Fresenius Medical Care AG ADRFME
Price$22.26Intrinsic value$25.9417% above price

Outlook & Key Dates

Estimates, guidance, catalysts, and upcoming events

Analyst Estimates Learn more →
5-Yr Fwd EPS Growth
3.7%projected annual EPS growth
As of 27 Aug 2026
Analyst Coverage
7analysts covering
Consensus: NeutralAs of 18 Aug 2026
FY EPS (est.)
$2.43next fiscal year
As of 18 Aug 2026
Reporting Calendar
EventExpected Date
Q3 2026 Earnings Release and Conference Call3 Nov 2026
Q3 2026 Financial Report Publication6 Nov 2026
Q4 and Full Year 2026 Earnings Release and Conference Call23 Feb 2027
Monitoring Framework
Key Performance Indicators
Global Quality Index Annually81.0Target: Continuous improvement of quality of care globally
Global Hospitalization Rate (days per patient) Annually1,060.0%Target: Reduction in length of hospital care per patient
Group Operating Income Margin (excluding special items) Quarterly1,130.0%Target: 10.5% to 12.0% for FY 2026; mid-teens percent by 2030
FME25+ Sustainable Savings (cumulative) Quarterly804MTarget: 1.2 billion EUR by 2027
Watch Items
  • U.S. Dialysis Treatment Volumes and Growth TrendsTrigger: Negative organic volume growth or persistent weak treatment growth in U.S. clinicsAction: Evaluate contributing factors, optimize clinic utilization, and accelerate patient retention initiatives under the FME Reignite strategy.
  • U.S. Rollout of the 5008X CAREsystemTrigger: Rollout delays or capital expenditures exceeding the planned 100 million to 150 million EUR investment phaseAction: Review supply chain logistics, adjust capital allocation priorities, and optimize manufacturing capacity in Care Enablement.
  • Value-Based Care Risk Contracting and ProfitabilityTrigger: Operating margin falling back into negative territory (below 0.1% achieved in FY 2025)Action: Re-negotiate risk-sharing terms, optimize member month management, and refine clinical intervention protocols.
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Research as of 2 Sep 2026

AI-assisted, source-linked narrative; figures from company filings (SEC EDGAR) and market data. Dates shown per section. Not investment advice. Terms of Use.