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ALALHC

What Alignment Healthcare promised, and what happened

Guidance Tracker · every commitment management made on a call, tracked from the quarter it was made

Guidance

What management said, and what became of it

34 of 36 judged targets kept · 20 open · verdicts reflect calls analysed to Jun 2026.

TargetOriginal wordingSaidLatest callVerdict
Adjusted EBITDA$50 million to $60 millionMar 2026Jun 2026:Q2 adjusted EBITDA of $68 million produced an adjusted EBITDA margin of 5.1% and represents 60 basis points of margin expansion year-over-year.
Call transcript, Jun 2026 · no direct link
Achieved
Adjusted EBITDA$133 million to $163 millionDec 2025Jun 2026:adjusted EBITDA to be in the range of $145 million to $163 million.
Call transcript, Jun 2026 · no direct link
Revised Up
Revenue$1.21 billion to $1.23 billionDec 2025Mar 2026:this supported total revenue of $1.2 billion, which increased 33% year-over-year.
Call transcript, Mar 2026 · no direct link
Missed

A verdict describes what became of management’s own words in later analysed calls. “Delayed” is a change of date, “went quiet” a target the calls stopped mentioning. None of it is a judgement on the investment. The methodology sets out how verdicts are recorded.

The full ledger

Open Alignment Healthcare’s full ledger

A free account opens 5 company ledgers a month. All 56 tracked commitments, with each call’s wording and source.

The rest of the ledger

Pro opens all 56 tracked commitments for Alignment Healthcare

Above is what the last two calls moved. Pro adds every quarter's revision, the source quote behind each one, and the topics management has stopped answering.