Fresenius Medical Care AG
NYSE•FMS
CEO: Ms. Helen Giza
板块: Healthcare
行业: Medical - Care Facilities
上市日期: 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.
联系方式
市值
$13.16B
市盈率 (TTM)
11.3
15.3
股息率
3.6%
52周最高
$30.46
52周最低
$20.95
52周范围
排名36Top 31.8%
4.5
F-Score
改良版 Piotroski 分析
基于 10 年期基本面
一般 • 4.5 / 9 分
评分区间 (0-9)
8-9: 价值优异
6-7: 基本面强劲
4-5: 整体稳健
0-3: 表现疲弱
数据范围: 2016-2025
财务仪表盘
Q4 2025 数据
营业收入
$5.90B+0.00%
近4季度走势
每股收益
$0.66+0.00%
近4季度走势
自由现金流
$656.78M+0.00%
近4季度走势
2025 Annual 财报亮点
核心亮点
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.
关注风险
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.
前瞻展望
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.
同行对比
营业收入 (TTM)
$22.15B
$21.31B
$17.36B
毛利率 (最新季度)
100.0%
90.9%
90.6%
关键指标
股票代码 | 市值 | 市盈率 (TTM) | 净资产收益率 (TTM) | 负债率 |
|---|---|---|---|---|
| RPRX | $20.86B | 27.3 | 11.9% | 45.6% |
| INCY | $19.32B | 14.9 | 29.1% | 1.0% |
| THC | $17.01B | 12.1 | 34.8% | 44.4% |
长期趋势
近4季度
营业收入
净利润
经营现金流
4季度营收复合增长率
4.7%
温和增长
4季度净利润复合增长率
33.7%
盈利能力强劲提升
现金流稳定性
100%
现金流表现优异
深度研究
下次财报:2026年5月4日
每股收益:-
|营业收入:-
财务数据
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财务报告
新闻
利润表
资产负债表
现金流量表
财务比率
变化率
利润表 | 过去12个月 |
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无数据