A reconciliation of these non-GAAP financial measures to the most comparable GAAP measures is available in the earnings press release and the Form 8-K filed with the SEC. The fundamental resilience and effectiveness of our partnership model demonstrates a durable, long-term growth runway through trusted relationships with community-based physicians. Our preparation for the future includes applying our continued discipline and focus across these critical areas as we navigate the potential of a lower-than-expected rate increase in 2027 following CMS's Advance Notice. We believe the Advance Notice does not sufficiently reflect the ongoing population-wide increase in cost and utilization due to growing chronic disease burden and aging the Medicare population.

Throughout the year, we advanced several key transformation priorities, which are embedded in our expectation for material improvement in year-over-year medical margin and adjusted EBITDA. At the midpoint, we expect revenue of $5.5 billion, medical margin of $325 million, and adjusted EBITDA at breakeven. Our 2026 outlook reflects the expected positive impacts from the team's execution on payer contracting, clinical and quality programs, cost initiatives, as well as premium increases. First, we enter 2026 with an enhanced financial data pipeline and strengthened actuarial and analytical capabilities, improving financial discipline, clinical visibility, and overall predictability.

Second, through a disciplined approach to better underwriting the risks we take by contracting, agilon intentionally prioritized economic sustainability over membership growth. We believe care coordination fee arrangements provide a long-term, risk-adjusted growth opportunity to potentially move these members, when appropriate, to a full risk arrangement. Quality isn't just a scorecard for us, it's a lever for patient outcomes, member experience, cost, and revenue. Our network consistently delivers quality performance for measures we can influence and control ahead of benchmarks at 4.2 stars on a composite basis across the platform, maximizing quality bonus revenue while reinforcing physician alignment.

What went well
  • Executed $35 million of operating cost reductions in 2H 2025, above what was communicated at the end of Q3, driving greater operating leverage
  • ACO REACH delivered positive full-year 2025 adjusted EBITDA of $41 million, in line with expectations and validating the Total Care Model
  • Ended the year with $285 million in cash and marketable securities (plus $91 million off-balance-sheet ACO cash), roughly $66 million ahead of expectations
  • Network quality ran ahead of benchmarks at a 4.2-star composite, with management expecting to more than double the quality incentive contribution in 2026
  • Disciplined contracting locked in over $625 million of incremental 2026 medical-margin value (including a $127 million payer-contract bridge), with CHF clinical pathway now adopted in over 90% of the network and the enhanced data pipeline covering 85%+ of members at a 99%+ correlation rate
What went wrong
  • Full-year 2025 adjusted EBITDA was -$296 million (-$142 million in Q4); management said it was not satisfied with 2025 financial performance
  • Medical margin was negative: -$74 million in Q4 and -$57 million for the full year, including -$60 million from exited markets and -$53 million from prior-year development
  • Cost trend accelerated on higher inpatient utilization, including roughly $6.5 million of individual claims over $1 million in Q3; the company took Q3 trend to 7.2% and Q4 to 7.4%, lifting full-year 2025 trend to ~6.5%
  • CMS's 2027 Advance Notice points to a lower-than-expected rate increase (including a ~330 bps normalization impact) that management believes does not reflect ongoing cost and utilization growth
  • Disciplined exits of unprofitable payer contracts cut Medicare Advantage membership by roughly 50,000, contributing to a decline to ~430,000 MA members in 2026

Guidance Changes

MetricPeriodCurrent guidance
Total revenueFY2026$5.41 billion-$5.58 billion (midpoint ~$5.5 billion)
Medical marginFY2026$300 million-$350 million (midpoint $325 million)
Adjusted EBITDAFY2026-$15 million to +$15 million (breakeven at midpoint)
Year-end members on platformFY2026525,000-540,000
Medicare Advantage membershipFY2026~430,000
ACO model membershipFY2026~103,000
ACO REACH adjusted EBITDA contributionFY2026$20 million-$25 million
Net medical cost trendFY2026~7% net (7.5% gross, less ~50 bps payer-bid benefit)
G&A expenseFY2026~$234 million (slightly below FY2025)
Geographic entry expenseFY2026~$15 million

Performance Breakdown

MetricYoYNote
Medicare Advantage membership (end 2025) 511,000 members Measured approach to growth including previously announced market exits and a smaller 2025 class
Total revenue $1.57 billion in Q4; $5.93 billion full year Lower-than-expected risk adjustment revenue and previously disclosed market and payer-contract exits
Medical margin -$74 million in Q4; -$57 million full year Elevated cost-trend assumptions, risk adjustment impact, -$60 million from exited markets and -$53 million from prior-year development
Adjusted EBITDA -$142 million in Q4; -$296 million full year Elevated cost trend and risk adjustment impact, partially offset by lower geographic entry costs and operating-cost discipline
Full-year medical cost trend ~6.5% (raised from the low-to-mid 5% range) Higher inpatient utilization, including several multimillion-dollar claims (~$6.5 million over $1 million each) in Q3, plus a prudent Q4 reserve at 7.4%
ACO REACH adjusted EBITDA -$6 million in Q4; $41 million full year In line with expectations

