DaVita Inc. (DVA) FY2026 earnings

Reported results

• Consolidated revenues were $3.578 billion for the quarter ended September 30, 2026.
• Operating income was $499 million and non-GAAP adjusted operating income was $561 million for the quarter ended September 30, 2026.
• GAAP net income attributable to DaVita Inc. was $223 million, or $3.40 diluted earnings per share, for the quarter ended September 30, 2026.
• Non-GAAP adjusted net income attributable to DaVita Inc. was $250 million, or $3.82 adjusted diluted earnings per share, for the quarter ended September 30, 2026.
• Operating cash flow was $519 million and non-GAAP free cash flow was $276 million for the quarter ended September 30, 2026.

Guidance

• For full year 2026, non-GAAP adjusted operating income is expected to be between $2,175 million and $2,250 million.
• For full year 2026, non-GAAP adjusted diluted net income per share attributable to DaVita Inc. is expected to be between $14.30 and $15.20.
• For full year 2026, non-GAAP free cash flow is expected to be between $1,000 million and $1,250 million.

Notes

During the quarter ended September 30, 2026, DaVita recognized non-cash goodwill and other asset impairment charges of $62 million within operating income related to its business in China, resulting in a $27 million net income impact attributable to DaVita Inc.

Price and volatility reaction

The stock moved -3.0% on the print. No front-expiry chain was on file, so there is no straddle expected move. 30-day ATM implied volatility moved -14.0 vol points across the event (constant-maturity series — not the front-week crush).

Source

The figures above come from the earnings release the company filed with the SEC on 2026-10-29 (8-K, Item 2.02). Read the original filing on sec.gov.