DCGOHIGH SIGNALFINANCIAL10-K

DocGo faces severe financial distress with substantial declines across all key metrics and new going concern warnings about its ability to continue operations.

The company has added explicit language about substantial doubt regarding its ability to continue as a going concern, representing a dramatic deterioration from prior periods. This going concern qualification, combined with new warnings about potential future operating losses and liquidity constraints, signals immediate financial distress that could threaten the company's survival.

Comparing 2026-03-16 vs 2025-02-27View on EDGAR →
FINANCIAL ANALYSIS

DocGo experienced a dramatic financial contraction with revenue declining substantially and operating cash flow roughly halving to $34.5M. The balance sheet contracted severely, with stockholders' equity falling 55% to $144.0M and total assets declining by over half to $217.1M, while cash reserves dropped significantly to $51.0M. This comprehensive financial deterioration across revenue, cash generation, and balance sheet strength confirms the acute liquidity crisis referenced in the company's new risk disclosures.

FINANCIAL STATEMENT CHANGES
Stockholders Equity
Balance Sheet
-55.1%
$320.9M$144.0M

Equity declined sharply — large losses, buybacks, or write-downs reducing book value significantly.

Total Assets
Balance Sheet
-52.4%
$455.6M$217.1M

Total assets contracted 52.4% — asset sales, write-downs, or balance sheet optimization underway.

Operating Cash Flow
Cash Flow
-51%
$70.3M$34.5M

Operating cash flow fell 51% — earnings quality concerns; investigate working capital changes and non-cash items.

Current Assets
Balance Sheet
-49.9%
$304.5M$152.4M

Current assets declined 49.9% — monitor working capital adequacy and short-term liquidity.

Revenue
P&L
-47.7%
$616.6M$322.2M

Revenue declined 47.7% — significant demand weakness or market share loss warrants investigation.

Current Liabilities
Balance Sheet
-44.6%
$121.8M$67.5M

Current liabilities reduced — improved short-term financial position and working capital health.

Cash & Equivalents
Balance Sheet
-42.8%
$89.2M$51.0M

Cash declined 42.8% — significant cash burn or deployment; verify adequacy of remaining liquidity runway.

Total Liabilities
Balance Sheet
-35%
$140.4M$91.2M

Liabilities reduced 35% — deleveraging improves balance sheet strength and financial flexibility.

Share Buybacks
Cash Flow
-21.3%
$13.8M$10.8M

Buyback activity reduced 21.3% — capital being redeployed elsewhere or cash conservation underway.

R&D Expense
P&L
+17%
$11.6M$13.6M

R&D investment increased 17% — signals commitment to future product development, though near-term margin impact.

LANGUAGE CHANGES
NEW — 2026-03-16
PRIOR — 2025-02-27
ADDED
Impairments of DocGo s goodwill or other intangible assets have adversely affected its financial condition and results of operations and could again in the future.
Risks Related to DocGo s Limited Operating History DocGo has a history of losses, faces the possibility of further operating losses in the future and may not achieve or sustain profitability or have sufficient liquidity to continue operating as planned.
Risks Related to DocGo s Operations DocGo s current liquidity could raise substantial doubt about its ability to continue as a going concern, which may materially and adversely affect its business, financial condition, results of operations and prospects.
DocGo may not be able to successfully develop new offerings and technologies, or its marketing efforts may not be effective.
If the financial institutions that are lenders under the Revolving Facility fail to extend credit under the facility, DocGo s liquidity and results of operations may be adversely affected.
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REMOVED
Risks Related to DocGo s Limited Operating History DocGo has a limited operating history and a history of losses and expects its operating expenses to increase significantly in the future.
DocGo s inability to collect on its receivables or unfavorable payor mix could adversely affect its business.
The market price and trading volume of Common Stock may be volatile, and the value of Common Stock has declined and may continue to decline, and you may not receive any return on your investment in Common Stock.
DocGo s proprietary technology platform, dedicated network of certified health professionals and robust fleet of medical response vehicles provide services in 31 states and the United Kingdom.
Our mission is to provide high quality, highly accessible healthcare for all, empowering the delivery of mobile healthcare and medical transportation outside of traditional brick-and-mortar facilities, with more accessible, affordable and efficient patient-centered care.
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