Overview
- The company now forecasts 2026 adjusted EPS of $13.60 to $15, topping the $12.65 consensus compiled by LSEG.
- Fourth-quarter adjusted EPS was $3.40 on revenue of $3.62 billion, both ahead of analyst estimates.
- Shares jumped about 13% in after-hours trading following the results and guidance.
- Management cited increased reimbursement, a slightly improved patient mix, and flu vaccine seasonality as supports for the quarter.
- DaVita continues to work through fallout from an April ransomware attack that disrupted operations and exposed data on roughly 2.7 million people.