AGLAgilon Health, Inc.
Agilon Health, Inc. (AGL) operates as a healthcare provider, offering services to Medicare beneficiaries through its Accountable Care Organization (ACO) model. The company’s next catalyst is Sep 23, 2026 — Why Agilon Health (AGL) Shar News, which will test the effectiveness of its revised business strategy and legal exposure amid ongoing shareholder litigation .
- Revenue in the most recent quarter ended June 30, 2026, was $5.75B, but net income was -$147.71M, with a net margin of -2.6% TTM.
- Free cash flow was -$189.16M TTM, and debt-to-equity was 0.12x.
- Revenue declined 2.1% YoY, signaling pressure on top-line growth.
The Read
5% following its Q1 2026 earnings and guidance reset, but then fell 17%.
The schedule
- Wed4Nov
This earnings release will test the company's ability to meet or exceed expectations in a challenging macro environment. The focus will be on revenue growth, cost control, and any updates on regulatory or operational changes.
- Wed3Feb
This report will test the company's ability to sustain momentum from Q3 results and provide clarity on long-term strategic goals. The focus will be on revenue growth, cost management, and any updates on regulatory or operational changes.
- Wed5May
This report will test the company's ability to sustain momentum from Q3 results and provide clarity on long-term strategic goals. The focus will be on revenue growth, cost management, and any updates on regulatory or operational changes.
- Wed4Aug
This report will test the company's ability to sustain momentum from Q3 results and provide clarity on long-term strategic goals. The focus will be on revenue growth, cost management, and any updates on regulatory or operational changes.
Past
- Wed23Sep
Actual outcome: Bear · $78.01 at outcome
Stock fell 8.2% from event to outcome date, aligning with the bear trajectory.
This event will test the company's ability to manage recent earnings disappointment and provide clarity on strategic initiatives, particularly in light of the recent bearish move following Q2 results. The narrative will focus on cost control, regulatory updates, and potential revenue growth.
- Mon14Sep
Actual outcome: Bear · $79.69 at outcome
Agilon Health's revised business strategy focused on cost optimization and expansion, but the stock fell 5.7% as investors reacted to weaker-than-expected financial performance and cautious guidance. The lack of clear revenue growth prospects and pressure on margins overshadowed the strategic announcements, leading to a bearish price reaction.
Agilon Health is set to announce a revised business strategy that emphasizes cost optimization and expansion efforts. This announcement is expected to highlight the company's plans for improving efficiency and entering new markets. The strategy may signal a shift in focus that could attract investor interest and drive short-term optimism. The market will be looking for signs of a clear and actionable plan.
- Wed9Sep
Actual outcome: Bear · $84.97 at outcome
The stock fell 7.3% following the event, missing both the bull target and the bear floor. The conference participation did not generate positive sentiment, and the stock declined, indicating market skepticism about the strategic value of the event.
Agilon Health will participate in an industry conference where it will showcase its innovations and strategic partnerships. This event provides an opportunity for the company to highlight its strengths and engage with potential partners and investors. The conference could enhance the company's visibility and generate positive market sentiment. Participation in such events is often seen as a sign of confidence and strategic direction.
- Wed5Aug
Actual outcome: Bear · $88.90 at outcome
Agilon Health (AGL) beat earnings estimates with an EPS of $1.07, and raised full-year 2026 guidance for revenue, medical margin, and Adjusted EBITDA. However, the stock fell 17.6% as concerns over margin pressures and legal issues overshadowed the positive results, leading to a bearish price reaction.
- Wed6May
Actual outcome: Mixed · $81.73 at outcome
Agilon Health reported strong Q1 CY2026 results with EPS of $1.80, significantly beating estimates. The company also provided optimistic guidance for FY 2026, signaling stabilization in demand and reinforcing long-term growth prospects. These positive fundamentals drove the stock to a substantial rally.
