Davita Inc.

Company facts

Industry

Services-Misc Health & Allied Services, NEC

Headquarters

Denver, Colorado

Most recent report

10-Q, filed Aug 4, 2026

Incorporated

Delaware

Filings on record

1,008+ filings

On EDGAR

CIK 927066

Fiscal year ends

December

Filer status

Large accelerated filer

What to read: Jun 2026 10-Q

SECSift found 2 of 17 sections worth reading, with 2 positive, 5 notable, and 1 negative flags.

• NOTES TO CONDENSED CONSOLIDATED FINANCIAL STATEMENTS

  Full of company-specific numbers: revenue, net income, debt, litigation, buybacks.
  Positive

  • Court denied class certification in antitrust litigation, a favorable outcome for DaVita.
  Notable

  • Added $500M incremental Term Loan B-2 in June 2026, increasing overall debt.
  • Acquired minority stake in Elara Caring for $200M cash, closed July 20, 2026.
  Negative

  • False Claims Act case continues; court denied DaVita's motion to dismiss in April 2025.

• Item 2

  Core financial discussion with specific quarterly results and key metrics.
  Positive

  • CMS proposed rule would lift ESRD facility reimbursement by 1.1% in 2027, including phosphate binders into base rate.
  Notable

  • IKC patient count rose to ~64,900 in risk-based arrangements at June 30, 2026 from ~62,600 at March 31, 2026.
  • Accounts receivable DSO increased to 52 days at June 30, 2026 from 49 days at December 31, 2025, due to collection timing.
  • Acquisition of a noncontrolling minority interest in Elara Caring closed July 20, 2026 (after period end).

What changed: Jun 2026 vs. Mar 2026

About 10% of DVA's Jun 2026 10-Q is new information. 27 paragraphs were added, 108 changed, and 34 removed. Below are the most important lines SECSift identified.

• Item 2 55
• NOTES TO CONDENSED CONSOLIDATED FINANCIAL STATEMENTS 33
• CONSOLIDATED STATEMENTS OF EQUITY 2
• Item 4 1
• Item 5 1