DaVita (DVA) Q2 2025 Earnings Call Transcript

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Aug. 5, 2025, astatine 5 p.m. ET

• Chief Executive Officer — Javier J. Rodriguez

• Chief Financial Officer — Joel Ackerman

Javier J. Rodriguez: Thank you, Nic, and convey you for joining the telephone today. We are pleased to study different coagulated 4th wherever our absorption connected providing exceptional attraction for our patients and fostering a affirmative acquisition for our caregivers proceed to thrust results. We delivered connected our fiscal commitments, supported by beardown objective show and disciplined execution crossed our businesses. Today, I volition stock the highlights of our 2nd 4th results, connection insights connected cardinal argumentation developments, sermon the evolving scenery of instrumentality innovation and decorativeness by sharing our outlook for the remainder of the year. But first, arsenic always, let's statesman with a objective highlight.

While I usually absorption connected a circumstantial objective achievement, today, I privation to instrumentality a measurement backmost and bespeak connected the breathtaking opportunities up for DaVita and the kidney attraction community. To connection immoderate humanities perspective, successful the 2 decades starring up to COVID-19 pandemic, the kidney attraction assemblage made singular objective strides. Advances successful exertion and pharmaceuticals, combined with the adoption of much standardized attraction led to improved outcomes and important reductions successful mortality rates. Then came COVID, a disruption that impacted not lone operations, but besides the wellness acuity of our patients.

Yet from wherever we basal today, I americium optimistic astir what's ahead, and I judge we're entering a caller question of objective innovation that holds breathtaking imaginable for the patients we serve. Breakthrough technologies from precocious IT systems to the transformative powerfulness of artificial quality are positioned to assistance america personalize attraction successful unprecedented ways. Greater adoption of caller cause classes similar GLP-1s and SGLT2s on with the next- procreation devices that amended the clearance of middle-sized molecules connection the imaginable to widen beingness and easiness betterment from dialysis. Powered with these tools, the kidney attraction assemblage is positioned to erstwhile again amended objective outcomes.

We person the accidental to little mortality, heighten the prime of beingness of our patients and present amended care. Of course, this improvement volition instrumentality clip and investment, but we're moving guardant with condemnation grounded successful our imaginativeness of an unwavering pursuit of a healthier tomorrow. Let maine modulation present to our 2nd 4th performance. Adjusted operating income and adjusted net per stock came successful somewhat up of our expectation. These results are indicative of 2 important themes that we highlighted past 4th and which proceed to resonate powerfully today. The archetypal taxable is our quality to present connected our committedness of 3% to 7% adjusted OI maturation contempt not yet achieving our measurement maturation objectives.