미국의 투석 서비스 시장 : 시장 점유율 분석, 업계 동향 및 통계, 성장 예측(2026-2031년)

According to Mordor Intelligence, the u.S. dialysis services market size is projected to expand from USD 30.65 billion in 2025 and USD 32.66 billion in 2026 to USD 44.85 billion by 2031, registering a CAGR of 6.55% between 2026 to 2031.

This report is Segmented by Modality (In-Center HD, Home HD, Peritoneal Dialysis), Site of Care (Freestanding, Hospital-Based, SNF, Patient Home), Service Type (Treatment Delivery, Home Training, Acute, Post-Acute, Care Coordination, Others), and Provider Type (LDOs, Independent, Nonprofit, Hospital-Affiliated, Nephrologist-Owned). The Market Forecasts are Provided in Terms of Value (USD).

U.S. Dialysis Services Market Trends and Insights

Rising ESKD Treatment Population Drives Structural Demand

The United States dialysis services market is growing steadily due to the increasing need for long-term renal replacement therapy. Between 2002 and 2022, end-stage kidney disease (ESKD) cases rose by 31.3%, with prevalence increasing by 20,000 cases annually. Over 808,000 Americans live with ESKD, and 68% depend on dialysis, creating a stable demand. Medicare coverage ensures financial stability, while CMS projects USD 6 billion in payments to 7,600 ESRD facilities by 2026, driving investments in clinical infrastructure. Providers focusing on long-term care management across diverse settings are better positioned for growth.

Aging Demographics and Diabetes Prevalence Compound Patient Volumes

Diabetes and hypertension remain key drivers of renal disease in the United States, with aging demographics further compounding the burden. Black Americans face over four times the risk of developing ESKD compared to White Americans, while Hispanic and Native American populations are more than twice as likely to be affected. These disparities shape demand in specific regions, requiring providers to align staffing, referrals, and support services with local needs. Operators addressing high-burden populations through tailored expansions and care coordination are better equipped to manage growing patient volumes and ensure quality outcomes.

Nurse and Technician Shortages Constrain Treatment Capacity Expansion

In 2026, workforce shortages continue to constrain the United States dialysis services market, as dialysis delivery relies on skilled nurses, technicians, and support staff. Nearly 25% of full-time nephrology social workers plan to resign within the year, highlighting staffing challenges that extend beyond direct care roles. CMS Conditions for Coverage mandate specific staffing and care protocols for ESRD facilities, making staffing gaps a critical issue affecting scheduling, compliance, and patient access. Rural areas face the greatest impact due to limited recruitment pools and travel distances, while smaller operators struggle with fewer resources to reassign staff. Persistent shortages may hinder capacity growth, particularly in fragile local markets.

Other drivers and restraints analyzed in the detailed report include:

1. Home Dialysis Adoption Push Reconfigures the Care Delivery Footprint
2. Medicare Advantage ESRD Enrollment Transforms Payer Dynamics
3. Medicare Reimbursement Structure Limits Margin Recovery

For complete list of drivers and restraints, kindly check the Table Of Contents.

Segment Analysis

In 2025, In-Center Hemodialysis accounted for 65.35% of the United States dialysis services market, driven by established infrastructure, physician familiarity, and operational routines. Many patients begin and stabilize treatment in clinical settings before transitioning to home options. Fresenius Medical Care reported that nearly 90% of in-center dialysis machines in the United States are their devices, highlighting the role of equipment standardization. Peritoneal dialysis, while smaller in share, remains relevant as it enables treatment outside clinics while maintaining provider-patient relationships.

Home Hemodialysis is projected to grow at a 7.12% CAGR through 2031, making it the fastest-growing modality. CMS's expansion of home and self-dialysis training payments for acute kidney injury patients under the CY2025 ESRD PPS rule reduces cost barriers, encouraging providers to invest in home treatment systems. The market is shifting toward a balanced modality mix, emphasizing patient preparation and home support alongside treatment delivery. Fresenius plans to exit underperforming clinics in 2026 while advancing its 5008X CAREsystem rollout, reflecting network and technology optimization.

Freestanding Outpatient Dialysis Centers held a 69.67% share in 2025, maintaining their lead in the United States dialysis services market due to operational efficiency and scale under the ESRD PPS framework. CMS's 2026 payment increase of 2.2% for freestanding centers, compared to 1.5% for hospital-based facilities, further strengthens their economic position. Hospital-Based Dialysis Centers remain essential for higher-acuity patients and inpatient starts requiring closer monitoring.

Patient Home Dialysis is forecasted to grow at an 8.35% CAGR through 2031, driven by improved reimbursement, training payments, and portability. The CY2025 ESRD PPS rule's expansion of acute kidney injury home dialysis coverage supports this growth. Skilled nursing and post-acute settings also play a role, particularly for older and complex patients transitioning through multiple care settings. Future site-of-care dynamics will depend on seamless coordination of home onboarding, transport, and follow-up care.

