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Red Flags Detected

  • Delisting (new) — Company received NYSE non-compliance notice for falling below $1.00 minimum share price; regained compliance after 1-for-25 reverse split but future compliance uncertain.
NYSE: AGL agilon health, inc. 10-Q

Agilon Health narrowly avoids NYSE delisting via 1-for-25 reverse split; interim CEOs in place

Filed May 6, 2026 · Period ending March 31, 2026 · Compared to 10-Q May 6, 2025 · ~2 min read

Key Changes

  • high

    Company received NYSE non-compliance notice in November 2025 for trading below $1.00/share, executed emergency 1-for-25 reverse stock split in March 2026 to regain compliance. Future compliance uncertain as stock price may decline again.

    Risk Factors: NYSE Delisting verify on EDGAR →
  • high

    Leadership in flux: multiple interim Principal Executive Officers now run the company (one also serving as CFO) following CEO departure. New CEO Tim O'Rourke starts May 7, 2026 amid management transition risks.

    Controls & MD&A: Executive Leadership verify on EDGAR →
  • high

    Credit facility amended twice in early 2026, extending maturity to 2028 but tightening terms: revolving commitments cut to $90M, new $50M minimum cash requirement, and 103% cash collateralization of letters of credit added.

    MD&A: Credit Facility verify on EDGAR →

2 more material changes behind this preview — plus the full narrative summary, section-by-section diffs against the prior filing, and verbatim quotes with EDGAR citations.

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Source-verified from EDGAR · Narrative written by AI · Jun 4, 2026 · How we verify