4 stories mentioning FMSUpdated 30d ago
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Fresenius Medical Care (FMS) said Wednesday its supervisory board reappointed Martin Fischer as chief financial officer and management board member for five years until 2031.Before joining the company, Fischer was head of finance for the diagnostics unit at Siemens Healthineers, according to a statement.Price: $22.18, Change: $+0.08, Percent Change: +0.34%
CFRA, an independent research provider, has providedwith the following research alert. Analysts at CFRA have summarized their opinion as follows:We adjust our target price to USD19 from USD21, implying 8.2x of our 2026 EPADS, below its three-year historical forward P/E of 12.9x to reflect the long-term growth uncertainty on the back of the still elevated excess mortality rate. FME's Q1 2026 revenue fell 5.5% mainly due to currency headwinds, with organic growth remaining positive at 3.9%, while the operating margin (excluding special items) improved 0.7%-pts. The results were supported by FME25+ savings, the rollout of the 5008X CAREsystem, and the TDAPA reimbursement tailwinds. However, the U.S. same market treatment growth remained challenged, hit by missed treatments. FME reaffirmed its 2026 guidance, with 1H expecting to be stronger before TDAPA benefits phase out in 2H. We adjust our EPADS estimates to EUR1.98 from EUR2.03 for 2026 and to EUR2.16 from EUR2.20 for 2027 to account for the results. While the sustained FME25+ cost savings is positive, the timeline for U.S. same market volume recovery remains uncertain, which we see as a key concern.
Health care stocks were higher premarket Tuesday, with the State Street Health Care Select Sector SPDR ETF (XLV) gaining by 0.1% and the iShares Biotechnology ETF (IBB) advancing 0.2%.IDEXX Laboratories (IDXX) shares rose more than 3% pre-bell after the company reported higher Q1 comparable earnings and revenue.Waters (WAT) shares were over 10% higher pre-bell after the company reported higher fiscal Q1 adjusted earnings and revenue.Fresenius Medical Care (FMS) stock was down more than 5% premarket after the company reported lower Q1 earnings and revenue.
CFRA, an independent research provider, has providedwith the following research alert. Analysts at CFRA have summarized their opinion as follows:Q1 2026 revenue fell 5.5% reported to EUR4,612M, in line with consensus, though organic growth remained positive at 3.9% (Q4: +8.2%). Operating margin (excluding special items) improved to 10.1% from 9.4% prior year, supported by FME25+ savings of EUR50M, while reported operating income declined 14% due to EUR181M in transformation costs. Care Delivery posted strongest performance with organic revenue +6.1% and margin up 1.8%-pts to 12.1%, benefiting from TDAPA reimbursement tailwinds, though U.S. same market treatment continued declining (-0.4%). FME reaffirmed its 2026 guidance for broadly flat revenue and operating income at constant currencies, expecting stronger 1H 2026 before TDAPA benefits phase out in 2H. While we are positive on sustained FME25+ cost savings, the timeline for U.S. same market volume recovery remains uncertain, which we see as a key concern. FME expects flat U.S. treatment growth in 2026 but provided no specific recovery timeline, suggesting elevated uncertainty remains, in our view.
