DAVITA INC. — Form 8-K
Filed October 29, 2026 · analyzed by the 8-K Agent
8-K
— Neutral
significance 32/100
What the filing says
DaVita reported Q3 2026 revenues of $3.578B (up 4.6% YoY) with operating income of $499M and adjusted operating income of $561M. The company took a $62M non-cash goodwill impairment charge related to its China business. Share repurchases totaled 0.6M shares at $186.21/share ($111M) in Q3; an additional 0.5M shares repurchased post-quarter at $180.57/share ($87M). The company raised 2026 guidance: adjusted operating income now $2,175-$2,250M (prior $2,150-$2,250M) and adjusted diluted EPS now $14.30-$15.20 (prior $14.10-$15.20). U.S. dialysis treatment volume grew 0.4% year-over-year on a normalized basis.
Why this rating
China impairment ($62M net, ~0.6% of market cap) is modest and non-cash. Core dialysis performance flat; modest guidance raise offset by macro headwinds. Share buybacks routine.
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