DVA · Davita Inc.
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AI Brief
Q2 FY26 earnings call · Aug 4, 2026TL;DR. DaVita reaffirmed full-year 2026 adjusted operating income guidance (midpoint $2.2 billion) and adjusted EPS guidance (midpoint $14.65), raised its 2026 treatment volume outlook to the top end of its prior 25–50 bps range, and plans to deploy new expanded HD (middle molecule clearance) dialyzers across its network supported by sustained mortality improvement, though revenue per treatment and commercial mix face headwinds from ACA subsidy expiration.
- + Reaffirmed full-year 2026 adjusted operating income guidance with $2.2 billion midpoint and adjusted EPS midpoint of $14.65
- + Raised 2026 total treatment volume outlook to near the top end of prior 25–50 bps guidance range
- + Plans broad deployment of expanded HD (middle molecule clearance) dialyzers supported by secured supply and MOTHER trial non-inferiority results
- + Sustained mortality improvement is driving volume growth and supporting return to at least 2% treatment volume growth by 2029
- + Q2 adjusted operating income was $579 million with EPS of $4.02 and free cash flow of $256 million
- + Phosphate binder transition cut reliance on less effective over-the-counter options like Tums by more than 50%, expanding access to clinically prepared therapies
- − Revenue per treatment declined approximately $2 sequentially due to lower commercial mix and reduced phosphate binder revenue
- − Back-half 2026 revenue per treatment growth expected to be slightly negative year-over-year
- − Year-to-date patient care costs per treatment have grown more than 3%, above the expected full-year range
- − U.S. dialysis G&A grew roughly 10% in the quarter, pressuring operating leverage
- − CMS 2027 ESRD proposed rule base rate update again tracks below industry cost trends, and final rule impact for 2027 remains uncertain
- − Fewer admits from closed Fresenius clinics cut expected volume pickup by about five basis points year-to-date
AI-generated from the earnings call and 8-K · may contain errors · not investment advice
Equibles Rating
blended score · not investment adviceBlended from price, momentum, positioning, fundamentals & volatility · daily-close · not investment advice. Market backdrop is context, not part of the score.
Guidance & track record
Guidance from company 8-Ks · delivered figures from as-reported statements · no analyst estimates involved.
Technicals
trend & momentum for long-term holders SellIllustrative technical + ownership context — a signal mix, not investment advice.
Key metrics
Earlier KPI extraction records exist, but do not meet the current evidence-completeness requirements. No current verified series is available. Earlier figures remain withheld until revalidated; this is not evidence that the company reports no KPIs.
Versus peers
Medical Care Facilities — same industry group| Company | Mkt cap | YTD | Rev growth Y/Y | P/E | Short % shares |
|---|---|---|---|---|---|
|
DVA
this stock
Davita Inc.
|
$11.39B | +54.0% | +6.5% | 14.7 | 6.7% |
|
HCA
HCA Healthcare, Inc.
|
$96.64B | -8.6% | +7.1% | 15.0 | 2.9% |
|
FSNUY
Fresenius SE & Co. KGaA
|
$29.92B | -11.6% | — | — | 0.0% |
|
THC
Tenet Healthcare Corp
|
$20.91B | +28.6% | +0.9% | 10.0 | 2.5% |
|
EHC
Encompass Health Corp
|
$12.18B | +14.5% | +10.5% | 20.1 | 3.0% |
Peers by industry group · P/E from as-reported trailing EPS · short % is of shares outstanding
At a glance
key data from every sectionPerformance
| 5D | 20D | 120D | MTD | YTD | |
|---|---|---|---|---|---|
| DVA | -4.5% | -0.7% | +16.1% | -0.6% | +54.0% |
| SPY | -0.7% | +0.1% | +12.2% | -0.6% | +11.8% |
| vs SPY | -3.8% | -0.8% | +3.9% | 0.0% | +42.1% |
Capital returns
Dividends per share over the trailing 365 days by ex-date · buyback figures as last reported in SEC filings ("spent" derived as authorized − remaining; when several programs run concurrently, authorized is their combined total per the newest filing) · components shown separately — trailing-year buyback spend isn't tracked, so no combined shareholder yield is derived.