Fresenius Medical Care's Revenue Estimates Lowered by Jefferies on U.S. Volume Concerns -- Market Talk

Dow Jones
03-21

0812 GMT - Fresenius Medical Care's revenue estimates have been lowered by Jefferies due to constrained U.S. volume growth compared to prepandemic levels and a diverging growth outlook from U.S. rival DaVita, its analysts write. The German dialysis provider guides for 0.5% U.S. volume growth in 2025 and expects volumes to recover by 2% in 2026. On the contrary, DaVita guides for flat volume growth at the midpoint of its guidance in 2025 and refrained from long-term comments, hinting at a potentially slower growth across the market. Consequently, Jefferies lowers its 2025-29 revenue estimate but increases its adjusted EBIT target on the company's higher margins and raised savings ambitions. Jefferies analysts look for more updates on its strategy and future growth prospects at its June CMD, they add. Shares fall 0.9% to 45.07 euros.(helena.smolak@wsj.com)

 

(END) Dow Jones Newswires

March 21, 2025 04:19 ET (08:19 GMT)

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