Latest news with #FreseniusMedicalCare
Yahoo
3 days ago
- Business
- Yahoo
Fresenius Medical Care AG Earnings Missed Analyst Estimates: Here's What Analysts Are Forecasting Now
Explore Fresenius Medical Care's Fair Values from the Community and select yours Fresenius Medical Care AG (ETR:FME) shareholders are probably feeling a little disappointed, since its shares fell 8.0% to €40.92 in the week after its latest interim results. It looks like a pretty bad result, all things considered. Although revenues of €9.7b were in line with analyst predictions, statutory earnings fell badly short, missing estimates by 81% to hit €0.77 per share. The analysts typically update their forecasts at each earnings report, and we can judge from their estimates whether their view of the company has changed or if there are any new concerns to be aware of. Readers will be glad to know we've aggregated the latest statutory forecasts to see whether the analysts have changed their mind on Fresenius Medical Care after the latest results. AI is about to change healthcare. These 20 stocks are working on everything from early diagnostics to drug discovery. The best part - they are all under $10bn in marketcap - there is still time to get in early. Following last week's earnings report, Fresenius Medical Care's 17 analysts are forecasting 2025 revenues to be €19.5b, approximately in line with the last 12 months. Statutory earnings per share are predicted to shoot up 35% to €3.02. In the lead-up to this report, the analysts had been modelling revenues of €19.6b and earnings per share (EPS) of €3.18 in 2025. The analysts seem to have become a little more negative on the business after the latest results, given the minor downgrade to their earnings per share numbers for next year. Check out our latest analysis for Fresenius Medical Care It might be a surprise to learn that the consensus price target was broadly unchanged at €50.65, with the analysts clearly implying that the forecast decline in earnings is not expected to have much of an impact on valuation. That's not the only conclusion we can draw from this data however, as some investors also like to consider the spread in estimates when evaluating analyst price targets. The most optimistic Fresenius Medical Care analyst has a price target of €67.00 per share, while the most pessimistic values it at €40.00. There are definitely some different views on the stock, but the range of estimates is not wide enough as to imply that the situation is unforecastable, in our view. These estimates are interesting, but it can be useful to paint some more broad strokes when seeing how forecasts compare, both to the Fresenius Medical Care's past performance and to peers in the same industry. We would highlight that Fresenius Medical Care's revenue growth is expected to slow, with the forecast 0.2% annualised growth rate until the end of 2025 being well below the historical 2.5% p.a. growth over the last five years. Compare this against other companies (with analyst forecasts) in the industry, which are in aggregate expected to see revenue growth of 4.3% annually. Factoring in the forecast slowdown in growth, it seems obvious that Fresenius Medical Care is also expected to grow slower than other industry participants. The Bottom Line The most important thing to take away is that the analysts downgraded their earnings per share estimates, showing that there has been a clear decline in sentiment following these results. On the plus side, there were no major changes to revenue estimates; although forecasts imply they will perform worse than the wider industry. The consensus price target held steady at €50.65, with the latest estimates not enough to have an impact on their price targets. With that said, the long-term trajectory of the company's earnings is a lot more important than next year. We have estimates - from multiple Fresenius Medical Care analysts - going out to 2027, and you can see them free on our platform here. You can also see whether Fresenius Medical Care is carrying too much debt, and whether its balance sheet is healthy, for free on our platform here. Have feedback on this article? Concerned about the content? Get in touch with us directly. Alternatively, email editorial-team (at) article by Simply Wall St is general in nature. We provide commentary based on historical data and analyst forecasts only using an unbiased methodology and our articles are not intended to be financial advice. It does not constitute a recommendation to buy or sell any stock, and does not take account of your objectives, or your financial situation. We aim to bring you long-term focused analysis driven by fundamental data. Note that our analysis may not factor in the latest price-sensitive company announcements or qualitative material. Simply Wall St has no position in any stocks mentioned. Error in retrieving data Sign in to access your portfolio Error in retrieving data Error in retrieving data Error in retrieving data Error in retrieving data
Globe and Mail
5 days ago
- Business
- Globe and Mail
FMS Stock Rises as Q2 Earnings Beat Estimates, Revenues Gain Y/Y
