Reuters
04 Aug 2026, 22:45 UTC · 11w ago
DaVita flags lower revenue per treatment, reaffirms annual forecast
Impact · against what's priced in
DaVita faces headwinds as the end of pandemic-era subsidies drives patients out of Obamacare plans, leading to lower dialysis enrollments and revenue per treatment. While the company reaffirmed its annual forecast, the structural decline in per-unit revenue creates a negative pressure on margins.
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- In context
The company reported lower revenue per treatment due to declining enrollments as patients left Obamacare plans following the expiration of pandemic-era subsidies.
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