DVA Earnings Prediction
The chart below shows how DVA performed 10 days before and after its earnings report, based on data from the past quarters. Typically, DVA sees a +2.30% change in stock price 10 days leading up to the earnings, and a +4.77% change 10 days following the report. On the earnings day itself, the stock moves by -2.15%. This data can give you a slight idea of what to expect for the next quarter's release.
DVA Key Earning Data
2024/Q4
Year Over Year
Quarter Over Quarter
Total Revenue
3.26B
4.56%
2.41%
Gross Margin
28.33%
2.16%
3.93%
Operating Margin
16.28%
-1.87%
3.56%
Net Margin
9.06%
-8.58%
-3.72%
EPS
2.50
-4.58%
0.00%
No Data Available
DVA Earnings Analysis
DaVita Inc. Corporation (DVA.N) Earnings Conference Call
Positive
Operating Income and Cash Flow: Adjusted operating income was $535 million, with adjusted EPS at $2.59 and free cash flow of $555 million.
Treatment Volume Stability: Quarter-over-quarter treatment volume per day was flat, consistent with expectations, reflecting strong admissions offset by elevated mortality rates.
Sustained Revenue Performance: Revenue per treatment was up more than $4 versus the second quarter, in line with expectations, indicating sustained revenue performance.
RPT Growth Outlook: We expect full-year RPT growth to be within the range of 3.5% to 4%, demonstrating resilience in our business despite challenges.
2024 Operating Income Guidance: We are reaffirming our 2024 adjusted operating income guidance range of $1.91 billion to $2.01 billion, indicating confidence in our financial outlook.
Negative
Operating Income Decline: Adjusted operating income was $535 million, which reflects a decrease compared to previous quarters.
Adjusted EPS Decline: Adjusted EPS was $2.59, indicating a decline from earlier projections.
Free Cash Flow Decline: Free cash flow was $555 million, which is lower than expected due to increased operational costs.
Rising Patient Care Costs: Patient care costs per treatment increased by $2 sequentially, primarily due to higher labor costs and medical benefits expenses.
G&A Cost Increase: G&A costs increased by $19 million quarter-over-quarter, attributed to typical quarterly variability in expense timing.
DVA FAQs
How does DVA typically perform around its earnings report dates?
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DVA Earning Call Sentiment
DaVita Inc. (DVA) Q3 2024 Earnings Call Transcript
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DVA.N
-0.7%Positive
The earnings call reveals mixed signals: strong financial performance with increased operating income and EPS, but risks include supply chain challenges and elevated mortality. The Q&A highlights management's lack of clarity on certain impacts, adding uncertainty. Share repurchases provide some positive sentiment, but overall, the balance of positive and negative factors suggests a neutral stock price movement.
