| DVA |
Report |
Q2 2026 Adjusted Diluted EPS |
BEAT |
pred ~$4.05 vs. cons ~$3.95 |
MEDIUM |
| DVA |
Report |
Q2 2026 Total Revenue |
BEAT |
pred ~$3.56B vs. cons ~$3.51B |
MEDIUM |
| DVA |
Report |
U.S. Dialysis Treatments-per-Normalized-Day Growth y/y |
BEAT |
pred ~+65bps vs. cons ~+40bps |
MEDIUM |
| DVA |
Guide |
FY2026 Adjusted Diluted EPS Guidance |
UNCHANGED |
guide ~$14.50-$15.60 (midpoint ~$15.05) vs. cons ~$15.07 (FY2026) |
MEDIUM |
| DVA |
Guide |
FY2026 Adjusted Operating Income Guidance |
BETTER |
guide ~$2.20B-$2.32B (midpoint ~$2.26B) vs. cons ~$2.23B (FY2026) |
MEDIUM |
| DVA |
Guide |
FY2026 U.S. Dialysis Volume Growth Guidance |
BETTER |
guide ~+50 to +75bps vs. cons/prior guide ~+25 to +50bps (FY2026) |
MEDIUM |
| DVA |
Guide |
ACA/OBBBA Marketplace Revenue Headwind Commentary |
UNCHANGED |
guide ~$35-40M headwind vs. prior guide ~$40M (FY2026) |
LOW |
| DVA |
Return |
Day-1 residual (stock − beta × S&P 500) |
+2.5% |
— |
MEDIUM |
| DVA |
Return |
5-day cumulative residual |
+0.3% (FADE) |
A likely EPS/revenue beat and modest guidance raise are already substantially priced in after the stock's 100%+ YTD run and a rally to levels above average sell-side targets (note the pre-print pullback from ~$240 to ~$234). The full-year raise implied by a Q2 beat is arithmetically modest (H2 comps get tougher, RPT tailwinds normalize, ACA/OBBBA mix drag persists), so out-period estimate revisions likely lag the magnitude of the quarter's beat, prompting profit-taking and a fade of any initial pop over the following days, consistent with Berkshire/insider selling overhang and stretched leverage/valuation. |
MEDIUM |