DaVita reports Q3 2026 earnings beat, raises full‑year EPS guidance and notes China impairment
DaVita Inc. posted third‑quarter 2026 revenue of $3.578 billion and adjusted diluted EPS of $3.82, beating analyst estimates. The company recorded a $62 million non‑cash impairment charge related to its China business, which reduced net income. It raised its full‑year adjusted EPS outlook to a range of $14.30‑$15.20 per share and repurchased 0.6 million shares at an average price of $186.21. Management highlighted modest U.S. dialysis growth and higher patient‑care costs while noting that the China charge will not affect adjusted operating income.
Why it matters
The higher EPS guidance may lift the valuation multiple applied by investors, while the China impairment underscores a risk to profitability (the company said the charge reduced net income by $27 million) (source 5). The share repurchase of $111 million signals confidence in cash generation and could support the share price (source 6).
Key facts
- 1Consolidated revenues for Q3 2026 were $3.578 billion. sec.gov
- 2Adjusted diluted earnings per share for the quarter was $3.82. sec.gov
- 3The company recorded a $62 million impairment charge in China, resulting in a $27 million net income impact. sec.gov
- 4Full‑year 2026 adjusted EPS guidance was raised to $14.30‑$15.20 per share. finance.yahoo.com
- 5DaVita repurchased 0.6 million shares at an average price of $186.21 per share, costing $111 million. sec.gov
- 6Adjusted operating income for Q3 2026 was $561 million. sec.gov
Summary written by AlphAI AI Desk from 14 of 14 sources. Not investment advice. Figures are as stated by the linked sources.