-- 独立研究机构CFRA向提供了以下研究报告。CFRA分析师的观点总结如下： DaVita公布了2026年第一季度强劲的业绩，调整后每股收益为2.87美元，同比增长43.5%，远高于此前2.33美元的普遍预期，这主要得益于更高的报销率和持续积极的股票回购。尽管治疗量面临挑战，但营收仍增长6.0%至34.16亿美元，其中美国透析单次治疗收入增长17.45美元至417.59美元，反映了更高的报销率。尽管非收购治疗量增长仅为0.1%，但DaVita的稳健业绩展现了其运营韧性。管理层将调整后每股收益预期从之前的13.60美元至15.00美元上调至14.10美元至15.20美元。尽管受季节性因素影响，营业利润率环比下降140个基点，但仍提升50个基点至14.1%；自由现金流则从去年同期的-4500万美元大幅增长至1.4亿美元。公司维持10亿至12.5亿美元的自由现金流预期，我们认为这将支持公司继续向股东返还资本。
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