DCGOHIGH SIGNALFINANCIAL10-K

DocGo has experienced a severe financial deterioration with going concern warnings, massive losses, and substantial asset contraction.

The company has shifted from profitability to massive losses (-$182.4M) while adding explicit going concern language about its ability to continue operations. The dramatic revenue decline of 47.7% coupled with new risk factors about liquidity constraints and potential goodwill impairments signals fundamental business distress that poses material risk to investor capital.

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

DocGo's financial position has collapsed across all key metrics, with net income swinging from $20.0M profit to -$182.4M loss while revenue plummeted 47.7% and total assets contracted 52.4%. The company's cash position declined 42.8% to $51.0M, operating cash flow fell 51%, and stockholders' equity was cut in half to $144.0M, indicating severe operational and financial distress. This comprehensive deterioration across revenue, profitability, cash generation, and balance sheet strength represents a fundamental breakdown in the company's financial health.

FINANCIAL STATEMENT CHANGES
Total Debt
Balance Sheet
+1228.7%
$18K$236K

Debt increased 1228.7% — substantial leverage increase; assess whether deployed for growth or covering losses.

Net Income
P&L
-1012.4%
$20.0M-$182.4M

Net income declined 1012.4% — review whether driven by operations, interest costs, or non-recurring items.

Operating Income
P&L
-720.6%
$28.7M-$178.0M

Operating income deteriorated sharply — investigate whether driven by one-time charges or structural cost issues.

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.

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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