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Dec 31, 2025
DaVita Q4 2025 Earnings Report
DaVita reported a decrease in net income and diluted EPS for the fourth quarter of 2025 compared to the previous year, despite an increase in total revenues.
Key Takeaways
DaVita Inc. announced its fourth quarter 2025 financial results, with consolidated revenues reaching $3.620 billion, an increase from the previous year. However, net income attributable to DaVita Inc. decreased to $234.217 million, down from $259.329 million in Q4 2024, and diluted EPS also saw a decline. The company highlighted strong platform delivery, high-quality care, and ongoing investments.
Consolidated revenues for Q4 2025 were $3.620 billion, showing growth from the prior year.
Net income attributable to DaVita Inc. for Q4 2025 was $234.217 million, a decrease compared to $259.329 million in Q4 2024.
Diluted earnings per share from continuing operations for Q4 2025 were $2.94, lower than $3.09 in Q4 2024.
The company repurchased 2.7 million shares for $331 million at an average price of $122.78 per share in Q4 2025.
Revenue by Segment
Revenue by Geographic Location
Forward Guidance
DaVita's 2026 guidance projects adjusted operating income between $2.085 billion and $2.235 billion, adjusted diluted net income from continuing operations per share between $13.60 and $15.00, and free cash flow between $1.000 billion and $1.250 billion.
Positive Outlook
- Projected adjusted operating income shows a positive outlook for profitability.
- Anticipated adjusted diluted net income per share indicates continued earnings for shareholders.
- Expected free cash flow suggests strong liquidity and financial health.
- Normalized treatment days for 2026 are stable, with Q3 and Q4 showing slight increases compared to Q1 and Q2.
- The company is confident in its ability to continue to deliver both clinically and financially in 2026 and beyond, driven by ongoing investments and process improvements.
Challenges Ahead
- Normalized treatment days for Q1 2026 are slightly lower than Q1 2025.
- The guidance does not provide specific figures for operating income or diluted net income per share on a GAAP basis, making direct comparisons difficult.
Historical Earnings Impact
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Avg. Return Before/After Earnings
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