DVA · 8-K · 20260804PR000105

Revenue Performance and Mix

DAVITA INC. · 2026-08-04 · Importance 42 · Surprise 14 · In source text

Second-quarter 2026 consolidated revenue was $3.554 billion, up from $3.380 billion in the second quarter of 2025 and $3.416 billion in the first quarter of 2026. U.S. dialysis services and other revenue was $3.012 billion, while international dialysis revenue was $386 million and integrated kidney care revenue was $162 million. U.S. dialysis patient-service revenue increased to $3.005 billion from $2.935 billion sequentially, while average patient-service revenue per treatment declined to $415.87 from $417.59 because of payor mix and normal fluctuations. U.S. dialysis treatments totaled 7.23 million, with average daily treatments of 92,649, up 1.09% sequentially and normalized non-acquired treatment growth of 0.3% year over year.

Key facts

• Consolidated revenues were $3.554 billion for the quarter ended June 30, 2026. source
• Three months ended June 30, 2026 consolidated dialysis patient service revenues were $3,366,377 thousand ($3,366.377 million). source
• Consolidated net income attributable to DaVita Inc. for the three months ended June 30, 2026 was $265,397 thousand ($265.397 million) and diluted net income per share was $4.02. source
• Diluted earnings per share was $4.02 for the quarter ended June 30, 2026. source
• Average patient service revenue per treatment for U.S. dialysis was $415.87 in the three months ended June 30, 2026. source
• Weighted average diluted shares for earnings per share were 66,092 for the three months ended June 30, 2026. source

Impact estimates