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Edge16 Oct 2026
Winner, Winner: The Chicken McNugget Story
How a 1940s breeding contest, a Cornell food scientist, and a hedge by Ray Dalio helped McDonald's turn the Chicken McNugget into a fast-food icon.
agilon health
agilon health (AGL) investor relations material
agilon health Q3 2026 earnings summary
Complete event summary combining all related documents: earnings call transcript, report, and slide presentation.Q3 2026 earnings summary4 Nov, 2026
Executive summary
Q3 revenue rose 6% YoY to $1.519B; net income was $34.9M versus a $110.2M loss, and Adjusted EBITDA was $63.7M versus negative $91.5M.
Results exceeded expectations; profitability-focused contracting and market exits contributed to platform membership declining 8% YoY to 566,000.
Financial highlights
Q3 operating income was $24.1M versus an operating loss of $131.3M; nine-month revenue was $4.435B and net income was $101.8M.
Nine-month Adjusted EBITDA was $187.1M versus negative $154.3M; nine-month net income included $19.0M from discontinued operations.
Q3 revenue benefited from favorable CMS benchmarks, payer contracting and higher risk-adjustment revenue, partly offset by lower membership.
Outlook and guidance
Updated FY26 guidance: revenue $5.775B-$5.860B and Adjusted EBITDA $75M-$95M, versus prior ranges of $5.870B-$5.890B and $145M-$155M, respectively.
FY26 guidance includes MSER of 91.4%-91.9%, ending platform membership of 535,000-550,000, average MA membership of 438,000-443,000, and $40M-$45M from ACO model entities.
ACO membership is expected to grow from ~110,000 to ~160,000 in 2027, with broader growth of 40%-50%, mainly through MSSP.
Existing cash, restricted cash, marketable securities and available borrowing capacity are expected to cover working capital and capital expenditure needs for at least 12 months, subject to assumptions and payor-settlement timing.
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Latest events from agilon health
- Profitability focus, data-driven operations, and disciplined contracting fuel improved earnings and growth potential.AGL
2026 Jefferies Healthcare Services and Technology Conference - Q2 2026 delivered strong revenue growth, profitability, and a raised full-year outlook.AGLQ2 2026
- Cost trends are improving as growth, clinical initiatives, and payer negotiations drive future performance.AGL2024 Wells Fargo Healthcare Conference
- Directors reelected, auditor ratified, and executive pay approved with no shareholder questions.AGLAGM 2026
- Profitability surged in Q1 2026, prompting raised full-year guidance for key metrics.AGLQ1 2026
- Tim O'Rourke named CEO and Director with new compensation terms; no changes to voting matters.AGLProxy filing
- Virtual annual meeting to vote on directors, auditor, and executive pay, with board support.AGLProxy filing
- Proxy covers director elections, auditor ratification, pay-for-performance, and ESG priorities.AGLProxy filing
- Q3 revenue up 28% to $1.45B, but net loss widened to $118M and guidance was lowered.AGLQ3 2024
Next agilon health earnings date
Status update17 Nov, 2026
agilon health
Next agilon health earnings date
Status update17 Nov, 2026
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Frequently asked questions
Agilon Health inc provides healthcare management services focused on empowering physicians to transition to a value-based care model. The company offers technology, operational support, and infrastructure services to enable physician groups to manage patient care outcomes effectively. agilon health partners with independent physician associations across the United States. The company is headquartered in Austin, Texas, and its shares are listed on the NYSE.