Fresenius Medical Care 株価情報 (NYSE: FMS)

最新ニュース Fresenius Medical Care (NYSE:FMS) 株価情報

Fresenius Medical Care

Fresenius Medical Care is the largest dialysis company in the world, treating about 300,000 patients from nearly 3,700 clinics worldwide as of December 2024. In addition to providing dialysis services, the firm is a leading supplier of dialysis products, including machines, dialyzers, and concentrates. Fresenius accounts for about 35% of the global dialysis products market, creating the world's only fully integrated dialysis business. Services account for about three quarters of sales while the balance is generated from medical technology products that enable dialysis treatments.

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Fresenius Medical Care AG (NYSE:<a class="ticker" href="https://www.benzinga.com/stock/FMS#NYSE">FMS</a>) on Tuesday introduced a strategic roadmap — FME Reignite — aimed at revitalizing its core business, driving innovation and reshaping its organizational culture.
By 2030, it targets operating income margins in the mid-teens in its Care Delivery and Care Enablement segments and low single-digit margins in <a target="_blank" href="https://www.benzinga.com/pressreleases/25/06/n45968610/fresenius-medical-care-launches-its-strategy-fme-reignite-with-increased-profitability-aspirations" rel="noreferrer noopener">Value-Based Care</a>.
The company also announced an expansion of its FME25 cost-savings program, now called FME25+. It aims for 1.05 billion euros ($1.21 billion) in sustainable savings by 2027, reinforcing its profitability goals.
During its first-quarter earnings release, the company confirmed its full-year target of around 180 million euros&nbsp;in additional annual savings, totaling 750 million euros <a target="_blank" href="https://www.benzinga.com/pressreleases/25/05/n45217021/fresenius-medical-care-starts-2025-with-strong-organic-revenue-and-income-growth" rel="noreferrer noopener">by year-end of 2025</a>.
Another major shift includes the launch of Value-Based Care (VBC) as a standalone reporting segment, which was previously part of the Care Delivery unit.
Also Read: <a target="_blank" href="https://www.benzinga.com/general/health-care/25/05/45142151/baxter-reports-strong-medical-devices-sales-in-q1-lifts-2025-guidance-stock-jumps" rel="noreferrer noopener">Baxter Reports Strong Medical Devices Sales In Q1, Lifts 2025 Guidance, Stock Jumps</a>
The segment focuses on long-term care solutions for chronic kidney disease and end-stage renal disease patients through partnerships with public and private payors.
In 2024, VBC generated 1.8 billion euros in revenue and leverages data integration to improve care quality and lower total medical costs across its 2,200 partner nephrologists.
&#8220;We plan to return excess capital to our shareholders through a 30 to 40 percent dividend payout plus the opportunity for regular share buybacks. We will start in 2025 with an initial share buyback of EUR 1 billion within two years,&#8221; said&nbsp;Helen Giza, CEO of Fresenius Medical Care.
Fresenius Medical Care shared further details of the upcoming U.S. market launch plan for its 5008X machine at Capital Markets Day. It provides high-volume hemodiafiltration (HVHDF).
With FDA clearance now secured, Fresenius plans a phased launch beginning in 2025 and a full commercial rollout by 2026. The company expects to replace all existing 2008T machines in its U.S. clinics by 2030 and offer HVHDF to all eligible patients.
Clinical evidence from the European CONVINCE study showed the HVHDF treatment led to a 4.4% reduction in mortality over 2.5 years and showed benefits within just three months of use.
Additional real-world data suggest the therapy reduces hospitalizations and improves patient outcomes, potentially decreasing missed treatments.
In May, Fresenius Medical Care reported adjusted earnings of 44 cents per share, beating the consensus of 38 cents. The sales reached $5.13 billion (4.8 billion euros), beating the <a target="_blank" href="https://www.benzinga.com/calendars/earnings" rel="noreferrer noopener">consensus of $4.74 billion</a>.
FMS Price Action: Fresenius Medical Care stock is down 4.48% at $27.21 at publication on Tuesday. 
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Fresenius Medical Care Launches Value-Based Care Segment, Eyes Growth Through Innovation, Efficiency

