DaVita Inc. · DVA · Next earnings

DaVita Inc. reports Monday, Feb 1, 2027

DVA reports after market close with consensus EPS at $4.20 and revenue at $3.65B. Last quarter: DaVita’s expanded HD rollout and IKC progress support a narrowed outlook

Reports After market close88 days awayDate estimated Healthcare

What the street expects

Consensus for the coming report
Consensus EPS $4.20 Calendar consensus
Consensus revenue $3.65B Calendar consensus
Report date Feb 1, 2027 Monday, date estimated
Session After market close 88 days away

Where DVA left off: FY2026 Q3

Full report

DaVita’s expanded HD rollout and IKC progress support a narrowed outlook

EPS surprise +7.0% Reported $3.82 vs $3.57
Revenue surprise +1.7% Reported $3.58B vs $3.52B
Stock move -6.8% Event window
Subsequent drift 0.0% Up to 20 sessions

Management narrowed full-year 2026 guidance to $2.175-$2.25 billion of adjusted operating income and $14.30-$15.20 of adjusted EPS, versus the prior quarter's reaffirmed $2.2 billion adjusted operating income and $14.65 adjusted EPS targets.

What to watch on the call

Carried forward from the last transcript

Risks management flagged

  • Higher technology and labor costs could pressure margins.
  • Missed treatments and ACA-related commercial mix headwinds could weigh on results.
  • CMS rate changes, TDAPA adjustments, and high government-payer exposure limit visibility.

Questions analysts left open

  • The effect of the CMS ESRD rule on reimbursement and phosphate binder pricing.
  • Whether expanded HD dialyzers improve profitability and revenue contribution.
  • Q4 treatment growth, missed-treatment rates, commercial mix, and future TDAPA add-on payments.

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Recent DVA quarters

All DVA earnings
-6.8%FY2026 Q3-17.2%FY2026 Q2+23.5%FY2026 Q1+21.2%FY2025 Q4

Sources

  1. FN2 corporate events calendar, resolved from the earnings calendar feed
  2. FN2 earnings calendar analyst consensus
  3. Earnings call transcript analysis, FY2026 Q3

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.