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Fresenius SE & Co (FSNUY)
OTHER OTC:FSNUY
Earnings Data
Report Date
May 06, 2026TBA (Confirmed)
Period Ending
2026 (Q1)Consensus EPS Forecast
0.23Last Year’s EPS
0.25Same Quarter Last Year
Based on 0 Analysts Ratings
Earnings Call Summary
Earnings Call Sentiment|Positive
The call conveyed a predominantly positive operational and financial picture: strong organic growth, double-digit core EPS expansion, substantial cash generation, and meaningful deleveraging. Kabi and Biopharma are clear growth engines with upgraded margin ambitions and tangible commercial wins. Helios showed quarterly improvement but requires further structural work to sustain gains once temporary measures (surcharge, year‑end effects) normalize. Key risks include macro/regulatory uncertainty (tariffs, PBM reforms), ongoing price pressure in pharma, competitive dynamics in biosimilars, and near‑term corporate cost increases. On balance, the company demonstrated momentum and strengthened financial flexibility that offset the identified execution and external risks.Company Guidance
Full-Year Organic Revenue and EBIT Achievement
Delivered upgraded FY2025 guidance: 7% organic revenue growth and 6% EBIT growth at constant currency, closing the year on a strong note.
Double-Digit Core EPS Growth and Improved EPS Guidance
Core EPS grew 12% for FY2025 (double-digit for the second consecutive year). Company guides Core EPS growth of 5%–10% for 2026.
Strong Cash Generation and Deleveraging
Operating cash flow exceeded EUR 1.3bn in Q4; full‑year cash conversion rate of 1.1 (Helios 1.2; Kabi 1.0). Net debt reduced by ~EUR 3bn over two years; net debt-to-EBITDA now 2.7x (inside 2.5–3x target corridor).
Shareholder Return
Proposing a 5% dividend increase to EUR 1.05 per share for FY2025, reflecting stronger financial position.
Kabi: Strong Operational Momentum and Margin Upgrade
Kabi delivered Q4 organic growth of 10% (strongest absolute revenue quarter), growth vectors up 16% in Q4, Biopharma grew 97% in Q4; Kabi growth vectors expanded margin by 130 bps in 2025. Structural EBIT margin ambition raised to 17%–19% with 2026 EBIT margin guidance of 16.5%–17%.
Biopharma Commercial Success and Market Share Gains
Tyenne (tocilizumab biosimilar) fastest-growing in class; market share ~37% in EU4+UK and ~17% in U.S. Over 100 U.S. contracts signed for denosumab biosimilar; Otulfi uptake supported by new 45 mg vial and positive EMA opinion for auto-injector.
Helios Operational Performance
Helios Q4 organic growth 8%; Helios Germany +6% organic, Helios Spain +11% organic. Helios Q4 EBIT margin 11.7% and Spain margin ~15%; performance program and temporary 3.25% surcharge contributed.
Product and Platform Rollouts
MedTech momentum with Ivenix rollout expected to be a meaningful growth driver in 2026; Nutrition and MedTech delivered mid-single-digit organic growth (Nutrition +5%, MedTech +5% in Q4).
FSNUY Earnings History
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 |
|---|---|---|---|
Feb 25, 2026 | $14.82 | $15.08 | +1.71% |
Nov 05, 2025 | $13.94 | $13.79 | -1.08% |
Aug 06, 2025 | $11.98 | $12.10 | +1.01% |
May 07, 2025 | $11.90 | $12.09 | +1.59% |
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 May 06, 2026, TBA (Confirmed).
What is Fresenius SE & Co (FSNUY) earnings time?
Fresenius SE & Co (FSNUY) earnings time is at May 06, 2026, 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 FSNUY EPS forecast?
FSNUY EPS forecast for the fiscal quarter 2026 (Q1) is 0.23.