AdaptHealth (AHCO) reported second-quarter 2026 net revenue of $740.3 million, up 12.7% from $657.1 million a year earlier. Net loss attributable to AdaptHealth Corp. was $145.3 million, compared with net income of $4.2 million, largely resulting from a $144.2 million pre-tax goodwill write-down.
The company revised its fiscal 2026 continuing-operations guidance and said it entered a definitive agreement after quarter-end to sell its Diabetes Health business for $235.0 million in cash, subject to customary purchase price adjustments.
- Quarter ended: June 30, 2026
- Net revenue: $740.3 million, up 12.7%
- Organic revenue growth: 15.9%
- Adjusted EBITDA: $132.0 million, down 3.2%
- Year-to-date operating cash flow: $239.0 million
- Fiscal 2026 net revenue guidance: $2.85 billion to $2.89 billion
- Diabetes Health sale: $235.0 million in cash, subject to customary adjustments
$AHCO Insider Trading Activity
$AHCO insiders have traded $AHCO stock on the open market 8 times in the past 6 months. Of those trades, 6 have been purchases and 2 have been sales.
Here’s a breakdown of recent trading of $AHCO stock by insiders over the last 6 months:
- RICHARD M JR CASHIN has made 5 purchases buying 2,494,518 shares for an estimated $24,351,075 and 0 sales.
- III RUSSELL E. SCHUSTER (Chief Commercial Officer) has made 0 purchases and 2 sales selling 22,550 shares for an estimated $231,137.
- DALE B WOLF purchased 8,000 shares for an estimated $71,680
To track insider transactions, check out Quiver Quantitative's insider trading dashboard. You can access data on insider stock transactions through the Quiver Quantitative API insider transaction endpoint.
$AHCO Hedge Fund Activity
We have seen 115 institutional investors add shares of $AHCO stock to their portfolio, and 99 decrease their positions in their most recent quarter.
Here are some of the largest recent moves:
- JEFFERIES FINANCIAL GROUP INC. removed 3,538,492 shares (-94.2%) from their portfolio in Q1 2026, for an estimated $42,108,054
- REINHART PARTNERS, LLC. removed 2,666,446 shares (-26.4%) from their portfolio in Q2 2026, for an estimated $27,784,367
- OEP CAPITAL ADVISORS, L.P. added 2,494,518 shares (+18.1%) to their portfolio in Q1 2026, for an estimated $29,684,764
- GOLDMAN SACHS GROUP INC added 757,864 shares (+203.8%) to their portfolio in Q1 2026, for an estimated $9,018,581
- PRINCIPAL FINANCIAL GROUP INC added 558,357 shares (+25.1%) to their portfolio in Q1 2026, for an estimated $6,644,448
- DIMENSIONAL FUND ADVISORS LP added 518,274 shares (+8.1%) to their portfolio in Q1 2026, for an estimated $6,167,460
- AQR CAPITAL MANAGEMENT LLC added 444,816 shares (+85.3%) to their portfolio in Q1 2026, for an estimated $5,293,310
To track hedge funds' stock portfolios, check out Quiver Quantitative's institutional holdings dashboard. You can access data on hedge funds moves and 13F filings through the Quiver Quantitative API 13F endpoint.
