Alignment Healthcare, Inc. ( ALHC ) Q3 2025 Earnings Call October 30, 2025 5:00 PM EDT Company Participants John Kao - Founder, CEO & Director James Head - Chief Financial Officer Conference Call Participants Scott Fidel - Goldman Sachs Group, Inc., Research Division Matthew Gillmor - KeyBanc Capital Markets Inc., Research Division Michael Ha Jessica Tassan - Piper Sandler & Co., Research Division Ryan Langston - TD Cowen, Research Division Craig Jones - BofA Securities, Research Division Andrew Mok - Barclays Bank PLC, Research Division Benjamin Mayo - Leerink Partners LLC, Research Division Jonathan Yong Ryan Daniels - William Blair & Company L.L.C., Research Division Presentation Operator Good afternoon, and welcome to Alignment Healthcare's Third Quarter 2025 Earnings Conference Call and Webcast.
While the top- and bottom-line numbers for Alignment Healthcare (ALHC) give a sense of how the business performed in the quarter ended September 2025, it could be worth looking at how some of its key metrics compare to Wall Street estimates and year-ago values.
Alignment Healthcare (ALHC) came out with quarterly earnings of $0.02 per share, beating the Zacks Consensus Estimate of a loss of $0.07 per share. This compares to a loss of $0.14 per share a year ago.
Does Alignment Healthcare (ALHC) have what it takes to be a top stock pick for momentum investors? Let's find out.
Alignment Healthcare, Inc. (NASDAQ:ALHC ) Q2 2025 Earnings Conference Call July 30, 2025 5:00 PM ET Company Participants John E. Kao - Founder, CEO & Director James M.
The headline numbers for Alignment Healthcare (ALHC) give insight into how the company performed in the quarter ended June 2025, but it may be worthwhile to compare some of its key metrics to Wall Street estimates and the year-ago actuals.
Alignment Healthcare (ALHC) came out with quarterly earnings of $0.07 per share, beating the Zacks Consensus Estimate of a loss of $0.07 per share. This compares to a loss of $0.13 per share a year ago.
Alignment Healthcare is well-positioned for growth, benefiting from an aging U.S. population and increasing demand for high-quality senior healthcare services. Strong membership growth and high CMS star ratings support its expansion into new regions. Stock price has upside opportunity based on the company's revenue and membership growth guidance.
A majority of publicly traded US health insurers are expected to post QoQ declines in revenue and net income in Q2, according to an S&P Global Market Intelligence analysis of sell-side analyst forecasts. Of the eight largest publicly traded US managed care insurers, all but two — UnitedHealth Group and Alignment Healthcare — are projected to report lower revenue compared with Q1 2025, while all eight are forecast to log higher revenue than Q2 2024. In Q2, all eight of the largest publicly traded US managed care insurers, except The Cigna Group, are expected to log lower net income sequentially, while all eight are forecast to report lower net income YoY.
Alignment Healthcare (ALHC) has been upgraded to a Zacks Rank #2 (Buy), reflecting growing optimism about the company's earnings prospects. This might drive the stock higher in the near term.
Here is how Alignment Healthcare (ALHC) and BridgeBio Pharma (BBIO) have performed compared to their sector so far this year.
Although the revenue and EPS for Alignment Healthcare (ALHC) give a sense of how its business performed in the quarter ended March 2025, it might be worth considering how some key metrics compare with Wall Street estimates and the year-ago numbers.