AHCO AdaptHealth Corp.

company

SEC Filings & Insider Trading Activity 2026

Business Overview

• • Core business: Patient-centered healthcare-at-home solutions, including home medical equipment, medical supplies, and related services across four segments (Sleep, Respiratory, Diabetes, Wellness)
• • Newly emphasized: Deployment of artificial intelligence (AI), including generative AI, for improving patient and operational workflows with associated regulatory risks highlighted
• • Strategic shift: Increased focus on advanced technology platform integration and AI to enhance efficiency, compliance, and competitive positioning versus more manual competitors
• • Notable quantitative metric: Serviced approximately 4.3 million patients annually through 640 locations in 48 states; approximately 10,900 employees as of December 31, 2025
• • Distinctive fact: Outsourcing of about 4,400 full-time equivalent personnel for billing and administrative functions primarily in India and the Philippines

Risk Factors

• • Regulatory risk: 2026 CMS Final Rule bundling payment for CGMs and insulin pumps starting January 1, 2028, may disrupt AdaptHealth's product coverage and reimbursement
• • Macroeconomic risk: Inflation and rising interest rates could increase costs and interest expense on variable rate debt, impairing refinancing and cash flow
• • Supply chain risk: Dependence on few suppliers for patient service equipment exposes AdaptHealth to price hikes, tariffs, and supply disruptions impacting revenue
• • Competitive risk: Pharmacy benefit managers CVS Health and Optum, plus tech giants Amazon and Alphabet, entered HME market, threatening AdaptHealth’s referrals and revenue
• • Financial risk: Capitated agreements with managed care payors pose risk if patient care expenses exceed prepaid fixed payments, impacting earnings

Management Discussion & Analysis

• • Net revenue $3.24B in 2025, down 0.5% YoY from $3.26B in 2024, driven by $56.9M organic growth offset by $92.4M disposition decline
• • Operating margin 2.8% in 2025 vs 8.1% in 2024; net loss $(70.8M) vs net income $90.4M; goodwill impairment $128M in 2025 vs $13.1M prior year
• • Best performing segment Respiratory Health: revenue up 6.1% ($40M) to $691.2M; worst performing Wellness at Home: revenue down 9.8% ($63.1M) to $583.1M
• • Cost of net revenue increased 2.2% to $2.64B; G&A expenses up 6.4% to $382.3M; depreciation down 9.8% to $40.6M; capital allocation details not provided
• • Forward outlook highlights inflation risks impacting costs and demand; management leveraging purchasing power and technology for efficiencies; goodwill impairment risks remain

What are the latest AHCO SEC filings in 2026?

AdaptHealth Corp. (AHCO) has filed a 10-K annual report on February 24, 2026, a 10-Q quarterly report on May 5, 2026, an 8-K current report on August 4, 2026 with the SEC. SignalX tracks every new SEC EDGAR filing daily, including 10-K, 10-Q, 8-K, and Form 4 insider transactions, with AI-powered summaries of key sections.

When did AHCO file its most recent 10-K annual report?

AdaptHealth Corp. (AHCO) filed its most recent 10-K annual report on February 24, 2026. The 10-K includes audited financial statements, business overview, risk factors, and management discussion, all available on SignalX with AI-generated summaries and XBRL financial data.

How do I view AHCO 10-Q quarterly reports?

AdaptHealth Corp. (AHCO)'s most recent 10-Q quarterly report was filed on May 5, 2026. SignalX displays every AHCO 10-Q with AI-generated summaries of the MD&A (Management Discussion & Analysis) and Risk Factors sections, plus links to the original SEC EDGAR document.

What 8-K current reports has AHCO filed recently?

AdaptHealth Corp. (AHCO)'s most recent 8-K was filed on August 4, 2026. 8-K filings disclose material corporate events such as earnings releases, executive changes, mergers, and other significant developments. SignalX surfaces each 8-K with item-level summaries so you can quickly see what happened.

Where can I find AHCO insider trading activity (Form 4)?

SignalX aggregates every AHCO Form 4 insider transaction from SEC EDGAR. Form 4 reports show when officers, directors, and 10% shareholders buy or sell company stock, with transaction code, share count, and price per share.

How often does AHCO file with the SEC?

AdaptHealth Corp. (AHCO) files a 10-K annual report once per year (typically within 60 days of fiscal year-end) and 10-Q quarterly reports three times per year. 8-K current reports are filed as needed when material events occur, and Form 4 insider transaction reports are due within two business days of a trade. SignalX monitors SEC EDGAR daily to surface every new AHCO filing with AI-powered analysis.

What is the difference between 10-K, 10-Q, and 8-K SEC filings?

A 10-K is a comprehensive annual report with audited financials, business overview, and risk factors. A 10-Q is a shorter quarterly report with unaudited financials and management discussion. An 8-K is a current report filed when a material event occurs, such as earnings releases, executive changes, acquisitions, or other significant developments. SignalX provides AI-generated summaries for all three filing types for AdaptHealth Corp. (AHCO).

What is AHCO's SEC CIK number?

AdaptHealth Corp. (AHCO)'s SEC CIK (Central Index Key) number is 1725255. The CIK is a unique identifier assigned by the SEC to every filing entity. You can use CIK 1725255 to look up all AHCO filings on SEC EDGAR, or browse them here on SignalX with AI-powered analysis.

Where can I find AHCO return on equity (ROE) and financial data?

SignalX extracts XBRL financial data from AdaptHealth Corp. (AHCO) 10-K annual filings, including revenue, net income, gross profit, operating income, EPS, total assets, stockholders' equity, and operating cash flow. Return on equity (ROE) can be derived from net income divided by stockholders' equity. Multi-year financial trends are displayed in the Financial Summary table above.