Filing Flows › Industries › Health Care › Services-Health Services
Services-Health Services SIC 8000
15 companies filing with the SEC under SIC 8000. Median revenue growth +12% year on year in Q2 2026 (middle half -4% to +25%, 14 companies). The growth model expects the industry's combined revenue to grow +20% in Q3 2026. 6 customer or supplier links named in annual reports.
Money flow: where the industry's revenue goes
Drawn in the browser: an estimate of where the industry's revenue goes — what it buys from other industries, the pay that reaches households, taxes and profit — beside its filed cash flow, two tiers of suppliers and its capital spending by kind of asset.
Open the industry: growth distribution, money flow, network →
Who sells to whom
Customers and suppliers named in the companies' annual reports; the share is of the supplier's revenue.
- INNV → Medicare & Medicaid 70% of the supplier's revenue, $694M
- PNTG → Medicare & Medicaid 63% of the supplier's revenue, $458M
- USPH → Medicare & Medicaid 36% of the supplier's revenue, $280M
- ILMN → WGS
- AMZN → OMDA
- AMZN → DCGO
Growth model
Industry revenue, the same companies year on year; 80% ranges. Fitted on SEC filings and tested out of sample (how).
| Quarter | Growth Y/Y | Revenue | 80% range |
|---|---|---|---|
| Q3 2026 | +19.7% | $2.7B | $2.4B – $3.0B |
| Q4 2026 | +20.1% | $2.9B | $2.5B – $3.2B |
| Q1 2027 | +20.0% | $2.9B | $2.5B – $3.3B |
| Q2 2027 | +19.4% | $3.1B | $2.7B – $3.5B |
Capital spending and supply chain →
Companies
| Company | Quarterly revenue | Y/Y | Stage |
|---|---|---|---|
| PRVA Privia Health Group | $657M | +21% | deceleration |
| LFST LifeStance Health Group | $456M | +26% | expansion |
| PIII P3 Health Partners | $386M | +9% | mature |
| PNTG Pennant Group | $302M | +36% | transition |
| INNV InnovAge Holding | $265M | +18% | transition |
| USPH U S Physical Therapy | $223M | +8% | mature |
| WGS GeneDx Holdings | $114M | +11% | deceleration |
| OMDA Omada Health | $91.3M | +43% | expansion |
| DCGO DocGo | $73.4M | -9% | mature |
| Talkspace | $61.7M | +14% | deceleration |
| VSEE Vsee Health | $1.6M | -54% | contraction |
| LDDD Longduoduo | $631K | -33% | transition |
| ATPC Agape ATP | $109K | -77% | contraction |
| NPLY Naploy | $5K | +39% | deceleration |
| MDXR Medical Exercise | $1K | — | — |
Growth from positive, comparable quarterly revenue as filed; industries are SEC Standard Industrial Classification codes. Data Nov 8, 2026.