Alignment Healthcare, Inc. is a technology-driven Medicare Advantage provider operating a healthcare platform focused squarely on the consumer. This organization delivers personalized ...
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Est. EPS $-0.01 · Revenue $1.31B · 4 analysts
Est. EPS $-0.03 · Revenue $1.33B · 4 analysts
Est. EPS $0.18 · Revenue $5.21B · 6 analysts
Est. EPS $0.11 · Revenue $1.56B · 1 analysts
| Metric | Latest | YoYYoY means Year-over-Year. It compares the latest annual value with the previous annual value to show long-term trend strength. | QoQQoQ means Quarter-over-Quarter. It compares the latest quarter with the immediately previous quarter to show short-term momentum changes. |
|---|---|---|---|
| RevenueThe total money that came through the front door from selling things, before paying a single bill. Think of it as the grand total of every credit card swipe from customers. (YoY compares this year to last year's performance, while QoQ compares the current three months to the previous three). | $3.9B | +46.1% | +8.1% |
| Net IncomeThe absolute bottom line. If the company paid every single supplier, employee, banker, and tax collector, this is the actual money left in their pocket at the end of the day. | $-724000 | +99.4% | +220.3% |
| Gross MarginThe basic markup. If they sell a $100 pair of sneakers, this percentage tells you how much of that price tag is profit right after paying for the rubber and shoelaces, but before paying for things like store rent or TV commercials. | +12.4% | +12.7% | +15.8% |
| Operating MarginThe 'day job' efficiency score. Out of every dollar a customer spends, this shows how many cents the company keeps after making the product AND paying for all the everyday corporate overhead (like salaries, marketing, and keeping the lights on). | +0.4% | +109.9% | +151.1% |
| Net MarginThe final take-home percentage. When you strip away every conceivable cost, tax, and interest payment, this is the exact number of cents the company truly gets to keep from every dollar in sales. | -0.0% | +99.6% | +196.2% |
| Free Cash FlowThe holy grail of corporate cash. It's the spendable, physical money left over after the business pays for its daily operations AND buys the big, expensive upgrades (like new factories or servers) it needs to survive. This is the 'free' money they can use to pay dividends or buy back stock. | $113.1M | +1802.0% | -108.2% |
| FCF MarginThe ultimate cash conversion rate. It shows how good the company is at turning regular sales directly into cold, hard, spendable cash. A high percentage means the business is an absolute cash-printing machine. | +2.9% | +1265.3% | -107.6% |
| Debt / EquityThe financial risk gauge. It compares how much of the company's empire was built using borrowed money (loans) versus the owners' own money (shareholders). A high number means they are heavily leveraged and playing a riskier game; a low number means they are playing it safe. | 183.9% | -44.2% | -21.8% |
| Current RatioThe 12-month survival check. It simply compares the cash they have right now (plus things they can quickly turn into cash) against the immediate bills they absolutely must pay this year. A score above 1 means they have enough in the wallet to cover the upcoming bills without panicking. | 1.71x | -9.1% | +7.4% |
| Total AssetsThe absolute size of the company's empire. It bundles together absolutely everything of value they own—from the cash in the register and the inventory in the warehouse, to the software patents in the vault and the factories on the ground. | $1.1B | +36.3% | +1.4% |
| Metric | Annual (A vs E) | Annual Surprise | Quarter (A vs E) | Quarter Surprise |
|---|---|---|---|---|
| EPS Surprise | -0.00 vs -0.10 | +96.4% | 0.17 vs -0.01 | +1754.5% |
| Revenue Surprise | $3.9B vs $3.9B | +0.2% | $1.3B vs $1.3B | +1.8% |
| Date | Executive | Title | Security | Side | Shares | Price |
|---|---|---|---|---|---|---|
| Aug 14, 2026 | Maroney Dawn Christine | officer: President | Common Stock | D | 5,000 | $14.00 |
| Aug 10, 2026 | KAO JOHN E | director, officer: Chief Executive Officer | Common Stock | D | 298,000 | $13.88 |
| Jul 15, 2026 | Maroney Dawn Christine | officer: President | Common Stock | A | 152,068 | $9.06 |
| Jul 15, 2026 | Maroney Dawn Christine | officer: President | Common Stock | D | 177,068 | $20.83 |
| Jul 15, 2026 | Maroney Dawn Christine | officer: President | Options (Right to Buy) | D | 152,068 | $9.06 |
