| DVA |
Report |
Adjusted diluted EPS |
BEAT |
pred ~$3.42 vs. cons $3.34 |
MEDIUM |
| DVA |
Report |
Adjusted operating income |
BEAT |
pred ~$565M vs. cons $553M |
MEDIUM |
| DVA |
Report |
U.S. dialysis treatments per normalized day growth (YoY) |
BEAT |
pred ~0.95% vs. cons 0.75% |
MEDIUM |
| DVA |
Guide |
FY2026 adjusted operating income guidance |
BETTER |
guide ~$2.23B midpoint vs. cons $2.21B (FY2026) |
MEDIUM |
| DVA |
Guide |
FY2026 adjusted diluted EPS guidance |
BETTER |
guide ~$14.95 midpoint vs. cons $14.83 (FY2026) |
MEDIUM |
| DVA |
Guide |
FY2026 treatment-volume growth guidance |
BETTER |
guide ~0.60% midpoint vs. cons 0.45% (FY2026) |
MEDIUM |
| DVA |
Guide |
FY2026 free-cash-flow guidance |
UNCHANGED |
guide ~$1.13B midpoint vs. cons $1.13B (FY2026) |
MEDIUM |
| DVA |
Return |
Day-1 residual (stock − beta × S&P 500) |
+3.2% |
— |
MEDIUM |
| DVA |
Return |
5-day cumulative residual |
+2.0% (FADE) |
A ~$0.08 EPS beat and modest FY2026 guide increase support an initially positive ~3.2% residual reaction, but the guide uplift is likely largely volume/productivity driven and only ~1% above consensus. The market will continue to discount second-half commercial-mix and ACA pressure, limiting out-period estimate revisions; residual gains fade from ~3.2% on day 1 to ~2.0% by day 5. |
MEDIUM |