Treatment Volume Growth Driven by Patient Census
U.S. dialysis average treatments per day increased 1.1% sequentially to 92,649, driven by better-than-expected patient census and lower mortality rates.
At the archive date, DAVITA INC. was expected to release its Q3 2026 10-Q filing on October 27, 2026, after market close. Last quarter: DaVita's Q2 FY2026 results featured accelerating treatment volumes and a strong rebound in IKC profitability, driving operating income growth despite lingering pressure on revenue per treatment.
EPS Estimate
$3.61
Revenue Estimate
$3.54B
Analyst consensus captured from Finnhub and Financial Modeling Prep. This archived preview is no longer updated with later results; see the DVA page for retained reports.
Drawn from management commentary in the Q2 2026 10-Q:
U.S. dialysis average treatments per day increased 1.1% sequentially to 92,649, driven by better-than-expected patient census and lower mortality rates.
IKC operating income turned to $40 million in Q2 2026 from a $19 million loss in Q1 2026, primarily due to a net increase in shared savings.
Average patient service revenue per treatment in U.S. dialysis decreased by $1.72 or 0.4% sequentially, mainly due to changes in payer mix.
Revenue
$3.55B
+5.17% YoY
EPS (Diluted)
$4.02
+55.81% YoY
Operating Income
$579M
+7.65% YoY
Add DVA to your watchlist to keep its archived reports easy to find. New filing alerts are no longer sent.