Fresenius Medical Care AG

Fresenius Medical Care announced that Shervin J. Korangy will become the new Chief Executive Officer (CEO) and Chair of the Management Board, effective October 12, 2026. He succeeds Helen Giza, who has led the company for the past four years. Korangy, who has served on the company's Supervisory Board since 2023, brings significant global executive experience in healthcare and life sciences, most recently as CEO of BVI Medical. The company stated that under Giza's leadership, FME optimized its portfolio and implemented the FME25+ transformation program, creating a strong foundation for future growth. Ann Custin has been identified as a potential successor for Korangy's position on the Supervisory Board.

Fresenius Medical Care AG filed its interim report for the three and six months ended June 30, 2026 and 2025, including unaudited consolidated financial statements and management's discussion and analysis. The company announced a Pharmaceutical Business Reclassification, moving certain activities from the Care Enablement to the Care Delivery segment. Additionally, the FME25+ Program aims for €1.2 billion in sustainable savings by the end of 2027, with an extra €400 million from operational efficiencies.

Fresenius Medical Care AG has appointed Cassie McLean to its Management Board, effective August 1, 2026. Ms. McLean will assume the role of Chief Executive Officer for the Care Delivery operating segment, succeeding Craig Cordola. The company highlighted her deep dialysis expertise and leadership, expressing confidence in her ability to drive operational execution and achieve mid-term financial aspirations for Care Delivery. Ms. McLean joined Fresenius Medical Care in August 2025 and previously held leadership roles at Monte Nido and DaVita Kidney Care.

Fresenius Medical Care reported strong second-quarter 2026 results, with organic revenue growing 5% and adjusted operating income increasing 23% at constant currency to EUR 569 million. Adjusted earnings per share rose 28% at constant currency to EUR 1.13, supported by the share buyback program. The company made significant progress on its FME Reignite strategy, including the rollout of the 5008X CAREsystem in 227 U.S. clinics and EUR 67 million in savings from the FME25+ program. Fresenius Medical Care reaffirmed its full-year 2026 outlook.

Fresenius Medical Care reported Q2 2026 operating income, excluding special items, of EUR 569 million, a 23% increase at constant currency, surpassing market expectations of EUR 515 million. Group revenue rose 4% at constant currency to EUR 4,861 million, also slightly above consensus. The company confirmed its unchanged financial outlook for the full year 2026.

Fresenius Medical Care announced BEACON-US, a comprehensive scientific research initiative to expand clinical and real-world evidence for high-volume hemodiafiltration (HVHDF) in U.S. dialysis patients. The company is expanding access to HVHDF across the U.S., building on two decades of international evidence supporting improved survival and reduced hospitalization. Early U.S. observations show strong clinical performance, including 40% fewer muscle cramps and improved dialysis adequacy, aligning with landmark studies like CONVINCE. CEO Helen Giza emphasized HVHDF's potential to transform kidney care and its role in the FME Reignite strategy.

Fresenius Medical Care AG announced the launch of a new share buyback program totaling up to EUR 1 billion. The program commenced on May 28, 2026, and is expected to conclude by May 27, 2027. The first tranche, valued at up to EUR 600 million, is scheduled to be completed by December 15, 2026. The repurchased shares will primarily be cancelled to reduce share capital, with a smaller portion allocated to incentive-based compensation plans.

Fresenius Medical Care held its Annual General Meeting, where shareholders approved a dividend of EUR 1.49 per share for fiscal year 2025. The company announced the successful completion of its €1.0 billion share buyback program, which repurchased 24.8 million shares, and granted a new authorization for future treasury share acquisitions. Following the AGM, the Management Board resolved to cancel 24,848,819 treasury shares, reducing the share capital by EUR 24,848,819.00. The company also highlighted strong financial performance in 2025, including 8% organic revenue growth and an increased operating margin of 11.3%, alongside the US FDA approval and ongoing commercial launch of its 5008X CAREsystem.

Fresenius Medical Care AG filed its Interim Report of Financial Condition and Results of Operations for the three months ended March 31, 2026 and 2025. The report details the company's financial performance and position, outlines its FME Reignite strategy with profitability aspirations for 2030, and highlights the FME25+ Program targeting €1.2 billion in sustainable savings by the end of 2027. It also discusses various risk factors, including the potential impact of the U.S. Supreme Court’s Loper Bright decision on regulatory interpretations and the influence of private payors.

Fresenius Medical Care reported strong adjusted operational and financial progress in Q1 2026, with organic revenue growth of 4% and adjusted operating income increasing 10% at constant currency. Adjusted EPS also rose 16%, benefiting from the completed EUR 1.0 billion share buyback program. However, reported operating income and net income declined significantly due to EUR 166 million in one-time costs related to the FME25+ transformation program. The company confirmed its full-year 2026 outlook for broadly flat revenue and mid-single digit operating income growth.