ALHC
Alignment Healthcare, Inc.20.03
-0.08-0.4%
Dec 16, 4:00:01 PM EST
Earnings Call Transcripts
This Quarter (Q4 '25)
No earnings call transcript available yet
Last Quarter (Q3 '25)
No earnings call transcript available
Key Stats
Market Cap
4.01BP/E (TTM)
-Basic EPS (TTM)
-0.11Dividend Yield
0%Recent Filings
8-K
Reaffirms 100% 4+ Star membership
Alignment Healthcare's senior leaders are engaging investors from September 9 to 10, 2025, to outline strategy, market position, and recent results while sharing preliminary CMS Medicare Advantage Star ratings for 2026/2027. Based on initial review, the company reaffirms that about 100% of its membership will sit in 4 Star or higher plans. This bolsters reimbursement prospects. Yet data remains under evaluation amid regulatory risks.
8-K
Q2 revenue up 49%, raises outlook
Alignment Healthcare reported Q2 2025 results with revenue surging 49.0% to $1,015.3 million and membership climbing 27.8% to 223,700, driven by its senior-focused Medicare Advantage model. Adjusted gross profit hit $135.2 million while the medical benefits ratio held at 86.7%, yielding $45.9 million in adjusted EBITDA and $15.7 million net income. The company raised its full-year outlook, projecting revenue of $3,885–$3,910 million and adjusted EBITDA of $69–$83 million. Strong execution pays off.
10-Q
Q2 FY2025 results
Alignment Healthcare swung to an operating profit of $22.7M in Q2 FY2025 ended June 30, 2025, up from a $18.4M loss a year earlier, while revenues jumped 49.0% y/y to $1.0B on 27.8% membership growth to 223,700; medical benefits ratio improved to 86.7% from 88.7%, reflecting better unit economics for returning members despite Inflation Reduction Act impacts. Q/q, revenues rose 3.5% (derived) from Q1's $927M, with operating income climbing from a slim $17.4M YTD profit. Cash swelled to $470.3M, bolstered by $45.7M operating cash flow, while $330M convertible notes at 4.25% due 2029 provide ample liquidity against $322.3M debt. Non-GAAP metrics like Adjusted EBITDA of $45.9M are defined and reconciled in the 10-Q. Yet regulatory audits, including a new CMS RADV probe for 2019 payments, could trigger payment clawbacks.
8-K
Annual meeting elects directors
Alignment Healthcare's stockholders convened virtually on June 5, 2025, electing Margaret McCarthy and Robbert Vorhoff as Class I directors for three-year terms, while Mark McClellan faced stiff opposition with nearly equal for and withhold votes. The board ratified Deloitte & Touche LLP as auditors for 2025, and approved executive pay on an advisory basis. Votes underscore strong governance support, yet highlight scrutiny on leadership picks.
8-K
Q1 beats, guidance up, CFO shift
Alignment Healthcare crushed Q1 2025 expectations with revenue surging 47.5% to $926.9 million and Medicare Advantage membership climbing 31.7% to 217,500, fueled by robust clinical performance. Adjusted EBITDA flipped to a $20.2 million profit from last year's loss, prompting raised midpoints for full-year guidance on membership, revenue, and profitability. Yet CFO Thomas Freeman steps down May 2 for a strategic advisor role, handing reins to finance vet Jim Head. Smooth transition bolsters scaling momentum.
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