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Evolent Health Q1 2025 Earnings Report
Evolent Health, Inc. reported first quarter 2025 financial results, with revenue at the high end of expectations and a reiteration of the full year 2025 outlook.
Key Takeaways
Evolent Health, Inc. reported strong first quarter 2025 results, meeting the high end of their expectations for revenue and reaffirming their full-year 2025 outlook. The company saw significant organic growth with five new revenue agreements and continued to scale its oncology condition management solution, improving member experience and cost outcomes.
Revenue for Q1 2025 was $483.6 million, aligning with the high end of expectations.
Adjusted EBITDA for Q1 2025 was $36.86 million, with an Adjusted EBITDA Margin of 7.6%.
The company secured five new revenue agreements, including expansions in surgical management, medical oncology, and musculoskeletal services.
Evolent reiterated its full-year 2025 revenue guidance of $2.06 billion to $2.11 billion and Adjusted EBITDA guidance of $135.0 million to $165.0 million.
Forward Guidance
For the second quarter of 2025, Evolent expects revenue between $440.0 million and $470.0 million, and Adjusted EBITDA between $33.0 million and $40.0 million. The full-year 2025 outlook remains consistent, with revenue projected between $2.06 billion and $2.11 billion and Adjusted EBITDA between $135.0 million and $165.0 million. The company also anticipates deploying approximately $35 million in cash for capitalized software development in 2025.
Positive Outlook
- Reiteration of full-year 2025 revenue guidance, indicating confidence in continued growth.
- Reiteration of full-year 2025 Adjusted EBITDA guidance, suggesting stable profitability expectations.
- Anticipated deployment of $35 million in cash for capitalized software development, signaling investment in future growth and innovation.
- Strong selling environment and significant organic growth with new revenue agreements.
- Continued scaling of innovative oncology condition management solution to improve member experience and cost outcomes.
Challenges Ahead
- Second quarter 2025 revenue guidance range ($440.0M - $470.0M) is lower than Q1 2025 actual revenue ($483.6M).
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