DaVita

Q2 FY2026 EarningsQ2 FY26 results beat consensus across primary financial metrics, with revenue of $3.554B vs. $3.494B expected and adjusted EPS of $4.02 significantly exceeding the $3.88 mean estimate. Operating income of $579M surpassed expectations by ~0.90%, driven by favorable payor mix and rate increases despite flat treatment growth. Management reaffirmed full-year FY26 guidance, with the $14.10–$15.20 adjusted EPS range supporting a robust outlook amid continued share repurchases.