<p>Privia Health Group, Inc. ((PRVA)) 已召开其第三季度财报电话会议。以下是会议的主要亮点。</p>
<h3>认识您的 ETF AI 分析师</h3>
<ul>
<li>了解 TipRanks 的 <em>ETF</em> AI 分析师如何帮助您做出更明智的投资决策</li>
<li>探索 TipRanks 用户喜爱的 ETF，并查看 <strong><em>ETF</em> AI 分析师</strong> 对您关注的 ETF 的洞察。</li>
</ul>
<p>Privia Health 最近的财报电话会议描绘了强劲的财务健康状况和战略增长，尽管面临一些挑战。整体情绪积极，强劲的财务表现和成功的扩展计划成为焦点。然而，公司对某些逆风保持谨慎，特别是在医疗保险优势的按人头支付模式方面，并对第四季度发布了保守的指导。</p>
<h2>强劲的财务表现</h2>
<p>Privia Health 报告了第三季度令人印象深刻的财务业绩，实践收入同比激增 27.1%，达到 9.404 亿美元。公司的调整后 EBITDA 显著增长 61.6%，达到 3820 万美元，EBITDA 利润率为 30.5%。这些数据突显了公司强大的财务基础和运营效率。</p>
<h2>医疗保险共享节省计划的成功</h2>
<p>公司在医疗保险共享节省计划中取得了显著成功，整体节省率为 9.4%，高于去年同期的 8.2%。总共享节省达到 2.341 亿美元，比去年增长 32.6%，突显了 Privia Health 有效的成本管理和基于价值的护理策略。</p>
<h2>扩展与增长</h2>
<p>Privia Health 继续其扩展轨迹，实施提供者同比增长 13.1%，归属生命几乎增长 13%。从 Evolent Health 收购的 ACO 业务预计将增加超过 120,000 个基于价值的护理归属生命，进一步巩固公司的增长战略。</p>
<h2>现金状况与财务灵活性</h2>
<p>公司拥有强劲的现金状况，报告的 pro forma 现金为 4.099 亿美元且无债务。Privia Health 预计到年底至少有 4.1 亿美元的现金，为追求进一步的增长机会和战略投资提供了充足的财务灵活性。</p>
<h2>按人头支付模式的挑战</h2>
<p>尽管有一些有利的追溯调整，Privia Health 对医疗保险优势的按人头支付模式中的挑战保持谨慎。公司对潜在的逆风保持警惕，并采取保守的方式来应对这些挑战。</p>
<h2>保守的第四季度指导</h2>
<p>Privia Health 对第四季度的指导表明盈利增长有限，预计同比增长为低个位数，并且存在一定的利润压缩。这一保守的展望反映了公司在当前市场条件下的谨慎态度。</p>
<h2>前瞻性指导</h2>
<p>展望未来，Privia Health 提高了其 2025 年的展望，预计实践收入增长 17.1%，护理利润增长 13.2%，调整后 EBITDA 增长 32%。公司预计全年 EBITDA 的 80% 以上将转化为自由现金流，突显其强大的财务健康状况和战略前瞻性。</p>
<p>总之，Privia Health 的财报电话会议强调了强劲的财务表现和战略增长举措，使公司在未来成功中处于良好位置。尽管在医疗保险优势的按人头支付模式中面临挑战，并对第四季度发布了保守的指导，但公司强劲的现金状况和成功的扩展计划为持续增长提供了坚实的基础。</p>

PRVA

<p>Privia Health Group, Inc. 报告了强劲的第三季度业绩，实践收入同比增长 27.1%，达到 9.404 亿美元，调整后的息税折旧摊销前利润（EBITDA）增长 61.6%，达到 3820 万美元。该公司在医疗保险共享节省计划中实现了 9.4% 的节省率，并将其提供者基础扩大了 13.1%。尽管在医疗保险优势支付模式中面临挑战，Privia 仍保持着 4.099 亿美元的强劲现金储备，并发布了保守的第四季度指引。展望未来，该公司预计到 2025 年实践收入和 EBITDA 将实现显著增长</p>

