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Alignment Healthcare
Alignment Healthcare (ALHC) investor relations material
Alignment Healthcare 44th Annual J.P. Morgan Healthcare Conference summary
Complete event summary combining all related documents: earnings call transcript, report, and slide presentation.44th Annual J.P. Morgan Healthcare Conference summary14 Jan, 2026
Vision and strategy
Aligns health plans, providers, brokers, CMS, and seniors to deliver seamless, data-driven, and personalized care, emphasizing hassle-free healthcare and shared objectives.
Growth is driven by a care management model, not just underwriting, with a mission to serve seniors and improve outcomes.
Focus on program integrity, regulatory compliance, and transparency as industry levers like coding arbitrage and high denial rates become unsustainable.
Utilizes AI, real-time data, and advanced risk stratification to target high-cost members and tailor interventions.
Interdisciplinary Care Anywhere teams and high-touch, in-home care improve quality, outcomes, and cost control.
Financial performance and growth
Membership has grown to over 275,300, with guidance to reach nearly 300,000 and $4 billion in premium revenue by year-end.
Achieved 30% annual growth, doubling size every 2-2.5 years, with strong gross margins, especially among members with chronic conditions.
Margin expansion achieved through reinvestment in technology, people, and supplemental benefits, supporting both growth and profitability.
Achieved profitability inflection in 2025, raising adjusted EBITDA guidance from $48M to $94M, with consensus adjusted EBITDA of $145M for 2026.
Outperformed industry peers with a 129% share price increase over 24 months.
Market dynamics and expansion
Expanded to 45 markets across five states, with California as the primary growth engine but ex-California markets showing higher gross profit and Star Ratings.
80% of new members are switchers, with high retention rates due to superior service and care delivery.
Plans to invest in new markets starting in 2027, using operational cash flow, with expectations of accelerated growth in 2028 and 2029.
Maintains less than 1% national share but approximately 6% share in existing markets.
Long-term goal to scale from 300,000 to 3 million members, leveraging automation, workflow documentation, and a mission-driven team.
Care Anywhere's cost impact on high-risk members
What drives MA plan switcher conversion?
Impact of v28 phase-ins on future margins
How does your model counter MA industry trends?
Explain better ex-CA PMPM gross profit
Detail your strategy to scale to 3M members
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Next Alignment Healthcare earnings date
Q4 202526 Feb, 2026
Alignment Healthcare
Next Alignment Healthcare earnings date
Q4 202526 Feb, 2026
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Frequently asked questions
Alignment Healthcare is a healthcare company focused on providing Medicare Advantage plans and care services tailored to seniors. The company uses a technology-driven approach to deliver personalized healthcare solutions, emphasizing preventive care and chronic condition management. Alignment Healthcare collaborates with healthcare providers to enhance patient outcomes through its integrated care model, which includes virtual care services and access to specialized programs. The company is headquartered in Orange, California, and its shares are listed on the NASDAQ.
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