DVA DAVITA INC.
Price Chart
Executive Summary
DaVita reported Q1 2026 revenue of $3.416B (+6% YoY) and GAAP diluted EPS of $2.87, beating the Street consensus of $2.41 by 19%. The company raised its FY2026 adjusted EPS guidance to $14.10-$15.20 from $13.60-$15.00, signaling sustained operating momentum and margin expansion.
Key Financial Metrics
Actionable Insight
The strong beat and raised guidance confirm DaVita's operational execution. Monitor for potential upside to FY guidance as the year progresses; the continued buyback supports EPS growth. Competitor FMS may also benefit from positive sector sentiment.
Key Facts
- Revenue of $3.416B (+6% YoY) beat consensus.
- GAAP diluted EPS of $2.86 (actually $2.87) beat Street consensus of $2.41 by 19%.
- FY2026 adjusted EPS guidance raised to $14.10-$15.20 from $13.60-$15.00.
- Aggressive buyback: 3.0M shares for $403M in Q1, plus 2.0M for $302M after quarter-end.
- Integrated kidney care risk-based patients declined to 62,600 from 66,000 sequentially.
Financial Impact
EPS beat by $0.46 vs consensus, revenue beat by ~$56M vs notional consensus, guidance raised at the low end by $0.50.
Risk Factors
- Declining integrated kidney care patient count may signal challenges in value-based care.
- Rising operating costs (patient care costs per treatment up 3% YoY) could pressure margins.
- Potential regulatory changes (Medicare reimbursement, OBBBA) remain unknown.
Market Snapshot
Documents Analyzed
This report is based on 6 SEC documents filed with EDGAR.
| Document | Accession Number |
|---|---|
| 8-K Filing (Primary) | 0000927066-26-000060 |
| Document: dva-20260505.htm | 0000927066-26-000060 |
| Document: 0000927066-26-000060-index-headers.html | 0000927066-26-000060 |
| Document: 0000927066-26-000060-index.html | 0000927066-26-000060 |
| Document: 0000927066-26-000060.txt | 0000927066-26-000060 |
| 8-K Data (Synthetic) | 0000927066-26-000060 |
Track record builds as more directional reports settle.
Filters
| Type | Now | ||||
|---|---|---|---|---|---|
|
Jun 8, 2026
4d ago
|
8-K
| $192.05 awaiting T+5 | awaiting T+5 | — | $208.66 (+8.65%) |
|
May 18, 2026
25d ago
|
Insider Cluster
| $194.38 $194.66 | ▲ +0.14% | ▼ −2.15% | $208.66 (+7.35%) |
|
May 13, 2026
4w ago
|
Insider Cluster
| $192.30 $198.36 | ▼ −3.15% | ▼ −3.87% | $208.66 (−8.51%) |
|
May 5, 2026
5w ago
|
8-K
| $191.76 $200.54 | ▲ +4.58% | ▲ +3.45% | $208.66 (+8.81%) |
US Market Status
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