Zacks Investment Research·Jun 26, 2026
Agilon Health (AGL) Is Up 0.79% in One Week: What You Should KnowDoes Agilon Health (AGL) have what it takes to be a top stock pick for momentum investors? Let's find out.
Agilon Health, Inc.(AGL)Earnings, Financials & Key Ratios
AGL•NYSE
$107.47
Price updated Jul 7, 2026
Aboutagilon health, inc. offers healthcare services for seniors through primary care physicians in the communities of the United States. As of December 31, 2021, it served approximately 238,000 senior members, which included 186,300 medicare advantage members and 51,700 medicare fee-for-service beneficiaries. The company was formerly known as Agilon Health Topco, Inc. and changed its name to agilon health, inc. in March 2021. agilon health, inc. was founded in 2016 and is based in Austin, Texas.Show more
- Revenue$5.93B-2.1%
- EBITDA-$392M-46.6%
- Net Income-$405M-55.8%
- EPS (Diluted)-24.50-55.6%
- Gross Margin-3.18%-4079.1%
- EBITDA Margin-6.62%-49.8%
- Operating Margin-7.1%-47.2%
- Net Margin-6.83%-59.2%
- ROE-135.64%-195.1%
AGL Price & Volume
Agilon Health, Inc. (AGL) stock price & volume — 10-year historical chart
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Persistent Margin Volatility Challenges Agilon Growth Thesis
Investment Thesis • Updated 2026Q1
VerdictNegative
Growth:Contracting
Profitability:Negative
Financial:Strained
Cash Flow:Mixed
Primary Risk:Medical cost utilization volatility
Key Thesis Takeaways
- Agilon Health faces a precarious fundamental outlook as its core Medicare Advantage risk-bearing model struggles with significant medical cost utilization volatility, evidenced by gross margins swinging from 4.7% in 2024Q1 to -6.2% by 2025Q4.
- The company's inability to achieve consistent operating leverage, coupled with a rapidly eroding equity base that has fallen to $181.4 million as of 2026Q1, suggests that the platform's scalability remains unproven.
- Investors should monitor the sustainability of physician partnerships and the potential for further impairment of the $62.4 million in goodwill as the firm attempts to navigate a challenging reimbursement environment.
Verdict Logic
the company's accumulated deficit has reached $1.9 billion as of 2026Q1, signaling that historical operating losses are systematically consuming the capital base and undermining long-term solvency.
AGL Growth Metrics
Agilon Health, Inc. (AGL) revenue, earnings & EPS growth — 3, 5 & 10-year CAGR
Revenue CAGR
10 Years-
5 Years37.24%
3 Years35.43%
TTM-2.82%
Profit CAGR
10 Years-
5 Years-
3 Years-
TTM-54.35%
EPS CAGR
10 Years-
5 Years-
3 Years-
TTM-53.9%
Return on Capital
10 Years-45.67%
5 Years-47.52%
3 Years-58.65%
Last Year-108.42%
AGL Recent Earnings
Agilon Health, Inc. (AGL) EPS & revenue vs analyst estimates — last 4 quarters
●Beat EPS 3/12 qtrs (25%)●Beat Revenue 8/12 qtrs (67%)
Q2 2026Latest
May 6, 2026Metric
Actual
Est
EPS
$1.80+59.3%
$1.13
Rev
$1.4B+2.9%
$1.4B
Q1 2026
Feb 25, 2026Metric
Actual
Est
EPS
$11.50-70.4%
$6.75
Rev
$1.6B+6.8%
$1.5B
Q4 2025
Nov 4, 2025Metric
Actual
Est
EPS
$0.27-50.0%
$0.18
Rev
$1.4B+1.0%
$1.4B
Q3 2025
Aug 4, 2025Metric
Actual
Est
EPS
$0.25-127.3%
$0.11
Rev
$1.4B-5.2%
$1.5B
| Quarter | Date | EPS (Act vs Est) | Revenue (Act vs Est) |
|---|---|---|---|
| Q2 2026Latest | May 6, 2026 | $1.80vs $1.13+59.3% | $1.4Bvs $1.4B+2.9% |
| Q1 2026 | Feb 25, 2026 | $11.50vs $6.75-70.4% | $1.6Bvs $1.5B+6.8% |
| Q4 2025 | Nov 4, 2025 | $0.27vs $0.18-50.0% | $1.4Bvs $1.4B+1.0% |
| Q3 2025 | Aug 4, 2025 | $0.25vs $0.11-127.3% | $1.4Bvs $1.5B-5.2% |
Based on last 12 quarters of dataView full earnings history →
Latest AGL News
Recent stock market news and headlines for Agilon Health, Inc. (AGL)
Zacks Investment Research·Jun 26, 2026
Why Fast-paced Mover Agilon (AGL) Is a Great Choice for Value InvestorsIf you are looking for stocks that have gained strong momentum recently but are still trading at reasonable prices, Agilon (AGL) could be a great choice. It is one of the several stocks that passed through our 'Fast-Paced Momentum at a Bargain' screen.
