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.
DAVITA INC. is 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
$3.97
Revenue Estimate
$3.57B
Analyst consensus from Finnhub and Financial Modeling Prep. Actual results posted within minutes of the SEC filing on the DVA page.
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
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