NASDAQ$DCGO

Docgo Inc · Q4 2025 earnings

Q4 2025 earnings · · After market close · Investor relations

Briefing

DocGo reported Q4 2025 revenue of $74.9M and a net loss of $142.3M.

Q4 revenue fell to $74.9 million as migrant-related programs wound down; ex-migrant revenue rose 11% to $67.5 million including SteadyMD. The net loss reflected $78 million of non-cash impairments. Management raised 2026 revenue and adjusted EBITDA guidance and initiated a strategic alternatives review.

  • Mobile health ex-migrant revenue +47% YoY in Q4.
  • Adjusted EBITDA loss $11.3M in Q4 vs positive $1.1M prior year.
  • Cash ~$68.3M at December 31, 2025 after SteadyMD acquisition.
  • Formal process exploring strategic alternatives to maximize shareholder value.

Headline financials

Total Revenue

$74.9M

Previous: $121M-38.0%
Net Income

-$142M

Previous: -$7.65M-1760.9%

Revenue & EPS history

Docgo · Revenue · Quarterly

$74.9M

Q4 2025-38%vs Q4 2024
Beat estimate in 11 of 14 quarters(79%)
ActualEstimate

Revenue by segment

Docgo · $187M total across 2 segments · Q3 2023

  • Mobile Health Services
    $139M
  • Transportation Services
    $47.2M

Forward guidance

Raised 2026 revenue and adjusted EBITDA guidance; strategic alternatives process underway.

Tailwinds

  • Core mobile health revenue +11% ex-migrant in Q4.
  • SteadyMD acquisition expands telehealth.

Headwinds

  • Large Q4 impairment charges.
  • Cash burn and strategic review uncertainty.

Historical earnings impact

How earnings announcements have historically affected this stock's price.

Avg. return before/after earnings

Based on 19 quarterly earnings reports · overlaid with Q4 2025

Historical avgQ4 2025

+1.9%

Avg return

Earnings day

+2.0%

Avg return

5 days after

-1.6%

Avg return

30 days after

57%

12 / 21 earnings

Positive

+32.3%

Q2 2021

Best reaction

-40.4%

Q1 2025

Worst reaction

Earnings price reactions
QuarterReport dateReaction (Day 0)+5 days+30 days
Q1 2026+2.3%+0.2%-2.6%
Q4 2025+17.7%+4.0%-9.7%
Q3 2025+0.0%-3.6%-15.3%
Q1 2025-40.4%-39.9%-34.3%
Q4 2024-21.2%-22.4%-32.7%
Q3 2024+9.6%+14.0%+11.8%
Q2 2024+18.2%+7.8%+18.2%
Q1 2024-13.5%-11.2%-12.6%
Q4 2023+4.1%+0.3%+3.3%
Q3 2023+1.2%-5.3%-9.3%
Q2 2023+13.9%+12.1%-15.6%
Q1 2023+5.2%+2.4%+11.3%
Q4 2022-1.5%-4.9%-4.7%
Q3 2022-7.7%-5.1%-19.8%
Q2 2022+4.1%+16.9%+11.5%
Q1 2022-0.8%-7.3%+16.7%
Q2 2021+32.3%+48.9%+36.2%
Q4 2021+13.2%+39.2%+29.7%
Q3 2021+4.0%-2.2%-15.9%
Q1 2021-0.4%-0.4%-0.1%
Q4 2020-0.8%-0.5%+0.3%
Q3 2020
Q2 2020
Q1 2020

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