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DaVita (DVA)
NYSE:DVA
Earnings Data
Report Date
Jul 31, 2025TBA Not Confirmed
Period Ending
2025 (Q2)Consensus EPS Forecast
2.78Last Year’s EPS
2.59Same Quarter Last Year
Based on 4 Analysts Ratings
Earnings Call Summary
Earnings Call Date:May 12, 2025
|% Change Since: -5.75%
|Next Earnings Date:Jul 31, 2025
Earnings Call Sentiment|Neutral
The earnings call presented a balanced view with significant achievements in managing a cybersecurity incident and positive contributions from phosphate binders, but also highlighted challenges in treatment volumes and ongoing costs related to the cyber incident.Company Guidance
During DaVita's first quarter 2025 earnings call, the company provided guidance indicating that adjusted operating income and adjusted earnings per share slightly exceeded expectations, driven by factors such as strong expense management and profitability from phosphate binders. Despite facing challenges like a cybersecurity incident and a high flu season, DaVita maintained its full-year guidance, expecting a 50 basis point decline in treatment volume. The transition of phosphate binders into the dialysis benefit is expected to contribute up to $50 million in operating income. Additionally, DaVita's capital allocation strategy remains focused on investing in high-return growth opportunities, with $680 million in stock repurchases since the last earnings call. The company also addressed policy topics such as tariffs, Medicaid, and premium tax credits, stating that these are not expected to have a material financial impact.Successful Cybersecurity Incident Management
Despite a significant cybersecurity incident that disrupted operations, DaVita managed to provide uninterrupted dialysis care and restored most functions quickly, demonstrating strong IT infrastructure and team responsiveness.
Positive Impact from Phosphate Binders
The transition of phosphate binders into the dialysis benefit resulted in revenue per treatment increasing by $10, contributing positively to operating income. The full-year operating income contribution from phosphate binders is expected to be at the upper end of the $0 to $50 million range.
Strong Capital Allocation and Share Repurchase
DaVita repurchased approximately $680 million of stock at an accelerated pace, indicating confidence in their capital allocation strategy.
Strong Performance in International Segment
International operations saw a $29 million increase in operating income versus the previous quarter, with additional gains expected throughout the year.
Successful Community Health Initiative
DaVita's partnership with the YMCA has successfully screened 30% of participants with previously undiagnosed CKD, showcasing meaningful community impact.
DVA Earnings History
The table shows recent earnings report dates and whether the forecast was beat or missed. See the change in forecast and EPS from the previous year.
Beat
Missed
DVA Earnings-Related Price Changes
Report Date | Price 1 Day Before | Price 1 Day After | Percentage Change |
|---|---|---|---|
May 12, 2025 | $144.43 | $143.98 | -0.31% |
Feb 13, 2025 | $177.06 | $157.42 | -11.09% |
Oct 29, 2024 | $158.31 | $141.22 | -10.80% |
Aug 06, 2024 | $136.99 | $133.98 | -2.20% |
Earnings announcements can affect a stock’s price. This table shows the stock's price the day before and the day after recent earnings reports, including the percentage change.
FAQ
When does DaVita (DVA) report earnings?
DaVita (DVA) is schdueled to report earning on Jul 31, 2025, TBA Not Confirmed.
What is DaVita (DVA) earnings time?
DaVita (DVA) earnings time is at Jul 31, 2025, TBA Not Confirmed.
Where can I see when companies are reporting earnings?
You can see which companies are reporting today on our designated earnings calendar.
What companies are reporting earnings today?
You can see a list of the companies which are reporting today on TipRanks earnings calendar.
What is DVA EPS forecast?
DVA EPS forecast for the fiscal quarter 2025 (Q2) is 2.78.
