DVA · News · 20260804N
Revenue Performance and Mix
DAVITA INC. · 2026-08-04 · Importance 22 · Surprise 32 · From source text
Second-quarter 2026 consolidated revenue increased 5.2% year over year to $3.554 billion, exceeding the $3.50 billion FactSet estimate. U.S. dialysis treatment volume increased, but revenue per treatment declined sequentially because of lower commercial enrollment and reduced binder revenue. The lower commercial mix and declining Obamacare enrollment after pandemic-era subsidies ended pressured revenue per treatment.
Key facts
- Net income attributable to DaVita for Q2 2026 was $265 million, up from $199 million in Q2 2025. source
- Consolidated revenues for Q2 2026 were $3.554 billion. source
- Diluted earnings per share for Q2 2026 were $4.02. source
Impact estimates
| metric | direction | stage | expected | basis |
|---|---|---|---|---|
| net_income | positive | realized | +1.9% | Net income attributable to DaVita for Q2 2026 was $265 million, up from $199 million in Q2 2025. |
| revenue | unclear | realized | — | Consolidated revenues for Q2 2026 were $3.554 billion. |