NYSE$DVA

DaVita HealthCare Partners Inc · Q1 2025 earnings

Q1 2025 earnings · · After market close · Investor relations

Briefing

DaVita reported Q1 2025 total revenue of $3.22B with net income attributable to the company of $163M and diluted EPS of $2.00.

Total revenue rose to $3.22 billion from $3.07 billion a year ago as U.S. dialysis treatments and patient care revenue grew. Net income attributable to DaVita was $163 million; diluted EPS was $2.00. Management cited treatment-day impacts from storms and flu season on volumes.

  • Q1 total revenue $3.22B (+5% YoY).
  • Net income attributable to DaVita $163M; EPS $2.00.
  • U.S. dialysis revenue and patient care metrics drive results.
  • PCL and treatment volumes remain key watch items.

Headline financials

Total Revenue

$3.22B

Previous: $3.07B+5.0%
EPS (adj)

$2.00

Previous: $2.65-24.5%
Capital Expenditures

-$143M

Previous: -$121M-18.4%
Free Cash Flow

-$45M

Previous: $119M-137.9%
Net Income

$232M

Previous: $240M-3.1%
Operating Income

$439M

Previous: $484M-9.3%
Gross Profit

$807M

Previous: $3.07B-73.7%

Revenue & EPS history

DaVita · Revenue · Quarterly

$3.22B

Q1 2025+5%vs Q1 2024
Beat estimate in 9 of 15 quarters(60%)
ActualEstimate

Revenue by segment

DaVita · $3.14B total across 3 segments · Q3 2023

  • U.S. Dialysis Patient Services
    $2.79B+3.0%
  • International Dialysis Patient Service
    $200M+14.3%
  • Integrated Kidney Care
    $158M+81.6%

Forward guidance

Healthcare services outlook depends on patient volumes, reimbursement, and labor costs.

Tailwinds

  • Volume recovery and pricing where contracted.
  • Scale advantages in dialysis or behavioral health.

Headwinds

  • Treatment-day seasonality and flu impacts.
  • Regulatory and staffing cost pressure.

Historical earnings impact

How earnings announcements have historically affected this stock's price.

Avg. return before/after earnings

Based on 20 quarterly earnings reports · overlaid with Q1 2025

Historical avgQ1 2025

+0.2%

Avg return

Earnings day

+0.5%

Avg return

5 days after

+1.6%

Avg return

30 days after

54%

39 / 72 earnings

Positive

+14.7%

Q3 2019

Best reaction

-24.5%

Q3 2022

Worst reaction

Earnings price reactions
QuarterReport dateReaction (Day 0)+5 days+30 days
Q1 2026+0.6%+22.2%+22.4%
Q4 2025+11.0%+26.7%+34.9%
Q3 2025-6.0%-5.2%-5.4%
Q1 2025-0.2%+0.7%-4.9%
Q4 2024-11.1%-12.5%-19.0%
Q3 2024-10.1%-9.8%+5.5%
Q2 2024-1.1%+3.6%+9.8%
Q1 2024-3.8%-1.5%+5.3%
Q4 2023+8.0%+6.9%+19.0%
Q3 2023+7.4%+5.1%+33.9%
Q2 2023+6.7%+8.6%+1.0%
Q1 2023+13.8%+5.9%+13.7%
Q4 2022-0.3%-0.3%-8.4%
Q3 2022-24.5%-27.9%-23.6%
Q2 2022+2.7%+1.8%+1.3%
Q1 2022-7.1%-5.0%-12.7%
Q4 2021-1.2%+3.5%-2.6%
Q3 2021-6.9%-6.2%-12.3%
Q2 2021+10.2%+9.7%+10.0%
Q1 2021+2.8%+8.9%+6.0%
Q4 2020-7.4%-8.1%-4.4%
Q3 2020-0.0%+7.7%+27.4%
Q2 2020-4.3%-8.5%-4.8%
Q1 2020+9.6%+7.5%+9.7%
Q4 2019+8.8%+5.7%-8.0%
Q3 2019+14.7%+13.6%+17.9%
Q2 2019+0.4%-1.5%-5.8%
Q1 2019-10.4%-9.8%-19.4%
Q4 2018+1.3%+3.0%-6.7%
Q3 2018+1.3%-1.5%-14.9%
Q2 2018+5.4%+3.9%-1.4%
Q1 2018+4.7%+1.2%+5.9%
Q4 2017+1.8%+0.3%-5.4%
Q3 2017-8.5%-7.4%+13.0%
Q2 2017-9.8%-10.9%-9.6%
Q1 2017-3.8%-5.3%-2.4%
Q4 2016+3.2%+6.2%+4.5%
Q3 2016+1.1%+0.1%+11.1%
Q2 2016-6.0%-10.1%-16.4%
Q1 2016+2.9%
Q4 2015-1.7%
Q3 2015-0.9%
Q2 2015+1.0%
Q1 2015-1.1%
Q4 2014-3.8%
Q3 2014-3.9%
Q2 2014+0.1%
Q1 2014-2.8%
Q4 2013+3.9%
Q3 2013-3.0%
Q2 2013-2.9%
Q1 2013+9.4%
Q4 2012-1.1%
Q3 2012+1.4%
Q2 2012-1.1%
Q1 2012-4.9%
Q4 2011+0.3%
Q3 2011+0.8%
Q2 2011-0.2%
Q1 2011+2.9%
Q4 2010+2.4%
Q3 2010-0.4%
Q2 2010+3.3%
Q1 2009+1.1%
Q1 2010+0.3%
Q4 2009-0.1%
Q3 2009+0.1%
Q3 2008+0.1%
Q2 2008+4.6%
Q4 2008+4.6%
Q2 2009+4.6%
Q4 2007+4.6%

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