The Broyhill Q1 2026 Portfolio Strategy And Positioning

Valvoline was Broyhill's largest contributor in the quarter, as the underlying unit economics are intact, while unit growth, service mix, and price continue moving in the same direction. Honeywell management accelerated the aerospace spin-off to the end of June, leaving behind a pure-play automation business that Broyhill believes is worth meaningfully more than the whole. Large pharma is structurally reliant on IQVIA's clinical trial architecture and proprietary data assets, and Broyhill thinks it is highly unlikely that AI can automate away the FDA approval process.

Seeking Alpha • May 15, 2026

FMS Stock Rises Despite Q1 Earnings & Sales Miss, Margins Expand

Fresenius Medical's shares rise after Q1 earnings miss estimates as margin expansion and FME25+ savings support operating income growth.

Zacks Investment Research • May 6, 2026

Fresenius Medical Care's revenue falls in Q1 as weak dollar takes toll

Fresenius Medical Care said ​on Tuesday its ‌revenue fell 6% in the first ​quarter of ​2026, weighed down by ⁠significant currency ​effects, mainly from ​the weak U.S. dollar, and recent divestitures.

Reuters • May 5, 2026

Fresenius Medical Care Posts Lower Net Profit on One-Off Costs

The dialysis specialist started restructuring its U.S. network by exiting 64 of up to 100 clinics.

WSJ • May 5, 2026

Fresenius Medical Care AG (FMS) Q1 2026 Earnings Call Transcript

Fresenius Medical Care AG (FMS) Q1 2026 Earnings Call Transcript

Seeking Alpha • May 5, 2026

Fresenius Medical Care delivers strong operating income growth in Q1 2026 while advancing the U.S. rollout of 5008X CAREsystems at speed

Organic revenue growth1 of 4% with growth in all operating segments Operating income2 grew 10%, resulting in further margin expansion to 10.1% FME25+ transformation program related one-time costs mainly drove reported operating income decline of 14% and reported net income3 decrease of 22% Earnings per share2 (EPS) increased by 16%, supported by the share buyback program FY 2026 outlook confirmed BAD HOMBURG, Germany, May 5, 2026 /PRNewswire/ -- "Fresenius Medical Care delivered continued operational and financial progress in the first quarter, with organic revenue growth, improved profitability and adjusted EPS growth. Operating income growth was in line with our planned phasing," said Helen Giza, Chief Executive Officer of Fresenius Medical Care.

PRNewsWire • May 5, 2026

Fresenius Medical: The Undervaluation Is Getting Clearer

Fresenius Medical Care is undervalued at a sub-10x P/E despite 7-9% AEPS growth and improved fundamentals. FMS has achieved 300-400 bps margin expansion, €800M+ in savings, and reduced leverage to 2.5x, supporting a more robust investment-grade profile. Even with flat or low growth, FMS offers 40-60% multi-year upside to a $29/share price target, justifying a 'Buy' rating.

Seeking Alpha • May 5, 2026

Why Fresenius (FMS) is a Top Value Stock for the Long-Term

Whether you're a value, growth, or momentum investor, finding strong stocks becomes easier with the Zacks Style Scores, a top feature of the Zacks Premium research service.

Zacks Investment Research • Apr 9, 2026

Reasons to Retain Fresenius Medical Stock in Your Portfolio for Now

FMS eyes growth on value-based care surge and FME25+ savings, but regulatory headwinds, flat volumes and China weakness cloud outlook.

Zacks Investment Research • Mar 25, 2026

Fresenius (FMS) is a Top-Ranked Value Stock: Should You Buy?

Whether you're a value, growth, or momentum investor, finding strong stocks becomes easier with the Zacks Style Scores, a top feature of the Zacks Premium research service.

Zacks Investment Research • Mar 24, 2026