Fresenius Medical Care (FMS) shares fell 8.0% to €41.285, as investors were concerned about the continued weakness in U.S. patient treatment volumes, despite better-than-expected second-quarter earnings.
The dialysis service provider reported Q2 operating income (excluding special items) of €569 million, a 23% year-over-year increase, surpassing the market consensus of €515 million. Revenue reached €4.861 billion, also exceeding analysts' expectations of €4.792 billion. However, market attention focused on the 0.9% year-over-year decline in U.S. comparable same-market treatment volumes, raising concerns about the sustainability of future growth. Analysts from institutions such as JPMorgan Chase and Jefferies maintained "underweight" or "underperform" ratings on the stock, noting that management's reiteration rather than upward revision of full-year guidance could lead analysts to lower H2 earnings forecasts.
Source:Yahoo财经 · Source Link
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