<a href="https://c212.net/c/link/?t=0&amp;l=en&amp;o=4450908-1&amp;h=1051678966&amp;u=https%3A%2F%2Ffreseniusmedicalcare.com%2Fen%2F&amp;a=Fresenius+Medical+Care">Fresenius Medical Care</a>&nbsp;(FME), the world's leading provider of products and services for people with kidney disease, today unveiled its new FME Reignite strategy at its Capital Markets Day in London. FME Reignite centers on value creation, based on three strategic elements: Reignite the core, Reignite growth and innovation and Reignite our culture.
<a href="https://mma.prnewswire.com/media/655917/FMC_Logo.html"><img src="https://mma.prnewswire.com/media/655917/FMC_Logo.jpg" alt="Fresenius Medical Care (PRNewsfoto/Fresenius Medical Care North Am)" /></a>
"FME Reignite sets the ambition to deliver both industry-leading outcomes and margins1 with above-market growth," said&nbsp;Helen Giza, Chief Executive Officer of Fresenius Medical Care. "We have executed on our three-year turnaround and transformation plan and delivered significant progress against our key performance metrics of margin1 improvement, FME25 savings and deleveraging. Based on attractive underlying business fundamentals and strong momentum, we have set profitability ambitions for 2030 at industry-leading margin1 levels and an ambition to lead kidney care through exceptional patient care and innovation."
Helen Giza added: "By leveraging the benefits of vertical integration across our three operating segments – Care Delivery, Care Enablement and Value-Based Care – we advance to industry-leading operating income margins1. We aspire to reach a mid-teens percent operating income margin1&nbsp;for Fresenius Medical Care by 2030. While we continue to invest in profitable growth and innovation in our core business and continue to further optimize our capital structure, we have the additional opportunity to reignite value creation for shareholders. We plan to return excess capital to our shareholders through a 30 to 40 percent dividend payout2 plus the opportunity for regular share buybacks. We will start in 2025 with an initial share buyback of EUR 1 billion within two years."
FME Reignite to shape the future
FME Reignite shapes the future of Fresenius Medical Care with three main elements.
REIGNITE THE CORE: delivering operational excellence with the Company´s core assets in its leading market positions. This will drive scalable, high-quality care to further enhance patient health, and increase agility and operational efficiency through further standardized and improved operations as well as focused investments in technology and special programs.
REIGNITE GROWTH AND INNOVATION: further enhancing clinic outcomes and patient safety; increasing R&amp;D efficiency with its global innovative platforms; setting a new standard of care with the U.S. launch of high-volume hemodiafiltration; growing the clinic network in targeted international markets and driving AI-powered transformation in patient care.
REIGNITE OUR CULTURE: with a focus on its people, Fresenius Medical Care has the ambition to become the employer of choice in healthcare, attracting, retaining and engaging the best talent with a passion to make an impact, while living its new core values: We care. We connect. We commit. This new culture statement embodies the values and behaviors that all leaders and employees of Fresenius Medical Care aspire for every day.
Hemodiafiltration and value-based care upside to fundamental volume drivers
In the global market the average annual growth for the number of dialysis patients is projected to be between 4 and 5 percent between 2025 and 2035. This includes an average annual patient number growth of 2 plus percent in the U.S. in the same timeframe. "The projection of dialysis patient growth numbers remains unchanged as our business fundamentals remain intact. The number of people on maintenance dialysis is expected to grow by 90 percent globally to 7 million people by 2035", said Franklin W. Maddux, M.D., Chief Global Medical Officer of Fresenius Medical Care.
Frank Maddux further commented: "Beyond the anticipated growth in patient numbers, we expect the introduction of high-volume hemodiafiltration in the U.S. and the benefits of value-based care to further accelerate the number of treatments. Future medical trends in favor of patient survival are preventive health, AI-based diagnostics, medications with survival benefits for CKD and ESRD patients and personalized medicine. Fresenius Medical Care is uniquely positioned to participate and benefit from these population trends." &nbsp;
Launch of 5008X machine enables HVHDF to be the new standard of care in the U.S.
Fresenius Medical Care shared further details of the upcoming U.S. market launch plan for its 5008X machine at the Capital Markets Day. Introducing high-volume hemodiafiltration (HVHDF) has the potential to transform the standard of care for kidney replacement therapies in the U.S. With the final FDA clearance secured, launch plans are underway for 2025 with full commercial launch following in 2026 with comprehensive considerations across all key stakeholders of the renal care community.
For CONVINCE&#x2A; study patients, survival benefits emerged after just 3 months of HVHDF treatment, as shown in the European study, resulting in 4.4 percent fewer deaths over 2.5 years of follow up. Other real-world evidence shows that this new therapy option also comes along with reduced hospitalization rates as well as improved quality of live and outcomes for patients, which is expected to reduce the number of missed treatments in the future.
By 2030, the Company expects to have replaced all existing 2008T dialysis machines in its own U.S. clinic network with the innovative 5008X machine, offering the new standard of care to all its eligible dialysis patients. Following an increasing penetration of HVHDF treatments, clinic operations are expected to benefit from reduced mortality rates, machine-related clinic labor and supply efficiencies and potential for reduced drug usage.
As the manufacturer of the 5008X machine, the first and until today only FDA-cleared hemodiafiltration machine, Fresenius Medical Care expects to benefit from its strong U.S. market leader position in the currently installed machine base and to further increase its captive market share in disposable products. Pricing of the 5008X machine is planned to reflect the innovative value that the Company has created for patients as well as for Care Delivery and 3rd party service providers.
Introducing Value-Based Care as separate operating segment Fresenius Medical Care announced the introduction of Value-Based Care (VBC) as a separate segment, formerly part of the Care Delivery segment. This will further enhance the transparency of the financial reporting and provide additional insights into an area that is growing in relevance. Value-Based Care generated revenue of EUR 1.8 billion in fiscal year 2024 in the U.S. The Value-Based Care segment comprises the value- and risk-based care programs with public and private payors in the U.S. to provide long-term care to CKD and ESRD patients.
The new segment leverages the power of vertical integration through the Company-wide use of patient and clinic data, treatment insights and medical innovation to provide high-quality care to further improve patient and quality of care outcomes. It supports practice management and relationships with around 2,200 partner nephrologists, while reducing total medical cost.
Industry-leading margins – 2030 margin aspirations The new FME Reignite strategy supports the Company's profitability aspirations on industry-leading levels. Fresenius Medical Care aspires to realize a mid-teens percent operating income1 margin by 2030.3
For Care Delivery and Care Enablement, the Company set the aspiration of a mid-teens percent operating income1&nbsp;margin. For Value-Based Care, Fresenius Medical Care set the aspiration of a low-single digit percent operating income1&nbsp;margin.
The Company announced additional EUR 300 million savings to be achieved through the expansion of its successful FME25 program by two years. The total program with its extension runs under the name 'FME25+'. For FME25+ the Company targets to realize EUR 1.05 billion of sustainable savings by the end of 2027, with one-time costs of a similar amount to be treated as special item to operating income. The expected sustainable savings will support the aspired operating income margin1 improvement.
Returning excess capital to shareholders
Fresenius Medical Care plans to further improve its strong operating cash flow generation in the coming years and REIGNITE VALUE CREATION for shareholders.
"In support of the FME Reignite strategy, the new capital allocation framework puts a clear focus on shareholder value generation," explained Martin Fischer, Chief Financial Officer of Fresenius Medical Care. "To invest in our core business for sustainable profitable growth, we plan between EUR 800 million and 1 billion of capex annually for the years 2025 to 2030. In parallel, we will further optimize our capital structure."
A strong balance sheet, financial flexibility and a commitment to a sustainable Investment Grade rating are key aspects of the financial policy. Reflecting the volatile macroeconomic environment, Fresenius Medical Care lowered its self-imposed target band for the net financial leverage to between 2.5x and 3.0x (before: 3.0x to 3.5x).
Martin Fischer added: "Through this clear set of priorities focused on value creation, we plan for attractive returns of excess capital to our shareholders. The new dividend policy foresees a stable and predictable dividend development, resulting in a 30 to 40 percent payout ratio2. With our share buyback program, we are excited to introduce an additional way of returning value to our shareholders, besides dividends. The new program will start in 2025 and comprise initial share buybacks of EUR 1 billion within two years. Our new capital allocation framework provides further opportunities for regular buybacks."

