Q2 2026 Adapthealth Corp Earnings Call Transcript

Aug 4, 2026 / 12:30 PM GMT

Release Date Price: $6.71 (-38.04%)

Transcript 10-Q8-K

Key Points

Positve

Delivered 16% organic growth with record volume gains across the business.
Signed a definitive agreement to sell the diabetes business for $235 million, improving growth and margin profile.
Expanded capitated relationship with Humana to 33 states plus D.C. and South Florida, transitioning 478,000 new members.
Launched AI-powered mask fitting tool with 92% conversion rate in first two weeks, driving MyApp adoption up 56%.
Restructured workforce to deliver $19 million in annualized savings while maintaining operational delivery.

Negative

West Coast capitated contract missed expectations by $15 million in Q2, with $40 million expected impact in H2.
A major manufacturer terminated contract and imposed immediate price increase, resulting in $30 million H2 impact.
Full-year adjusted EBITDA guidance reduced by $55 million due to West Coast contract and $30 million from manufacturer price increase.
Free cash flow was negative $20.9 million in Q2, driven by $166.2 million in capital expenditures.
Recorded a $144.2 million non-cash goodwill impairment related to the diabetes divestiture.

Refinitiv StreetEvents Event Transcript
E D I T E D V E R S I O N

AHCO.OQ - AdaptHealth Corp.
Q2 2026 Adapthealth Corp Earnings Call
Aug 04, 2026 / 12:30PM GMT

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Presentation
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Unidentified_1 [1]
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Thank you for your continued patience. Your meeting will begin shortly. We'll begin in one minute.

Please stand by, your meeting is about to begin.

Good day everyone and welcome to today's AdaptHealth second quarter 2026 earnings release.

Today's speaker will be Suzanne Foster, Chief Executive Officer of AdaptHealth and Jason Clements, Chief Financial Officer of AdaptHealth.

Before we begin, I'd like to remind everyone that statements included in this conference call and in the press release issued today may constitute forward-looking statements within the meaning of the Private Securities Litigation Reform Act.

These statements include but are not limited to comments regarding financial

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