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DaVita (DVA) investor relations material
DaVita Q3 2025 earnings summary
Complete event summary combining all related documents: earnings call transcript, report, and slide presentation.Q3 2025 earnings summary29 Oct, 2025
Executive summary
Third quarter performance aligned with expectations, supporting reaffirmed full-year guidance for adjusted operating income and EPS.
Revenue for the nine months ended September 30, 2025, increased 5.3% year-over-year to $10.0 billion, driven by growth in both U.S. dialysis and international operations.
Continued investment in technology, clinical innovation, and AI to drive long-term efficiencies and patient care improvements.
The quarter was impacted by a significant cybersecurity incident, which disrupted operations, increased costs, and negatively affected revenue and treatment volumes.
The company completed the acquisition of Fresenius Medical Care's dialysis operations in Brazil, expanding its international footprint.
Financial highlights
Q3 2025 revenue was $3.42 billion, up 4.8% year-over-year; adjusted operating income was $517 million; adjusted EPS was $2.51; free cash flow reached $604 million.
Net income attributable to shareholders for Q3 2025 was $150 million, with adjusted net income at $185 million; diluted EPS was $2.04.
U.S. treatment volume declined 1.5% year-over-year, mainly due to day mix, higher mortality, and lost admissions from discrete events.
Revenue per treatment increased by $6 sequentially, driven by rate increases and higher pharmaceutical revenue.
International adjusted operating income was $27 million, down $9 million sequentially due to a prior one-time benefit.
Outlook and guidance
Full-year adjusted operating income guidance narrowed to $2.035–$2.135 billion; adjusted EPS guidance narrowed to $10.35–$11.15.
Free cash flow guidance for 2025: $1.0–$1.25 billion.
Q4 implied guidance expects a $60 million sequential increase in operating income, driven by better day mix, higher RPT, and IKC timing.
The company expects continued adverse impacts from the cybersecurity incident on revenue and treatment volumes for the full year.
2026 outlook influenced by volume recovery, payer mix, Medicare Advantage dynamics, and timing of CKCC program results.
US dialysis volume decline drivers?
IKC segment operating loss drivers?
Estimate cyber incident business interruption.
When will middle molecule clearance impact outcomes?
What is the financial impact if premium tax credits expire?
What is the expected financial benefit from AI?
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Frequently asked questions
DaVita Inc. provides kidney dialysis services for patients suffering from chronic kidney failure. Dialysis is a process where waste and excess fluid are removed from a patient's blood in order to prevent complications caused by build-up . The kidneys, which are two bean-shaped organs found on the left side of your rib cage, are responsible for filtering waste and extra fluid from the body's bloodstream. Patients who've undergone kidney failure need to undergo dialysis treatment several times each week. The kidneys no longer work properly, causing waste and fluids to build up in the blood stream, leading to health complications such as high blood pressure or swelling.
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