DVA · 10-Q · 2026Q2 · Full report

Integrated Kidney Care Growth

DAVITA INC. · 2026-08-04 · Importance 60 · Surprise 40

As of June 30, 2026, DaVita IKC provided integrated care and disease-management services to approximately 64,900 patients in risk-based integrated care arrangements and another 5,700 patients in other integrated care arrangements. IKC revenue increased 7.8% year over year for the first six months of 2026, while ancillary-services revenue increased 17.0% to $1.05 billion. IKC operating performance benefited from a net increase in shared savings, partially offset by lower revenue from special needs plans. The company continues to add service offerings and pursue strategic initiatives in healthcare services beyond kidney disease.

Key facts

• IKC operating income for Q2 2026 compared to operating loss for Q1 2026 was primarily driven by a net increase in shared savings source
• As of June 30, 2026, DaVita IKC provided integrated care to approximately 64,900 patients in risk-based arrangements and an additional 5,700 patients in other integrated care arrangements source