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AHCO ADAPTHEALTH $766M

Close, not the door. One live app tool, no result in the filing.

8 of 15

Reach, Weight, and Proof.

2Reach
3Weight
3Proof

What they are doing

AdaptHealth launched an AI-powered mask-fitting tool inside myAPP in the second quarter, and said registered users passed 512,000. That is a real feature in the patient app. The filing does not give a conversion number. Figures heard only on the earnings call, including a scan-to-order rate and touchless scheduling, are not in the exhibit, so they do not lift the score.

Why the score

  • Reach 2 not 3: one launched tool, mask fitting. A second function is not in the filing.
  • Weight 3 not 2: the tool is in the patient app. A rival does not get this by buying generic seats.
  • Weight 3 not 4: it is not how AdaptHealth goes to market. Home equipment is still the business.
  • Proof 3 not 4: named and launched in the results exhibit. No result in that filing.

What would move it next quarter: A scan-to-order result, or a touchless-scheduling share, printed in a filing or a company release. Another user-count will not move this.

Open these first

Evidence

Q2 2026 results exhibit

Grew registered myAPP users to more than 512,000, up 56 percent from year end 2025, and launched an AI-powered mask-fitting tool, advancing patient digital engagement and expanding self-service capabilities.