Agilon Health, Inc. reported a total revenue of $5.93 billion for the fiscal year ending December 31, 2025, reflecting a 2% decrease from $6.06 billion in 2024. The company experienced a significant net loss of $391.3 million, compared to a net loss of $260.1 million in the previous year. This decline in financial performance was attributed to a combination of factors, including a 3% decrease in Medicare Advantage (MA) membership, which fell to approximately 511,000 members, and a 13% decrease in beneficiaries attributed to the Centers for Medicare & Medicaid Services’ (CMS) Accountable Care Organization (ACO) Models, totaling around 114,000. The company's gross loss for the year was $160 million, a stark contrast to the gross profit of $4.8 million reported in 2024.
In terms of operational developments, Agilon Health has expanded its partnerships, now collaborating with 28 anchor physician groups across 30 geographies. The company has also been actively involved in the CMS ACO Models, which are designed to improve care quality while reducing costs. However, the company faced challenges in maintaining its membership levels, primarily due to partnership exits in 2024. As of December 31, 2025, Agilon had 856 employees, a slight increase from the previous year, indicating a focus on strengthening its workforce to support its operational needs.
Strategically, Agilon is pursuing a reverse stock split to regain compliance with the New York Stock Exchange (NYSE) listing requirements, as its stock price fell below the $1.00 threshold. The company has filed a preliminary proxy statement to seek shareholder approval for this action, which is scheduled for a special meeting on March 17, 2026. The reverse stock split is intended to enhance the market price of its shares and improve liquidity, although there is no guarantee that it will achieve sustained price increases.
Looking ahead, Agilon Health's management remains cautious about the future, citing the potential for continued losses as the company invests in growth initiatives and navigates the complexities of the healthcare market. The company is also preparing for the transition from the ACO REACH Model to the new Long-term Enhanced ACO Design (LEAD) Model, which is set to begin in January 2027. This transition may bring additional uncertainties regarding reimbursement rates and operational adjustments, which could further impact the company's financial outlook.
About agilon health, inc.
Agilon Health, Inc. transforms healthcare by partnering with community-based primary care physicians to deliver value-based, Medicare-centric care. Its platform supports long-term physician collaborations, risk-bearing entities, and integrated technology to improve quality and reduce costs. Serving seniors across the U.S., the company focuses on sustainable, risk-sharing models, enhancing patient outcomes, physician relationships, and healthcare efficiency through a scalable, community-focused business model.
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