| DVA |
Report |
Revenue per Treatment ($) |
MISS |
pred ~$411 vs. cons $414.21 |
MEDIUM |
| DVA |
Report |
Treatment Volume Growth (YoY %) |
BEAT |
pred ~+0.55% vs. cons +0.40% |
MEDIUM |
| DVA |
Report |
Adj. Operating Income |
MISS |
pred ~$575M vs. cons $580.5M |
MEDIUM |
| DVA |
Guide |
FY Adj. OI (FY 2026) |
LOWER |
guide mid ~$2,200M vs. cons $2,244M |
MEDIUM |
| DVA |
Guide |
FY Adj. EPS (FY 2026) |
LOWER |
guide mid ~$14.65 vs. cons $14.88 |
MEDIUM |
| DVA |
Guide |
FY Volume Growth (FY 2026) |
UNCHANGED |
guide +25-50bps vs. cons +0.40% |
HIGH |
| DVA |
Guide |
FY RPT Growth (FY 2026) |
UNCHANGED |
guide 1-2%, cautious tone vs. cons ~+0.8% implied |
MEDIUM |
| DVA |
Return |
Day-1 residual (stock − beta × S&P 500) |
-8.5% |
— |
MEDIUM |
| DVA |
Return |
5-day cumulative residual |
-10.0% (FADE) |
FADE — sell-side estimate cuts on implied H2 OI reduction (~$39M below consensus H2) drive continued drift; no squeeze cushion (short interest at multi-year lows); multiple re-rating pauses after two consecutive Archetype A prints |
MEDIUM |