Jun 2026 (Q2 FY26) — Aug 5, 2026
Agilon Health Q2 FY26 — Strong Performance and Raised Full-Year Guidance
Read the full callAgilon Health earnings: last reported Wed, 5 Aug 2026, for the quarter ended Jun 2026.
Reported
Each figure keeps its basis and period; nothing is filled in.
| Metric | Value | Change | Basis | Period | Note |
|---|---|---|---|---|---|
| Revenue | 1,495 | +7.2% YoY | Quarterly, as filed | Quarter to Jun 2026 | Revenue from operations as filed. |
| Operating margin | 0.8 | +9.1 pts YoY | Operating profit / revenue | Quarter to Jun 2026 | For the quarter; a change is in percentage points. |
| Net profit | 18.0 | Quarterly, as filed | Quarter to Jun 2026 | Profit after tax as filed. The year-earlier figure was zero or a loss, so no percentage is shown. |
Price
YTD: $20.9 on 3 Jul 2026 → $88.45. High $96.11 (25 Aug 2026), low $12.19 (30 Jul 2026).
Overview
Call summaries
Agilon Health Q2 FY26 — Strong Performance and Raised Full-Year Guidance
Read the full callEvery analysed call
Financials
Net profit, year on year: +117% (quarter to jun 2026 against jun 2025).
| Line item | Sep 2024 | Dec 2024 | Mar 2025 | Jun 2025 | Sep 2025 | Dec 2025 | Mar 2026 | Jun 2026 |
|---|---|---|---|---|---|---|---|---|
| Sales | 1,451 | 1,522 | 1,533 | 1,395 | 1,435 | 1,569 | 1,420 | 1,495 |
| Expenses | 1,584 | 1,631 | 1,555 | 1,511 | 1,567 | 1,763 | 1,416 | 1,483 |
| Operating profit | -134 | -108 | -22 | -116 | -131 | -194 | 4 | 12 |
| Operating margin | −9.2% | −7.1% | −1.4% | −8.3% | −9.2% | −12.3% | 0.3% | 0.8% |
| Other income | 16 | 8 | 9 | 8 | 9 | 41 | 16 | 15 |
| Interest | 2 | 2 | 2 | 2 | 2 | 2 | 2 | 2 |
| Depreciation | — | — | 0 | 0 | — | — | 0 | 0 |
| Profit before tax | -117 | -105 | -2 | -104 | -111 | -188 | 30 | 18 |
| Tax rate | 0.5% | −1.7% | −11.6% | −0.1% | 0.3% | −0.7% | 0.1% | −2.1% |
| Net profit | -118 | -106 | 12 | -104 | -110 | -189 | 49 | 18 |
| EPS ($ per share) | — | — | 0.73 | -6.31 | — | — | 2.95 | 1.07 |
| Line item | Dec 2019 | Dec 2020 | Dec 2021 | Dec 2022 | Dec 2023 | Dec 2024 | Dec 2025 |
|---|---|---|---|---|---|---|---|
| Equity capital | — | 2 | 4 | 4 | 4 | 4 | 0 |
| Reserves | — | -551 | -958 | -1,064 | -1,327 | -1,587 | -1,978 |
| Total liabilities | — | 422 | 495 | 657 | 1,080 | 1,263 | 1,145 |
| Fixed assets | — | 6 | 9 | 20 | 28 | 28 | 25 |
| Investments | — | — | 0 | 412 | — | — | — |
| Total assets | — | 446 | 1,586 | 1,697 | 1,741 | 1,734 | 1,271 |
| Line item | Dec 2019 | Dec 2020 | Dec 2021 | Dec 2022 | Dec 2023 | Dec 2024 | Dec 2025 |
|---|---|---|---|---|---|---|---|
| Cash from operations | -104 | -53 | -148 | -131 | -156 | -58 | -106 |
| Cash from investing | -5 | 22 | -91 | -444 | -44 | 140 | 89 |
| Cash from financing | 176 | 25 | 1,154 | 28 | -193 | -3 | -3 |
| Net cash flow | — | — | — | — | -393 | 80 | -20 |
| Capital expenditure | -3 | -2 | -7 | -15 | -16 | -13 | -13 |
| Free cash flow | -107 | -55 | -155 | -146 | -172 | -71 | -119 |
40 filings between Nov 12, 2025 and Aug 16, 2026.
Purchases
$352.0K
5 purchases by 4 insiders
Sales
None
No insider sold shares.
Some filings report no price, so the dollar figures above are a floor, not a total.
