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Fresenius SE & . KGaA Earnings Calls
| Release date | Nov 05, 2025 |
| EPS estimate | $0.84 |
| EPS actual | $0.84 |
| EPS Surprise | 0.84% |
| Revenue estimate | 6.104B |
| Revenue actual | 6.427B |
| Revenue Surprise | 5.28% |
| Release date | Aug 06, 2025 |
| EPS estimate | $0.90 |
| EPS actual | $0.683 |
| EPS Surprise | -23.86% |
| Revenue estimate | 6.805B |
| Revenue actual | 6.571B |
| Revenue Surprise | -3.43% |
| Release date | May 07, 2025 |
| EPS estimate | $0.663 |
| EPS actual | $0.99 |
| EPS Surprise | 49.02% |
| Revenue estimate | 6.13B |
| Revenue actual | 6.195B |
| Revenue Surprise | 1.06% |
| Release date | Feb 26, 2025 |
| EPS estimate | $0.739 |
| EPS actual | $0.87 |
| EPS Surprise | 18.27% |
| Revenue estimate | 5.809B |
| Revenue actual | 5.83B |
| Revenue Surprise | 0.359% |
Last 4 Quarters for Fresenius SE & . KGaA
Below you can see how FSNUF performed 4 days prior and 4 days after releasing the earnings report. Also, you can see the pre-estimates and the actual earnings. This information can give you a slight idea of what you might expect for the next quarter's release.
| Release date | Feb 26, 2025 |
| Price on release | $40.00 |
| EPS estimate | $0.739 |
| EPS actual | $0.87 |
| EPS surprise | 18.27% |
| Date | Price |
|---|---|
| Feb 20, 2025 | $39.00 |
| Feb 21, 2025 | $39.00 |
| Feb 24, 2025 | $39.00 |
| Feb 25, 2025 | $39.00 |
| Feb 26, 2025 | $40.00 |
| Feb 27, 2025 | $40.00 |
| Feb 28, 2025 | $40.00 |
| Mar 03, 2025 | $40.00 |
| Mar 04, 2025 | $40.00 |
| 4 days before | 2.56% |
| 4 days after | 0% |
| On release day | 0% |
| Change in period | 2.56% |
| Release date | May 07, 2025 |
| Price on release | $37.73 |
| EPS estimate | $0.663 |
| EPS actual | $0.99 |
| EPS surprise | 49.02% |
| Date | Price |
|---|---|
| May 01, 2025 | $37.73 |
| May 02, 2025 | $37.73 |
| May 05, 2025 | $37.73 |
| May 06, 2025 | $37.73 |
| May 07, 2025 | $37.73 |
| May 08, 2025 | $37.73 |
| May 09, 2025 | $37.73 |
| May 12, 2025 | $37.73 |
| May 13, 2025 | $37.73 |
| 4 days before | 0% |
| 4 days after | 0% |
| On release day | 0% |
| Change in period | 0% |
| Release date | Aug 06, 2025 |
| Price on release | $46.21 |
| EPS estimate | $0.90 |
| EPS actual | $0.683 |
| EPS surprise | -23.86% |
| Date | Price |
|---|---|
| Jul 31, 2025 | $46.21 |
| Aug 01, 2025 | $46.21 |
| Aug 04, 2025 | $46.21 |
| Aug 05, 2025 | $46.21 |
| Aug 06, 2025 | $46.21 |
| Aug 07, 2025 | $46.21 |
| Aug 08, 2025 | $46.21 |
| Aug 11, 2025 | $46.21 |
| Aug 12, 2025 | $46.21 |
| 4 days before | 0% |
| 4 days after | 0% |
| On release day | 0% |
| Change in period | 0% |
| Release date | Nov 05, 2025 |
| Price on release | $53.75 |
| EPS estimate | $0.84 |
| EPS actual | $0.84 |
| EPS surprise | 0.84% |
| Date | Price |
|---|---|
| Oct 30, 2025 | $53.75 |
| Oct 31, 2025 | $53.75 |
| Nov 03, 2025 | $53.75 |
| Nov 04, 2025 | $53.75 |
| Nov 05, 2025 | $53.75 |
| Nov 06, 2025 | $53.75 |
| Nov 07, 2025 | $53.75 |
| Nov 10, 2025 | $55.23 |
| Nov 11, 2025 | $55.23 |
| 4 days before | 0% |
| 4 days after | 2.74% |
| On release day | 0% |
| Change in period | 2.74% |
Fresenius SE & . KGaA Earnings Call Transcript Summary of Q3 2025
Fresenius reported another strong quarter driven by continued execution of its Future Fresenius transformation and the new Rejuvenate phase. Management raised full-year EBIT growth guidance to 4%–8% (from prior 3%–7%) based on year-to-date momentum. Core EPS grew ~14% year-to-date, outpacing revenue growth, supported by lower interest expense and improved operational leverage. Kabi was the primary profit driver (Q3 EBIT margin 16.7%), with broad-based strength across pharma, nutrition, MedTech and especially biopharma (strong biosimilar launches and ramp-up; 11 biopharma products now marketed). Helios delivered solid revenue and EBIT performance with ongoing productivity programs in Germany and strong clinical activity in Spain; management expects benefit from a one‑year surcharge for publicly insured patients starting Nov 1, 2025. Cash generation remains robust (operating cash flow ~€2.2bn LTM), leverage sits within the self-imposed 2.5x–3x net debt/EBITDA corridor and further deleveraging is expected. Key risks called out: FX volatility (current rates would reduce revenue and EBIT by ~2 percentage points), US tariffs and regulatory/geopolitical uncertainty. Management plans targeted reinvestments (R&D, CapEx) while maintaining financial discipline and expects operational momentum to continue into 2026.
