agilon health

Q3 FY2026 EarningsAGL Q3 FY26 delivered a significant beat across all key financial metrics. Revenue reached $1.52B, exceeding the $1.46B consensus by 4.00%, while Net Income (GAAP) surged to $35M, vastly outperforming the projected $24M loss. This turnaround was primarily driven by a sharp reduction in the Medical Services Expense Ratio (MSER) to 88.5%, significantly better than prior-year levels due to favorable claims development. Consequently, management raised full-year 2026 Adjusted EBITDA guidance to $145M-$155M, well above the previous $75M-$95M range, signaling robust operational execution despite an 8% YoY decline in total membership.