DaVita Inc. filed its Form 10-Q for the quarterly period ended September 30, 2026, reporting dialysis patient service revenues of $3.41 billion for the third quarter and disclosing a $62.2 million goodwill and other asset impairment charge recorded during the period.

Key Highlights

  • Dialysis patient service revenues reached $3,408,266 thousand for the three months ended September 30, 2026, up from $3,298,090 thousand in the same period of 2025.
  • Total revenues for the nine months ended September 30, 2026 were $10,547,758 thousand, compared with $10,023,282 thousand for the nine months ended September 30, 2025.
  • Goodwill and other asset impairment charges of $62,176 thousand were recorded in Q3 2026, with no comparable charge in Q3 2025.
  • Net income attributable to DaVita Inc. was $222,931 thousand for Q3 2026, versus $150,332 thousand in Q3 2025.
  • Diluted earnings per share attributable to DaVita Inc. were $3.40 for Q3 2026, compared with $2.04 in Q3 2025.
  • Common shares outstanding were approximately 62.9 million as of October 27, 2026, reflecting share repurchase activity that created 5,837 thousand treasury shares by September 30, 2026.
  • Long-term debt stood at $10,656,624 thousand as of September 30, 2026, up from $10,163,988 thousand at December 31, 2025.

DaVita's Dialysis Operations and Financial Position Through September 2026

DaVita Inc. (NYSE:DVA), a provider of kidney dialysis services headquartered in Denver, Colorado, disclosed its unaudited condensed consolidated financial results for the third quarter and first nine months of 2026. Dialysis patient service revenues, the company's primary revenue source tied to outpatient and in-center kidney care treatments, totaled $3,408,266 thousand for Q3 2026 and $10,047,440 thousand for the nine-month period, according to the filing. Other revenues for the nine months reached $500,318 thousand, compared with $415,328 thousand in the prior-year period.

Patient care costs, which the filing presents as the largest operating expense category, rose to $2,451,047 thousand in Q3 2026 from $2,332,759 thousand in Q3 2025. The company recorded goodwill and other asset impairment charges of $62,176 thousand in the third quarter, a charge absent from the comparable 2025 period. Operating income for Q3 2026 was $499,255 thousand, compared with $505,767 thousand in Q3 2025. For the nine-month period, operating income grew to $1,560,148 thousand from $1,482,545 thousand a year earlier, according to the filing.

On the balance sheet, the company reported total assets of $17,816,512 thousand as of September 30, 2026, versus $17,480,103 thousand at December 31, 2025. Goodwill was $7,548,042 thousand. The company's equity method and other investments rose sharply to $404,305 thousand from $157,249 thousand at year-end 2025. Cash provided by operating activities for the nine months ended September 30, 2026 was $1,329,730 thousand, per the filing. Net cash used for property and equipment additions was $431,323 thousand over the same period, consistent with the capital-intensive nature of operating dialysis centers.

What Was Disclosed

DaVita filed its quarterly report covering the period ended September 30, 2026, presenting revenue, earnings, balance sheet, and cash flow data for its dialysis services business, along with a $62,176 thousand impairment charge and share count of approximately 62.9 million as of late October 2026.