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P3 Health Partners Inc.（PIII）与ROGERS CORP（ROG）财务数据对比。点击上方公司名可切换其他公司
P3 Health Partners Inc.的季度营收约是ROGERS CORP的1.9倍（$384.8M vs $200.5M），ROGERS CORP净利率更高（2.2% vs -19.6%，领先21.9%），ROGERS CORP同比增速更快（5.2% vs 3.8%），过去两年P3 Health Partners Inc.的营收复合增速更高（-0.5% vs -3.3%）
P3 Health Partners Inc.是一家总部位于美国的人口健康管理与价值型医疗服务企业，与基层医疗机构及医疗系统合作，为包括联邦医保优势计划参保者在内的人群提供协同优质医疗服务，致力于提升诊疗效果、降低不必要的医疗开支。
罗杰斯公司是一家专注于特种工程材料研发生产的企业，总部位于美国亚利桑那州钱德勒市，其产品广泛应用于先进电子、移动通信、清洁能源、航空航天等多个高科技领域，为全球客户提供高性能材料解决方案。
PIII vs ROG — 直观对比
营收规模更大
PIII
是对方的1.9倍
$200.5M
营收增速更快
ROG
高出1.4%
3.8%
净利率更高
ROG
高出21.9%
-19.6%
两年增速更快
PIII
近两年复合增速
-3.3%
损益表 — Q4 FY2025 vs Q1 FY2026
| 指标 | | |
|---|---|---|
| 营收 | $384.8M | $200.5M |
| 净利润 | $-75.5M | $4.5M |
| 毛利率 | — | 32.2% |
| 营业利润率 | -40.0% | — |
| 净利率 | -19.6% | 2.2% |
| 营收同比 | 3.8% | 5.2% |
| 净利润同比 | -28.8% | 421.4% |
| 每股收益（稀释后） | $-23.08 | $0.25 |
绿色 = 该指标领先。财年不对齐时期间可能不同
8季度营收与利润趋势
并排季度历史对比，按日历期对齐，财年错位的公司也能正确匹配
营收PIIIROG
| Q1 26 | — | $200.5M | ||
| Q4 25 | $384.8M | $201.5M | ||
| Q3 25 | $345.3M | $216.0M | ||
| Q2 25 | $355.8M | $202.8M | ||
| Q1 25 | $373.2M | $190.5M | ||
| Q4 24 | $370.7M | $192.2M | ||
| Q3 24 | $362.1M | $210.3M | ||
| Q2 24 | $379.2M | $214.2M |
净利润PIIIROG
| Q1 26 | — | $4.5M | ||
| Q4 25 | $-75.5M | $4.6M | ||
| Q3 25 | $-31.6M | $8.6M | ||
| Q2 25 | $-20.4M | $-73.6M | ||
| Q1 25 | $-20.5M | $-1.4M | ||
| Q4 24 | $-58.6M | $-500.0K | ||
| Q3 24 | $-46.5M | $10.7M | ||
| Q2 24 | $-12.0M | $8.1M |
毛利率PIIIROG
| Q1 26 | — | 32.2% | ||
| Q4 25 | — | 31.5% | ||
| Q3 25 | — | 33.5% | ||
| Q2 25 | — | 31.6% | ||
| Q1 25 | — | 29.9% | ||
| Q4 24 | — | 32.1% | ||
| Q3 24 | — | 35.2% | ||
| Q2 24 | — | 34.1% |
营业利润率PIIIROG
| Q1 26 | — | — | ||
| Q4 25 | -40.0% | 3.5% | ||
| Q3 25 | -12.8% | 7.3% | ||
| Q2 25 | -9.6% | -33.3% | ||
| Q1 25 | -10.2% | -0.2% | ||
| Q4 24 | -37.4% | -6.6% | ||
| Q3 24 | -29.5% | 6.9% | ||
| Q2 24 | -8.3% | 5.3% |
净利率PIIIROG
| Q1 26 | — | 2.2% | ||
| Q4 25 | -19.6% | 2.3% | ||
| Q3 25 | -9.1% | 4.0% | ||
| Q2 25 | -5.7% | -36.3% | ||
| Q1 25 | -5.5% | -0.7% | ||
| Q4 24 | -15.8% | -0.3% | ||
| Q3 24 | -12.8% | 5.1% | ||
| Q2 24 | -3.2% | 3.8% |
每股收益（稀释后）PIIIROG
| Q1 26 | — | $0.25 | ||
| Q4 25 | $-23.08 | $0.20 | ||
| Q3 25 | $-9.67 | $0.48 | ||
| Q2 25 | $-6.23 | $-4.00 | ||
| Q1 25 | $-6.28 | $-0.08 | ||
| Q4 24 | $-23.13 | $-0.04 | ||
| Q3 24 | $-15.70 | $0.58 | ||
| Q2 24 | $-7.37 | $0.44 |
资产负债表与财务实力
最新季度各公司的流动性、杠杆与账面价值一览
| 指标 | | |
|---|---|---|
| 现金及短期投资手头流动性 | $25.0M | $195.8M |
| 总债务越低越好 | $228.4M | — |
| 股东权益账面价值 | $-155.2M | $1.2B |
| 总资产 | $656.6M | $1.4B |
| 负债/权益比越低杠杆越低 | — | — |
8季度趋势，按日历期对齐
现金及短期投资PIIIROG
| Q1 26 | — | $195.8M | ||
