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Sentiment · FY2026 Q2
As of FY2026 Q1, the Tellvest earnings-call sentiment score for DaVita (DVA) is 7/10.
DaVita raised FY2026 adjusted OI guidance midpoint from $2.16 billion to $2.20 billion on volume strength and cost outperformance, with Q1 adjusted EPS of $2.87 representing 44% year-over-year growth. Treatment volume inflected positive with treatments per normalized day up 40 basis points as Fresenius transfers and early mortality improvements contributed. IKC delivered its strongest CKCC results to date while ACA enrollment trended better than feared.
Scored from DaVita’s FY2026 Q1 earnings call. The newest quarter is available with Tellvest Pro.
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| Quarter | Revenue | Rev YoY | EPS | EPS YoY | Op margin | Net margin | FCF |
|---|---|---|---|---|---|---|---|
| FY2024 Q4 | $3.29B | +4.7% | $3.09 | +90.7% | 17.2% | 7.9% | $377M |
| FY2025 Q1 | $3.22B | +5.0% | $2.00 | -24.5% | 13.6% | 5.1% | $37M |
| FY2025 Q2 | $3.38B | +6.1% | $2.58 | +3.2% | 15.9% | 5.9% | $203M |
| FY2025 Q3 | $3.42B | +4.8% | $2.04 | -18.4% | 14.8% | 4.4% | $675M |
| FY2025 Q4 | $3.62B | +9.9% | $2.45 | -20.7% | 15.2% | 6.5% | $395M |
| FY2026 Q1 | $3.42B | +6.0% | $2.87 | +43.5% | 14.1% | 5.8% | $219M |
| FY2026 Q2 | $3.55B | +5.2% | $4.02 | +55.8% | 16.1% | 7.5% | $320M |