| Insider | Bought | Sold | Last filing |
|---|---|---|---|
| Shaker Benjamin | $301.1K | — | Mar 9, 2026 |
| Wulf John William | $50.9K | — | Nov 12, 2025 |
| Venkatachaliah Girish | $0 | — | Mar 9, 2026 |
| Zamore Denise | $0 | — | Mar 9, 2026 |
| Date | Insider | What | Shares | Value |
|---|---|---|---|---|
| Aug 16, 2026 | Gertsch Timothy Chief Accounting Officer | Tax withheld | 17 | $1.6K |
| Aug 1, 2026 | Zamore Denise Chief Legal Officer | Tax withheld | 37 | $3.4K |
| Jul 1, 2026 | Schwaneke Jeffrey A. Chief Financial Officer | Tax withheld | 2,311 | $258.2K |
| Jun 2, 2026 | MCKENZIE DIANA Director | Award | 2,133 | $0 |
| Jun 2, 2026 | Mansukani Sharad Director | Award | 2,133 | $0 |
| Jun 2, 2026 | Battaglia Silvana Director | Award | 2,133 | $0 |
| Jun 2, 2026 | McLoughlin Karen Director | Award | 2,133 | $0 |
| Jun 2, 2026 | WILLIAMS RONALD A Director | Award | 2,133 | $0 |
| Jun 2, 2026 | Wulf John William Director | Award | 2,133 | $0 |
| Jun 1, 2026 | Zamore Denise Chief Legal Officer | Tax withheld | 485 | $44.9K |
| May 24, 2026 | Gertsch Timothy Chief Accounting Officer | Tax withheld | 8 | $691 |
| May 7, 2026 | O'Rourke Timothy Patrick CEO & President | Award | 200,000 | $0 |
| May 7, 2026 | O'Rourke Timothy Patrick CEO & President | Award | 120,000 | $0 |
| Apr 15, 2026 | Zamore Denise Chief Legal Officer | Tax withheld | 220 | $5.9K |
| Apr 15, 2026 | Shaker Benjamin Chief Markets Officer | Tax withheld | 571 | $15.3K |
| Apr 15, 2026 | Gertsch Timothy Chief Accounting Officer | Tax withheld | 122 | $3.3K |
| Apr 15, 2026 | Venkatachaliah Girish Chief Technology Officer | Tax withheld | 330 | $8.9K |
| Apr 14, 2026 | Gertsch Timothy Chief Accounting Officer | Tax withheld | 25 | $567 |
| Apr 14, 2026 | Venkatachaliah Girish Chief Technology Officer | Tax withheld | 96 | $2.2K |
| Apr 14, 2026 | Zamore Denise Chief Legal Officer | Tax withheld | 20 | $454 |
| Apr 14, 2026 | Shaker Benjamin Chief Markets Officer | Tax withheld | 104 | $2.4K |
| Apr 1, 2026 | Venkatachaliah Girish Chief Technology Officer | Award | 28,000 | $0 |
| Apr 1, 2026 | Gertsch Timothy Chief Accounting Officer | Tax withheld | 266 | $2.6K |
| Apr 1, 2026 | Gertsch Timothy Chief Accounting Officer | Award | 10,000 | $0 |
| Apr 1, 2026 | Shaker Benjamin Chief Markets Officer | Tax withheld | 1,664 | $16.2K |
| Apr 1, 2026 | Schwaneke Jeffrey A. Chief Financial Officer | Tax withheld | 1,662 | $16.2K |
| Apr 1, 2026 | Schwaneke Jeffrey A. Chief Financial Officer | Award | 75,000 | $0 |
| Apr 1, 2026 | Shaker Benjamin Chief Markets Officer | Award | 70,000 | $0 |
| Apr 1, 2026 | Zamore Denise Chief Legal Officer | Tax withheld | 1,024 | $10.0K |
| Apr 1, 2026 | Zamore Denise Chief Legal Officer | Award | 50,000 | $0 |
| Apr 1, 2026 | Venkatachaliah Girish Chief Technology Officer | Tax withheld | 480 | $4.7K |
| Mar 9, 2026 | Zamore Denise Chief Legal Officer | Tax withheld | 2,056 | $1.2K |
| Mar 9, 2026 | Shaker Benjamin Chief Markets Officer | Purchase | 18,448 | — |
| Mar 9, 2026 | Shaker Benjamin Chief Markets Officer | Tax withheld | 6,348 | $3.8K |
| Mar 9, 2026 | Venkatachaliah Girish Chief Technology Officer | Purchase | 18,448 | — |
| Mar 9, 2026 | Venkatachaliah Girish Chief Technology Officer | Tax withheld | 6,477 | $3.9K |
| Mar 9, 2026 | Zamore Denise Chief Legal Officer | Purchase | 5,535 | — |
| Mar 2, 2026 | Shaker Benjamin Chief Markets Officer | Purchase | 500,000 | $301.1K |
| Jan 10, 2026 | Schwaneke Jeffrey A. Chief Financial Officer | Award | 600,000 | $0 |
| Nov 12, 2025 | Wulf John William Director | Purchase | 81,000 | $50.9K |
| Aug 16, 2025 | Gertsch Timothy Chief Accounting Officer | Tax withheld | 406 | $451 |
| Aug 1, 2025 | Zamore Denise Chief Legal Officer | Tax withheld | 915 | $1.6K |
| Jul 1, 2025 | Schwaneke Jeffrey A. Chief Financial Officer | Tax withheld | 46,099 | $109.7K |
| May 28, 2025 | Battaglia Silvana Director | Award | 78,724 | $0 |
| May 28, 2025 | Mansukani Sharad Director | Award | 78,724 | $0 |
| May 28, 2025 | McLoughlin Karen Director | Award | 78,724 | $0 |
| May 28, 2025 | WILLIAMS RONALD A Director | Award | 78,724 | $0 |
| May 28, 2025 | Wulf John William Director | Award | 78,724 | $0 |
| May 28, 2025 | MCKENZIE DIANA Director | Award | 78,724 | $0 |
| May 28, 2025 | Schwaneke Jeffrey A. Chief Financial Officer | Tax withheld | 9,331 | $21.9K |
Source: SEC Form 4 filings. Form 4 reports transactions, not the cap table — absence of filings says nothing about how much an insider owns, and a quiet window is not a signal.
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