Germany · Delayed Price · Currency is EUR Siemens Aktiengesellschaft Earnings Call Transcripts
Fiscal Year 2026
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Q2 2026 saw robust order and revenue growth, record backlogs, and strong margins in core segments, despite geopolitical and currency headwinds. Guidance was raised for Digital Industries and Smart Infrastructure, while Mobility's outlook was trimmed due to tariffs.
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Q2 saw robust order and revenue growth, record backlogs, and strong cash flow, despite currency and tariff headwinds. Guidance for FY26 was raised for Digital Industries and Smart Infrastructure, while Mobility's outlook was trimmed due to tariffs.
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The meeting highlighted record financial results, a proposed dividend increase, and strategic moves including the spin-off of Siemens Healthineers and major investments in AI and digitalization. Leadership transitions and sustainability remain central to future growth.
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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 rapidly transforming industry through digital twins, intelligent automation, and strong partnerships, with real-world impact seen in manufacturing, supply chains, and infrastructure. Companies like PepsiCo and Hero MotoCorp report significant efficiency gains, while ecosystem collaboration and workforce upskilling are key to scaling industrial AI.
Fiscal Year 2025
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Siemens is accelerating growth through SaaS transformation, strategic acquisitions, and expansion into high-growth markets like life sciences and data centers. Leveraging digital twins, AI, and a robust data fabric, it delivers operational efficiency and innovation, while maintaining strong market positions and preparing for further portfolio expansion.
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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 fiscal 2025 is confirmed despite macroeconomic and geopolitical uncertainties, with key investments in software and life sciences expanding future growth opportunities.
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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 Q1 2025 saw solid revenue and profit growth, with record backlog and strong cash flow, despite order declines from fewer large contracts. Digital Industries faced automation headwinds but showed software strength, while Smart Infrastructure and Mobility delivered robust results. Guidance for 2025 is confirmed amid ongoing macro uncertainties.
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Q1 FY25 saw strong revenue and profit growth, with record order backlog and robust free cash flow. Smart Infrastructure and Mobility drove performance, while Digital Industries showed signs of recovery. Guidance for FY25 is confirmed despite macroeconomic and geopolitical uncertainties.
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 of Altair Engineering for $10 billion strengthens the industrial software portfolio, expands AI and simulation capabilities, and is expected to deliver significant cost and revenue synergies. The deal is fully cash financed, with closing targeted for H2 2025 and minimal regulatory hurdles anticipated.
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Q3 2024 saw robust growth and margin expansion, led by Smart Infrastructure and exceptional Software license wins, despite macroeconomic headwinds and weak demand in China and Europe. Guidance for FY24 is confirmed, with continued focus on operational execution and shareholder returns.
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Q3 fiscal 2024 delivered robust growth and profitability, led by Smart Infrastructure and strong software performance in Digital Industries, despite macroeconomic headwinds in China and Europe. Guidance for fiscal 2024 is confirmed, with continued investments and a focus on electrification and digitalization.