DaVita Inc. specializes in delivering essential kidney dialysis treatments and comprehensive renal care to individuals grappling with chronic kidney failure. The company ...
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Est. EPS $3.58 · Revenue $3.51B · 4 analysts
Est. EPS $4.41 · Revenue $3.61B · 3 analysts
Est. EPS $14.85 · Revenue $14.09B · 4 analysts
Est. EPS $3.33 · Revenue $3.51B · 1 analysts
| Metric | Latest | YoYYoY means Year-over-Year. It compares the latest annual value with the previous annual value to show long-term trend strength. | QoQQoQ means Quarter-over-Quarter. It compares the latest quarter with the immediately previous quarter to show short-term momentum changes. |
|---|---|---|---|
| RevenueThe total money that came through the front door from selling things, before paying a single bill. Think of it as the grand total of every credit card swipe from customers. (YoY compares this year to last year's performance, while QoQ compares the current three months to the previous three). | $13.6B | +6.5% | +4.1% |
| Net IncomeThe absolute bottom line. If the company paid every single supplier, employee, banker, and tax collector, this is the actual money left in their pocket at the end of the day. | $746.8M | -20.2% | +34.4% |
| Gross MarginThe basic markup. If they sell a $100 pair of sneakers, this percentage tells you how much of that price tag is profit right after paying for the rubber and shoelaces, but before paying for things like store rent or TV commercials. | +27.0% | -17.9% | +4.1% |
| Operating MarginThe 'day job' efficiency score. Out of every dollar a customer spends, this shows how many cents the company keeps after making the product AND paying for all the everyday corporate overhead (like salaries, marketing, and keeping the lights on). | +14.7% | -9.7% | +13.8% |
| Net MarginThe final take-home percentage. When you strip away every conceivable cost, tax, and interest payment, this is the exact number of cents the company truly gets to keep from every dollar in sales. | +5.5% | -25.1% | +29.1% |
| Free Cash FlowThe holy grail of corporate cash. It's the spendable, physical money left over after the business pays for its daily operations AND buys the big, expensive upgrades (like new factories or servers) it needs to survive. This is the 'free' money they can use to pay dividends or buy back stock. | $1.3B | -10.6% | +46.4% |
| FCF MarginThe ultimate cash conversion rate. It shows how good the company is at turning regular sales directly into cold, hard, spendable cash. A high percentage means the business is an absolute cash-printing machine. | +9.6% | -16.1% | +40.7% |
| Debt / EquityThe financial risk gauge. It compares how much of the company's empire was built using borrowed money (loans) versus the owners' own money (shareholders). A high number means they are heavily leveraged and playing a riskier game; a low number means they are playing it safe. | -2311.5% | -123.2% | +19.5% |
| Current RatioThe 12-month survival check. It simply compares the cash they have right now (plus things they can quickly turn into cash) against the immediate bills they absolutely must pay this year. A score above 1 means they have enough in the wallet to cover the upcoming bills without panicking. | 1.29x | +2.5% | +3.6% |
| Total AssetsThe absolute size of the company's empire. It bundles together absolutely everything of value they own—from the cash in the register and the inventory in the warehouse, to the software patents in the vault and the factories on the ground. | $17.5B | +1.1% | +1.2% |
| Metric | Annual (A vs E) | Annual Surprise | Quarter (A vs E) | Quarter Surprise |
|---|---|---|---|---|
| EPS Surprise | 9.51 vs 10.56 | -10.0% | 4.02 vs 3.88 | +3.6% |
| Revenue Surprise | $13.6B vs $13.5B | +0.8% | $3.6B vs $3.5B | +1.7% |
| Date | Executive | Title | Security | Side | Shares | Price |
|---|---|---|---|---|---|---|
| Aug 15, 2026 | Hollar Jason M. | director | Common Stock | A | 278 | — |
| Aug 15, 2026 | DESOER BARBARA J | director | Common Stock | A | 278 | — |
| Aug 15, 2026 | Schechter Adam H | director | Common Stock | A | 278 | — |
| Aug 15, 2026 | Moore Gregory J. | director | Common Stock | A | 278 | — |
| Aug 15, 2026 | Pullin Dennis W | director | Common Stock | A | 278 | — |
