P3 Health Partners Inc. — Form 8-K
Filed August 10, 2026 · analyzed by the 8-K Agent
8-K
▲ Likely positive
significance 68/100
What the filing says
P3 Health Partners reported Q2 2026 adjusted EBITDA of $54.4 million ($173 PMPM) versus a loss of $17.1 million in Q2 2025, driven by $386 million revenue (up 9% YoY) and medical margin of $97.8 million. At-risk membership decreased 10% to 105,000 members due to intentional payer rationalization. Management raised full-year 2026 adjusted EBITDA guidance to $80–$110 million (from prior undisclosed range), implying midpoint of $95 million.
Why this rating
Q2 turnaround from loss to $54M EBITDA and raised FY guidance represent material operational improvement relative to $39M market cap; however, 10% member loss and reliance on payer settlements create execution risk.
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