Fresenius demonstrated strong performance across its core businesses, with significant EPS growth and an EBIT guidance upgrade. Despite facing macroeconomic and geopolitical challenges, the company maintained strong operational execution, particularly in its Kabi and biopharma segments. The DRG inflator in Germany and U.S. tariffs present potential headwinds, but the overall momentum remains positive.

Company Guidance

In the recent earnings call, Fresenius provided an optimistic update, raising its full-year EBIT growth guidance from 3%-7% to 4%-8%. This upgrade reflects the company's strong performance, particularly in the third quarter, where core EPS grew by an impressive 14%, significantly outpacing top-line growth. Key drivers of this success include Kabi's robust profitability with a 16.7% EBIT margin, driven by newly launched products and pipeline progress, especially in IV generics and biosimilars. Helios also delivered a solid quarter, maintaining a strong EBIT margin. The company highlighted its strategic focus on its "Rejuvenate" phase, which aims to upgrade core operations and scale platforms to achieve long-term growth. This strategy is supported by strong cash flow delivery, enabling Fresenius to stay within its target leverage corridor. The call also addressed the impact of macroeconomic factors, such as geopolitical tensions and tariffs, but emphasized the company's adaptive and focused strategy to navigate these challenges effectively.

EBIT Guidance Upgrade

Fresenius raised its full-year EBIT growth guidance from 3%-7% to 4%-8%, reflecting successful execution of its strategy and strong momentum.

Strong Core EPS Growth

Core EPS grew by an impressive 14%, significantly outpacing top-line growth, highlighting effective cost management and operational execution.

Kabi's Performance

Kabi achieved an excellent 16.7% EBIT margin with strong contributions from newly launched products and pipeline progress, particularly in IV generics and biosimilars.

Biopharma Growth

Biopharma reported a 37% organic growth with strong market traction, and achieved key milestones such as FDA interchangeability designation for denosumab.

Strong Cash Flow

Operating cash flow reached EUR 2.2 billion, supporting the company's deleveraging efforts and capital allocation framework.

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

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FSNUY Earnings History

Report Date	Fiscal Quarter	Forecast / EPS	Last Year's EPS	EPS YoY Change	Slides	Play Transcript
Feb 25, 2026	2025 (Q4)	0.27 / -	0.197	―	―	―
Nov 05, 2025	2025 (Q3)	0.21 / 0.24	0.185	27.57% (+0.05)
Aug 06, 2025	2025 (Q2)	0.22 / 0.25	0.218	15.14% (+0.03)
May 07, 2025	2025 (Q1)	0.21 / 0.25	0.204	21.08% (+0.04)
Feb 26, 2025	2024 (Q4)	0.18 / 0.20	0.189	4.23% (<+0.01)
Nov 06, 2024	2024 (Q3)	0.18 / 0.18	0.162	14.20% (+0.02)
Jul 31, 2024	2024 (Q2)	0.19 / 0.22	0.185	17.84% (+0.03)
May 08, 2024	2024 (Q1)	0.19 / 0.20	0.189	7.94% (+0.01)
Feb 21, 2024	2023 (Q4)	0.20 / 0.19	0.211	-10.43% (-0.02)
Nov 02, 2023	2023 (Q3)	0.16 / 0.16	0.17	-4.71% (>-0.01)

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
Nov 05, 2025	$13.94	$13.79	-1.08%
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%

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 (FSNUY) report earnings?

Fresenius Se (FSNUY) is schdueled to report earning on Feb 25, 2026, TBA (Confirmed).

What is Fresenius Se (FSNUY) earnings time?

Fresenius Se (FSNUY) earnings time is at Feb 25, 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 2025 (Q4) is 0.27.

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