agilon health 2025 Q3 Earnings Revenue Beats Estimates, Net Loss Narrows 6.9%

Agilon Health (AGL) reported fiscal 2025 Q3 earnings on Nov 4, 2025, with revenue narrowly beating estimates despite a year-over-year decline. The company reinstated full-year guidance while acknowledging ongoing challenges.

Revenue

Medical services revenue accounted for the majority at $1.43 billion, while other operating revenue contributed $2.88 million. Total revenue fell 1.1% year-over-year to $1.44 billion, reflecting market exits and reduced risk adjustment revenue.

Earnings/Net Income

The company narrowed its GAAP loss to $0.27 per share (6.9% improvement YoY) and reduced its net loss by 6.3% to $-110.21 million. While the EPS remains negative, the narrowing loss per share indicates progress in cost management.

Post-Earnings Price Action Review

The available data is insufficient to validate a 30-day revenue-beat trading strategy. , but the stock fell 57.4% year-to-date and 21.3% quarter-to-date. With only one confirmed beat and no post-announcement price data, the strategy’s effectiveness remains unproven. Historical volatility and weak profitability metrics suggest caution for investors. <visualization dataurl="https://cdn.ainvest.com/news/visual/visual_components/viz_jtbc30pk.json"></visualization>

CEO Commentary

Executive Chairman cited progress in cost discipline, , and highlighted clinical initiatives and data analytics improvements. However, challenges like lower risk adjustment revenue and exited markets persist.

Guidance

. For 2026, the company anticipates a $135 million medical margin boost from favorable payer bids and cost savings.

Additional News

1. Legal Alert: The Rosen Law Firm is investigating potential securities claims over alleged misleading disclosures, following an August 2025 guidance suspension that triggered a 51.5% stock drop.

2. Conference Call: A post-earnings call on Nov 4, 2025, detailed operational updates, .

3. Analyst Disputes: Recent revisions to 2025/2026 earnings estimates highlight uncertainty, .