| DVA |
Report |
Adjusted EPS |
BEAT |
pred ~$3.92 vs. cons $3.85 |
MEDIUM |
| DVA |
Report |
Adjusted operating income |
BEAT |
pred ~$590M vs. cons $580.5M |
MEDIUM |
| DVA |
Report |
Treatments |
IN-LINE |
pred ~7.235M vs. cons 7.215M |
MEDIUM |
| DVA |
Guide |
FY2026 adjusted operating income |
LOWER |
guide $2.15B-$2.25B vs. cons $2.244B |
MEDIUM |
| DVA |
Guide |
FY2026 adjusted EPS |
LOWER |
guide $14.10-$15.20 vs. cons $14.88 |
MEDIUM |
| DVA |
Guide |
FY2026 treatment-volume growth |
UNCHANGED |
guide +25-50 bps vs. ~+25-50 bps implied by consensus |
MEDIUM |
| DVA |
Return |
Day-1 residual (stock − beta × S&P 500) |
-7.0% |
— |
LOW |
| DVA |
Return |
5-day cumulative residual |
-8.0% (FOLLOW-THROUGH) |
FOLLOW-THROUGH — maintained FY guide implies out-period estimate pressure |
LOW |