Stock of the Day - February 22, 2021

Fresenius Medical Care AG & Co. KGaA (FMS)

$24.13

+$0.04 (+0.1%)

Market Cap: $12.94B

About Fresenius Medical Care AG & Co. KGaA

Fresenius Medical Care AG provides dialysis and related services for individuals with renal diseases in Germany, North America, and internationally. The company offers dialysis treatment and related laboratory and diagnostic services through a network of outpatient dialysis clinics; materials, training, and patient support services comprising clinical monitoring, follow-up assistance, and arranging for delivery of the supplies to the patient's residence; and dialysis services under contract to hospitals in the United States for the hospitalized end-stage renal disease (ESRD) patients and for patients suffering from acute kidney failure.

It also develops, manufactures, and distributes various health care products, including polysulfone dialyzers, hemodialysis machines, peritoneal dialysis cyclers, peritoneal dialysis solutions, hemodialysis concentrates, solutions and granulates, bloodlines, renal pharmaceuticals, systems for water treatment, and acute cardiopulmonary and apheresis products. In addition, the company develops, acquires, and in-licenses renal pharmaceuticals; offers renal medications and supplies to patients at homes or to dialysis clinics; and provides vascular, cardiovascular, endovascular specialty, vascular care ambulatory surgery center, and physician nephrology and cardiology services. The company sells its products to dialysis clinics, hospitals, and specialized treatment clinics directly, as well as through local sales forces, independent distributors, dealers, and sales agents. Fresenius Medical Care AG was incorporated in 1996 and is headquartered in Bad Homburg, Germany.

Today's Trend

Fresenius Medical Care AG & Co. KGaA (FMS) is trading higher after investors reacted to mixed Q1 results: adjusted profitability and margin expansion plus program savings and a confirmed FY outlook outweighed an EPS/revenue miss, one‑off restructuring costs and currency headwinds. Below are the key items driving the move.

Q1 operational progress — organic revenue +4%, operating income rose ~10% with margin expansion to 10.1%; adjusted EPS up ~16%; company is advancing the U.S. rollout of the 5008X CAREsystems and confirmed its FY 2026 outlook, which supports the bullish case. Fresenius Medical Care delivers strong operating income growth in Q1 2026 while advancing the U.S. rollout of 5008X CAREsystems at speed
Margin/savings story supports sentiment — analysts note FME25+ transformation savings and margin expansion are driving operating income improvements, helping explain why the stock rose despite the headline miss. FMS Stock Rises Despite Q1 Earnings & Sales Miss, Margins Expand
Investor thesis: some analysts/investors see the shares as undervalued given improving margins and buyback support, adding a valuation tailwind to current momentum. Fresenius Medical: The Undervaluation Is Getting Clearer
Earnings call materials and presentation released — useful for investors wanting detail on phasing, one‑offs and the transformation roadmap; these help interpret guidance and near‑term cadence. Fresenius Medical Care AG 2026 Q1 - Results - Earnings Call Presentation
Company transcript/slide deck available for deeper review (helps verify adjusted vs. reported figures and one‑time items). Listen to Conference Call / View Slide Deck
Q1 headline miss — reported EPS $0.53 vs. $0.59 expected and revenue $5.34B vs. $5.41B consensus; reported net income and reported operating income were hit by transformation‑related one‑time costs. Fresenius Medical Care AG & Co. KGaA quarterly earnings results
Currency and divestitures weighed on revenue — reported revenue declined ~6% YoY, with a weak U.S. dollar and recent divestitures cited as material headwinds to top‑line growth. Fresenius Medical Care's revenue falls in Q1 as weak dollar takes toll
One‑off costs and U.S. restructuring — the company reported lower net profit due to transformation one‑offs and is exiting up to 100 U.S. clinics (64 announced), which creates near‑term disruption and charges. Fresenius Medical Care Posts Lower Net Profit on One-Off Costs

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Fresenius Medical Care AG & Co. KGaA (FMS)

About Fresenius Medical Care AG & Co. KGaA

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