agilon health Inc

Outpatient and specialty care stocks tracked by the publication reported strong second-quarter results, with revenues beating analysts' consensus estimates by 2.6% and next quarter's revenue guidance coming in 3.3% above expectations. U.S. Physical Therapy reported revenues of $214.1 million, up 8.5% year on year, exceeding expectations by 1.9% but missing EPS estimates significantly. LifeStance Health Group delivered the biggest analyst estimate beat, fastest revenue growth, and highest full-year guidance raise in the group, with revenues of $435.4 million, up 26.1% year on year. DaVita reported revenues of $3.55 billion, up 5.2% year on year, but missed full-year EPS guidance estimates and delivered the weakest performance against analyst estimates among its peers. Surgery Partners reported revenues of $848.9 million, up 2.7% year on year, beating expectations by 2.2%, while agilon health reported revenues of $1.49 billion, up 7.2% year on year, surpassing expectations by 2.8% and delivering the highest guidance raise in the group.

Agilon Health swung to a net profit in the second quarter of 2026 and raised its full-year revenue forecast. The company reported net income of $17.76 million, or $1.07 per share, compared with a net loss of $104.37 million, or $6.31 per share, a year earlier. Revenue rose to $1.49 billion from $1.39 billion. For the third quarter, Agilon expects revenue between $1.44 billion and $1.47 billion, and it lifted its full-year 2026 revenue guidance to a range of $5.77 billion to $5.86 billion, up from the prior outlook of $5.68 billion to $5.80 billion. Total members on the Agilon platform stood at 549,000 as of June 30, 2026, including 437,000 Medicare Advantage members and 112,000 ACO model beneficiaries. The stock gained 13.79% in regular trading to close at $107.85 and rose a further 3.85% in overnight trading to $112.

The six outpatient and specialty care stocks tracked by this publication reported a strong first quarter, with revenues beating analysts' consensus estimates by 2% and next quarter's revenue guidance coming in 5.9% above expectations. Encompass Health reported revenues of 1.59 billion dollars, up 9% year on year and exceeding estimates by 1.2%, while agilon health posted revenues of 1.42 billion dollars, down 7.3% year on year but beating estimates by 3.2% and delivering the highest guidance raise among its peers. U.S. Physical Therapy, the weakest performer, reported revenues of 198.3 million dollars, up 7.9% year on year and in line with expectations, but significantly missed analysts' EPS estimates. LifeStance Health Group recorded revenues of 403.5 million dollars, up 21.2% year on year and topping estimates by 4.2%, achieving the fastest revenue growth and biggest analyst estimate beat in the group. DaVita reported revenues of 3.42 billion dollars, up 6% year on year and surpassing estimates by 2.1%, with a beat on both EPS and full-year EPS guidance. Since their latest earnings results, share prices of these outpatient and specialty care stocks have risen 62.3% on average.

Several biotech stocks reached 52-week highs on July 16, 2026, driven by upcoming quarterly reports and conference participation. CareDx saw its stock hit a 52-week high of 40.38%, rising over 25% intraday, after announcing Medicare coverage for its AlloSure, AlloMap, and AlloSeq transplant rejection tests and reporting a 39% first-quarter revenue increase to $118 million. Integra LifeSciences shares rose over 5% to a 52-week high of $20.26, supported by recent product approvals and first-quarter revenue of $391.9 million. Agilon Health, which serves over 536,000 senior members through its subscription platform, expects full-year 2026 revenue of $5.68 billion. Bioventus touched a 52-week high of $12.53, rising over 3%, with first-quarter revenue up 7% to $132 million. Enliven Therapeutics shares rose over 6% to a 52-week high of $53.89 following encouraging interim data for its leukemia drug candidate and a recent public offering that raised about $460 million.

Surgery Partners reported first-quarter revenues of $810.9 million, up 4.5% year on year and exceeding analyst expectations by 1.6%, while also beating earnings per share estimates. However, the company delivered the weakest full-year guidance update among the seven outpatient and specialty care stocks tracked, a group that collectively beat revenue consensus by 1.9% and saw next-quarter guidance come in 5.9% above expectations. Shares of Surgery Partners have risen 2.5% since the report to $14.56. The broader peer group has averaged a 50.3% share price gain since their latest earnings, with agilon health surging 309% after posting the highest guidance raise, while U.S. Physical Therapy fell 14% after the weakest performance against analyst estimates.