Key Takeaways FMS posted Q3 EPS of $0.64, topping estimates and rising 35.8% year over year.FMS' revenues grew 2.6% to $5.71B, lifted by 10% organic growth despite divestitures and currency headwinds.FMS' gross margin rose 130 bps to 25.4%, while operating income jumped 22.4% on cost savings and pricing gainsFresenius Medical Care AG & Co. (FMS) reported third-quarter 2025 adjusted earnings per share (EPS) of 64 cents, which surpassed the Zacks Consensus Estimate by 8.47%. The bottom line improved 35.8% yea ...

Fresenius Medical Care (NYSE:FMS) Q3 2025 Earnings Call November 04, 2025 08:00 AM ET Speaker0Ladies and gentlemen, welcome to the report on the Third Quarter twenty twenty five Conference Call. I am Sandra, the Chorus Call operator. I would like to remind you that all participants are in listen only mode and the conference is being recorded. The presentation will be followedSpeaker1by a Q and A session.Speaker0The conference must not be recorded for publication or webcast. At this time, it's my pleasure to ...

Analyst Presentation Helen Giza CEO & Chair of the Management Board Martin Fischer CFO November 4, 2025 Q3 2025 IR Conference Call Safe harbor statement: In this Safe harbor statement, "the Company" and "Fresenius Medical Care" refer to Fresenius Medical Care AG & Co. KGaA, a German partnership limited by shares, prior to its conversion of legal form, and to Fresenius Medical Care AG, a German stock corporation, after its conversion of legal form. This presentation includes certain forward-looking statement ...

Accessibility StatementSkip Navigation BAD HOMBURG, Germany, Nov. 4, 2025 /PRNewswire/ -- "In Q3 of 2025, we continued the momentum and further accelerated revenue growth. Conversion into operating income growth increased as planned for the third consecutive quarter, underlining our continued operational and financial progress. Our Group operating income margin of 11.7% extended well into the implied full year 2025 range of 11% to 12%. This demonstrates important progress on our trajectory to deliver our fu ...

Fresenius Medical Care reported a third-quarter operating income that exceeded analysts' expectations on Tuesday, in a sign that the dialysis specialist's cost-cutting measures were beginning to take ... ...

Core Insights - Fresenius Medical Care AG & Co. KGaA has received a consensus recommendation of "Hold" from seven research firms, with varying ratings including three sell, one hold, two buy, and one strong buy [2] - The average twelve-month price objective among brokers is $27.80 [2] Analyst Ratings - Zacks Research upgraded the stock from "hold" to "strong-buy" on October 6 [3] - Morgan Stanley maintained an "underweight" rating on August 12 [3] - UBS Group downgraded the stock from "sell" to "underperform" on October 15 [3] - Bank of America also downgraded the stock from "neutral" to "underperform" on October 15 [3] - Weiss Ratings upgraded the stock from "hold (c+)" to "buy (b-)" on October 8 [3] Institutional Investment Activity - Wayfinding Financial LLC purchased a new stake worth approximately $25,000 in Q1 [4] - TD Waterhouse Canada Inc. acquired a new stake worth about $36,000 in Q2 [4] - Brooklyn Investment Group increased its position by 424.5% in Q1, now owning 1,285 shares valued at $32,000 [4] - Atlantic Union Bankshares Corp bought a new stake worth about $43,000 in Q2 [4] - Hantz Financial Services Inc. grew its position by 568.5% in Q2, now owning 2,079 shares valued at $59,000 [4] - Institutional investors own 8.37% of the stock [4] Financial Performance - The stock opened at $26.83, with a market cap of $15.74 billion [6] - The company reported an EPS of $0.52 for the last quarter, exceeding the consensus estimate of $0.50 by $0.02 [7] - Revenue for the quarter was $5.54 billion, surpassing the consensus estimate of $5 billion [7] - The company has a net margin of 3.39% and a return on equity of 6.75% [7] - Analysts expect an EPS of 1.51 for the current fiscal year [7] Company Overview - Fresenius Medical Care AG & Co. KGaA provides dialysis and related services for individuals with renal diseases in Germany, North America, and internationally [9] - The company operates outpatient dialysis clinics and offers materials, training, and patient support services [9]

Core Insights - Fresenius Medical Care AG (FME) will present new research on hemodiafiltration (HDF) and artificial intelligence (AI) at the ASN Kidney Week 2025, highlighting improved outcomes for kidney patients [1][2] Research and Innovation - The research emphasizes FME's commitment to patient-centered innovation, showcasing how advanced therapies like HDF can enhance real-world outcomes [2] - FME's Global Medical Office will present multiple abstracts on critical nephrology topics, reinforcing the company's dedication to advancing kidney care through innovation and evidence-based science [2][4] Key Presentations and Events - Notable presentations include the association between HDF and reduced risk of cardiovascular and fluid-related hospitalizations, with one study accepted for oral presentation [4][5] - FME will host a breakfast symposium titled "HighVolumeHDF: The Next Standard of Care for U.S. Patients – Evidence and Practical Use" during ASN [5] - The Renal Research Institute (RRI) will conduct its annual symposium focusing on AI and digital tools in kidney care [5] AI Applications - Research will showcase an AI model predicting fall risk in dialysis patients and a clinician-facing AI chatbot designed to support HDF implementation [5] - The potential of generative AI in planning safe and clinically appropriate diets for hemodialysis patients will also be evaluated [5] Company Overview - Fresenius Medical Care is the leading provider of products and services for individuals with renal diseases, serving approximately 4.2 million patients globally, with around 300,000 patients receiving dialysis treatments through its network of 3,676 clinics [7]