List of Companies Covered in this Report:

1. American Dialysis Centers
2. Arizona Kidney Disease & Hypertension Centers
3. Atlantic Dialysis Management Services, LLC
4. Centers for Renal Dialysis
5. Central Dialysis
6. Concerto Renal Services
7. DaVita
8. Dialysis Care Center
9. Dialysis Clinic, Inc.
10. Dialyze Direct
11. Fresenius Medical Care AG
12. Innovative Renal Care
13. Northwest Kidney Centers
14. Premier Dialysis
15. Puget Sound Kidney Centers
16. Rendevor Dialysis
17. Satellite Healthcare
18. Southeastern Renal Dialysis
19. U.S. Renal Care
20. United Renal Services
21. Universal Kidney Centers

Additional Benefits:

• The market estimate (ME) sheet in Excel format
• 3 months of analyst support

TABLE OF CONTENTS

1 Introduction

• 1.1 Study Assumptions & Market Definition
• 1.2 Scope of the Study

2 Research Methodology

3 Executive Summary

4 Market Landscape

• 4.1 Market Overview
• 4.2 Market Drivers
  • 4.2.1 Rising ESKD Treatment Population
  • 4.2.2 Aging and Diabetes-Linked Renal Burden
  • 4.2.3 Home Dialysis Adoption Push
  • 4.2.4 Medicare Base-Rate Support for ESRD Services
  • 4.2.5 Staff-Assisted Home Dialysis Expansion
  • 4.2.6 Medicare Advantage ESRD Enrollment Scale-Up
• 4.3 Market Restraints
  • 4.3.1 Nurse and Technician Shortages
  • 4.3.2 Medicare-Heavy Reimbursement Pressure
  • 4.3.3 Oral Drug Bundle Cost Absorption Risk
  • 4.3.4 Certificate-of-Need and Referral Lock-in Barriers
• 4.4 Supply/ Value Chain Analysis
• 4.5 Regulatory Landscape
• 4.6 Technological Outlook
• 4.7 Porter's Five Forces Analysis
  • 4.7.1 Bargaining power of suppliers
  • 4.7.2 Bargaining power of buyers
  • 4.7.3 Threat of new entrants
  • 4.7.4 Threat of substitutes
  • 4.7.5 Intensity of competitive rivalry

5 Market Size & Growth Forecasts (Value, USD)

• 5.1 By Modality
  • 5.1.1 In-Center Hemodialysis
  • 5.1.2 Home Hemodialysis
  • 5.1.3 Peritoneal Dialysis
• 5.2 By Site of Care
  • 5.2.1 Freestanding Outpatient Dialysis Centers
  • 5.2.2 Hospital-Based Dialysis Centers
  • 5.2.3 Skilled Nursing Facility Dialysis
  • 5.2.4 Patient Home Dialysis
• 5.3 By Service Type
  • 5.3.1 Dialysis Treatment Delivery Services
  • 5.3.2 Home Dialysis Training and Support Services
  • 5.3.3 Acute and Inpatient Dialysis Services
  • 5.3.4 Post-Acute and Nursing Home Dialysis Services
  • 5.3.5 Renal Care Coordination Services
  • 5.3.6 Others
• 5.4 By Provider Type
  • 5.4.1 Large Dialysis Organizations
  • 5.4.2 Independent Regional Providers
  • 5.4.3 Nonprofit Dialysis Providers
  • 5.4.4 Hospital and Health-System Affiliated Providers
  • 5.4.5 Nephrologist-Owned and Joint-Venture Providers

6 Competitive Landscape

• 6.1 Market Concentration
• 6.2 Market Share Analysis
• 6.3 Company Profiles (includes Global level Overview, Market level overview, Core Segments, Financials as available, Strategic Information, Market Rank/Share for key companies, Products & Services, and Recent Developments)
  • 6.3.1 American Dialysis Centers
  • 6.3.2 Arizona Kidney Disease & Hypertension Centers
  • 6.3.3 Atlantic Dialysis Management Services, LLC
  • 6.3.4 Centers for Renal Dialysis
  • 6.3.5 Central Dialysis
  • 6.3.6 Concerto Renal Services
  • 6.3.7 DaVita Inc.
  • 6.3.8 Dialysis Care Center
  • 6.3.9 Dialysis Clinic, Inc.
  • 6.3.10 Dialyze Direct
  • 6.3.11 Fresenius Medical Care AG
  • 6.3.12 Innovative Renal Care
  • 6.3.13 Northwest Kidney Centers
  • 6.3.14 Premier Dialysis
  • 6.3.15 Puget Sound Kidney Centers
  • 6.3.16 Rendevor Dialysis
  • 6.3.17 Satellite Healthcare
  • 6.3.18 Southeastern Renal Dialysis
  • 6.3.19 U.S. Renal Care
  • 6.3.20 United Renal Services
  • 6.3.21 Universal Kidney Centers

7 Market Opportunities & Future Outlook

• 7.1 White-space & Unmet-need Assessment