus on profitability over membership growth.
“Year-over-year changes to membership primarily reflect a disciplined approach to contracting focused on profitability, previously disclosed market exits, and a measured approach to growth.”
“Year-over-year changes to membership primarily reflect previously disclosed market exits, as well as payor exits in certain markets resulting from a disciplined approach to contracting focused on pro…”
Enhance leadership team and sharpen execution to accelerate value-based care model growth and outcomes.
Newly stated in 2026-Q1. The appointment of Tim O’Rourke as CEO is intended to strengthen leadership and sharpen execution. No direct financial metrics yet to measure delivery, but management emphasizes this as a key priority.
“We are excited to welcome Tim O’Rourke as CEO, who brings more than 25 years of healthcare leadership and will sharpen our focus on execution.”
Over the trailing year it converted 0.67x of net income into operating cash flow.
Not enough signal yet.
Not enough signal to read sensitivity to the broad stock market, the US dollar, real (inflation-adjusted) rates, long-term interest rates, Fed net liquidity (low R² over the window).
10 material management or governance events in the past 24 months, led by executive changes. Historically, Health Care names rated neutral grew net income 53% of the time over the next year (vs 49% for the rest of the cohort, n=5275).
Not investment advice. As of 2026-09-04.