DaVita Inc Dossier
Outlook & Key Dates
Estimates, guidance, catalysts, and upcoming events
Analyst Estimates Learn more →
5-Yr Fwd EPS Growth
22.6%projected annual EPS growth
Analyst Coverage
7analysts covering
FY Revenue (est.)
$14.1Bnext fiscal year
FY EPS (est.)
$14.85next fiscal year
Reporting Calendar
| Event | Expected Date |
|---|---|
| Q3 2026 Earnings Release | 2 Nov 2026 |
Monitoring Framework
Key Performance Indicators
Total U.S. Dialysis Treatments Quarterly7MTarget: Return to 2%+ annual treatment volume growth by 2029
Home Modality Penetration Rate Annually1,500.0%
Integrated Kidney Care (IKC) Risk-Based Patients Quarterly62.6KTarget: Expand risk-based arrangements and value-based care profitability
Watch Items
- Medicare Reimbursement Rates and Policy ShiftsTrigger: Any downward revision in Medicare bundled payment rates or unfavorable CMS decisions on phosphate bindersAction: Re-evaluate operating margin guidance and adjust clinical cost structures accordingly
- GLP-1 and SGLT2 Inhibitor AdoptionTrigger: High single-digit percentage of patients currently on GLP-1s; rapid acceleration in early-stage CKD patientsAction: Monitor long-term dialysis patient census and adjust the 2029 volume growth timeline
- Commercial Payer Mix and ACA Tax Credit ExpirationsTrigger: Phase-out of enhanced premium tax credits reducing commercial mixAction: Model rate pressure over the three-year transition period and optimize commercial contract negotiations
Research as of 2 Sep 2026