agilon health Earnings: What To Look For From AGL

Healthcare services company Agilon Health (NYSE:AGL) will be reporting earnings this Wednesday after the bell. Here’s what investors should know.

agilon health beat analysts’ revenue expectations last quarter, reporting revenues of $1.44 billion, down 1.1% year on year. It was a slower quarter for the company, with full-year EBITDA guidance missing analysts’ expectations significantly and a significant miss of analysts’ EPS estimates.

This quarter, the market is expecting agilon health’s revenue to decline 3.9% year on year, a reversal from the 44.2% increase it recorded in the same quarter last year.

Analysts covering the company have generally reconfirmed their estimates over the last 30 days, suggesting they anticipate the business to stay the course heading into earnings. agilon health has missed Wall Street’s revenue estimates multiple times over the last two years.

Looking at agilon health’s peers in the outpatient & specialty care segment, some have already reported their Q4 results, giving us a hint as to what we can expect. DaVita delivered year-on-year revenue growth of 9.9%, beating analysts’ expectations by 3.2%, and Select Medical reported revenues up 6.4%, topping estimates by 2.3%. DaVita traded up 21.2% following the results while Select Medical was down 6.7%.

Debates around the economy’s health and the impact of potential tariffs and corporate tax cuts have caused much uncertainty in 2025. While some of the outpatient & specialty care stocks have shown solid performance in this choppy environment, the group has generally underperformed, with share prices down 3.5% on average over the last month. agilon health is down 53.9% during the same time and is heading into earnings with an average analyst price target of $0.99 (compared to the current share price of $0.43).