Germany · Delayed Price · Currency is EUR Siemens Aktiengesellschaft Earnings Call Transcripts
Fiscal Year 2026
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The meeting highlighted record financial results, strategic acquisitions, and a focus on digital and AI-driven growth. Leadership transitions and sustainability targets were announced, alongside a proposed dividend increase and plans to spin off Siemens Healthineers.
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Strong Q1 performance with 10% order growth, record backlog, and 8% revenue increase, led by Smart Infrastructure and Digital Industries. Raised guidance for revenue and EPS, while highlighting ongoing risks from currency, commodity prices, and geopolitics.
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Q1 fiscal 2026 delivered record order backlog, 8% revenue growth, and profit margin of 15.6%, with all segments and regions contributing. Outlook for revenue and EPS was raised, driven by strong demand in data centers, digitalization, and AI partnerships.
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AI is driving a rapid transformation in industry, with Siemens and partners showcasing advances in digital twins, adaptive manufacturing, and physical AI. Customer cases highlight significant efficiency gains, while expert panels stress the importance of data, trust, and ecosystem collaboration for scaling innovation.
Fiscal Year 2025
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Data centers and AI factories are driving rapid growth, with Siemens expanding market share and investing in capacity and innovation. The company leverages strengths in electrification, automation, and digital solutions, while partnerships and a robust data fabric underpin its leadership in industrial AI.
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Record fiscal 2025 results with revenue up 5%, net income at €10.4B, and free cash flow at €10.8B. Outlook for 2026 is robust, with 6%-8% revenue growth and high single-digit EPS growth, despite FX headwinds. Deconsolidation of Healthineers and digital expansion drive future focus.
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Q3 saw robust order and revenue growth, led by Mobility and Smart Infrastructure, with strong cash flow and margin expansion. Fiscal 2025 guidance is confirmed despite macroeconomic and geopolitical uncertainties, and major acquisitions and sustainability initiatives are advancing.
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Q2 delivered strong order and revenue growth, with robust profitability and cash flow. Guidance for FY2025 is confirmed despite macroeconomic and geopolitical uncertainties, supported by a healthy backlog and strategic acquisitions in software and life sciences.
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Global diversification and strong U.S. and China operations support stable guidance despite political uncertainty. Workforce adjustments and a local-for-local China strategy are underway, while Smart Infrastructure and software segments show robust growth. Healthineers stake review will conclude in December.
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Fiscal 2025 began with strong revenue and profit growth, record order backlog, and robust free cash flow, despite macroeconomic headwinds. Digital Industries faced destocking but showed signs of recovery, while Smart Infrastructure and Mobility delivered solid results. Guidance for the year is confirmed.
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Q1 fiscal 2025 saw 3% revenue growth, record order backlog, and strong cash flow, with Smart Infrastructure and Mobility driving performance. Guidance for 2025 is confirmed despite macroeconomic and geopolitical uncertainties, and major divestments and acquisitions are underway.
Fiscal Year 2024
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Strong Q4 and FY2024 results with 3% revenue growth, record free cash flow, and robust performance in Smart Infrastructure and Mobility. Fiscal 2025 guidance anticipates 3%-7% revenue growth, continued high cash generation, and strategic investments in digital and AI.
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Fiscal 2024 saw robust revenue and cash flow growth, with strong performance in Smart Infrastructure and Mobility, while Digital Industries faced headwinds. The company is accelerating digital and AI initiatives, highlighted by the planned Altair acquisition, and expects continued profitable growth in 2025.
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The acquisition will create a leading AI-powered design and simulation portfolio, expanding market reach and accelerating digital transformation. Financially, the deal is fully cash-financed, with significant cost and revenue synergies expected, and minimal regulatory or integration risks anticipated.
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Q3 2024 saw strong growth and margin expansion, led by Smart Infrastructure and exceptional Software performance, despite macroeconomic headwinds. Guidance for FY2024 is confirmed, with continued focus on shareholder returns and strategic investments in electrification and digitalization.
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Q3 2024 delivered strong revenue and profit growth, led by Smart Infrastructure and major software wins, despite macroeconomic headwinds and weak automation demand. Guidance for fiscal 2024 is confirmed, with continued focus on cash flow, investments, and portfolio optimization.