| DVA |
Report |
Adjusted diluted EPS |
BEAT |
pred ~$4.05 vs. cons $3.88 |
MEDIUM |
| DVA |
Report |
Revenue |
BEAT |
pred ~$3.54B vs. cons $3.50B |
MEDIUM |
| DVA |
Report |
Adjusted operating income |
BEAT |
pred ~$584M vs. cons ~$573M |
MEDIUM |
| DVA |
Guide |
Adjusted diluted EPS guidance |
LOWER |
guide ~$14.95 midpoint vs. cons $15.07 (FY2026) |
MEDIUM |
| DVA |
Guide |
Adjusted operating income guidance |
UNCHANGED |
guide ~$2.22B midpoint vs. cons ~$2.22B (FY2026) |
MEDIUM |
| DVA |
Guide |
Treatment growth guidance |
LOWER |
guide ~0.375% midpoint vs. cons ~0.50% (FY2026) |
LOW |
| DVA |
Guide |
Free cash flow guidance |
UNCHANGED |
guide ~$1.125B midpoint vs. cons ~$1.125B (FY2026) |
HIGH |
| DVA |
Return |
Day-1 residual (stock − beta × S&P 500) |
-2.8% |
— |
MEDIUM |
| DVA |
Return |
5-day cumulative residual |
-4.1% (FOLLOW-THROUGH) |
A Q2 EPS beat of ~$4.05 vs. $3.88 is outweighed by FY2026 EPS guidance of ~$14.95 vs. consensus $15.07. After Q1 EPS of $2.87 and predicted Q2 EPS of $4.05, the guide implies only ~$8.03 for H2 versus consensus-implied ~$8.15, creating modest out-period estimate cuts despite the headline beat. |
MEDIUM |