<p>Privia Health Group, Inc. ((PRVA)) has held its Q3 earnings call. Read on for the main highlights of the call.</p>
<div class="lb-trans"><p>Privia Health Group, Inc. ((PRVA)) 已召开其第三季度财报电话会议。以下是会议的主要亮点。</p>
</div><h3>Meet Your ETF AI Analyst</h3>
<div class="lb-trans"><h3>认识您的 ETF AI 分析师</h3>
</div><ul>
<li>Discover how TipRanks' <em>ETF</em> AI Analyst can help you make smarter investment decisions</li>
<li>Explore ETFs TipRanks' users love and see what insights the <strong><em>ETF</em> AI Analyst</strong> reveals about the ones you follow.</li>
</ul>
<div class="lb-trans"><ul>
<li>了解 TipRanks 的 <em>ETF</em> AI 分析师如何帮助您做出更明智的投资决策</li>
<li>探索 TipRanks 用户喜爱的 ETF，并查看 <strong><em>ETF</em> AI 分析师</strong> 对您关注的 ETF 的洞察。</li>
</ul>
</div><p>Privia Health’s recent earnings call painted a picture of robust financial health and strategic growth, despite some challenges. The overall sentiment was positive, with strong financial performance and successful expansion plans taking center stage. However, the company remains cautious about certain headwinds, particularly in the Medicare Advantage capitation model, and has issued conservative guidance for the fourth quarter.</p>
<div class="lb-trans"><p>Privia Health 最近的财报电话会议描绘了强劲的财务健康状况和战略增长，尽管面临一些挑战。整体情绪积极，强劲的财务表现和成功的扩展计划成为焦点。然而，公司对某些逆风保持谨慎，特别是在医疗保险优势的按人头支付模式方面，并对第四季度发布了保守的指导。</p>
</div><h2>Strong Financial Performance</h2>
<div class="lb-trans"><h2>强劲的财务表现</h2>
</div><p>Privia Health reported impressive financial results for the third quarter, with practice collections soaring by 27.1% year-over-year to reach $940.4 million. The company’s adjusted EBITDA saw a significant increase of 61.6%, amounting to $38.2 million, and an EBITDA margin of 30.5%. These figures underscore the company’s strong financial footing and operational efficiency.</p>
<div class="lb-trans"><p>Privia Health 报告了第三季度令人印象深刻的财务业绩，实践收入同比激增 27.1%，达到 9.404 亿美元。公司的调整后 EBITDA 显著增长 61.6%，达到 3820 万美元，EBITDA 利润率为 30.5%。这些数据突显了公司强大的财务基础和运营效率。</p>
</div><h2>Medicare Shared Savings Program Success</h2>
<div class="lb-trans"><h2>医疗保险共享节省计划的成功</h2>
</div><p>The company achieved notable success in the Medicare Shared Savings Program, with an aggregate savings rate of 9.4%, up from 8.2% in the previous year. Total shared savings reached $234.1 million, marking a 32.6% increase from last year, highlighting Privia Health’s effective cost management and value-based care strategies.</p>
<div class="lb-trans"><p>公司在医疗保险共享节省计划中取得了显著成功，整体节省率为 9.4%，高于去年同期的 8.2%。总共享节省达到 2.341 亿美元，比去年增长 32.6%，突显了 Privia Health 有效的成本管理和基于价值的护理策略。</p>
</div><h2>Expansion and Growth</h2>
<div class="lb-trans"><h2>扩展与增长</h2>
</div><p>Privia Health continued its expansion trajectory with a 13.1% year-over-year growth in implemented providers and a nearly 13% increase in attributed lives. The acquisition of an ACO business from Evolent Health is set to add over 120,000 value-based care attributed lives, further solidifying the company’s growth strategy.</p>
<div class="lb-trans"><p>Privia Health 继续其扩展轨迹，实施提供者同比增长 13.1%，归属生命几乎增长 13%。从 Evolent Health 收购的 ACO 业务预计将增加超过 120,000 个基于价值的护理归属生命，进一步巩固公司的增长战略。</p>
</div><h2>Cash Position and Financial Flexibility</h2>
<div class="lb-trans"><h2>现金状况与财务灵活性</h2>
</div><p>The company boasts a strong cash position, with pro forma cash reported at $409.9 million and no debt. Privia Health forecasts at least $410 million in cash by year-end, providing ample financial flexibility to pursue further growth opportunities and strategic investments.</p>
<div class="lb-trans"><p>公司拥有强劲的现金状况，报告的 pro forma 现金为 4.099 亿美元且无债务。Privia Health 预计到年底至少有 4.1 亿美元的现金，为追求进一步的增长机会和战略投资提供了充足的财务灵活性。</p>
</div><h2>Capitation Model Challenges</h2>
<div class="lb-trans"><h2>按人头支付模式的挑战</h2>
</div><p>Despite some favorable retroactive adjustments, Privia Health remains cautious about the challenges in the Medicare Advantage capitation model. The company is mindful of potential headwinds and is taking a conservative approach to navigate these challenges.</p>
<div class="lb-trans"><p>尽管有一些有利的追溯调整，Privia Health 对医疗保险优势的按人头支付模式中的挑战保持谨慎。公司对潜在的逆风保持警惕，并采取保守的方式来应对这些挑战。</p>
</div><h2>Conservative Q4 Guidance</h2>
<div class="lb-trans"><h2>保守的第四季度指导</h2>
</div><p>Privia Health’s guidance for the fourth quarter suggests limited profitability growth, with expectations of low single-digit year-over-year growth and some margin compression. This conservative outlook reflects the company’s cautious stance amid current market conditions.</p>
<div class="lb-trans"><p>Privia Health 对第四季度的指导表明盈利增长有限，预计同比增长为低个位数，并且存在一定的利润压缩。这一保守的展望反映了公司在当前市场条件下的谨慎态度。</p>
</div><h2>Forward-Looking Guidance</h2>
<div class="lb-trans"><h2>前瞻性指导</h2>
</div><p>Looking ahead, Privia Health has raised its 2025 outlook, anticipating a 17.1% growth in practice collections, a 13.2% increase in care margin, and a 32% rise in adjusted EBITDA. The company expects over 80% of full-year EBITDA to convert to free cash flow, underscoring its strong financial health and strategic foresight.</p>
<div class="lb-trans"><p>展望未来，Privia Health 提高了其 2025 年的展望，预计实践收入增长 17.1%，护理利润增长 13.2%，调整后 EBITDA 增长 32%。公司预计全年 EBITDA 的 80% 以上将转化为自由现金流，突显其强大的财务健康状况和战略前瞻性。</p>
</div><p>In summary, Privia Health’s earnings call highlighted a strong financial performance and strategic growth initiatives, positioning the company well for future success. Despite challenges in the Medicare Advantage capitation model and conservative guidance for Q4, the company’s robust cash position and successful expansion plans provide a solid foundation for continued growth.</p>
<div class="lb-trans"><p>总之，Privia Health 的财报电话会议强调了强劲的财务表现和战略增长举措，使公司在未来成功中处于良好位置。尽管在医疗保险优势的按人头支付模式中面临挑战，并对第四季度发布了保守的指导，但公司强劲的现金状况和成功的扩展计划为持续增长提供了坚实的基础。</p>
</div>

Privia Health 的财报电话会议突显出其强劲的增长