Fresenius Medical Care AG & Co. FMS reported second-quarter 2025 adjusted earnings per share (EPS) of 52 cents, which surpassed the Zacks Consensus Estimate by 4%. The bottom line improved 36.8% year over year. FMS' Revenue Details Revenues of $5.44 billion (EUR 4,792 million) beat the Zacks Consensus Estimate by 1.6%. The top line increased 1% year over year and 5% at constant currency (cc). Also, revenues were up 7% organically. Per management, during the second quarter, divestitures realized as part of the portfolio optimization plan hurt revenue development by EUR 6 million. The full-year top-line numbers are anticipated to reflect 100 basis points of negative impact due to the portfolio optimization plan in 2024. Shares of FMS gained nearly 2.2% in yesterday's after-market trading. The stock has risen 7.9% year to date against the industry 's decline of 8.8%. The S&P 500 Index has increased 7.4% in the same period. Segmental Details Fresenius Medical implemented a new operating model in 2024 and started reporting under two new segments, Care Delivery and Care Enablement. Care Delivery The segment's revenues were down 3% on a year-over-year basis but up 1% at cc. However, revenues gained 4% on an organic basis. Revenues in the U.S. markets declined 2% reportedly but gained 3% on an organic basis. The top line also improved 3% year over year at cc. Per management, unfavorable exchange rates along with increased mortality due to the severe flu season in the United States in the first months of the year hurt sales in the country. However, this was partially offset by an accelerated number of patient new starts, reimbursement rate increases and a favorable payor mix. Per management, during the first quarter of 2025, U.S. same-market treatment growth remained flat year over year. International sales declined 8% reportedly as well as at cc but gained 5% on an organic basis. The decline was due to divestments realized as part of the portfolio optimization plan, which was partially offset by organic growth. The organic growth was supported by accelerated same-market treatment growth of 1.7%. Care Enablement The segment's revenues decreased 1% year over year reportedly but gained 3% at cc as well as organically. Volume growth and continued positive pricing momentum were offset by unfavorable exchange rate effects. Margin Analysis In the quarter under review, Fresenius Medical's gross profit improved 4.2% year over year. The gross margin expanded 90 basis points (bps) to 25.4%. Selling, general & administrative expenses increased 2.7% on a reported basis. Research and development expenses decreased 17.4% year over year. Adjusted operating income improved 9.2% from the prior-year quarter's level. The adjusted operating margin in the second quarter expanded 80 bps to 9.9%. 2025 Guidance For 2025, Fresenius Medical continues to expect revenue growth to be positive, with a low-single-digit percent rate compared to the prior year. The company also expects operating income to grow by a high-teens to high-twenties percent rate compared to the prior year. Our Take FMS exited the second quarter on a strong note, with its earnings and revenues surpassing their respective consensus estimate. Overall pricing momentum also supported growth in the Care Enablement segment. However, the effects of elevated mortality will likely continue to have a negative impact on sales. Per management, during the first quarter, the FME25 transformation program continued its positive momentum, delivering EUR 58 million additional sustainable savings while related one-time costs, treated as special items, amounted to EUR 53 million. The company confirmed its full-year target of around EUR 180 million in additional annual savings, totaling EUR 1050 million by 2027-end. FMS' continued divestment of its non-core and dilutive assets appears promising, as it will help focus on its core and growing categories, while also boosting its cash resources. FMS' Zacks Rank & Other Stocks to Consider Fresenius Medical currently sports a Zacks Rank #1 (Strong Buy). Some other top-ranked stocks in the broader medical space that have announced quarterly results are Medpace Holdings, Inc. MEDP, West Pharmaceutical Services, Inc. WST and Boston Scientific Corporation BSX. Medpace Holdings, sporting a Zacks Rank of 1 at present, reported second-quarter 2025 EPS of $3.10, which beat the Zacks Consensus Estimate by 3.3%. You can see the complete list of today's Zacks #1 Rank stocks here. Revenues of $603.3 million outpaced the consensus mark by 11.5%. Medpace Holdings has a long-term estimated growth rate of 11.4%. MEDP's earnings surpassed estimates in each of the trailing four quarters, the average surprise being 13.9%. West Pharmaceutical reported second-quarter 2025 adjusted EPS of $1.84, which beat the Zacks Consensus Estimate by 21.9%. Revenues of $766.5 million surpassed the Zacks Consensus Estimate by 5.4%. It currently flaunts a Zacks Rank #1. West Pharmaceutical has a long-term estimated growth rate of 8.5%. WST's earnings surpassed estimates in each of the trailing four quarters, the average surprise being 16.8%. Boston Scientific reported second-quarter 2025 adjusted EPS of 75 cents, which beat the Zacks Consensus Estimate by 4.2%. Revenues of $5.06 billion surpassed the Zacks Consensus Estimate by 3.5%. It currently carries a Zacks Rank #2 (Buy). Boston Scientific has a long-term estimated growth rate of 14%. BSX's earnings surpassed estimates in each of the trailing four quarters, the average surprise being 8.1%. Zacks' Research Chief Picks Stock Most Likely to "At Least Double" Our experts have revealed their Top 5 recommendations with money-doubling potential – and Director of Research Sheraz Mian believes one is superior to the others. Of course, all our picks aren't winners but this one could far surpass earlier recommendations like Hims & Hers Health, which shot up +209%. See Our Top Stock to Double (Plus 4 Runners Up) >> Want the latest recommendations from Zacks Investment Research? Today, you can download 7 Best Stocks for the Next 30 Days. Click to get this free report Boston Scientific Corporation (BSX): Free Stock Analysis Report Fresenius Medical Care AG & Co. KGaA (FMS): Free Stock Analysis Report West Pharmaceutical Services, Inc. (WST): Free Stock Analysis Report Medpace Holdings, Inc. (MEDP): Free Stock Analysis Report
