Dialysis provider DaVita Inc. (NYSE: DVA) will be reporting results this Tuesday after market hours. Here’s what to look for.
DaVita beat analysts’ revenue expectations by 0.5% last quarter, reporting revenues of $3.22 billion, up 5% year on year. It was a slower quarter for the company, with a significant miss of analysts’ full-year EPS guidance estimates and a slight miss of analysts’ sales volume estimates.
Is DaVita a buy or sell going into earnings? Read our full analysis here, it’s free.
This quarter, analysts are expecting DaVita’s revenue to grow 5.3% year on year to $3.36 billion, in line with the 6.2% increase it recorded in the same quarter last year. Adjusted earnings are expected to come in at $2.75 per share.
The majority of analysts covering the company have reconfirmed their estimates over the last 30 days, suggesting they anticipate the business to stay the course heading into earnings. DaVita has a history of exceeding Wall Street’s expectations, beating revenue estimates every single time over the past two years by 1.7% on average.
Looking at DaVita’s peers in the healthcare providers & services segment, some have already reported their Q2 results, giving us a hint as to what we can expect. Select Medical delivered year-on-year revenue growth of 4.5%, meeting analysts’ expectations, and CVS Health reported revenues up 8.4%, topping estimates by 5.1%. Select Medical traded down 15.1% following the results while CVS Health’s stock price was unchanged.
Read our full analysis of Select Medical’s results here and CVS Health’s results here.
Questions about potential tariffs and corporate tax changes have caused much volatility in 2025. While some of the healthcare providers & services stocks have shown solid performance in this choppy environment, the group has generally underperformed, with share prices down 4.3% on average over the last month. DaVita is down 3% during the same time and is heading into earnings with an average analyst price target of $160.50 (compared to the current share price of $138.48).
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