Operator: Good evening. My name is Michelle, and I will be your conference facilitator today. At this time, I would like to welcome everyone to the DaVita Second Quarter 2026 Earnings Call. [Operator Instructions] Thank you. Mr. Eliason, you may begin your conference. Nic Eliason: Thank you, and welcome to our second quarter conference call. We appreciate your continued interest in our company. I'm Nic Eliason, Group Vice President of Investor Relations, and joining me today are Javier Rodriguez, our CEO; and Joel Ackerman, our CFO. Please note that during this call, we may make forward-looking statements within the meaning of the federal securities laws. All of these statements are subject to known and unknown risks and uncertainties that could cause the actual results to differ materially from those described in the forward-looking statements. For further details concerning these risks and uncertainties, please refer to our second quarter earnings press release and our SEC filings, including our most recent annual report on Form 10-K, all subsequent quarterly reports on Form 10-Q and other subsequent filings that we may make with the SEC. Our forward-looking statements are based on information currently available to us, and we do not intend and undertake no duty to update these statements, except as may be required by law. Additionally, we'd like to remind you that during this call, we will discuss some non-GAAP financial measures. A reconciliation of these non-GAAP measures to the most comparable GAAP financial measures is included in our earnings press release furnished to the SEC and available on our website. I will now turn the call over to Javier Rodriguez. Javier Rodriguez: Thank you, Nic. Good afternoon, everyone, and thank you for joining the call today. It's been a busy and exciting summer. One exception is that I have to wait another 4 years to root for Mexico to win the World Cup. Moving on to more important topics. Our strategy is coming together, thanks to the amazing work of our teammates and caregivers. Their effort has led to another positive quarter for our patient outcomes and financial results. On today's call, in addition to our second quarter performance, I will focus on recent innovation in the dialysis industry, specifically the clearance of middle molecules and the steps we're taking to elevate the standard of care for our patients. I'll also share our perspective on the recent ESRD proposed rule and close with our guidance for the remaining of the year. But first, as always, I will begin with the clinical highlights. Today, I'd like to reflect on the successful transition of phosphate binders into the Medicare dialysis bundle. With advance notice from CMS, this process began more than 2 years ago with the goal of expanding access to a wide range of therapies for a broader group of patients, and that goal has been achieved. With DaVita's broad formulary, our physician partners now have greater flexibility to prescribe …
| Name | Title | Compensation | Gender | Year Born | Status |
|---|---|---|---|---|---|
Javier J. Rodriguez | Chief Executive Officer & Executive Director | USD 4,068,134 | Male | 1971 | Active |
David Maughan | Chief Operating Officer of DaVita Kidney Care | USD 1,663,804 | Male | 1977 | Active |
Joel Ackerman | Chief Financial Officer & Treasurer | USD 1,625,365 | Male | 1965 | Active |
Kathleen Alyce Waters | Chief Legal & Public Affairs Officer | USD 1,429,329 | Female | 1968 | Active |
James O. Hearty | Chief Compliance Officer | USD 1,071,683 | Male | 1969 | Active |
Christopher Michael Berry | Group Vice President & Chief Accounting Officer | — | Male | 1975 | Active |
Jeffrey Allen Giullian | Chief Medical Officer of Kidney Care | — | — | — | Active |
Stephanie Hendrickson | Chief People Officer | — | Female | — | Active |
Nic Eliason | Group Vice President of Investor Relations | — | — | — | Active |
Misha Palecek | Chief Transformation Officer of U.S. Kidney Care Business | — | Male | — | Active |
An aging population and growing telehealth and AI adoption support the Zacks Medical - Outpatient and Home Healthcare industry. DVA, LFST, OPCH and AVAH stand to benefit.
In fact, it's a healthcare company. It is a strong player in its chosen niche.
DaVita expands its Humana partnership to earlier-stage kidney disease, bringing value-based care to over 10,000 Medicare Advantage members.
SHANGHAI, Aug. 26, 2026 /PRNewswire/ -- Alebund Pharmaceuticals (Jiangsu) Limited ("Alebund" or the "Company"; stock code: 09637.HK), a renal-focused biopharmaceutical company, today announced its unaudited consolidated interim results for the six months ended June 30, 2026 (the "Reporting Period"). During the Reporting Period and up to the date of the interim results announcement, the Company made significant progress on four fronts: clinical development, external collaborations, commercialization in China, and the capital markets.
More than 10,000 members will get added support aimed at delaying or preventing dialysis and reducing hospitalizations DENVER, Aug. 25, 2026 /PRNewswire/ -- DaVita today announced a new value-based care agreement to deliver comprehensive, coordinated care to Humana Medicare Advantage members with chronic kidney disease (CKD) stages 3B–5. Launched July 1, this partnership builds on the organizations' long-standing collaboration in end stage kidney disease and expands earlier into the disease journey, when intervention can have the greatest impact.
