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Jun 30, 2025
DaVita Q2 2025 Earnings Report
DaVita delivered solid performance in Q2 2025 with strong earnings and revenue growth, offset slightly by one-time cybersecurity-related costs.
Key Takeaways
DaVita exceeded earnings expectations in Q2 2025, driven by strong operating performance in U.S. dialysis and growth in international operations, while managing the financial impact of a cybersecurity event.
Revenue reached $3.38 billion in Q2 2025, up from $3.11 billion in Q2 2024.
GAAP EPS was $2.58; Adjusted EPS excluding one-time items was $2.95.
Net income totaled $200 million, despite $54 million in cybersecurity-related costs.
Free cash flow was $164 million in the quarter.
Revenue by Segment
Revenue by Geographic Location
Forward Guidance
DaVita reaffirmed its full-year 2025 adjusted operating income guidance and raised adjusted EPS guidance slightly, while managing elevated labor and cybersecurity-related costs.
Positive Outlook
- Raised full-year 2025 adjusted EPS guidance to $9.10–$9.70.
- Reaffirmed adjusted operating income guidance of $1.43B–$1.53B.
- International operations continue to expand revenue and margin.
- Strong underlying operational performance in U.S. dialysis.
- Maintained solid free cash flow generation.
Challenges Ahead
- Cybersecurity incident resulted in $54M of incremental costs in Q2.
- Labor costs and contract labor levels remain elevated.
- Some missed treatment days due to operational disruptions.
- Adjusted SG&A and other operating expenses increased YoY.
Historical Earnings Impact
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Avg. Return Before/After Earnings
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