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Fresenius Medical Care AG

NYSE•FMS
CEO: Ms. Helen Giza
セクター: Healthcare
業種: Medical - Care Facilities
上場日: 1996-09-17
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.
連絡先情報
Else-KrOener-Strasse 1, Bad Homburg, 61352, Germany
49-6172-609-0
www.freseniusmedicalcare.com
時価総額
$13.23B
PER (TTM)
11.5
16.6
配当利回り
3.4%
52週高値
$30.46
52週安値
$20.95
52週レンジ
21%
順位36Top 31.8%
4.5
F-Score
改良版 Piotroski 分析
10年ファンダメンタル
堅調 • 4.5 / 9 ポイント
スコアレンジ (0-9)
8-9: 価値が優れている
6-7: 基礎体質が強い
4-5: 全体的に堅調
0-3: パフォーマンスが弱い
データ期間: 2016-2025

財務ダッシュボード

Q4 2025 データ

売上高

$5.90B+0.00%
直近4四半期の推移

EPS

$0.66+0.00%
直近4四半期の推移

フリーCF

$656.78M+0.00%
直近4四半期の推移

2025 Annual 決算ハイライト

主なハイライト

Revenue Growth Strong Total revenue reached €19.63 B, up 2% as reported; Constant Currency revenue grew 5% across segments.
Operating Income Jumps Operating income €1.83 B, up 31% reported, driven by segment growth and FME25+ net savings.
Shareholder Net Income Net income attributable to shareholders €978 M, up 88% in Constant Currency, showing strong profitability improvement.
HVHDF Standard Set Introduced HVHDF into clinical practice in U.S. clinics, planning broader commercial launch in 2026 for advanced therapy.

リスク要因

Regulatory Uncertainty High Legislative reform threats, including ACA changes and Loper Bright ruling, create uncertainty for reimbursement models.
Cost Inflation Pressures Increased costs for labor, energy, and raw materials may adversely impact financial condition if not offset by pricing.
Cybersecurity Incident Risk IT systems were attacked in 2023; continuous monitoring needed to safeguard confidential patient and business data.
Reimbursement Rate Decline Government payor reimbursement rates are limited, potentially shifting commercially insured patients to lower-paying systems.

見通し

FME Reignite Strategy Focus Strategy aims for above-market growth and industry-leading margins, building on portfolio reorganization and innovation.
FME25+ Savings Target Expanded FME25+ Program targets cumulative €1.2 BN sustainable savings by the end of 2027 across operations.
Capital Allocation Framework Framework includes 30% to 40% dividend payout ratio and €1 BN share buyback program completion expected soon.
HVHDF Rollout Planned Committed to replacing entire U.S. installed base with 5008X CAREsystem by end of 2030 to drive therapy adoption.

同業比較

売上高 (TTM)

FMS stock ticker logoFMS
$22.15B
+1.5%
THC stock ticker logoTHC
$21.31B
+3.1%
UHS stock ticker logoUHS
$17.36B
+9.7%

粗利益率 (最新四半期)

RPRX stock ticker logoRPRX
100.0%
+0.0pp
INCY stock ticker logoINCY
90.9%
+1.8pp
SNN stock ticker logoSNN
65.6%
+0.8pp

主要指標

銘柄コード
時価総額
PER (TTM)
ROE (TTM)
負債比率
THC$20.87B14.834.8%44.4%
RPRX$19.69B25.811.9%45.6%
INCY$19.11B14.729.1%1.0%

長期トレンド

直近4四半期
売上高
純利益
営業キャッシュフロー
4四半期売上高CAGR
4.7%
緩やかな成長
4四半期純利益CAGR
33.7%
収益性の大幅な改善
キャッシュフロー安定性
100%
優れたキャッシュフローの実績

深度リサーチ

次回決算:2026年5月4日
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EPS:-
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売上高:-
財務データ
決算説明会
財務レポート
ニュース
損益計算書
バランスシート
キャッシュフロー計算書
財務比率
変化率
損益計算書
直近12ヶ月
データなし