Yahoo
5 days ago
- Business
- Yahoo
Fresenius raises 2025 revenue guidance
(Reuters) -German healthcare group Fresenius raised its revenue guidance for 2025 on Wednesday, citing consistent growth seen in the first half of the year. The Hessian-based company now targets 5-7% organic revenue growth, after previously guiding for a range of 4-6%. The company also said it planned to sell shares in its former dialysis unit Fresenius Medical Care on a pro rata basis to maintain its current stake of around 28.6%, after FMC announced a 1-billion-euro share buyback programme in June. The diversified healthcare group, which previously held 32.2% of FMC's shares, cut its stake to 25% plus one share in March. Error in retrieving data Sign in to access your portfolio Error in retrieving data Error in retrieving data Error in retrieving data Error in retrieving data
Yahoo
5 days ago
- Business
- Yahoo
Fresenius Medical Care Second Quarter 2025 Earnings: EPS Misses Expectations
Explore Fresenius Medical Care's Fair Values from the Community and select yours Fresenius Medical Care (ETR:FME) Second Quarter 2025 Results Key Financial Results Revenue: €4.79b (flat on 2Q 2024). Net income: €225.0m (up 20% from 2Q 2024). Profit margin: 4.7% (up from 3.9% in 2Q 2024). EPS: €0.77 (up from €0.64 in 2Q 2024). This technology could replace computers: discover the 20 stocks are working to make quantum computing a reality. All figures shown in the chart above are for the trailing 12 month (TTM) period Fresenius Medical Care EPS Misses Expectations Revenue was in line with analyst estimates. Earnings per share (EPS) missed analyst estimates by 81%. Looking ahead, revenue is forecast to grow 3.9% p.a. on average during the next 3 years, compared to a 4.0% growth forecast for the Healthcare industry in Germany. Performance of the German Healthcare industry. The company's shares are down 6.0% from a week ago. Risk Analysis You should always think about risks. Case in point, we've spotted 1 warning sign for Fresenius Medical Care you should be aware of. Have feedback on this article? Concerned about the content? Get in touch with us directly. Alternatively, email editorial-team (at) article by Simply Wall St is general in nature. We provide commentary based on historical data and analyst forecasts only using an unbiased methodology and our articles are not intended to be financial advice. It does not constitute a recommendation to buy or sell any stock, and does not take account of your objectives, or your financial situation. We aim to bring you long-term focused analysis driven by fundamental data. Note that our analysis may not factor in the latest price-sensitive company announcements or qualitative material. Simply Wall St has no position in any stocks mentioned.
Reuters
6 days ago
- Business
- Reuters
Dialysis firm FMC's earnings miss market view, hit by severe flu season in US
Aug 5 (Reuters) - Dialysis specialist Fresenius Medical Care ( opens new tab missed analysts' earnings forecasts on Tuesday, after a severe flu season in the U.S. led to higher mortality among patients and a greater number of missed treatments in the first months of 2025. FMC, which makes the bulk of its sales in the U.S. and employs most of its staff there, however was "encouraged by the strong and accelerating momentum in patient referrals" that had continued in the second quarter, CEO Helen Giza said in a statement. But the positive development in patient inflow was offset by a higher than expected outflow due to higher mortality rates in the U.S. following the severe flu season, she added. That has impacted treatment numbers for the second quarter and for the remainder of the year, FMC said. The world's largest dialysis provider said its adjusted operating income grew 9% to 476 million euros ($550.2 million) in the second quarter, but missed analysts' average estimate of 492 million euros in a company-provided consensus. Its shares were down around 3% in early Frankfurt trade. U.S. same market treatment growth was flat year-on-year, as a rise in newly started treatments partially offset patient outflow. FMC has guided for same market treatment growth of more than 0.5% in the U.S. in 2025. Quarterly revenue grew 5% in constant currency terms to 4.79 billion euros, slightly above analysts' expectations, helped by savings of 58 million euros attributable to the group's FME25 transformation program. The German group confirmed its full-year guidance, as it expects "to realize further significant operational and financial improvements" in the second half of the year, Giza said. It also said it would initiate the first tranche of its 1 billion euro share buyback programme in August. ($1 = 0.8651 euros)
