DaVita Inc at TD Cowen Healthcare Conference Transcript
All right. Thanks, everybody. I'm Ryan Langston, I'm the health care services analyst here at TD. Very happy to have DaVita with us here. So up on stage, we have Chief Financial Officer, Joel Ackerman; and we have Nic Eliason, who's Group VP of Investor Relations and on other hats he wears.
So DaVita, just real quick, one of the largest operators of renal dialysis clinics, about 3,200 centers in the US and internationally, generates over $13 billion of revenue in 2025. Also has risk arrangements on dialysis patients in the IKC segment manage a little over $5 billion of annual health care spending. I hope I got that, right?
Questions & Answers
All right. So get into it. Look, solid fourth quarter print which was good, guided 2026 OI, a little bit above the low end of the long-term growth algorithm. Maybe just don't just spend too much time, but maybe just kind of walk us through some of the components within that guidance and maybe any places you
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