Davita Inc.

Company facts

Industry

Services-Misc Health & Allied Services, NEC

Headquarters

Denver, Colorado

Most recent report

10-Q, filed Oct 29, 2026

Incorporated

Delaware

Filings on record

1,001+ filings

On EDGAR

CIK 927066

Fiscal year ends

December

Filer status

Large accelerated filer

What to read: Sep 2026 10-Q

SECSift found 3 of 17 sections worth reading, with 0 positive, 5 notable, and 2 negative flags.

• NOTES TO CONDENSED CONSOLIDATED FINANCIAL STATEMENTS

  Contains goodwill impairment, debt increase, share buyback details, and litigation updates.
  Notable

  • IKC revenue recognized from prior years was $137.5M in 9 months 2026, up from $103.7M in 2025.
  • Court denied class certification in antitrust suit on June 10, 2026, a favorable development.
  Negative

  • Goodwill impairment of $57.1M in China unit in Q3 2026; unit still at risk with zero headroom.

• Item 2

  Core MD&A with segment results, cash flow, impairment, and liquidity details.
  Notable

  • CMS final rule for 2027: ESRD freestanding facilities' average reimbursement to rise 2.7%.
  • Incurred $500M incremental Term Loan B-2 and $80M revolver draws in YTD Q3 2026.
  Negative

  • Recorded $62M goodwill and asset impairment in China in Q3 2026 due to adverse reimbursement changes.

• Other Information (Item 5)

  CEO adopted a 10b5-1 plan to sell up to 115,810 shares, a material insider sale.
  Notable

  • CEO adopted a 10b5-1 plan to sell up to 115,810 shares over ~9 months starting Dec 2026.

What changed: Sep 2026 vs. Jun 2026

About 10% of DVA's Sep 2026 10-Q is new information. 28 paragraphs were added, 129 changed, and 21 removed. Below are the most important lines SECSift identified.

• Item 2 59
• NOTES TO CONDENSED CONSOLIDATED FINANCIAL STATEMENTS 45
• Item 5 4
• Item 4 1
• Item 1 1