Agilon Health reported a bigger-than-expected Q2 net loss, with a revenue of $1.53 billion, exceeding FactSet's estimate of $1.50 billion. The company's Q1 2025 earnings call highlighted a new peer-reviewed data examining the impact of women physicians on patient outcomes, healthcare utilization, and revenue using different Medicare payment models. Agilon Health's shares rose after Bernstein upgraded the company to Outperform from Market Perform, and RBC raised its price target to $3.50 from $3.
Agilon Health (NYSE: AGL) reported a Q2 2025 net loss of $104 million, surpassing the IBES estimate of $46.3 million. The company's revenue for the quarter was $1.39 billion, down 6% year-over-year (YoY) compared to $1.48 billion in Q2 2024. Gross profit was negative $52 million, compared to positive $32 million in the previous year, while medical margin was negative $53 million [2].
The company attributed the decline to additional information received from payors, including prior period adjustments of $66 million and a reduction in risk adjustment revenue of $37 million. Total members on the Agilon platform decreased to 614,000, reflecting market exits and the impact of the Part D carve-out in 2025. Agilon Health's shares rose following positive analyst upgrades and price target increases. Bernstein upgraded the company to Outperform from Market Perform, while RBC raised its price target to $3.50 from $3 [2].
Agilon Health's Q1 2025 earnings call highlighted a peer-reviewed data study on the impact of women physicians on patient outcomes and healthcare utilization. The company also announced a leadership change, with Steven Sell stepping down as President, CEO, and Director, and Ronald A. Williams being appointed Executive Chairman. Agilon Health is suspending its 2025 financial guidance and related assumptions due to market uncertainty and the need to optimize operating performance [1, 2].
References:
[1] Reuters. (2025, August 4). Agilon Health Q2 net income USD -104 million vs. IBES estimate USD -46.3 million. Retrieved from https://www.tradingview.com/news/reuters.com,2025-08-04:newsml_PLXD39EB3:0-brief-agilon-health-q2-revenue-usd-1-400-million-vs-ibes-estimate-usd-1-471-million/
[2] Marketscreener. (2025, August 4). Agilon Health reports second quarter 2025 results. Retrieved from https://www.marketscreener.com/news/agilon-health-reports-second-quarter-2025-results-ce7c5edad081f620
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