Seeking Alpha·Jun 24, 2026
agilon health: Q1 Inflection And A New CEO Set Up A Multi-Year Reratingagilon health is rated Buy with a $177 price target, reflecting a robust Q1 beat and a positive inflection in financials. Q1 2026 delivered $1.42B revenue (+$40M vs. consensus), $54M adjusted EBITDA (+162% YoY), and raised full-year guidance across all key metrics. Margin expansion is driven by a new data pipeline, scaled clinical programs, disciplined payer contracting, and AI-driven risk scoring now fully operational.
Zacks Investment Research·Jun 23, 2026
Is the Options Market Predicting a Spike in agilon health Stock?Investors need to pay close attention to AGL stock based on the movements in the options market lately.
Peers Comparison
Key metrics vs top competitors for Agilon Health, Inc. (AGL)
| Company | Price | Market Cap | P/E Ratio | Rev Growth (1Y) | Net Margin | ROE | Div Yield |
|---|---|---|---|---|---|---|---|
| $107.47 | $1.79B | -4.39 | -2.11% | -6.83% | -135.64% | — | |
| $66.12 | $32.65B | -4.85 | 19.44% | -3.25% | -28.6% | — | |
| $394.62 | $47.38B | 40.10 | 10.06% | 0.82% | 6.17% | — | |
| $104.33 | $133.12B | 75.06 | 7.85% | 0.72% | 3.86% | — | |
| $418.85 | $90.96B | 16.67 | 12.62% | 2.62% | 11.92% | — | |
| $232.90 | $12.13B | 26.11 | 11.75% | 0.42% | 4.44% | — |
Compare AGL vs Peers
Agilon Health, Inc. (AGL) vs competitors — business, growth, and fundamentals comparison against the closest industry rivals.
AGL SEC Filings & Documents
Agilon Health, Inc. (AGL) SEC filings — annual & quarterly reports (10-K, 10-Q)
8-K Announcements
6Material company update
May 6, 2026·SEC
Material company update
Apr 27, 2026·SEC
Material company update
Mar 30, 2026·SEC
10-K Annual Reports
410-Q Quarterly Reports
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AGL Frequently Asked Questions
Agilon Health, Inc. (AGL) stock FAQ — growth, dividends, profitability & financials explained
Growth & Financials
What is Agilon Health, Inc.'s revenue?
Agilon Health, Inc. (AGL) reported $5.82B in revenue for fiscal year 2025. This represents a 633% increase from $794.4M in 2019.
How fast is Agilon Health, Inc. growing?
Agilon Health, Inc. (AGL) saw revenue decline by 2.1% over the past year.
Is AGL profitable?
Agilon Health, Inc. (AGL) reported a net loss of $373.5M for fiscal year 2025.
Dividend & Returns
What is AGL's return on equity?
Agilon Health, Inc. (AGL) has a return on equity (ROE) of -135.6%. Negative ROE indicates the company is unprofitable.
What is Agilon Health, Inc.'s free cash flow?
Agilon Health, Inc. (AGL) had negative free cash flow of $76.6M in fiscal year 2025, likely due to heavy capital investments.