DaVita Inc.
DVA
Jodie read · what matters now
Revenue increased 6.0% versus the comparable filing period.
The story is only the start. Jodie keeps watching the filing evidence, the companies connected to DVA, and whether its market group begins moving.
Latest filing assessment · baseline
Fundamentals strengthened in the latest filing
10-Q filed 2026-05-05 against the comparable filing from 2025-05-12.
What improved
- Revenue increased 6.0% versus the comparable filing period.
- Net income increased 21.2% versus the comparable filing period.
- Operating cash flow covered net income at 1.62x, improving versus the comparable period.
What weakened
No thresholded deterioration was identified.
Filing receipts
“Debt expense for the three months ended March 31, 2026 compared to the three months ended March 31, 2025 increased primarily due to an increase in our long-term debt balance related to the issuance of the 6.75% senior notes due 2033 in the second quarter of 2025, partially offset by decreased weighted average effective interest rates.”
“Free cash flow during the three months ended March 31, 2026 increased as compared to the three months ended March 31, 2025 primarily due to an increase in net cash provided by operating activities, as described above, and decreases in capital expenditures.”
“U.S. dialysis average patient service revenue per treatment for the three months ended March 31, 2026 increased compared to the three months ended March 31, 2025 primarily driven by an increase in average reimbursement rates from normal annual increases, including Medicare base rate, and other normal fluctuations.”
Retrospective baseline calibration. It was generated after the filing date and is not part of Jodie's live track record.
Who this business touches
The relationships behind DVA
Customers, suppliers, partners and competitors named in company filings—not inferred from headlines.
Depends on
Depended on by
Filing peers
No filing peers are available for this name yet.
You can see the shape of the network here. Pro opens 3 more links, the original filing receipts, and alerts when connected names begin moving. See Pro →
What is moving around it
Live connections
DVA is currently a Early Follower in the organic co-movement group Healthcare Innovation. This group is discovered from market behaviour rather than assigned from an industry taxonomy. 3 filing-linked names are in the relationship map; none is currently confirmed as moving with the group.
Theme membership history
No durable theme membership has been observed for this name yet.