Alignment Healthcare(ALHC)
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Alignment Healthcare Announces Private Convertible Senior Notes Transaction
GlobeNewswire News Room· 2024-11-15 19:00
ORANGE, Calif., Nov. 15, 2024 (GLOBE NEWSWIRE) -- Alignment Healthcare, Inc. (NASDAQ: ALHC) (the “Company”) today announced that it has entered into privately negotiated subscription agreements with certain investors, pursuant to which it will issue $330 million principal amount of 4.25% Convertible Senior Notes due 2029 (the “Notes”). The issuance of the Notes is expected to close on November 22, 2024, subject to customary closing conditions. The Notes will be senior, unsecured obligations of the Company, ...
Alignment Health Plan Named a “Best” Medicare Advantage Insurer in California by U.S. News & World Report
GlobeNewswire News Room· 2024-10-30 23:00
ORANGE, Calif., Oct. 30, 2024 (GLOBE NEWSWIRE) -- Alignment Health Plan, an award-winning Medicare Advantage plan from Alignment Health, has been named to U.S. News & World Report's 2025 Best Insurance Companies for Medicare Advantage (MA) Honor Roll in California. With more than 400 MA plans offered in California, Alignment is one of only six insurers in the state to earn the "Best" ranking badge, which recognizes insurers with a U.S. News rating above 3.8 on a 5-point scale.1 To calculate its 2025 ranking ...
Alignment Health Plan Named a “Best” Medicare Advantage Insurer in Nevada by U.S. News & World Report
GlobeNewswire News Room· 2024-10-30 23:00
LAS VEGAS, Oct. 30, 2024 (GLOBE NEWSWIRE) -- Alignment Health Plan, an award-winning Medicare Advantage plan from Alignment Health, has been named to U.S. News & World Report's 2025 Best Insurance Companies for Medicare Advantage (MA) Honor Roll in Nevada. With nearly 100 MA plans available in Nevada, Alignment is one of only 5 MA insurers in the state to earn the "Best" ranking badge, which recognizes insurers with a U.S. News rating above 3.8 on a 5-point scale.1 To calculate its 2025 rankings, U.S. News ...
Alignment Healthcare(ALHC) - 2024 Q3 - Earnings Call Transcript
2024-10-30 11:12
财务数据和关键指标变化 - 健康计划会员人数达到182,300,年增长约58% [7] - 总收入为6.92亿美元,同比增长约52%,不包括ACO REACH时增长62% [8][27] - 调整后的毛利润为8100万美元,综合医疗损失率(MBR)为88.4%,调整后的EBITDA为600万美元 [8][31] 各条业务线数据和关键指标变化 - Care Anywhere临床模型和实时利用率监控使得会员增长接近60% [11] - 新会员参与率与预期一致,住院入院率每千人153,年初以来略低于去年 [29] 各个市场数据和关键指标变化 - 加州HMO合同的星级评级连续八年达到4星或以上,内华达州和北卡罗来纳州的HMO合同保持5星评级 [12][13] - 98%的健康计划会员在2025年获得4星或以上的计划 [12] 公司战略和发展方向和行业竞争 - 公司将继续在2025年销售季节采取产品和市场组合策略,专注于盈利能力 [19] - 预计2025年将实现至少20%的增长,并对利润扩张充满信心 [20][23] - Medicare Advantage行业正处于转折点,未来成功将依赖于人口健康管理能力和以消费者为中心的技术 [24] 管理层对经营环境和未来前景的评论 - 管理层对2025年的前景持乐观态度,认为公司在星级环境中具有竞争优势 [18][40] - 预计2025年将实现约4000万美元的调整后EBITDA [23][40] 其他重要信息 - 公司在现金和投资方面保持稳健,季度末现金和投资总额为3.81亿美元 [32] - 预计2024年总收入在26.7亿至26.8亿美元之间,调整后的毛利润在2.82亿至2.97亿美元之间 [34] 问答环节所有提问和回答 问题: 关于未来的创新和改进 - 公司正在投资于提供者运营和临床操作的自动化,以改善与IPA的合作 [42][44] 问题: 会员增长的原因 - 会员增长的成功归因于公司在投标过程中的纪律性和对星级优势的利用 [46][49] 问题: 2024年和2025年的MLR变化 - 预计2024年和2025年的MLR将受到新会员增长和临床投资的影响,但整体信心未受影响 [53][57] 问题: 关于CAHPS评分的挑战 - 公司正在重新设计利用管理和护理导航流程,以改善CAHPS评分 [90][92] 问题: Part D的变化 - 预计Part D将对整体MLR产生积极影响,特别是在高需求人群中 [102]
