DaVita reports lower revenue per treatment but reaffirms 2026 earnings outlook

DaVita revenue per treatment ACA subsidy expiry earnings forecast dialysis

DaVita Inc. announced its second‑quarter 2024 results, showing revenue per dialysis treatment of $415.87, down from $417.59 in the prior quarter. The company said the decline stemmed from fewer enrollments as patients exited Affordable Care Act (Obamacare) plans after pandemic‑era subsidies ended, and from reduced sales of phosphate binders.

Adjusted earnings were $4.02 per share, beating analysts' estimate of $3.88, while quarterly revenue reached $3.55 billion, roughly matching the $3.50 billion forecast. The firm reaffirmed its 2026 adjusted earnings‑per‑share guidance of $14.10‑$15.20 and warned of an estimated $40 million head‑wind in 2026 and about $70 million in 2027 from the ACA subsidy expiry. Shares fell up to 7% in after‑hours trading.

Entities

Affordable Care Act · DaVita Inc. · LSEG · phosphate binders

Claims

What the coverage asserts, and how many sources carry each claim.

[● 5 SOURCES] Adjusted profit per share exceeded analysts' estimate of $3.88. mix929.com · jack1065.com · kelo.com · wsau.com
[● 5 SOURCES] The decline was attributed to fewer enrollments as patients left ACA plans after pandemic‑era subsidies ended. mix929.com · jack1065.com · kelo.com · wsau.com
[● 5 SOURCES] DaVita reported revenue per treatment of $415.87 in Q2 2024. mix929.com · jack1065.com · kelo.com · wsau.com
[● 5 SOURCES] Quarterly revenue was $3.55 billion, roughly matching analysts' estimate of $3.50 billion. mix929.com · jack1065.com · kelo.com · wsau.com
[● 5 SOURCES] DaVita reported adjusted profit of $4.02 per share for the quarter ended June 30, 2024. mix929.com · jack1065.com · kelo.com · wsau.com
[● 5 SOURCES] DaVita reaffirmed its 2026 adjusted EPS guidance of $14.10‑$15.20 per share. mix929.com · jack1065.com · kelo.com · wsau.com
[● 5 SOURCES] Revenue per treatment was lower than $417.59 in the prior period. mix929.com · jack1065.com · kelo.com · wsau.com
[● 5 SOURCES] The company expects a $40 million impact in 2026 and about $70 million in 2027 from the expiry of ACA subsidies. mix929.com · jack1065.com · kelo.com · wsau.com

Sources

Dave (NASDAQ:DAVE) Releases Earnings Results, Beats Expectations By $0. 68 EPS [www.marketbeat.com]

about 1 month ago

DaVita flags lower revenue per treatment, reaffirms annual forecast [mix929.com]

about 1 month ago

DaVita flags lower revenue per treatment, reaffirms annual forecast [jack1065.com]

about 1 month ago

Dave (NASDAQ:DAVE) Given New $490. 00 Price Target at Keefe, Bruyette & Woods [www.marketbeat.com]

about 1 month ago

DaVita flags lower revenue per treatment, reaffirms annual forecast [kelo.com]

about 1 month ago

DaVita flags lower revenue per treatment, reaffirms annual forecast [wsau.com]

about 1 month ago