DaVita (DVA) Q2 FY26 earnings call

DaVita reported a solid second quarter, with accelerating treatment volume growth driven by sustained improvements in patient mortality. The company is expanding access to advanced middle molecule clearance therapies, such as expanded HD, which is expected to further enhance patient outcomes and support future volume growth. While revenue per treatment faced sequential headwinds from commercial mix and phosphate binder dynamics, the full-year guidance was reaffirmed, reflecting confidence in the underlying clinical and operational momentum.