Earnings Call Themes & Trends

TopicPrevious mentionCurrent periodTrend
Discipline: profitability over membership growthPaused growth, walked away from unprofitable payer contracts, and moved certain members to a no-downside care coordination fee model (~25,000 members); MA membership cut ~50,000 from contract exits
Clinical pathways for chronic diseaseHeart failure program in over 90% of the network as the most mature pathway; expanding into dementia, COPD, and palliative care
Enhanced data pipeline and actuarial capabilitiesLimited detailed revenue/claims visibility in prior yearsPipeline now covers 85%+ of members with a 99%+ correlation rate, enabling member-level risk scores and faster intervention
Burden of Illness program and V28 offsetOffset the V28 implementation (~3%-3.5% per year) over the last two yearsAI-assisted high-risk identification expected to deliver a net 40 bps improvement year-over-year, above the final year of V28
Quality and Star performance~4.2 stars composite in 2024; ~$25 million quality opportunity targeted in 2025Improved on 2024, ran ahead of benchmarks, with the opportunity to more than double the quality incentive contribution in 2026
2027 rate environment and CMS modelsManaging toward a potentially lower 2027 rate from the CMS Advance Notice; views ACO REACH's successor LEAD 10-year model as a positive signal for value-based care

Q&A Summary

Jefferies (Jack Slevin): Can you clarify what cost trend is baked in for 2025 and what drove the Q3 acceleration?
Q3 saw much higher inpatient volume, including several cases over $1 million aggregating to ~$6.5 million, prompting a raise from the low-6% range to 7.2%. With limited paid-claims visibility, management prudently set Q4 at 7.4%, bringing full-year 2025 trend to ~6.5%.
Jefferies (Jack Slevin): What actions might 2027 require on MA, and how are you approaching ACO/LEAD after REACH ends?
Jeff said the same levers apply -- contracting and the burden-of-illness program -- with payer bids and cost trends the two open variables, and expressed confidence margins can keep improving beyond 2026. Ron called the 10-year LEAD model encouraging for long-term planning and said agilon will stay actively engaged in advocacy (he was heading to Washington to meet with Dr. Oz).
Truist (Jailendra Singh): Were the Q3 inpatient claims tied to specific payers/geographies, and is the Q4 cushion enough? Any further OpEx opportunities beyond the $35 million?
The claims were not concentrated in specific markets; utilization stepped up in several markets late in Q3 (September highest). Management acknowledged they could be non-recurring acute events but reserved conservatively for a clean 2026 jumping-off point. On OpEx, they are not done -- further reductions are expected, though harder ones requiring automation, AI, and technology.
Baird (Michael Ha): Any update on the ACO REACH fee-for-service trend, and do your back-half trends contradict the view that later 2025 claims run lower?
First-half MA trend was in the mid-5s but Q3 clearly accelerated. The ACO REACH fee-for-service trend came down from 8.5% to 8.1%, with cost trends tilted toward the back half where the company has more current government data.
Needham (Matthew Shea): How did you do against the ~$25 million 2025 quality opportunity, and what underpins the doubling in 2026?
Jeff said final measures still have run-out but they are in the ballpark of the 2025 target and improved on 2024's ~4.2 stars. Guidance conservatively assumes 2025-like performance rather than banking the higher potential, though programs are aimed at exceeding it.
Wells Fargo (Stephen Baxter): On the Advance Notice, do you lack exposure to the risk-model/normalization changes, and how much of the $127 million payer-contract bridge is percent-of-premium versus less Part D risk?
Management confirmed it is exposed to the normalization change and its own math lands very close to the rate notice, but pointed to a demonstrated ability to offset V28 (~3%-3.5%/year) again in 2027 via clinical pathways. Ron stressed 2027 will need a further step up. Most of the $127 million bridge is percent-of-premium or relief on payer-specific Star issues, and it is contracted and locked in.
Wolfe Research (Justin Lake): Have you walked away from the worst partners, was it concentrated, and can you bridge the gap between ACO REACH (~8-9%) and CMS's ~5.5% trend view?
The exits were payer- and market-specific, not concentrated in any single payer, and members could return under future contracts once economics work. Ron reiterated agilon must be paid for the value it delivers. Jeff said there is no single answer bridging the rate-versus-cost-trend disconnect, which is why the industry is advocating for a revisit of the rate notice.
Bank of America (Craig Jones): On chart review, will the impact be near the 1.5% or closer to 0%, and how clustered is it across payers?
Removal of selected diagnoses is minimal for agilon given its model's tight alignment with primary care physicians and few unlinked conditions -- broadly true everywhere. The Part C risk-model changes, however, would differ by market.
Deutsche Bank (Liz for George): What is your exposure to Special Needs Plans versus traditional MA, and does a mix shift mean structurally higher margin?
Special Needs Plans are roughly 7% of membership; management did not yet have enough data to determine whether a meaningful mix shift is occurring.

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Reported 2026-02-25 · figures from the agilon health, inc. Q4 2025 earnings call.

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