Fresenius Launches 'FME Reignite' With $1B Annual Capex Plan and $1.05B Cost Savings Target by 2027

Stocks in the United States have struggled to regain their February all-time highs amid the <a href="https://www.benzinga.com/news/politics/25/05/45691310/trump-tariff-uncertainty-enters-courts-experts-say-investors-should-expect-elevated-turbulence-amid-the-bullish-gridlock">tariff uncertainty</a>. In fact, the S&amp;P 500 remains one of the worst-performing major stock indices in the developed world in 2025.
One of the fundamental shifts we've seen this year is the end of the ‘There Is No Alternative' (TINA) status of U.S. stocks, which have dominated global equities since the end of the Great Financial Crisis. This shift began when markets were emerging from the prolonged 2022 bear market.
The most notable example of this trend is Germany's DAX index, which comprises the 40 largest publicly listed companies on the Frankfurt Stock Exchange. Since the end of the bear market in October 2022, the DAX has returned more than 95% compared to a 42% return for the S&amp;P 500.
All signs point to this outperformance continuing.
<figure class="wp-block-image"><img decoding="async" src="https://lh7-rt.googleusercontent.com/docsz/AD_4nXcAyWeL98PD4PErirpnL5o3pUyfXvGEw5QKM4nIhsKySkT3XLaUGR_q-8LmJE0OsmIhoeg3Q5tjSFp2evioFp3ZBC023_xVYOnHejQq506Jp47f1GcoCYguB6cFMahiYOvhNlDIAw?key=8ofR2zLIrjVQy99jKqOxKA" alt="" /></figure>
A gain of more than 40% in less than three years is something investors across history would gladly accept, but the outperformance of European equities compared to the U.S. is stark. There is also reason to believe that European stocks will continue challenging their American counterparts for market supremacy as the U.S. continues to engage in isolationist policies, while European central banks are slashing rates and governments commit to accommodative fiscal policies. 
U.S. stocks should never be counted out, especially with consumer sentiment picking up in Q2. However, European stocks currently have more tailwinds, and Germany appears poised to prime its markets with an influx of capital. Today, we'll examine five German companies listed on U.S. stock exchanges (or at least accessible to American investors) that possess fundamental and technical strength, hinting at more upside ahead in the second half of 2025.
<h2 class="wp-block-heading">Historic Summer Setup: 3 ‘Power Patterns' Triggering In The Next 75 Days</h2>
These market patterns come around just once a year – one with an astonishing 90% historical win- rate. Get the exact dates and tickers live on June 18th during the ‘Power Pattern Profits' LIVE event. Reserve Your Spot For Free <a href="https://events2.benzinga.com/power-pattern-profits-live/?utm_campaign=power-pattern-registration&amp;utm_adType=sponsorad&amp;utm_ad=RD061725&amp;he={{email}}&amp;adt_ei={{email}}&amp;utm_medium=newsletter&amp;el=ResearchDaily">HERE</a>
<h2 class="wp-block-heading">SAP SE ADR</h2>
SAP (NYSE:<a class="ticker" href="https://www.benzinga.com/stock/SAP#NYSE">SAP</a>) has surged to become one of the largest enterprise software providers in the world, boasting a $341 billion market cap and annual sales revenue of more than $35 billion. The stock has already been up more than 50% in the last year but has traded flat over the previous month on heavy selling volume. However, the uptrend remains in place, and a new entry point could be about to materialize.
<figure class="wp-block-image"><img decoding="async" src="https://lh7-rt.googleusercontent.com/docsz/AD_4nXdBKy6nVMRW3p8ABP-iWO7RaGiQl63sHD6u5bIjWpVs165lKDheoYtqzwjYVKxYPB3xnG7DMy0wFPduNp2XvaSorX4J6bMMQPjIflqHWUvCxFwDOQd5YtrMAQzc6nntfIqruwCjfQ?key=8ofR2zLIrjVQy99jKqOxKA" alt="" /></figure>
Before President Trump&#8217;s so-called Liberation Day tariffs sent global markets into a tailspin, SAP shares had been steadily reaching new highs and riding the 50-day moving average for support. Now that those tariffs have been placed on indefinite hold, SAP has rebounded above the 50-day MA, which could once again serve as the stock's support level. With the Relative Strength Index (RSI) nearing Oversold and strong Benzinga Edge scores (97.45 for Growth, 90.23 for Momentum), keep an eye on this chart and see if support holds at the 50-day MA.
<h2 class="wp-block-heading">Fresenius Medical Care AG ADR </h2>
Fresenius (NYSE:<a class="ticker" href="https://www.benzinga.com/stock/FMS#NYSE">FMS</a>) is the world's primary provider of dialysis services and equipment for patients suffering from kidney diseases. The company generates approximately $19.5 billion in annual sales and employs over 123,000 full-time staff members. FMS shares have been a significant winner in 2025, with gains exceeding 26%. Its Benzinga Edge Growth Score of 89.82 suggests a strong foundation for further growth.
<figure class="wp-block-image"><img decoding="async" src="https://lh7-rt.googleusercontent.com/docsz/AD_4nXfW1GZP1W4lL3UrUfvpXaDBUTah8sj02TT55878TOVCDLO2t5jQXw0va6YVm_m2dKoweUBZDRr_tjOvQgYAbDF1qktp40nUUrv-0iyAYJFwLh0T0e-UpIk1bSMsqPvpISGpn3UDtw?key=8ofR2zLIrjVQy99jKqOxKA" alt="" /></figure>
