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agilon health (AGL) investor relations material
agilon health Evercore ISI 8th Annual HealthCONx Conference summary
Complete event summary combining all related documents: earnings call transcript, report, and slide presentation.Evercore ISI 8th Annual HealthCONx Conference summary2 Dec, 2025
Business transitions and contracting cycle
Contracting is a long-cycle process, with only a portion of contracts open each year and improvements taking time to impact financials.
Focused on securing appropriate economics and reducing variability, especially by removing Part D risk and capping supplemental benefits.
Disciplined approach may lead to a slight reduction in membership but aims for higher profitability.
Some contracts may revert to care coordination fees if economic terms aren't met, serving as a backstop.
Regulatory and reimbursement environment
Actively narrowing risk exposure to items outside control, such as Part D and supplemental benefits.
Quality incentives are increasing, with in-year opportunities tied to STAR measures expected to double by 2026.
Enhanced data pipelines improve visibility into member-level premiums and costs, supporting better risk management.
Organization has been streamlined, with $30 million in cost benefits expected for 2026.
Demonstrated agility in response to regulatory changes, such as pivoting ACOs to MSSP after ACO REACH margin compression.
Financial outlook and profitability
Confident in offsetting the impact of V28 through operational improvements and advanced analytics.
Utilization remains elevated but stable; full-year estimate is 5.5%, with 2026 guidance to be provided in February.
Growth paused for 2025 and 2026 to focus on profitability, with some market exits and disciplined contracting expected to reduce membership.
Cash expected to end 2026 at $100 million, with sufficient capital to navigate the transition period.
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Next agilon health earnings date
Q4 202524 Feb, 2026
Next agilon health earnings date
Q4 202524 Feb, 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.
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