DVA · 10-Q · 2026Q2 · Full report

Revenue Performance and Mix

DAVITA INC. · 2026-08-04 · Importance 59 · Surprise 48 · No source text

Six-month consolidated revenue increased to $6.97 billion from $6.60 billion, with U.S. dialysis revenue rising to $5.92 billion from $5.71 billion and Other—Ancillary services revenue increasing to $1.05 billion from $894.9 million. Ancillary services therefore grew approximately 17% year over year, exceeding the materiality threshold and outpacing U.S. dialysis growth. Medicare and Medicare Advantage remained the largest U.S. dialysis payor source, while commercial revenue increased in ancillary services from $178.4 million to $245.7 million. In the second quarter, total revenue was $3.55 billion compared with $3.38 billion in the prior-year quarter, supported by growth in both U.S. dialysis and ancillary services.

Key facts

• Total revenues for the three months ended June 30, 2026: $3,554,084 source
• Total revenues for the six months ended June 30, 2026: $6,969,632 source
• Dialysis patient service revenues for the three months ended June 30, 2026: $3,366,377 source
• Dialysis patient service revenues for the six months ended June 30, 2026: $6,639,174 source
• Consolidated revenues for the three months ended June 30, 2026: $3,554,084 thousand source
• Consolidated revenues for the six months ended June 30, 2026: $6,969,632 thousand source
• U.S. dialysis total revenues for the three months ended June 30, 2026: $3,011,823 thousand source
• Ancillary services total revenues for the three months ended June 30, 2026: $556,709 thousand source

Impact estimates