DaVita (DVA) Q1 FY26 earnings call

DaVita delivered strong first-quarter results, exceeding expectations across key metrics and leading to a raised full-year outlook for adjusted operating income and EPS. The company saw better-than-forecasted mortality and patient transfers from clinic closures, contributing to an increased volume growth forecast. While technology investments drove G&A growth, management views this as part of a long-term strategy to enhance clinical outcomes and operational efficiency, aiming for sustained growth.