Alignment Healthcare (NasdaqGS:ALHC) 2025 Conference September 10, 2025 12:15 PM ET Company ParticipantsJohn Kao - Founder, CEO & DirectorJim Head - CFONoneAlignment Healthcare, a technology enabled managed care company focused on the Medicare Advantage business, our top pick, and we think one of the highest quality MA plans in the country. So I'm very pleased to have with us today chief executive officer John Kayo and chief financial officer Jim Head. So thank you very much for being with us today. So with ...

Question-and-Answer SessionSo this year has been a very interesting year. It's a continuation of some of what we saw last year in terms of your success. Can you talk a little bit about what's going on in the industry that you've been able to achieve above average growth and really accelerated growth relative to others in the industry?John KaoFounder, CEO & Director Yes. I mean if you look at just the raw unit economics, we really started looking at this in 2023. We could tell that we're going to have a Star ...

Alignment Healthcare (NasdaqGS:ALHC) FY Conference September 09, 2025 08:30 AM ET Company ParticipantsCheri Mowrey - Managing DirectorJohn Kao - Founder and CEOJim Head - CFOConference Call ParticipantsSteve - AnalystCheri MowreyGreat. Good morning, everyone. My name is Cheri Mowrey. I run the U.S. Healthcare Investment Banking business for Morgan Stanley. I am thrilled to have with us today the team from Alignment Healthcare. With me to my left, I have John Kao, who is the Founder and Chief Executive Offic ...

Seasoned industry leader to strengthen company’s strategic engagement and policy voice in Medicare AdvantageORANGE, Calif., Sept. 08, 2025 (GLOBE NEWSWIRE) -- Alignment Healthcare, Inc. (NASDAQ: ALHC) today announced that Matt Eyles will join as executive vice president of government and business strategy, effective Sept. 29. In this newly created position, Eyles will report directly to Alignment founder and CEO John Kao, elevating Alignment’s engagement and leadership in health care policy at federal and s ...

Core Insights - Alignment Health has been recognized as one of Newsweek's World's Most Trustworthy Companies for the third consecutive year, highlighting its leadership in quality, member satisfaction, and long-term growth [1][2] - The company serves over 223,000 members across five states: Arizona, California, Nevada, North Carolina, and Texas, demonstrating consistent growth and industry-leading membership increases [2] - Alignment Health has achieved high-quality care ratings, with 100% of its members enrolled in plans rated 4 stars or higher, and holds a 4.9 out of 5-star Google rating [2] Awards and Recognition - In July 2025, Alignment Health was invited to testify before the U.S. House Ways and Means Health and Oversight subcommittees, showcasing its model for delivering affordable, high-quality care [3] - The company's accolades include the 2025 Pharmacy Quality Alliance (PQA) Laura Cranston Excellence Award, 2025 Senior Choice Gold Award, and recognition as a Best Insurance Company by U.S. News & World Report [7] Methodology of Recognition - The World's Most Trustworthy Companies 2025 list was developed using a rigorous methodology that included surveys of over 65,000 respondents and analysis of over 500,000 public mentions across multiple media channels [4]

Core Insights - Alignment Health has been recognized as one of Newsweek's World's Most Trustworthy Companies for the third consecutive year, highlighting its strong reputation in customer, investor, and employee trust [1][4]. Company Performance - Alignment Health serves over 223,000 members across five states: Arizona, California, Nevada, North Carolina, and Texas, demonstrating consistent growth and industry-leading membership increases [2]. - The company has achieved high-quality care ratings, with 100% of its members enrolled in plans rated 4 stars or higher, and it holds a 4.9 out of 5-star Google rating [2]. Industry Influence - In July 2025, Alignment Health was invited to testify before the U.S. House Ways and Means Health and Oversight subcommittees, showcasing its leadership in Medicare Advantage and its model for delivering affordable, high-quality care [3]. Award Methodology - The World's Most Trustworthy Companies 2025 list was developed through a rigorous methodology involving surveys of over 65,000 respondents and analysis of over 500,000 public mentions across various media channels [4].

Award recognizes John Kao’s leadership in building a leading Medicare Advantage organization and contributing to Orange County’s business communityORANGE, Calif., Aug. 28, 2025 (GLOBE NEWSWIRE) -- Alignment Health today announced that its founder and CEO, John Kao, has been named “Founder of the Year” by LA Times Studios at the 2025 Orange County Executive Forum & Leadership Awards. Kao was selected from among more than 120 nominees and recognized in one of nine award categories honoring executives across ...

Company Overview - Alignment Healthcare, Inc. is focused on providing high-quality, low-cost care for its Medicare Advantage members, emphasizing a mission-driven approach to senior care [2] - The company utilizes a customized care model, a 24/7 concierge care team, and proprietary technology named AVA to deliver coordinated care [2] Upcoming Events - Alignment Healthcare will present at the Morgan Stanley 23rd Annual Global Healthcare Conference on September 9, 2025, at 8:30 a.m. EDT [3] - The company will also participate in the Baird 2025 Global Healthcare Conference on September 10, 2025, at 12:15 p.m. EDT [3] Corporate Values - Alignment Healthcare prioritizes its core values of serving with a heart and putting seniors first as it expands its national footprint [2]

Company Performance - Akebia Therapeutics (AKBA) has returned 94% year-to-date, significantly outperforming the average return of -7.8% for the Medical sector [4] - The Zacks Consensus Estimate for AKBA's full-year earnings has increased by 34.4% over the past three months, indicating a stronger analyst sentiment and improving earnings outlook [4] - Akebia Therapeutics holds a Zacks Rank of 1 (Strong Buy), suggesting it has the characteristics to outperform the market in the near term [3] Industry Comparison - Akebia Therapeutics is part of the Medical - Drugs industry, which consists of 154 individual stocks and currently ranks 90 in the Zacks Industry Rank [6] - The Medical - Drugs industry has gained an average of 3.6% year-to-date, indicating that AKBA is performing better than its industry peers [6] - In contrast, Alignment Healthcare (ALHC), another outperforming stock in the Medical sector, belongs to the Medical Services industry, which has returned -7.7% year-to-date and ranks 85 [6]

Core Insights - Alignment Healthcare reported quarterly earnings of $0.07 per share, exceeding the Zacks Consensus Estimate of a loss of $0.07 per share, and showing improvement from a loss of $0.13 per share a year ago, resulting in an earnings surprise of +200.00% [1] - The company achieved revenues of $1.02 billion for the quarter ended June 2025, surpassing the Zacks Consensus Estimate by 5.75%, and compared to revenues of $681.29 million in the same quarter last year [2] Financial Performance - Over the last four quarters, Alignment Healthcare has surpassed consensus EPS estimates three times and topped consensus revenue estimates four times [2] - The current consensus EPS estimate for the upcoming quarter is -$0.08 on revenues of $953.68 million, and for the current fiscal year, it is -$0.33 on revenues of $3.8 billion [7] Market Position - Alignment Healthcare shares have increased approximately 4.7% since the beginning of the year, while the S&P 500 has gained 8.3% [3] - The Zacks Industry Rank indicates that the Medical Services sector is currently in the top 37% of over 250 Zacks industries, suggesting a favorable outlook compared to the bottom 50% [8] Future Outlook - The sustainability of the stock's price movement will depend on management's commentary during the earnings call and the trends in earnings estimate revisions [3][4] - The estimate revisions trend for Alignment Healthcare was mixed prior to the earnings release, resulting in a Zacks Rank 3 (Hold) for the stock, indicating expected performance in line with the market [6]