DaVita (DVA) Q1 2025 Earnings Call May 12, 2025 05:00 PM ET Speaker0 evening. My name is Michelle, and I will be your conference facilitator today. At this time, I would like to welcome everyone to the DaVita First Quarter twenty twenty five Earnings Call. All lines have been placed on mute to prevent any background noise. After the speakers' remarks, there will be a question and answer period. Mr. Eliason, you may begin your conference, sir. Speaker1 Thank you, and welcome to our first quarter conference c ...

For the transition period from ___________ to ___________ Commission File Number: 1-14106 DAVITA INC. UNITED STATES SECURITIES AND EXCHANGE COMMISSION Washington, D.C. 20549 FORM 10-Q ☒ QUARTERLY REPORT PURSUANT TO SECTION 13 OR 15(d) OF THE SECURITIES EXCHANGE ACT OF 1934 For the Quarterly Period Ended March 31, 2025 or ☐ TRANSITION REPORT PURSUANT TO SECTION 13 OR 15(d) OF THE SECURITIES EXCHANGE ACT OF 1934 Delaware 51-0354549 (State of incorporation) (I.R.S. Employer Identification No.) 2000 16th Street ...

"Our strong first quarter performance demonstrates the stability and consistency of our operating model" said Javier Rodriguez, CEO of DaVita Inc. "We maintain a steadfast commitment to being the provider, employer and partner of choice and returning value to our shareholders." Financial and operating highlights for the quarter ended March 31, 2025: | | Three months ended | | | | | | | --- | --- | --- | --- | --- | --- | --- | | | March 31, 2025 December 31, 2024 | | | | | March 31, 2024 | | Net income attr ...

DENVER, May 12, 2025 /PRNewswire/ -- DaVita Inc. (NYSE: DVA) announced financial and operating results for the quarter ended March 31, 2025."Our strong first quarter performance demonstrates the stability and consistency of our operating model" said Javier Rodriguez, CEO of DaVita Inc. "We maintain a steadfast commitment to being the provider, employer and partner of choice and returning value to our shareholders."Financial and operating highlights for the quarter ended March 31, 2025: Consolidated revenues ...

DaVita Inc. (DVA) is scheduled to report first-quarter 2025 results on May 12, after the closing bell.In the last reported quarter, the company’s earnings per share (EPS) of $2.24 beat the Zacks Consensus Estimate by 1.4%. Over the trailing four quarters, its earnings outperformed the Zacks Consensus Estimate on three occasions and missed once, delivering an earnings surprise of 5.4%, on average. (See the Zacks Earnings Calendar to stay ahead of market-making news.)Let’s check out the factors that have shap ...

The latest trading session saw DaVita HealthCare (DVA) ending at $143.96, denoting a +0.94% adjustment from its last day's close. The stock's performance was ahead of the S&P 500's daily gain of 0.44%. At the same time, the Dow added 0.7%, and the tech-heavy Nasdaq gained 0.27%. The the stock of kidney dialysis provider has fallen by 0.9% in the past month, lagging the Medical sector's gain of 1.16% and the S&P 500's gain of 10.62%. The upcoming earnings release of DaVita HealthCare will be of great interes ...

DENVER, April 30, 2025 /PRNewswire/ -- DaVita Inc. (NYSE: DVA), announced today that it will hold its quarterly conference call to discuss first quarter results on Monday, May 12, 2025, at 5:00 p.m. Eastern Time. The company plans to release its results after market close the same day.This call is also being webcast and can be accessed at the DaVita IR web page. You can join this call as follows: Monday, May 12, 2025Starting at 5:00 p.m. EDTWebcast can be accessed using this link Dial in number: 877-918-663 ...

Core Viewpoint - DaVita experienced a ransomware attack, leading to a 10% decline in its stock price, causing investor concern due to the uncertainty surrounding the incident [1][5]. Group 1: Incident Details - DaVita disclosed the ransomware attack in a regulatory filing, stating it occurred on April 12, and activated its response protocols immediately [2]. - The company implemented containment measures to limit damage, including isolating targeted systems [2]. - DaVita emphasized that patient care continued without interruption, although some operations were impacted [3]. Group 2: Ongoing Response and Investigation - The company is conducting an investigation into the attack, with the full scope and impact on operations still unknown [4]. - Uncertainty regarding the attackers, ransom demands, and the overall effect on DaVita's operations has led to investor apprehension [5].