FMS had been riding the 50-day MA for support but broke out to new highs in May following a blowout earnings report. The stock has since been consolidating in a bullish wedge pattern characterized by higher lows and lower highs. This pattern often precedes another upside move, and indicators like the 50- and 200-day MAs and the RSI confirm that the uptrend is still in place. A breakout above the wedge pattern would be the entry point signal in this scenario.
<h2 class="wp-block-heading">BioNTech SE ADR</h2>
BioNTech (NASDAQ:<a class="ticker" href="https://www.benzinga.com/stock/BNTX#NASDAQ">BNTX</a>), along with Pfizer, pioneered the mRNA COVID-19 vaccine, and its shareholders were rewarded with parabolic gains in 2021. The stock briefly topped $350 per share but failed to maintain that momentum as COVID-19 faded and mRNA vaccines have struggled to make breakthroughs in other areas, such as cancer research. However, BioNTech is ready to boost its prospects by acquiring CureVac N.V. (NASDAQ:<a class="ticker" href="https://www.benzinga.com/stock/CVAC#NASDAQ">CVAC</a>) in a $1.25 billion cash deal. The acquisition will enhance BioNTech's mRNA pipeline and provide new avenues for important oncology research.
<figure class="wp-block-image"><img decoding="async" src="https://lh7-rt.googleusercontent.com/docsz/AD_4nXdUf2fFpQq_Q6-pnsslWAkRjbRK2L_p_cxK5OJjxDqijeDsVvIDOxX9nfQrZ66ygT-lZz3abN1yC3m96e6CgoCc01017WYaTGMkbLDX8q6gRHQJ5OPz-jAIxSLc2M5viQB3wkxVAQ?key=8ofR2zLIrjVQy99jKqOxKA" alt="" /></figure>
Purchasing a promising contemporary like CureVac helps cement the momentum swing from the April lows. The stock has been volatile, but a support level has been forming; it recently broke an eight-day losing streak on the Friday following the acquisition announcement. The next upswing could finally take the stock back over $120 for the first time since January.
<h2 class="wp-block-heading">Rheinmetall AG</h2>
Since we last checked in on Rheinmetall (OTC:<a class="ticker" href="https://www.benzinga.com/stock/RNMBY#OTC">RNMBY</a>) in the wake of the White House shouting match between President Trump and Ukraine President Zelenskyy, the German-based defense manufacturer has posted its first-ever $10 billion (USD equivalent) quarter. In Q1 2025, Rheinmetall generated $10.48 billion in revenue and $755 million in profits, both records for the company. Profit margins remained strong at 7.2%, marking the eighth instance in the last 10 quarters where profit margins have exceeded 7%.
<figure class="wp-block-image"><img decoding="async" src="https://lh7-rt.googleusercontent.com/docsz/AD_4nXdmxVbbcdOXWWRhIzh8dl6LRvh0DBSKQmU-pe5qSO8fFSsFmgHeNLaV7-Dvth7Xb8uJZUUHG-QwfwEUfruwMy4pVa6i2mY4f85dbiv2mlbLKJWtFhIuvgN3JVnhJK3JzJh_AHKw_g?key=8ofR2zLIrjVQy99jKqOxKA" alt="" /></figure>
Germany's government is prepared to increase national defense spending, with fundamental and technical indicators pointing toward further gains. The 50-day MA has been a strong support level, and the RSI has dipped to its lowest point in weeks. A big selloff last week took shares down to the 50-day MA once again before immediately bouncing higher; this could be an ideal entry point for new investors with long-term timeframes.
<h2 class="wp-block-heading">Siemens AG&nbsp;</h2>
If you're looking for German companies focusing on robotics, automation, and healthcare, Siemens (OTC:<a class="ticker" href="https://www.benzinga.com/stock/SMAWF#OTC">SMAWF</a>) is worth a glance. The company generates 75% of its revenue from Germany, China, and the U.S. and its profit margins have increased from under 5% in 2022 to over 12% in 2025. Margin growth isn't the only thing driving the stock up over 25% this year either.
<figure class="wp-block-image"><img decoding="async" src="https://lh7-rt.googleusercontent.com/docsz/AD_4nXfz3M6iXDbHBXgxC_VTxubSaxMqlwNi08W04cWfDFrTgbEOVI-_G98vf8C6tPg4rPl-P6z3I_FDdLpTRKpwsfdor5IuRPy79fQ5tBJmShnF01tVHDUO6TqFJeJuKgy9YxyToYqN?key=8ofR2zLIrjVQy99jKqOxKA" alt="" /></figure>
The stock formed a Golden Cross when the 50-day MA rose above the 200-day MA in October, sending shares from $185 to $260 in under six months. After the tariff pullback in April, the stock quickly broke back above the 50-day MA but failed to reach new all-time highs, unlike some of its German counterparts. The RSI is fading, which could signal weakening momentum; however, the 50-day MA is also a potential support level, as the overall trend still points upward.
Editorial content from our expert contributors is intended to be information for the general public and not individualized investment advice. Editors/contributors are presenting their individual opinions and strategies, which are neither expressly nor impliedly approved or endorsed by Benzinga.
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Truist Securities analyst David Macdonald maintains Fresenius Medical Care (NYSE:<a class="ticker" href="https://www.benzinga.com/stock/FMS#NYSE">FMS</a>) with a Hold and raises the price target from $25 to $30.