Core Insights - CVS Health and Fresenius Medical Care AG are significant players in the healthcare services sector, with CVS focusing on a broad range of health solutions and Fresenius specializing in kidney care and dialysis treatments [1][2]. CVS Health Overview - CVS Health has expanded its retail presence by acquiring select Rite Aid assets, adding 63 stores and increasing its patient base by over nine million [3]. - The Pharmacy & Consumer Wellness segment is performing well, supported by over 9,000 retail locations and investments in technology and labor [4]. - CVS Health reported $11.79 billion in cash and cash equivalents as of June 30, maintaining a quarterly dividend of $0.665 per share [6]. - The company’s pharmacy benefit manager, Caremark, is enhancing competition and affordability, particularly in the GLP-1 drug category [5]. - CVS Health's 2025 EPS is projected to grow by 17.3% year-over-year to $6.36, with upward trends in estimates over the last 90 days [17]. Fresenius Medical Care Overview - Fresenius Medical Care has introduced the FME Reignite strategy, focusing on enhanced patient care and innovation, with a EUR 312 million investment in value-based care [7]. - The company is commercializing the 5008X CARE system for high-volume hemodiafiltration therapy, aiming to improve treatment access for kidney disease patients [8]. - Fresenius targets sustainable savings of EUR 1.05 billion by 2027, with a mid-teens operating margin goal by 2030 [10]. - The 2025 EPS for Fresenius is expected to grow by 30.7% year-over-year, although estimates have shown a mixed trend recently [20]. Comparative Performance - CVS shares have increased by 82.5% year-to-date, significantly outperforming Fresenius Medical Care's 20.3% growth [15]. - CVS is trading at a lower forward price-to-sales (P/S) ratio of 0.25 compared to Fresenius's 0.67, indicating a more attractive valuation [16]. - Both companies are projected to experience year-over-year earnings growth in 2025, but CVS's stronger share performance and consistent earnings revisions make it a more favorable investment choice at this time [21].

Job Opportunities Overview - A variety of job openings are available across multiple states in the U.S., including positions in customer service, healthcare, engineering, and management roles [2][3][5][22][49]. Industry Insights - The healthcare sector is prominently represented with roles such as Registered Nurse, Medical Staff Associate, and Dialysis Clinical Manager, indicating a strong demand for healthcare professionals [5][28][52]. - The technology and engineering fields are also highlighted, with positions for Data Analysts, Project Managers, and Software Engineers, reflecting ongoing growth in these sectors [10][30][52]. Regional Highlights - In Alabama, notable job openings include positions at major companies like Belk and Circle K, showcasing opportunities in retail and customer service [2][3]. - In California, there are significant roles in healthcare and customer service, with companies like AbbVie and Walgreens offering various positions [24][25]. - Texas shows a diverse range of job opportunities, particularly in Houston, with roles in healthcare, IT, and project management [52]. Specific Job Roles - Key roles include Customer Service Representatives, Medical Staff Associates, and various engineering positions, indicating a broad spectrum of employment opportunities across different skill sets [5][22][52]. - Positions such as Compliance Coordinator and Project Manager highlight the need for professionals in regulatory and project management fields [37][52]. Conclusion - The job market is robust with a wide array of opportunities across various industries, particularly in healthcare and technology, suggesting a favorable environment for job seekers [5][22][52].

Core Viewpoint - Investors in the Medical - Instruments sector should consider Fresenius (FMS) and Orthofix (OFIX) for potential value opportunities, with FMS currently showing stronger indicators for value investment [1]. Valuation Metrics - Fresenius has a Zacks Rank of 1 (Strong Buy), indicating a more favorable earnings estimate revision trend compared to Orthofix, which has a Zacks Rank of 3 (Hold) [3]. - FMS has a forward P/E ratio of 11.80, significantly lower than OFIX's forward P/E of 26.24, suggesting that FMS may be undervalued [5]. - The PEG ratio for FMS is 0.61, while OFIX's PEG ratio is 2.62, indicating that FMS is expected to grow earnings at a more favorable rate relative to its price [5]. - FMS has a P/B ratio of 0.96, compared to OFIX's P/B of 1.22, further supporting the notion that FMS is undervalued relative to its book value [6]. Investment Outlook - The improving earnings outlook for FMS enhances its attractiveness as a value investment, positioning it as the superior option compared to OFIX based on current valuation metrics [7].