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Sentiment · FY2026 Q1
| Analyst | Firm | Questions | ChallengePercentage of questions scored as challenging — where the analyst pushed back, pressed for specifics, or questioned management's assumptions. |
|---|---|---|---|
| Pito Chickering | Deutsche Bank | 19 | 21% |
| Andy Mok | Barclays | 13 | 8% |
| A.J. Rice | UBS | 12 | 8% |
| Kevin Fischbeck | Bank of America | 11 | 9% |
| Ryan Langston | TD Cowen | 10 | 0% |
| Justin Lake | Wolfe Research | 8 | 25% |
| Joanna Gajuk | Bank of America | 3 | 33% |
| Firm | Analysts | Questions | ChallengePercentage of questions scored as challenging — where the analyst pushed back, pressed for specifics, or questioned management's assumptions. |
|---|---|---|---|
| Deutsche Bank | 1 | 19 | 21% |
| Bank of America | 3 | 15 | 13% |
| Barclays | 1 | 13 | 8% |
| UBS | 1 |
| 12 |
| 8% |
| TD Cowen | 1 | 10 | 0% |
| Wolfe Research | 3 | 10 | 20% |
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.
Demand | Subscriber Growth | Revenue Growth | Pricing | Innovation & R&D | Regulation Policy | Margin | Guidance Reliability | |
|---|---|---|---|---|---|---|---|---|
| 2024Q4 | 3 | 1 | 3 | 2 | 2 | 2 | 2 | 2 |
| 2025Q1 | 2 | 2 | 4 | 1 | 2 | 2 | 1 | 2 |
| 2025Q2 | 4 | 4 | 4 | 1 | 2 | 1 | 2 | 1 |
| 2025Q3 | 5 | 5 | 2 | 3 | 1 | 2 | 1 | 2 |
| 2025Q4 | 4 | 2 | 1 | 3 | 5 | 2 | 2 | 1 |
| 2026Q1 | 4 | 3 | 2 | 3 | 1 | 2 | 2 |
| '24Q4 | '25Q1 | '25Q2 | '25Q3 | '25Q4 | '26Q1 | |
|---|---|---|---|---|---|---|
| Demand | 3 | 2 | 4 | 5 | 4 | 4 |
| Subscriber Growth | 1 | 2 | 4 | 5 | 2 | 3 |
| Revenue Growth | 3 | 4 | 4 | 2 | 1 | 2 |
| Pricing | 2 | 1 | 1 | 3 | 3 | 3 |
| Innovation & R&D | 2 | 2 | 2 | 1 | 5 | 1 |
| Regulation Policy | 2 | 2 | 1 | 2 | 2 | 2 |
| Margin | 2 | 1 | 2 | 1 | 2 | 2 |
| Guidance Reliability | 2 | 2 | 1 | 2 | 1 |
| Company | Score | Trend | Rev YoY |
|---|---|---|---|
DVA DaVita | 7 | +6.0% | |
| HCA HCA Healthcare | 6 | +4.3% | |
| SOLV Solventum | 6 | -3.0% | |
| UHS Universal Health Services | 7 | +9.7% |