Company Overview - DaVita HealthCare (DVA) closed at $140.03, down 1.04% from the previous trading session, underperforming the S&P 500's gain of 0.13% [1] - Over the past month, DVA shares have decreased by 5.56%, which is less than the Medical sector's loss of 8.46% and the S&P 500's loss of 6.3% [1] Financial Performance - DaVita is expected to report an EPS of $1.75, reflecting a 26.47% decline from the same quarter last year, while revenue is forecasted at $3.23 billion, indicating a 5.27% increase year-over-year [2] - For the entire fiscal year, earnings are projected at $10.76 per share and revenue at $13.47 billion, representing increases of 11.16% and 5.08% respectively from the prior year [3] Analyst Estimates - Recent modifications to analyst estimates for DaVita are crucial as they reflect short-term business trends, with upward revisions indicating analysts' positive outlook on the company's operations [4] - The Zacks Rank system, which assesses these estimate changes, currently ranks DaVita as 4 (Sell), indicating a stagnant EPS estimate over the past month [6] Valuation Metrics - DaVita is trading at a Forward P/E ratio of 13.15, which is below the industry average of 20.35, suggesting it is undervalued compared to its peers [7] - The company has a PEG ratio of 1.04, compared to the industry average of 1.87, indicating a favorable valuation relative to expected earnings growth [8] Industry Context - The Medical - Outpatient and Home Healthcare industry, where DaVita operates, holds a Zacks Industry Rank of 31, placing it in the top 13% of over 250 industries [9]

Core Insights - DaVita Inc. (DVA) has faced short-term losses, with shares declining 1.2% over the past three months, while the industry and sector gained 2.6% and 1.1% respectively, although it outperformed the S&P 500's 3.6% decline [1][2] Financial Performance - DaVita announced strong fourth-quarter 2024 results, showing significant improvement in both top and bottom lines, driven by enhanced revenue cycle operations and higher revenue per treatment growth [2][8] - The company expects adjusted earnings per share (EPS) for full-year 2025 to be in the range of $10.20-$11.30, with the Zacks Consensus Estimate currently at $10.76 [8][11] Market Position and Growth Potential - DaVita operates 2,657 outpatient centers across the U.S., serving approximately 200,800 patients, which contributes about 88% of its total consolidated revenues, establishing a stable income foundation [13] - The integrated kidney care (IKC) segment managed 70,400 patients under risk-based arrangements, positioning DaVita to benefit from value-based reimbursement models [14] - The company has a growing international presence, managing 509 outpatient dialysis centers across 13 countries, serving around 80,300 patients, which diversifies revenue sources [15] Revenue Model and Strategic Partnerships - DaVita's revenue model is supported by a diversified payor mix, with 67% of U.S. dialysis revenues from government programs and 27% from commercial insurance, which is crucial for profitability [16] - Strategic partnerships with nearly 5,300 nephrologists and over 900 medical directors enhance operational efficiency and patient referrals, contributing approximately 30% of U.S. dialysis revenues [17] Challenges and Cost Pressures - The company faces cost pressures from inflation, staffing shortages, and increased wage expectations, particularly due to California's SB 525 minimum wage law, which could impact margins [18] - Profitability is heavily reliant on higher-paying commercial insurance, which covers only 11% of U.S. dialysis patients but contributes about 27% of revenues, posing risks from economic downturns and regulatory changes [19] Valuation and Investment Outlook - DaVita's forward 12-month P/E ratio of 13.4X is lower than the industry average of 19.9X, indicating potential for growth if it aligns more closely with market performance [20] - The company's strong core growth prospects and favorable positioning suggest that existing investors may retain shares for future gains, while new investors might consider adding the stock to their portfolios [21][22]