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Fresenius Lifts Profit Outlook After Stronger-Than-Expected Q3

Management credits Kabi-led momentum, noting a pending U.S. Section 232 tariff review.

Overview

  • Third-quarter revenue rose about 3% to nearly €5.5 billion.
  • Adjusted EBIT increased 4% to €574 million (up 6% at constant currencies), and adjusted net profit reached €351 million from €312 million a year earlier.
  • Fresenius raised its full-year guidance to 4–8% adjusted EBIT growth at constant exchange rates.
  • Kabi drove the quarter’s gains, while the Helios clinics business posted earnings declines.
  • The company is seeking exclusions for generics and biosimilars in a pending U.S. Section 232 tariff review that could affect its North American operations, and it kept the revenue target raised in the summer.