Operator: Good afternoon, and welcome to Alignment Healthcare Second Quarter 2026 Earnings Conference Call and Webcast. All participants will be in a listen-only mode. After today's presentation, there will be an opportunity to ask questions. To ask a question during the session, you will need to press 11 on your telephone. You would then hear a automated message advising your hand is raised. To withdraw your question, please press 11 again. We ask that you limit yourself to 1 question only. Please note that this event is being recorded. Leading today's call are John E. Kao, Chairman and CEO; and Jim Head, Chief Financial Officer. Before we begin, we would like to remind you that certain statements made during this call will be forward looking statements as defined by the Private Securities Litigation Reform Act. These forward looking statements are subject to various risks and uncertainties and reflect our current expectations based on our beliefs, assumptions, and information currently available to us. Descriptions of some of the factors that could cause actual results to differ materially from these forward looking statements are discussed in more detail in our filings with the SEC including the risk factors sections of our annual report on Form 10 k for the fiscal year ended 12/31/2025. Although we believe our expectations are reasonable, we undertake no obligation to revise any statements to reflect changes that occur after this call. In addition, please note that the company will be discussing certain non GAAP financial measures that they believe are important in evaluating performance. Details on the relationship between these non GAAP measures to the most comparable GAAP measures are reconciliation of historical non GAAP financial measures can be found in the press release that is posted on the company's website and our Form 10 Q for the fiscal quarter ended 06/30/2026. I would now like to hand the conference over to John E. Kao, Executive Chairman and CEO Sir, you may begin. John E. Kao: Hello, and thank you for joining us on our second quarter earnings conference call. For second quarter 2026, health plan membership of 294 thousand represented year over year membership growth of approximately 31%. This drove total revenue of $1.3 billion which increased 32% year over year. Adjusted gross profit of $183 million represented an adjusted MBR of 86.3% which improved by 40 basis points year over year. Meanwhile, adjusted SG&A of $115 million improved as a percentage of revenue by 20 basis points year over year to 8.6%. Taken together, Q2 adjusted EBITDA of $68 million produced an adjusted EBITDA margin of 5.1% and represents 60 basis points of margin expansion year over year. This quarter marks our lowest MBR as a public company and culminated in first half adjusted EBITDA of $106 million putting us well on track to achieve our full year guidance of $154 million at the midpoint. Importantly, we accomplished this while continuing to invest in …
| Name | Title | Compensation | Gender | Year Born | Status |
|---|---|---|---|---|---|
John E. Kao | Founder, Chairman & CEO | USD 2,778,569 | Male | 1962 | Active |
Dawn Christine Maroney | President | USD 1,744,826 | Female | 1968 | Active |
Hyong J. Kim | Chief Medical Officer | USD 1,329,005 | — | 1970 | Active |
Christopher J. Joyce | Chief Legal & Administrative Officer | USD 1,299,435 | Male | 1964 | Active |
James Head | Chief Financial Officer | USD 1,025,502 | Male | 1966 | Active |
Andreas Wagner | Chief Human Resources Officer | USD 850,162 | Male | 1970 | Active |
Joseph Samuel Konowiecki | Vice Chairman & Executive VP of Corporate Affairs | USD 100,000 | Male | 1954 | Active |
Donald S. Furman | Co-Founder & Chief Clinical Officer | — | — | 1951 | Active |
Shane Hochradel | Chief Operations Officer | — | — | — | Active |
Rob Scavo | Chief Information Officer | — | Male | 1965 | Active |
NEW YORK, Aug. 04, 2026 (GLOBE NEWSWIRE) -- Pomerantz LLP is investigating claims on behalf of investors of Alignment Healthcare, Inc. (“Alignment” or the “Company”) (NASDAQ: ALHC). Such investors are advised to contact Danielle Peyton at newaction@pomlaw.com or 646-581-9980, ext. 7980.
NEW YORK, Aug. 04, 2026 (GLOBE NEWSWIRE) -- Lowey Dannenberg P.C., a preeminent law firm in obtaining redress for consumers and investors, is investigating Alignment Healthcare, Inc. (NASDAQ: ALHC) (“Alignment” or the “Company”) for potential violations of the federal securities laws.
New York, New York--(Newsfile Corp. - August 4, 2026) - Kaplan Fox & Kilsheimer LLP is investigating potential securities violations against Alignment Healthcare, Inc. ("Alignment Healthcare" or the "Company") (NASDAQ: ALHC). CLICK HERE TO RECEIVE MORE INFORMATION ABOUT THIS INVESTIGATION If you are an Alignment Healthcare investor and have suffered losses, or if you have information that could assist in the Alignment Healthcare investigation, you may CLICK HERE to contact us.
LOS ANGELES, Aug. 03, 2026 (GLOBE NEWSWIRE) -- Glancy Prongay Wolke & Rotter LLP today continues its investigation on behalf of Alignment Healthcare, Inc. (“Alignment” or the “Company”) (NASDAQ: ALHC) investors concerning the Company's possible violations of the federal securities laws after the stock price fell 16% on July 8, 2026.
Alignment Healthcare (ALHC) has become technically an oversold stock now, which implies exhaustion of the heavy selling pressure on it. This, combined with strong agreement among Wall Street analysts in revising earnings estimates higher, indicates a potential trend reversal for the stock in the near term.
