DaVita closed 2025 with strong financial results, including adjusted operating income of $586 million for Q4 and $2.094 billion for the full year. The company’s Integrated Kidney Care programs had a profitable year with better outcomes than the broader dialysis population. DaVita is pursuing clinical initiatives to reduce mortality and support treatment growth in the coming years. Management provided guidance for 2026, expecting adjusted operating income of $2.085-$2.235 billion and adjusted EPS of $13.60-$15.00. DaVita aims to improve care and increase treatment volume through targeted initiatives like vaccination efforts and advanced dialysis technologies. The company also announced a strategic partnership with Elara Caring.
CEO Javier Rodriguez highlighted the success of the Integrated Kidney Care programs in achieving better outcomes for patients and reducing costs. DaVita is focused on improving patient care and supporting higher treatment volume growth through various initiatives. The company reported strong financial performance in 2025, with adjusted operating income of $2.094 billion and adjusted EPS of $10.78 for the year. DaVita expects continued growth in 2026, with a focus on enhancing clinical outcomes and patient experience. Ackerman reported a decline in U.S. dialysis treatments in 2025 but an increase in revenue per treatment.
DaVita’s 2025 results included revenue per treatment of $410, a 4.7% increase from the previous year. Patient care costs per treatment rose by 5.9% compared to 2024, mainly due to seasonal factors and higher supply costs. The company’s international segment reported strong performance, with adjusted operating income of $21 million in Q4 and $114 million for the full year. DaVita repurchased shares and announced a strategic partnership with Elara Caring to enhance patient care and reduce hospitalizations. For 2026, DaVita expects adjusted operating income of $2.085-$2.235 billion and adjusted EPS of $13.60-$15.00, with a focus on improving clinical outcomes and patient well-being.
Read more at Yahoo Finance: DaVita Q4 Earnings Call Highlights