Healthcare provider DaVita's Q3 revenue rises 4.8%

Davita

29/10/2025 20:45

Overview

DaVita Q3 revenue rises 4.8% yr/yr, in line with analysts' expectations

Adjusted EPS for Q3 misses consensus at $2.51

Company repurchased 3.3 mln shares at $140.67 per share

Outlook

DaVita expects 2025 adjusted operating income between $2.035 bln and $2.135 bln

Company forecasts 2025 adjusted EPS of $10.35 to $11.15

DaVita maintains 2025 free cash flow guidance of $1.0 bln to $1.25 bln

Result Drivers

REIMBURSEMENT RATES - Revenue per treatment increased due to higher average reimbursement rates and increased volume of phosphate binders

PATIENT CARE COSTS - Increased compensation and pharmaceutical costs, particularly phosphate binders, drove up patient care costs

CYBERSECURITY COSTS - General and administrative expenses were impacted by IT-related costs and charges from a cybersecurity incident

Key Details

Metric
Beat/Miss
Actual
Consensus Estimate
Q3 Revenue
Meet
$3.42 bln
$3.42 bln (5 Analysts)
Q3 Adjusted EPS
Miss
$2.51
$3.22 (6 Analysts)
Q3 EPS
$2.04


Analyst Coverage

The current average analyst rating on the shares is "hold" and the breakdown of recommendations is 1 "strong buy" or "buy", 8 "hold" and 1 "sell" or "strong sell"

The average consensus recommendation for the healthcare facilities & services peer group is "buy."

Wall Street's median 12-month price target for DaVita Inc is $148.61, about 12.8% above its October 28 closing price of $129.61

The stock recently traded at 10 times the next 12-month earnings vs. a P/E of 12 three months ago

Press Release: ID:nPn50fb8Ra

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(This story was created using Reuters automation and AI based on LSEG and company data. It was checked and edited by a Reuters journalist prior to publication.)