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Truist Securities Maintains Hold on Fresenius Medical Care, Raises Price Target to $30

WIIM

Fresenius Medical Care shares are trading higher after the company reported better-than-expected Q1 financial results.

U.S. stocks were lower, with the Nasdaq Composite falling over 1% on Tuesday.
Shares of FARO Technologies, Inc. (NASDAQ:<a class="ticker" href="https://www.benzinga.com/stock/FARO#NASDAQ">FARO</a>) rose sharply during Tuesday's session after the company announced it entered into a definitive agreement to be acquired by AMETEK for an enterprise value of <a href="https://www.benzinga.com/quote/FARO">approximately $920 million</a>.
FARO Technologies shares jumped 34.1% to $42.18 on Tuesday.
Here are some other big stocks recording gains in today&#8217;s session.
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<li>Regencell Bioscience Holdings Limited (NASDAQ:<a class="ticker" href="https://www.benzinga.com/stock/RGC#NASDAQ">RGC</a>) shares jumped 42% to $132.09.</li>
<li>Diversified Healthcare Trust (NASDAQ:<a class="ticker" href="https://www.benzinga.com/stock/DHC#NASDAQ">DHC</a>) rose 28% to $2.80 after the company reported first-quarter financial results and beat its FFO and sales estimates.</li>
<li>EVgo, Inc. (NASDAQ:<a class="ticker" href="https://www.benzinga.com/stock/EVGO#NASDAQ">EVGO</a>) gained 28% to $3.55 after the company reported better-than-expected first-quarter sales results and issued FY25 sales guidance with its midpoint above estimates.</li>
<li>ThredUp Inc. (NASDAQ:<a class="ticker" href="https://www.benzinga.com/stock/TDUP#NASDAQ">TDUP</a>) rose 25.4% to $5.57 after the company reported better-than-expected first-quarter results and raised its FY25 sales guidance.</li>
<li>Ameresco, Inc. (NYSE:<a class="ticker" href="https://www.benzinga.com/stock/AMRC#NYSE">AMRC</a>) gained 18% to $13.72 after the company reported better-than-expected quarterly financial results and issued FY25 guidance with its midpoint above estimates.</li>
<li>Lindblad Expeditions Holdings, Inc. (NASDAQ:<a class="ticker" href="https://www.benzinga.com/stock/LIND#NASDAQ">LIND</a>) rose 17.5% to $10.72 after the company reported a first-quarter sales beat and issued FY25 sales guidance with its midpoint above estimates.</li>
<li>Neurocrine Biosciences, Inc. (NASDAQ:<a class="ticker" href="https://www.benzinga.com/stock/NBIX#NASDAQ">NBIX</a>) gained 12.8% to $123.73 after the company reported better-than-expected first-quarter financial results. Also, Needham maintained a Buy rating on the stock and raised its price target from $138 to $139.</li>
<li>Hims &amp; Hers Health, Inc. (NASDAQ:<a class="ticker" href="https://www.benzinga.com/stock/HIMS#NASDAQ">HIMS</a>) rose 6.2% to $44.49 after the company reported first-quarter financial results. Also, the company issued second-quarter revenue guidance below estimates.</li>
<li>Celanese Corporation (NYSE:<a class="ticker" href="https://www.benzinga.com/stock/CE#NYSE">CE</a>) gained 7.2% to $48.01 following upbeat quarterly results.</li>
<li>Avient Corporation (NYSE:<a class="ticker" href="https://www.benzinga.com/stock/AVNT#NYSE">AVNT</a>) rose 6.4% to $36.19 following quarterly results.</li>
<li>Fresenius Medical Care AG (NYSE:<a class="ticker" href="https://www.benzinga.com/stock/FMS#NYSE">FMS</a>) shares climbed 6.4% to $27.27 after the company reported better-than-expected quarterly financial results.</li>
<li>Aramark (NYSE:<a class="ticker" href="https://www.benzinga.com/stock/ARMK#NYSE">ARMK</a>) rose 6.4% to $36.41 following strong quarterly earnings.</li>
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FARO Technologies, Celanese, Avient, Aramark And Other Big Stocks Moving Higher On Tuesday

Fresenius Medical Care (NYSE:<a class="ticker" href="https://www.benzinga.com/stock/FMS#NYSE">FMS</a>) expects FY 2025 revenue to grow by a low single-digit percentage.

Fresenius Medical Care expects FY 2025 revenue to grow by a low single-digit percentage.

Fresenius Medical Care (NYSE:<a class="ticker" href="https://www.benzinga.com/stock/FMS#NYSE">FMS</a>) reported quarterly earnings of $0.44 per share which beat the analyst consensus estimate of $0.38 by 15.79 percent. This is a 21.21 percent increase over earnings of $0.36 per share from the same period last year. The company reported quarterly sales of $5.13 billion which beat the analyst consensus estimate of $4.74 billion by 8.29 percent. This is a 0.02 percent increase over sales of $5.13 billion the same period last year.

