Fresenius Medical Care AG Earnings Missed Analyst Estimates: Here’s What Analysts Are Forecasting Now
Shareholders might have noticed that Fresenius Medical Care AG (ETR:FME) filed its quarterly result this time last week. The early response was not positive, with shares down 5.9% to €35.83 in the past week. Statutory earnings per share fell badly short of expectations, coming in at €0.43, some 60% below analyst forecasts, although revenues were okay, approximately in line with analyst estimates at €4.6b. This is an important time for investors, as they can track a company’s performance in its report, look at what experts are forecasting for next year, and see if there has been any change to expectations for the business. So we gathered the latest post-earnings forecasts to see what estimates suggest is in store for next year. AI is about to change healthcare. These 20 stocks are working on everything from early diagnostics to drug discovery. The best part – they are all under $10bn in marketcap – there is still time to get in early. Taking into account the latest results, Fresenius Medical Care’s 17 analysts currently expect revenues in 2026 to be €19.5b, approximately in line with the last 12 months. Statutory earnings per share are forecast to fall 14% to €3.01 in the same period. Before this earnings report, the analysts had been forecasting revenues of €19.5b and earnings per share (EPS) of €3.23 in 2026. So it looks like there’s been a small decline in overall sentiment after the recent results – there’s been no major change to revenue estimates, but the analysts did make a minor downgrade to their earnings per share forecasts. Check out our latest analysis for Fresenius Medical Care The consensus price target held steady at €44.12, with the analysts seemingly voting that their lower forecast earnings are not expected to lead to a lower stock price in the foreseeable future. There’s another way to think about price targets though, and that’s to look at the range of price targets put forward by analysts, because a wide range of estimates could suggest a diverse view on possible outcomes for the business. Currently, the most bullish analyst values Fresenius Medical Care at €67.00 per share, while the most bearish prices it at €32.00. Note the wide gap in analyst price targets? This implies to us that there is a fairly broad range of possible scenarios for the underlying business. Taking a look at the bigger picture now, one of the ways we can understand these forecasts is to see how they compare to both past performance and industry growth estimates. We would highlight that Fresenius Medical Care’s revenue growth is expected to slow, with the forecast 0.9% annualised growth rate until the end of 2026 being well below the historical 2.3% p.a. growth over the last five years. Compare this against other companies (with analyst forecasts) in the industry, which are in aggregate expected to see revenue growth of 4.4% annually. Factoring in the forecast slowdown in growth, it seems obvious that Fresenius Medical Care is also expected to grow slower than other industry participants.