DaVita Inc. · DVA · Next earnings

DaVita Inc. reports Wednesday, Oct 28, 2026

DVA reports after market close with consensus EPS at $3.58 and revenue at $3.51B. Last quarter: DaVita Q1 2026: EPS Beat of 19%, Guidance Raised on Volume and AI Gains

Reports After market close38 days awayDate estimated Healthcare

What the street expects

Consensus for the coming report
Consensus EPS $3.58 Calendar consensus
Consensus revenue $3.51B Calendar consensus
Report date Oct 28, 2026 Wednesday, date estimated
Session After market close 38 days away

Where DVA left off: FY2026 Q1

Full report

DaVita Q1 2026: EPS Beat of 19%, Guidance Raised on Volume and AI Gains

EPS surprise +19.1% Reported $2.87 vs $2.41
Revenue surprise +1.8% Reported $3.42B vs $3.36B
Stock move +23.5% Event window
Subsequent drift -0.9% Up to 20 sessions

Full-year 2026 guidance was raised. Adjusted operating income moved from $2.085-$2.235 billion to $2.15-$2.25 billion, and adjusted EPS from $13.60-$15.00 to $14.10-$15.20. The prior quarter's guidance sentiment was 'maintained'; this quarter's is 'raised.'

What to watch on the call

Carried forward from the last transcript

Risks management flagged

  • Uncertainty around ACA enrollment mix and its impact on revenue per treatment.
  • Potential variability in mortality trends, weather, and flu season affecting treatment volume.
  • Rising G&A costs linked to technology investments.
  • Intense competition, particularly from Fresenius.
  • Regulatory scrutiny related to fraud, waste, and abuse compliance.

Questions analysts left open

  • Impact of weather and flu on volume and mortality.
  • Details behind the revenue per treatment (RPT) uplift.
  • Timing and magnitude of patient transfers from Fresenius clinic closures.
  • G&A cost per treatment trajectory.
  • Commercial mix and Medicare Advantage share performance.

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Recent DVA quarters

All DVA earnings
+23.5%FY2026 Q1

Sources

  1. FN2 corporate events calendar, resolved from the earnings calendar feed
  2. FN2 earnings calendar analyst consensus
  3. Earnings call transcript analysis, FY2026 Q1

Methodology

The report date comes from FN2's resolved corporate-events calendar and is marked estimated until the company confirms it. Consensus figures are the calendar's latest analyst estimates for the fiscal period and are not an FN2 forecast.

Risks and open questions are carried forward verbatim from FN2's structured analysis of the previous earnings call. Missing values stay missing and are never estimated.

By FN2 Research · Updated . For educational purposes only; not investment advice.