Earnings

Earnings Beats

Fresenius Medical Care Q1 Adj. EPS $0.44 Beats $0.38 Estimate, Sales $5.13B Beat $4.74B Estimate

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Embraer-Empresa Brasileira De Aeronautica

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Earnings Scheduled For May 6, 2025

Quest Diagnostics Inc&nbsp;(NYSE:<a class="ticker" href="https://www.benzinga.com/stock/DGX#NYSE">DGX</a>) reported on Tuesday that first-quarter 2025 sales of $2.65 billion, up 12.1% year over year, beat the <a target="_blank" href="https://www.benzinga.com/calendars/earnings" rel="noreferrer noopener">consensus of $2.63 billion</a>.
The diagnostic test provider reported quarterly adjusted earnings of $2.21 per share, up 8.3%, <a href="https://www.benzinga.com/pressreleases/25/04/n44917998/quest-diagnostics-reports-first-quarter-2025-financial-results-reaffirms-revenue-and-adjusted-dilu" target="_blank" rel="noreferrer noopener">beating the consensus of $2.15</a>.
&#8220;In the first quarter, we delivered strong revenue growth of approximately 12%, including nearly 2.5% in organic growth, as demand rebounded in March following weather impacts early in the quarter. Our growth was due to contributions from acquisitions and large enterprise accounts, demand for our advanced diagnostics portfolio, and expanded health plan access,&#8221; said Jim Davis, chairman, CEO and president. &#8220;We are reaffirming our revenue and adjusted EPS guidance for the full year 2025.&#8221; 
Also Read: <a target="_blank" href="https://www.benzinga.com/news/earnings/25/04/44921124/ge-aerospace-expands-q1-operating-margins-ceo-talks-cost-control-to-mitigate-tariff-impact" rel="noreferrer noopener">GE Aerospace Expands Q1 Operating Margins, CEO Talks Cost Control To Mitigate Tariff Impact</a>
Revenue per requisition increased by 0.3%, requisition volume increased 12.4% and organic requisition volume fell slightly by 0.9%.
Adjusted Operating income increased 16.3% to $406 million, while margin improved from 14.8% to 15.3%.
Outlook: Quest Diagnostics reaffirms 2025 guidance for <a target="_blank" href="https://www.benzinga.com/news/earnings/25/01/43346695/quest-diagnostics-delivers-q4-earnings-beat-the-details" rel="noreferrer noopener">revenue of $10.70 billion—$10.85 billion</a> versus the consensus of $10.78 billion and adjusted EPS of $9.55-$9.80 compared to the consensus of $9.68.
In February, Quest agreed to acquire select assets of Fresenius Medical Care AG&#8217;s (NYSE:<a class="ticker" href="https://www.benzinga.com/stock/FMS#NYSE">FMS</a>) wholly owned Spectra Laboratories. Financial terms were not disclosed. The acquisition is expected to close in the second half of 2025. The transition of services is expected to be <a target="_blank" href="https://www.benzinga.com/pressreleases/25/02/n43910114/fresenius-medical-care-announces-divestment-of-select-laboratory-assets-to-quest-diagnostics" rel="noreferrer noopener">complete by early 2026</a>.
In addition, under a separate agreement, Quest will provide comprehensive laboratory services related to end-stage kidney disease and specialized water testing for patients and providers served by dialysis centers operated by Fresenius Medical Care and its wholly owned and joint-venture partners in the U.S.
In February, GRAIL Inc. (NASDAQ:<a class="ticker" href="https://www.benzinga.com/stock/GRAL#NASDAQ">GRAL</a>) and Quest Diagnostics announced the initial phase of a program to improve provider access to GRAIL&#8217;s Galleri multi-cancer early detection test.
Providers can now order the Galleri test directly from GRAIL through the Quest Diagnostics connectivity system that enables providers in the U.S. to order and receive reports of laboratory tests electronically through Quest&#8217;s Quanum laboratory portal and more than 900 electronic health record (EHR) systems. More than 500,000 providers used the Quest connectivity <a href="https://www.benzinga.com/pressreleases/25/02/n43657458/grail-and-quest-diagnostics-provide-grails-galleri-multi-cancer-early-detection-mced-test-through-" target="_blank" rel="noreferrer noopener">system last year</a>.
William Blair writes, &#8220;At first glance, these results are in line with what we would expect from Quest — consistent and with little drama.&#8221;
&#8220;We remain comfortable with the 2025 guide, as Quest continues to benefit from prudent utilization assumptions, mix benefits, flattish unit pricing, a more favorable regulatory environment and plenty of acquisition targets,&#8221; analyst Andrew Brackmann noted.
The William Blair analyst added, &#8220;Beyond the favorable industry backdrop, we believe Quest should be well insulated from macroeconomic noise, with the overwhelming majority of revenue coming from the U.S. and what we think will be minimal (likely offset) impact from tariffs.&#8221; The analyst reiterated the Outperform rating.
DGX Price Action: Quest Diagnostics stock is up 7.83% to $174.53 at publication on Tuesday.
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Photo: Shutterstock