Compared to Estimates, Alignment Healthcare (ALHC) Q3 Earnings: A Look at Key Metrics
ZACKS· 2024-10-30 08:01
文章核心观点 - 对齐医疗公司(Alignment Healthcare)第三季度营收为6.92亿美元,同比增长51.6% [1] - 公司每股亏损为-0.14美元,上年同期为-0.19美元 [1] - 公司营收超出市场预期4.5% [1] 关键指标总结 医疗利润率 - 医疗利润率为88.4%,略高于分析师预期的88.3% [3] 会员人数 - 公司会员人数为182,300人,高于分析师预期的176,991人 [3] 其他收入 - 其他收入为7.94百万美元,同比增长22.6%,高于分析师预期的6.30百万美元 [3] 保费收入 - 保费收入为684.50百万美元,高于分析师预期的657.27百万美元,同比增长52% [3]
Alignment Healthcare (ALHC) Reports Q3 Loss, Tops Revenue Estimates
ZACKS· 2024-10-30 06:35
文章核心观点 - 对齐医疗公司(Alignment Healthcare)第三季度业绩公布,营收和每股亏损均超出市场预期 [1][2] - 公司股价今年以来涨幅超过大盘,未来走势取决于管理层在财报电话会议上的评论 [3] - 分析师对公司未来业绩预期持谨慎态度,给予"中性"评级 [6][7] 行业和公司分析 - 医疗服务行业整体表现较弱,位于250多个行业中的底部32% [8] - 同行Surgery Partners公司第三季度业绩也将于近期公布,预计营收和利润同比均有增长 [9][10]
Alignment Healthcare(ALHC) - 2024 Q3 - Quarterly Report
2024-10-30 04:04
Table of Contents _______________________________________ _______________________________________ Title of each class Trading Symbol(s) Name of each exchange on which registered Common Stock, par value $0.001 per share ALHC The Nasdaq Stock Market LLC UNITED STATES SECURITIES AND EXCHANGE COMMISSION WASHINGTON, DC 20549 _______________________________________ FORM 10-Q _______________________________________ (Mark One) x QUARTERLY REPORT PURSUANT TO SECTION 13 OR 15(d) OF THE SECURITIES EXCHANGE ACT OF 1934 ...
Alignment Healthcare(ALHC) - 2024 Q3 - Quarterly Results
2024-10-30 04:01
EXHIBIT 99.1 Alignment Healthcare Reports Third Quarter 2024 Results Reports $692.4 million in total revenue, up 51.6% year-over-year Increases Medicare Advantage membership, up 57.7% year-over-year to approximately 182,300 members, beating third-quarter and year-end expectations One of seven Medicare Advantage Prescription Drug contracts nationally to earn 5- out of 5 stars from the Centers for Medicare & Medicaid Services (CMS), with 98% of company's Medicare Advantage members in plans rated 4-stars or hi ...
Alignment Healthcare Reports Third Quarter 2024 Results
GlobeNewswire News Room· 2024-10-30 04:01
Reports $692.4 million in total revenue, up 51.6% year-over-year Increases Medicare Advantage membership, up 57.7% year-over-year to approximately 182,300 members, beating third-quarter and year-end expectations One of seven Medicare Advantage Prescription Drug contracts nationally to earn 5- out of 5 stars from the Centers for Medicare & Medicaid Services (CMS), with 98% of company's Medicare Advantage members in plans rated 4-stars or higher for 2025 Raises year-end health plan membership and revenue guid ...
Alignment Healthcare (ALHC) May Report Negative Earnings: Know the Trend Ahead of Next Week's Release
ZACKS· 2024-10-22 23:06
The market expects Alignment Healthcare (ALHC) to deliver a year-over-year increase in earnings on higher revenues when it reports results for the quarter ended September 2024. This widely-known consensus outlook is important in assessing the company's earnings picture, but a powerful factor that might influence its near-term stock price is how the actual results compare to these estimates.The earnings report, which is expected to be released on October 29, 2024, might help the stock move higher if these ke ...