DaVita reported stronger-than-expected first quarter 2026 results and raised its earnings outlook, while rapidly expanding its value-based Integrated Kidney Care platform. The company's narrative projects $15.7 billion in revenue and $1.1 billion in earnings by 2029, requiring 4.2% annual revenue growth and a roughly $343.6 million increase in earnings from the current $756.4 million. Some optimistic analysts had already assumed DaVita might reach about $15.3 billion in revenue and $1.1 billion in earnings by 2028, a more upbeat scenario than the baseline view. The Integrated Kidney Care expansion sits at the intersection of growth and margin, as performance payments and better care coordination could offset reimbursement pressure and slower core dialysis growth. However, the risk remains that treatment volumes could face structural pressure if mortality and missed treatments stay elevated.
DaVita HealthCare Partners IncDaVita reported stronger-than-expected Q1 results and raised its 2026 earnings outlook.