Analyst Color

Biotech

Large Cap

Reiteration

GRAL

Quest Diagnostics Revenue Rebound, Strategic Moves Fuel Outlook Confidence

U.S. stocks were lower, with the Dow Jones index falling over 1,200 points on Thursday.
Shares of Lamb Weston Holdings, Inc. (NYSE:<a class="ticker" href="https://www.benzinga.com/stock/LW#NYSE">LW</a>) rose sharply during Thursday's session after the company reported better-than-expected third-quarter financial results and issued FY25 sales guidance <a href="https://www.benzinga.com/quote/LW/earnings">above estimates</a>.
Lamb Weston reported quarterly earnings of $1.10 per share which beat the analyst consensus estimate of 87 cents per share. The company reported quarterly sales of $1.52 billion which beat the analyst consensus estimate of $1.49 billion.
Lamb Weston shares jumped 10% to $59.52 on Thursday.
Here are some other big stocks recording gains in today's session.
<ul>
<li>The Goodyear Tire &amp; Rubber Company (NASDAQ:<a class="ticker" href="https://www.benzinga.com/stock/GT#NASDAQ">GT</a>) shares jumped 12.5% to $10.25.</li>
<li>Northern Dynasty Minerals Ltd. (NYSE:<a class="ticker" href="https://www.benzinga.com/stock/NAK#NYSE">NAK</a>) gained 12% to $1.0250.</li>
<li>Skyline Builders Group Holding Limited (NASDAQ:<a class="ticker" href="https://www.benzinga.com/stock/SKBL#NASDAQ">SKBL</a>) shares rose 7.1% to $11.10.</li>
<li>National Grid plc (NYSE:<a class="ticker" href="https://www.benzinga.com/stock/NGG#NYSE">NGG</a>) shares rose 6.5% to $70.08.</li>
<li>SBA Communications Corporation (NASDAQ:<a class="ticker" href="https://www.benzinga.com/stock/SBAC#NASDAQ">SBAC</a>) shares gained 6.1% to $232.69.</li>
<li>Anbio Biotechnology (NASDAQ:<a class="ticker" href="https://www.benzinga.com/stock/NNNN#NASDAQ">NNNN</a>) rose 5.6% to $7.39.</li>
<li>The Kroger Co. (NYSE:<a class="ticker" href="https://www.benzinga.com/stock/KR#NYSE">KR</a>) climbed 4.7% to $70.44.</li>
<li>American Tower Corporation (NYSE:<a class="ticker" href="https://www.benzinga.com/stock/AMT#NYSE">AMT</a>) shares rose 4.4% to $227.53.</li>
<li>Valneva SE (NASDAQ:<a class="ticker" href="https://www.benzinga.com/stock/VALN#NASDAQ">VALN</a>) gained 4.2% to $7.29.</li>
<li>Fresenius Medical Care AG (NYSE:<a class="ticker" href="https://www.benzinga.com/stock/FMS#NYSE">FMS</a>) rose 4.2% to $25.76.</li>
<li>McKesson Corporation (NYSE:<a class="ticker" href="https://www.benzinga.com/stock/MCK#NYSE">MCK</a>) gained 4% to $721.00. McKesson, on Wednesday, completed acquisition of PRISM Vision Holdings, LLC.</li>
<li>Sanofi (NASDAQ:<a class="ticker" href="https://www.benzinga.com/stock/SNY#NASDAQ">SNY</a>) rose 3% to $55.59 as the FDA granted Orphan Drug Status to the company's Rilzabrutinib for two rare autoimmune diseases with high unmet needs.</li>
</ul>
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</ul>
Photo via Shutterstock

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Lamb Weston Posts Better-Than-Expected Results, Joins Sanofi And Other Big Stocks Moving Higher On Thursday

Fresenius Medical Care Announces Ustekinumab Biosimilar Otulfi Developed By Formycon Ag, Is Now Available In United States.

Fresenius Medical Care Expects Revenue 2025 Growth To Be Positive To A Low-Single-Digit Percent Rate Compared To Prior Year, With Operating Income To Grow By A High-Teens To High-Twenties Percent Rate

Fresenius Medical Care (NYSE:<a class="ticker" href="https://www.benzinga.com/stock/FMS#NYSE">FMS</a>) reported quarterly earnings of $0.91 per share which beat the analyst consensus estimate of $0.86 by 5.81 percent. This is a 75 percent increase over earnings of $0.52 per share from the same period last year. The company reported quarterly sales of $5.08 billion which beat the analyst consensus estimate of $4.75 billion by 7.12 percent. This is a 1.94 percent increase over sales of $4.99 billion the same period last year.

Fresenius Medical Care Q4 2024 Adj EPS €0.91 Beats €0.86 Estimate, Sales €5.08B Beat €4.75B Estimate

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Earnings Scheduled For February 25, 2025

<ul>
<li>Quest to provide comprehensive dialysis-related laboratory and water testing services to&nbsp;Fresenius Medical Care owned and affiliated clinics in the United States</li>
</ul>
BAD HOMBURG, Germany and SECAUCUS, N.J., Feb. 24, 2025 /PRNewswire/ --&nbsp;Fresenius Medical Care ((XETRA: FME, NYSE:<a href="https://www.benzinga.com/stock/FMS#NYSE">FMS</a>), the world's leading provider of products and services for individuals with renal disease, and Quest Diagnostics (NYSE:<a class="ticker" href="https://www.benzinga.com/stock/DGX#NYSE">DGX</a>), a leading provider of diagnostic information services, today announced that, under terms of a definitive acquisition agreement, Quest will acquire select assets of FME's wholly owned Spectra Laboratories, a leading&nbsp; provider of renal-specific laboratory testing services in the U.S. &nbsp;
In addition, under a separate agreement, Quest will provide comprehensive laboratory services related to end-stage kidney disease (ESKD) and specialized water testing for patients and providers served by dialysis centers operated by Fresenius Medical Care and its wholly owned and joint-venture partners in the United States.

Contracts

Quest Diagnostics Acquires Select Assets Of Fresenius's Spectra Laboratories For Dialysis Testing Services In U.S., Terms Not Disclosed

Truist Securities analyst David Macdonald maintains Fresenius Medical Care (NYSE:<a class="ticker" href="https://www.benzinga.com/stock/FMS#NYSE">FMS</a>) with a Hold and raises the price target from $23 to $25.

