Germany's Fresenius raises 2026 core EPS growth guidance

Fresenius SE & Co. KGaA

04/08/2026 21:24

Overview
Germany healthcare group's Q2 organic revenue rose 6% yr/yr to €5.86 bln
Core EPS for Q2 rose 14% in constant currency to €0.83
Company raised 2026 core EPS growth guidance to 10%-15% citing strong operational performance

Outlook
Fresenius raises 2026 core EPS guidance to 10%-15% constant-currency growth
Company expects 2026 group organic revenue growth of 4%-7%
Company notes ongoing macroeconomic and geopolitical volatility increasing operational uncertainty

Result Drivers
CORE BUSINESS PERFORMANCE - Co said strong operational performance at Fresenius Kabi and Fresenius Helios supported earnings development
NET INTEREST INCOME - Improved net interest income contributed to earnings growth

Company press release: ID:nEQ8Kgb1Ra

Key Details
Metric
Beat/Miss
Actual
Consensus Estimate
Q2 Revenue
 
EUR 5.86 bln
 

Analyst Coverage
The current average analyst rating on the shares is "buy" and the breakdown of recommendations is 17 "strong buy" or "buy", 1 "hold" and no "sell" or "strong sell"
The average consensus recommendation for the healthcare facilities & services peer group is "buy"
Wall Street's median 12-month price target for Fresenius SE & Co KGaA is €54.00, about 21.7% above its August 4 closing price of €44.36
The stock recently traded at 12 times the next 12-month earnings vs. a P/E of 11 three months ago

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(This story was created using Reuters automation and AI based on LSEG and company data. It was checked and edited by a Reuters journalist prior to publication.)