The earnings call presented a balanced view with strong organic revenue and operating income growth, a significant increase in operating cash flow, and the announcement of a share buyback program highlighting positive aspects. However, these were counterbalanced by challenges such as the impact of a severe flu season, increased labor costs, and foreign exchange rate headwinds.

Company Guidance

During the second quarter of 2025 earnings call, Fresenius Medical Care provided robust guidance, highlighting several key metrics. The company reported a 7% organic revenue growth, with contributions from all three operating segments. The FME25+ transformation program continued to deliver, achieving EUR 58 million in sustainable savings towards a yearly target of EUR 180 million. Operating income grew by 13%, contributing to a margin expansion of 9.9%. Operating cash flow increased by 75%, and the net leverage ratio improved to 2.7x, within the target range of 2.5x to 3x. Fresenius confirmed its full-year outlook, expecting revenue growth at the upper end of the positive to low single-digit percentage range and an operating income growth rate of high teens to high 20s percent. The company announced a EUR 1 billion share buyback program, to be executed in multiple tranches, starting in August. Additionally, Value-Based Care saw a 28% revenue growth due to expanded contracting, while Care Enablement achieved a margin increase to 8.7%, supported by volume and price increases.

Strong Organic Revenue Growth

The company delivered strong organic revenue growth of 7% with positive contributions from all three operating segments.

Significant Operating Income Growth

Operating income grew by 13%, driven by growth in Care Enablement, leading to a margin expansion to 9.9%.

Improved Operating Cash Flow

Operating cash flow increased by 75%, reflecting recovery from previous headwinds and favorable working capital development.

Share Buyback Program Announcement

The company announced a EUR 1 billion share buyback program to be executed in multiple tranches, starting with the first tranche in August.

Value-Based Care Revenue Growth

Value-Based Care segment realized strong organic revenue growth of 28%, driven by expanded contracting and increased member months.

Care Enablement Margin Progression

Care Enablement segment showed a significant 79% increase in operating income, leading to a margin increase to 8.7%.

Fresenius Medical Care (FMS) 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

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FMS Earnings History

Report Date	Fiscal Quarter	Forecast / EPS	Last Year's EPS	EPS YoY Change	Slides	Play Transcript
Nov 04, 2025	2025 (Q3)	0.58 / -	0.447	―	―	―
Aug 05, 2025	2025 (Q2)	0.51 / 0.53	0.378	39.15% (+0.15)
May 06, 2025	2025 (Q1)	0.43 / 0.48	0.361	31.86% (+0.11)
Feb 25, 2025	2024 (Q4)	0.42 / 0.48	0.476	0.42% (<+0.01)
Nov 05, 2024	2024 (Q3)	0.38 / 0.45	0.303	47.52% (+0.14)
Jul 30, 2024	2024 (Q2)	0.37 / 0.38	0.322	17.39% (+0.06)
May 07, 2024	2024 (Q1)	0.28 / 0.36	0.291	24.05% (+0.07)
Feb 20, 2024	2023 (Q4)	0.44 / 0.48	0.456	4.39% (+0.02)
Nov 01, 2023	2023 (Q3)	0.29 / 0.30	0.403	-24.81% (-0.10)
Aug 02, 2023	2023 (Q2)	0.29 / 0.32	0.393	-18.07% (-0.07)

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

FMS Earnings-Related Price Changes

Report Date	Price 1 Day Before	Price 1 Day After	Percentage Change
Aug 05, 2025	$24.94	$24.42	-2.09%
May 06, 2025	$25.14	$26.90	+7.00%
Feb 25, 2025	$22.87	$23.01	+0.61%
Nov 05, 2024	$19.67	$19.95	+1.42%

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 Medical Care Corp. (FMS) report earnings?

Fresenius Medical Care Corp. (FMS) is schdueled to report earning on Nov 04, 2025, TBA (Confirmed).

What is Fresenius Medical Care Corp. (FMS) earnings time?

Fresenius Medical Care Corp. (FMS) earnings time is at Nov 04, 2025, TBA (Confirmed).

Where can I see when companies are reporting earnings?

You can see which companies are reporting today on our designated earnings calendar.

What companies are reporting earnings today?

You can see a list of the companies which are reporting today on TipRanks earnings calendar.

What is FMS EPS forecast?

FMS EPS forecast for the fiscal quarter 2025 (Q3) is 0.58.

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