Fresenius demonstrated strong performance and raised revenue guidance due to robust growth in key segments like Kabi and Biopharma. However, challenges remain, particularly in China and with currency and tariff headwinds. The sentiment reflects a cautiously optimistic outlook, balancing strong achievements with ongoing challenges.
Company Guidance
During the Fresenius earnings call for the second quarter of fiscal year 2025, the company reported strong financial performance, highlighted by an 8% growth in core EPS and a notable 10% increase in core EPS for the first half of the year. The company's full-year organic revenue guidance was raised from 4%-6% to 5%-7%, driven by robust top-line growth. Fresenius Kabi's EBIT margin was reported at 16.4%, and Helios demonstrated solid organic growth of 5%. The company's strategic initiatives, including the #FutureFresenius program, are contributing to increased profitability and margin expansion. The call also underscored the company's focus on sustainability, reflected in an improved ISS ESG rating. Additionally, the company highlighted its positive progress in the biopharma segment and successful new product launches in the U.S. and Europe. Despite macroeconomic volatility and geopolitical tensions, Fresenius remains confident in its strategic direction and financial outlook.
Guidance Raise and Resilient Performance
Fresenius raised its full-year organic revenue guidance from 4%-6% to 5%-7% due to strong top-line growth. The company reported an 8% core EPS growth, with 10% growth in the first half of the year.
Strong Kabi Performance
Kabi achieved a 16.4% EBIT margin, driven by strong performance in IV generics and fluids, and biosimilars. The segment launched 6 new IV generic products in the U.S. and reported 40% organic growth in its cell and gene therapy segment.
Biopharma Achievements
Fresenius Kabi launched a denosumab biosimilar in the U.S. and received EU regulatory approval. The biosimilar Tyenne gained 24% market share in EU5 and was approved in Brazil.
Helios Strategic Advancements
Helios continued its clustering strategy in Germany and was part of a government-approved EUR 4 billion financial support for hospitals.
Fresenius SE & Co (FSNUY) Earnings, Revenues Date & History
The upcoming earnings date is based on a company’s previous reporting, and may be updated when the actual date is announced
The table shows recent earnings report dates and whether the forecast was beat or missed. See the change in forecast and EPS from the previous year.
Beat
Missed
FSNUY Earnings-Related Price Changes
Report Date
Price 1 Day Before
Price 1 Day After
Percentage Change
Aug 06, 2025
$11.98
$12.10
+1.00%
May 07, 2025
$11.90
$12.09
+1.60%
Feb 26, 2025
$9.45
$10.07
+6.56%
Nov 06, 2024
$9.08
$9.18
+1.10%
Earnings announcements can affect a stock’s price. This table shows the stock's price the day before and the day after recent earnings reports, including the percentage change.
FAQ
When does Fresenius SE & Co (FSNUY) report earnings?
Fresenius SE & Co (FSNUY) is schdueled to report earning on Nov 05, 2025, TBA (Confirmed).
What is Fresenius SE & Co (FSNUY) earnings time?
Fresenius SE & Co (FSNUY) earnings time is at Nov 05, 2025, TBA (Confirmed).
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