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- **2025 Q3 Results**: $1.44B revenue (-1.4% YoY), -$57M medical margin
- **2026 Outlook**: 6.5% cost trend, $30M cost savings
- **Contract Renegotiation**: 50% of contracts updated for better economics
- **AI Success**: 20% reduction in heart failure admissions
- **Stars Performance**: 75% of members in 4-star plans

**【CEO Summary Section】**
- Agilon reported Q3 2025 revenue of $1.44 billion, reflecting a 1.4% year-over-year decline due to lower-than-expected risk adjustment scores and exited markets.
- The company is implementing a $30 million cost reduction plan, including overhead and clinical incentives, to improve 2026 margins.
- Agilon is renegotiating contracts with payers to reduce Part D exposure and increase quality incentives, with 75% of members in 4-star plans.

**【CFO Financial Commentary】**
- Q3 medical margin was -$57 million, driven by exited markets and oncology costs.
- Adjusted EBITDA was -$91 million, improved from -$96 million in Q2.
- 2025 guidance: $5.8 billion revenue, -$245 million EBITDA.

**【Q&A Highlights】**
- 2026 contracting: 50% of contracts renegotiated for better economics; 75% of members in 4-star plans.
- AI-driven programs reduced heart failure admissions by 20%.
- 2026 cost trend outlook: 6.5% in line with CMS benchmarks.

agilon health, inc. (AGL) Q3 2025 Earnings Call Transcript

Revenue

Sales and Services Revenue

Financing Services Revenue

Other Revenue

Cost of Revenue

Cost of Goods and Services

Cost of Financing Services

Other Cost

Gross Profit

Other Operating Income

Operating Expenses

Selling, General and Administrative Expenses

Selling and Marketing Expenses

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Research and Development Expenses

Loss on Bad Debts

Loss on Impairment of Other Assets

Loss on Disposal of Assets

Other Operating Expenses

Operating Income

Non-Operating Income (Loss)

Income (Loss) from Affiliates

Income (Loss) from Associates

Income (Loss) from Joint ventures

Gain (Loss) on Other Investment

Gain (Loss) on Change in Fair Value

Gain (Loss) on Foreign Currency Exchange

Other Non-Operating Income (Loss)

Net Interest Expense

Interest Expense

Interest Income

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Net Income from Continuing Operations

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Net Income

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Net Income Attributable to Owners of the Company

Preferred Stock Dividends

Other Adjustments

Net Income Attributable to Common Stockholders

Other Comprehensive Income

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Total Comprehensive Income Attributable to Minority Interests

Total Comprehensive Income Attributable to Owners of the Company

Basic EPS

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Basic EPS from Discontinued Operations

Diluted EPS

Diluted EPS from Continuing Operations

Diluted EPS from Discontinued Operations

AGL

AGL fundamentals

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