AGLagilon health, inc.
Services-Misc Health & Allied Services, NEC
- Revenue
- $5.9B
- 2.1% YoY
- Operating margin
- -7.8%
- 62% YoY
- EBITDA
- −$435M
- 62% YoY
- Market cap
- —
- Employees
- —
- Net debt / EBITDA
- —
- −$72M net debt
- AI in 10-K
- —
Red flags 0 of 9
- TSR below peersClear—3+ of last 5 years
- High CEO pay despite TSRClear—Median CEO pay ≥ $15M and TSR flag
- Active 13DClear0 filingsActive-intent 13D in 18 months
- Net insider sellingClear$0 netNet sales over $10M in 12 months
- Earnings not backed by cashClear—Cash flow under 80% of net income
- Dilutive SBCClear1% of revenueOver 10% of revenue
- Payouts exceed cash flowClear-189% of cash flowBuybacks + dividends over cash flow
- Goodwill-heavyClear0% of assetsOver 40% of assets
- Shareholder dissentClear—Any vote under 80% support
Financials
| Metric | FY2021 | FY2022 | FY2023 | FY2024 | FY2025 | YoY |
|---|---|---|---|---|---|---|
| Revenue | $1.5B | $2.4B | $4.3B | $6.1B | $5.9B | 2.1% |
| Operating income | −$372M | −$105M | −$232M | −$292M | −$463M | 59% |
| Net income | −$406M | −$107M | −$263M | −$260M | −$391M | 50% |
| Operating cash flow | −$148M | −$131M | −$156M | −$58M | −$106M | 83% |
| Capex | $7M | $15M | $16M | $13M | $13M | 0.1% |
| Stock-based comp | $292M | $28M | $69M | $51M | $49M | 3.0% |
| Buybacks | — | — | $200M | — | — |
Deal filings
None.
13D filers
None on file.
Insider trading
No open-market trades in the last 12 months.
Pay vs performance
| Year | CEO total comp | Comp actually paid | TSR (indexed) | Peer TSR |
|---|---|---|---|---|
| FY2025 | — | — | 3 | 142 |
| FY2024 | — | — | 8 | 124 |
| FY2023 | — | — | 55 | 120 |
| FY2022 | — | — | 70 | 118 |
| FY2021 | — | — | 117 | 120 |