DVA · 10-Q · 2026Q2 · Full report

Macroeconomic Factors Impact

DAVITA INC. · 2026-08-04 · Importance 38 · Surprise 42

The expiration of enhanced Affordable Care Act premium tax credits at the end of 2025 adversely affected Affordable Care Act exchange enrollment and DaVita’s commercial payor mix, reducing revenue per treatment. Inflationary conditions continued to increase staffing, labor, and supply costs year over year, although management reported productivity improvements and expects those efficiencies to continue throughout 2026. Union petitions have been filed at a number of DaVita clinics in California, with elections and related legal challenges at different stages.