
Fresenius Medical is scaling its 5008X rollout across U.S. clinics, creating growth potential despite volume, reimbursement and rollout-cost pressures.
Fresenius Medical Care AG & Co. KGaA provides dialysis care and related dialysis care services in Germany, North America and internationally. The company is headquartered in Bad Homburg, Germany.
| Revenue (TTM) | $19.43B |
| Gross Profit (TTM) | $5.12B |
| EBITDA | $2.72B |
| Operating Margin | 10.80% |
| Return on Equity | 8.52% |
| Return on Assets | 3.98% |
| Revenue/Share (TTM) | $34.64 |
| Book Value | $27.49 |
| Price-to-Book | 0.82 |
| Price-to-Sales (TTM) | 0.62 |
| EV/Revenue | 1.021 |
| EV/EBITDA | 5.76 |
| Quarterly Earnings Growth (YoY) | 5.50% |
| Quarterly Revenue Growth (YoY) | 1.40% |
| Shares Outstanding | $532.22M |
| Float | $397.12M |
| % Insiders | 0.00% |
| % Institutions | 9.88% |
Volatility is currently contracting

Fresenius Medical is scaling its 5008X rollout across U.S. clinics, creating growth potential despite volume, reimbursement and rollout-cost pressures.

Fresenius Medical's improving profitability, 5008X rollout and value-based care gains offer support despite volume and reimbursement risks.

These stocks have economic moats and look attractive today.

FMS posts 28% EPS growth as Care Delivery profitability and margin gains offset a quarterly revenue miss and weaker US treatment volumes.

Fresenius Medical Care AG (FMS) Q2 2026 Earnings Call Transcript

Fresenius Medical Care AG & Co. KGaA NYSE: FMS reported second-quarter 2026 organic revenue growth of 5% and a 23% increase in operating income at constant currency, while confirming its full-year outlook despite weaker U.S. treatment volumes and anticipated reimbursement-related headwinds in the second half.

Shares fell, wiping out most of their gains since the start of the year, after the German dialysis specialist reported another decline in U.S. treatment volumes in the second quarter.

Fresenius Medical Care shares fell in early trade on Tuesday, as investors looked past a second-quarter profit beat to focus on a fresh disappointment in U.S. patient volumes and the management's decision to merely confirm, not raise, the full-year guidance.

Fresenius Medical Care on Monday reported second-quarter operating income well ahead of market expectations and reaffirmed its full-year outlook, as its cost-cutting programme and favourable U.S. reimbursement rates offset a deepening decline in patient treatment volumes.

Hikma Pharmaceuticals PLC (LSE:HIK, OTC:HKMPF) and Fresenius Medical Care (NYSE:FMS) could emerge as relative winners from Donald Trump's proposed tariffs on generic drugs because of their extensive US manufacturing operations, according to Citi. The US president this week announced plans to impose a 100% tariff on imported generic medicines from August 2028, rising to 200% a year later.
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