NASDAQ$PIII

P3 Health Partners Inc · Q2 2026 earnings

Q2 2026 earnings · · After market close · Investor relations

Briefing

P3 Health Partners Inc reported improved operating results for Q2 2026 driven by higher revenue and lower medical expenses.

P3 Health Partners Inc achieved total operating revenue of $386.4 million in Q2 2026, up 9% year-over-year, with operating income of $41.2 million compared to a loss in the prior year. Net income was $15.7 million, though net loss attributable to Class A common stockholders was $2.1 million after preferred dividends. Medical margin improved significantly to $97.8 million.

  • Total operating revenue reached $386.4 million, including $366.4 million in capitated revenue.
  • Operating income turned positive at $41.2 million versus a $34.1 million loss in Q2 2025.
  • Medical margin increased to $97.8 million from $30.6 million year-over-year due to lower medical claims expense.
  • Net income was $15.7 million, but preferred stock dividends resulted in a $2.1 million net loss for Class A common stockholders.

Headline financials

Total Revenue

$386M

Previous: $356M+8.6%
EPS (adj)

-$0.63

Previous: -$6.23+89.9%
Medical Margin

$97.8M

Previous: $30.6M+219.5%
Net Income

$15.7M

Previous: -$20.4M+176.9%
Operating Income

$41.2M

Previous: -$34.1M+220.8%
Gross Profit

$86M

Previous: $4.44M+1837.9%
Cash & Equivalents

$21.3M

No prior period
Total Assets

$654M

No prior period

Revenue & EPS history

P3 Health · Revenue · Quarterly

$386M

Q2 2026+8.6%vs Q2 2025
Beat estimate in 9 of 13 quarters(69%)
ActualEstimate

Revenue by segment

P3 Health · $386M total across 2 segments · Q2 2026

  • Capitated revenue
    $366M
  • Other revenue
    $20M

Forward guidance

No explicit forward guidance was provided in the Q2 2026 10-Q filing.

Historical earnings impact

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

Avg. return before/after earnings

Based on 17 quarterly earnings reports

Historical avg

-3.8%

Avg return

Earnings day

+1.6%

Avg return

5 days after

-2.0%

Avg return

30 days after

37%

7 / 19 earnings

Positive

+11.2%

Q1 2026

Best reaction

-36.8%

Q3 2024

Worst reaction

Earnings price reactions
QuarterReport dateReaction (Day 0)+5 days+30 days
Q2 2026
Q4 2026+0.7%-9.7%
Q1 2026+11.2%+194.4%+239.9%
Q3 2025+0.4%-12.6%-25.9%
Q2 2025-2.5%+5.4%+23.9%
Q1 2025-0.6%-5.9%-19.5%
Q4 2024-4.5%+1.1%-1.2%
Q3 2024-36.8%-42.2%-46.0%
Q2 2024-2.5%-8.7%-24.1%
Q1 2024+2.6%-11.8%-21.6%
Q4 2023-13.3%-22.4%-56.3%
Q4 2021+3.1%-7.6%-12.2%
Q3 2023-2.1%-8.8%-19.0%
Q2 2023+0.9%-10.8%-5.0%
Q4 2022-5.9%-12.7%+15.5%
Q3 2022-11.8%-19.7%-33.5%
Q1 2022-5.9%+2.1%-16.8%
Q2 2022-4.1%+0.6%-14.0%
Q3 2021+0.1%+0.3%-19.9%
Q2 2021-0.7%-0.2%+0.3%

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