Fresenius Medical Care is targeting around 20% conversion of its machines to the 5008X system in its own clinics by 2026, while confirming its full-year outlook for broadly flat revenue and operating income change in the mid-single-digit percentage range. CEO Helen Giza said the company had converted 227 clinics across 23 states by late July, representing 10% of its machine base, and remains on track for the 2026 target. The company reported a 23% increase in operating income at constant currency in the second quarter, with FME25+ delivering EUR 67 million of sustainable savings. However, U.S. same market treatment growth declined by 0.9%, which Giza attributed to an internal operational miss in capturing referrals, and the company now expects U.S. same market treatment growth in 2026 to remain around the second-quarter level. The full-year TDAPA headwind is now expected to be around EUR 50 million, down from the previously anticipated EUR 100 million, while special items of negative EUR 103 million were recorded in the quarter, mainly related to the TAVNEOS marketing authorization revocation.
Fresenius Medical Care AG & Co. KGaAConfirms guidance and reports strong Q2 operating income growth, though U.S. treatment growth declined.