DVA · 10-Q · 2026Q2 · Full report

Reimbursement and Payer Mix

DAVITA INC. · 2026-08-04 · Importance 64 · Surprise 56

Medicare and Medicare Advantage generated $3.42 billion of six-month dialysis patient service revenue, up from $3.27 billion, while Medicaid and Managed Medicaid increased to $439.8 million from $424.2 million. Commercial dialysis patient service revenue rose to $1.89 billion from $1.87 billion, but commercial ancillary-services revenue increased much faster, to $245.7 million from $178.4 million. Revenue also reflects multiple government and commercial payor categories in ancillary services, including $484.6 million from Other government payors and $245.7 million from commercial payors during the first six months. The company notes that insurance coverage changes, geographic coverage differences, contract interpretations, and changes in patient coverage can cause revenue estimates to be refined over several years.

Key facts

• U.S. dialysis average patient service revenue per treatment for six months ended June 30, 2026 increased $14.33 (3.6%) to $416.71 primarily driven by Medicare base rate and other annual rate increases source
• U.S. dialysis average patient service revenue per treatment decreased Q2 2026 vs Q1 2026 by $1.72 (0.4%) to $415.87 driven by changes in payor mix and other fluctuations source