Truist Securities Maintains Hold on Fresenius Medical Care, Raises Price Target to $25

<ul>
<li>Strategic Relationship: Agreement expands access to&nbsp;ECMO solutions for hospitals, health systems and patients in the U.S. nationwide.</li>
<li>Wide Reach: 4,350+ Premier member hospitals and health systems in the U.S. can leverage pre-negotiated terms and pricing on the&nbsp;Novalung System for ECMO.</li>
<li>Commitment to Quality Care: Reinforces company's commitment to supporting healthcare providers in their efforts to deliver high-quality critical care treatments and solutions.</li>
</ul>
BAD HOMBURG, Germany, Nov. 19, 2024 /PRNewswire/ --&nbsp;<a href="https://c212.net/c/link/?t=0&amp;l=en&amp;o=4306438-1&amp;h=482744951&amp;u=https%3A%2F%2Fwww.freseniusmedicalcare.com%2Fen%2Fhome%2F&amp;a=Fresenius+Medical+Care">Fresenius Medical Care</a>&nbsp;(FME), the world's leading provider of products and services for individuals with renal diseases, today announced its heart and lung group has been awarded a national group purchasing agreement for Mechanical Circulatory Support with Premier, Inc in the U.S. Since acquiring Xenios in 2016, Fresenius Medical Care has been dedicated to advancing heart and lung therapy. The agreement underscores FME's commitment to critical care solutions and allows Premier member hospitals and health systems, at their discretion, to take advantage of special pricing and terms pre-negotiated by Premier for the Novalung System.

Fresenius Medical Care Awarded Mechanical Circulatory Support Agreement with Premier, Inc. For The Novalung ECMO System; Agreement Expands Access To ECMO Solutions For Hospitals, Health Systems And Patients In The U.S. Nationwide

On Wednesday, Donald Trump, the Republican candidate and former president, was elected to the highest office again, marking a return to an administration. His second term is likely to impact U.S. healthcare.
Trump has been unclear about his healthcare policy goals during his campaign. Healthcare <a target="_blank" href="https://www.kff.org/health-care-in-2024-elections-apvotecast-polling/?entry=kff-analysis-of-ap-votecast-abortion-ballot-initiatives" rel="noreferrer noopener">ranked</a> lower than issues like the economy and immigration in voter concerns.
A <a target="_blank" href="https://apnews.com/article/ap-votecast-elections-harris-trump-voters-d5cf4e3611f50ec4349d93ddc7f037cd" rel="noreferrer noopener">poll</a> from the Associated Press found that only 8% of voters viewed healthcare as their top issue, compared to 39% who chose the economy and 20% who picked immigration. Abortion was the leading issue for 11% of voters.
Also Read: <a target="_blank" href="https://www.benzinga.com/general/biotech/24/11/41822473/trumps-potential-health-czar-robert-f-kennedy-jr-rattles-vaccine-stocks-shoot-first-reaction" rel="noreferrer noopener">Trump&#8217;s Potential &#8216;Health Czar&#8217; Robert F. Kennedy Jr. Rattles Vaccine Stocks: &#8216;Shoot First Reaction&#8217;</a>
Despite his focus on &#8220;Make America Healthy Again,&#8221; millions of Americans may lose health insurance subsidies next year, depending on the political climate after the election and the Republicans&#8217; control of the Senate.
The subsidies, expanded under the 2021 American Rescue Plan, help many, particularly the middle class, afford health insurance through the Affordable Care Act (ACA).
These subsidies are set to expire at the end of 2025, and it remains uncertain whether they will be extended under the new administration.
Trump and other Republicans have opposed continuing the subsidies.
The NBC News <a target="_blank" href="https://www.nbcnews.com/health/health-news/millions-risk-losing-health-insurance-trumps-victory-rcna179146" rel="noreferrer noopener">report</a>, citing some analysts, suggests that the chances of extension could be less than 5% if Republicans win control of the House and the Senate.
Even if Democrats control the House, extending these subsidies seems unlikely. Without an extension, nearly 4 million Americans could lose coverage by 2026 due to unaffordable premiums.
The 2021 changes led to a surge in ACA enrollment, with 15.5 million people benefiting from subsidies across 32 states. The report adds that if the subsidies aren&#8217;t renewed, up to 15.4 million Americans could lose health coverage by 2030.
Another significant issue is Trump&#8217;s stance on Medicare. As president, he supported Medicare Advantage, a private insurer-run program that could eventually replace traditional, government-run Medicare.
The NPR report <a target="_blank" href="https://www.npr.org/sections/shots-health-news/2024/11/07/nx-s1-5183092/trump-election-2024-medicare-advantage" rel="noreferrer noopener">highlights</a> that critics argue that expanding private insurers could increase costs for taxpayers and limit care, with some beneficiaries finding it difficult to switch back to traditional Medicare.
Robert Berenson, a former government official, warned that traditional Medicare could &#8220;wither on the vine.&#8221;
Medicare Advantage grew with the 2003 legislation introducing a drug benefit and expanded private insurers&#8217; role in the program. Although private plans were expected to lower costs, they have been more expensive.
The report also says that in 2023, Medicare Advantage plans cost taxpayers about 6% — or $27 billion — more than traditional Medicare, though some research suggests they offer better care.
The future of healthcare policy in the U.S. will depend on the political dynamics in Congress and Trump&#8217;s second term.
With Republicans pushing for major changes to the ACA and Medicare, experts warn of significant shifts in how Americans access and pay for healthcare in the coming years.
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Photo via Shutterstock

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Donald Trump's Second Term Could Reshape US Healthcare System, With Major Impacts on Affordable Care Act And Medicare

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