| DVA |
Report |
Adjusted EPS (Q2'26) |
BEAT |
pred ~$4.05 vs. cons ~$3.93 |
MEDIUM |
| DVA |
Report |
US dialysis treatments/day growth (volume) |
BEAT |
pred ~+55 bps vs. cons ~+40 bps |
MEDIUM |
| DVA |
Report |
Revenue per treatment / total revenue |
IN-LINE |
pred ~$3.53B vs. cons ~$3.50B |
LOW |
| DVA |
Guide |
FY26 Adjusted EPS guide |
BETTER |
guide ~$14.60-15.50 (mid ~$15.05) vs. cons ~$14.65 (FY26) |
MEDIUM |
| DVA |
Guide |
FY26 Adjusted Operating Income guide |
BETTER |
guide ~$2.20-2.30B (mid ~$2.25B) vs. cons ~$2.20B (FY26) |
MEDIUM |
| DVA |
Guide |
ACA enhanced-PTC headwind |
UNCHANGED |
guide ~$40M held (trending slightly favorable) vs. ~$40M cons (FY26; $70M 2027) |
MEDIUM |
| DVA |
Guide |
FY26 Free cash flow guide |
UNCHANGED |
guide ~$1.0-1.25B vs. cons ~$1.15B (FY26) |
LOW |
| DVA |
Return |
Day-1 residual (stock − beta × S&P 500) |
-3.0% |
— |
LOW |
| DVA |
Return |
5-day cumulative residual |
-6.0% (FADE) |
Stock has ~doubled YTD and trades above the ~$199-217 target cluster with a Hold consensus, so a beat-and-raise is already priced; the day-before print (DVA -2.7% vs SPY +1.4%, ~-3% residual) shows de-risking. Even with another strong beat, out-period math is unfavorable: Q1 RPT strength was ~$6 timing, commercial mix erosion is expected to build in H2, G&A/tech spend rising, and the 2027 ACA cliff ($70M) caps upward revisions. Modest raises don't justify the run, so gains fade as estimates settle below the price. |
LOW |