| Q4 25 | $25.0M | $197.0M | ||
| Q3 25 | $37.7M | $167.8M | ||
| Q2 25 | $38.6M | $157.2M | ||
| Q1 25 | $40.1M | $175.6M | ||
| Q4 24 | $38.8M | $159.8M | ||
| Q3 24 | $63.0M | $146.4M | ||
| Q2 24 | $73.1M | $119.9M |
总债务PIIIROG
| Q1 26 | — | — | ||
| Q4 25 | $228.4M | — | ||
| Q3 25 | $252.8M | — | ||
| Q2 25 | $182.0M | — | ||
| Q1 25 | $171.1M | — | ||
| Q4 24 | $108.9M | — | ||
| Q3 24 | $133.2M | — | ||
| Q2 24 | $133.1M | — |
股东权益PIIIROG
| Q1 26 | — | $1.2B | ||
| Q4 25 | $-155.2M | $1.2B | ||
| Q3 25 | $-18.7M | $1.2B | ||
| Q2 25 | $44.5M | $1.2B | ||
| Q1 25 | $63.3M | $1.3B | ||
| Q4 24 | $75.9M | $1.3B | ||
| Q3 24 | $120.5M | $1.3B | ||
| Q2 24 | $166.8M | $1.3B |
总资产PIIIROG
| Q1 26 | — | $1.4B | ||
| Q4 25 | $656.6M | $1.4B | ||
| Q3 25 | $683.6M | $1.4B | ||
| Q2 25 | $731.6M | $1.5B | ||
| Q1 25 | $783.9M | $1.5B | ||
| Q4 24 | $783.4M | $1.5B | ||
| Q3 24 | $833.3M | $1.5B | ||
| Q2 24 | $892.8M | $1.5B |
负债/权益比PIIIROG
| Q1 26 | — | — | ||
| Q4 25 | — | — | ||
| Q3 25 | — | — | ||
| Q2 25 | 4.09× | — | ||
| Q1 25 | 2.71× | — | ||
| Q4 24 | 1.43× | — | ||
| Q3 24 | 1.11× | — | ||
| Q2 24 | 0.80× | — |
现金流与资本效率
扣除再投资后实际产生的现金。现金流比净利润更难造假
| 指标 | | |
|---|---|---|
| 经营现金流最新季度 | $-25.7M | $5.8M |
| 自由现金流经营现金流 - 资本支出 | — | $1.1M |
| 自由现金流率自由现金流/营收 | — | 0.5% |
| 资本支出强度资本支出/营收 | — | 2.3% |
| 现金转化率经营现金流/净利润 | — | 1.29× |
| 过去12个月自由现金流最近4个季度 | — | $70.1M |
8季度趋势，按日历期对齐
经营现金流PIIIROG
| Q1 26 | — | $5.8M | ||
| Q4 25 | $-25.7M | $46.9M | ||
| Q3 25 | $-15.4M | $28.9M | ||
| Q2 25 | $-16.6M | $13.7M | ||
| Q1 25 | $-33.5M | $11.7M | ||
| Q4 24 | $-57.2M | $33.7M | ||
| Q3 24 | $-22.6M | $42.4M | ||
| Q2 24 | $-10.2M | $22.9M |
自由现金流PIIIROG
| Q1 26 | — | $1.1M | ||
| Q4 25 | — | $42.2M | ||
| Q3 25 | — | $21.2M | ||
| Q2 25 | — | $5.6M | ||
| Q1 25 | — | $2.1M | ||
| Q4 24 | — | $18.3M | ||
| Q3 24 | — | $25.2M | ||
| Q2 24 | — | $8.8M |
自由现金流率PIIIROG
| Q1 26 | — | 0.5% | ||
| Q4 25 | — | 20.9% | ||
| Q3 25 | — | 9.8% | ||
| Q2 25 | — | 2.8% | ||
| Q1 25 | — | 1.1% | ||
| Q4 24 | — | 9.5% | ||
| Q3 24 | — | 12.0% | ||
| Q2 24 | — | 4.1% |
资本支出强度PIIIROG
| Q1 26 | — | 2.3% | ||
| Q4 25 | — | 2.3% | ||
| Q3 25 | — | 3.6% | ||
| Q2 25 | — | 4.0% | ||
| Q1 25 | — | 5.0% | ||
| Q4 24 | 0.0% | 8.0% | ||
| Q3 24 | 0.0% | 8.2% | ||
| Q2 24 | 0.0% | 6.6% |
现金转化率PIIIROG
| Q1 26 | — | 1.29× | ||
| Q4 25 | — | 10.20× | ||
| Q3 25 | — | 3.36× | ||
| Q2 25 | — | — | ||
| Q1 25 | — | — | ||
| Q4 24 | — | — | ||
| Q3 24 | — | 3.96× | ||
| Q2 24 | — | 2.83× |
财务流量对比
营收 → 毛利润 → 营业利润 → 净利润流向图
业务分部营收拆解
PIII
| Capitated Revenue | $366.2M | 95% |
| Health Care Patient Service | $18.6M | 5% |
| Health Care Care Coordination Management Fees | $2.7M | 1% |
ROG
暂无分部数据
