Organic revenue growth of +2% supported by Care Enablement and Care Delivery Underlying U.S. dialysis treatment volume growth turns positive Exceeding full year FME25 savings target, with additional EUR 64 million contribution in Q3 Both segments further increased operating income1 and operating income margin1 Net financial leverage ratio further improved to 2.8x FY 2024 operating income1 growth outlook with 16-18% tightened toward the upper end of the previous rangeBAD HOMBURG, Germany, Nov. 5, 2024 /PRNe ...

Here at Zacks, we focus on our proven ranking system, which places an emphasis on earnings estimates and estimate revisions, to find winning stocks. But we also understand that investors develop their own strategies, so we are constantly looking at the latest trends in value, growth, and momentum to find strong companies for our readers.Of these, value investing is easily one of the most popular ways to find great stocks in any market environment. Value investors use fundamental analysis and traditional val ...

A dedicated session will highlight new advancements in hemodiafiltration therapy showcasing its potential to improve patient outcomes through enhanced toxin removal in dialysis treatments.Company-wide researchers and clinical experts share insights from large global databases, revealing crucial trends in kidney failure etiology, cardiovascular risks, and treatment modalities across different regions.Nearly 75 abstracts presented across a broad range of cutting-edge research, covering topics from the global ...

Analyst's Disclosure: I/we have a beneficial long position in the shares of FMS either through stock ownership, options, or other derivatives. I wrote this article myself, and it expresses my own opinions. I am not receiving compensation for it (other than from Seeking Alpha). I have no business relationship with any company whose stock is mentioned in this article. While this article may sound like financial advice, please observe that the author is not a CFA or in any way licensed to give financial advice ...

Taking full advantage of the stock market and investing with confidence are common goals for new and old investors, and Zacks Premium offers many different ways to do both. Featuring daily updates of the Zacks Rank and Zacks Industry Rank, full access to the Zacks #1 Rank List, Equity Research reports, and Premium stock screens, the research service can help you become a smarter, more self-assured investor. Zacks Premium also includes the Zacks Style Scores. What are the Zacks Style Scores? The Zacks Style ...

Fresenius Medical Care (FMS) is one of the largest integrated providers of products and services for individuals undergoing dialysis following chronic kidney failure. Through its network of more than 3,600 clinics across the world, the company offers dialysis services and products in more than 120 countries and employs over 109,000 staff in more than 50 countries. Fresenius Medical reports through two segments — Care Delivery and Care Enablement. The Care Delivery segment consists of the company's Dialysis ...

文章核心观点 - 弗雷森纽斯医疗保健公司(FMS)推出了其家庭透析机NxStage Versi HD的最新版本,并配备了GuideMe软件 [1] - 这款新系统简化了治疗过程,提升了用户体验,并加快了培训速度 [1] - 公司表示已经达到了一个重要里程碑,在美国有超过14,000名患者使用其NxStage系统进行家庭血液透析 [1] 新系统的重要性 - NxStage VersiHD配备GuideMe软件,引入了先进功能来简化家庭血液透析,使患者和照护伙伴更容易学习和保持技能 [2] - 其图文并茂的指导系统确保了易用性,提高了患者的信心和培训速度 [2] - 2024年1-4月新患者增长18%,说明这一系统的采用是向提供高质量家庭护理迈出的重要一步 [2] - 突显了弗雷森纽斯医疗保健公司持续致力于创新,通过提供安全、便捷和灵活的家庭透析解决方案来改善患者生活 [2] NxStage VersiHD的更多信息 - 自2023年获得FDA批准以来,这款产品在美国范围内获得了广泛应用,大型和独立透析服务商都采用了这一系统 [3] - 这种用户友好的界面适应不同的学习方式,并将培训时间缩短了7-10天 [3] - 目前正在全面推广美国市场,未来几年还计划进行全球扩张 [3] 有利的市场前景 - 根据先见研究公司的报告,全球家庭透析系统市场预计2024年将达到235.5亿美元 [4] - 预计到2033年将增长到572亿美元,复合年增长率为10.36% [4] - 这一强劲增长很可能由家庭透析需求增加和肾脏疾病患者人数上升所推动 [4] 弗雷森纽斯医疗保健的最新动态 - 5月,公司通过其附属公司Liberty Dialysis Hawaii在Kailua开设了奥阿胡岛首家家庭血液透析培训中心 [5] - 这一设施扩大了肾脏疾病治疗的可及性,提供了使用NxStage便携式透析系统的实践培训,为患者提供灵活的家庭护理选择 [5] - 该系统还确保在紧急情况下治疗不间断,进一步彰显了弗雷森纽斯在创新肾脏护理解决方案方面的承诺 [5] 股价表现 - 弗雷森纽斯医疗保健股价今年迄今下跌5.5%,而同期行业上涨7.3%,标普500指数上涨13.3% [6]

Fresenius Medical Care achieves growth milestone of more than 14,000 U.S.-based patients using the Company's NxStage systems to perform Home Hemodialysis therapy This growth has generated greater adoption from a range of dialysis providers and delivers on the company's commitment to grow access to and use of home dialysis therapy The newest NxStage® Versi®HD with GuideMe Software home dialysis machine is designed to simplify treatment, increase ease of learning, and improve user experience WALTHAM, Mass., S ...

Fresenius Medical Care AG & Co. KGaA (FMS) is well-poised for growth on the back of a broad range of dialysis products and services, and a solid global foothold. However, stiff competition remains a concern. Shares of this Zacks Rank #3 (Hold) company have lost 5.6% year to date against the industry's growth of 9.4%. The S&P 500 Index has increased 18.2% in the same time frame. The company, with a market capitalization of $11.41 billion, is one of the largest integrated providers of products and services fo ...

文章核心观点 - 公司二季度调整后每股收益38美分,符合市场预期,同比增长17.5% [1] - 公司收入51.5亿美元,低于市场预期2.5%,同比下降1.2%,但有2%的有机增长 [2] - 公司实施新的运营模式,调整为"护理交付"和"护理赋能"两大业务板块 [4] - 护理交付板块收入同比下降2.6%,但有2%的有机增长 [5][6] - 护理赋能板块收入同比增长3%,主要受益于价格改善 [8] - 公司维持2024年收入低单位数增长的指引,预计营业利润将增长中高个位数 [10] 关键要点总结 收入情况 - 公司收入51.5亿美元,低于市场预期2.5%,同比下降1.2%,但有2%的有机增长 [2] - 美国市场收入同比增长1%,主要受益于价值型医疗业务增长、更高的报销率和有利的支付方结构 [6] - 国际市场收入同比下降18%,主要受到二季度完成的资产剥离影响,但有3%的有机增长 [7] 利润情况 - 公司营业利润同比增长19%,营业利润率为8.9%,同比提升150个基点 [9] - 利润受到通胀带来的能源、原材料和人工成本上升的负面影响,但预计将在全年内得到改善 [12] 战略举措 - 公司实施新的运营模式,调整为"护理交付"和"护理赋能"两大业务板块 [4] - 公司通过FME25转型计划持续推进成本优化,预计到2024年底将达到1亿-1.5亿欧元的年度可持续节支目标 [13] - 公司持续剥离非核心和亏损资产,有利于聚焦核心和增长业务,提升现金资源 [14]