Siemens Healthineers (SEMHF)
OTHER OTC:SEMHF
Earnings Data
Report Date
May 07, 2026TBA (Confirmed)
Period Ending
2026 (Q2)Consensus EPS Forecast
0.58Last Year’s EPS
0.65Same Quarter Last Year
Strong Buy
Based on 12 Analysts Ratings
Earnings Call Summary
Earnings Call Sentiment|Positive
The call conveyed a predominantly positive operational story anchored by strong performance in Imaging and Precision Therapy—robust growth, margin expansion, product innovation and strategic milestones (Moody's rating, value partnerships). However, material near-term headwinds from Diagnostics in China, tariffs and foreign exchange created meaningful revenue and profit pressure and lowered short-term visibility (Q2 growth expected below guidance). Overall, strengths in the synergistic core were sufficient for management to confirm the full-year outlook, leaving the tone constructive but with clear risks to monitor in Diagnostics and macro/trade-related headwinds.Company Guidance
Strong start to FY2026 with confirmed outlook
Company reported a good start to fiscal 2026 and confirmed its full-year revenue and adjusted EPS outlook, driven by strong operational performance in core businesses.
Imaging growth and margin expansion
Imaging revenue grew 5.7% in Q1; adjusted EBIT margin was 21.6% with operational margin expansion of north of ~100 basis points (ex prior-year special items and excluding ~200 bps headwind from tariffs/FX). Photon Counting CT and radiopharmaceuticals (including PETNET contribution) were key growth drivers.
Precision Therapy momentum and Varian performance
Precision Therapy grew 5.9% in Q1 (Varian +9%), with an outstanding operational margin expansion of almost 400 basis points; Varian equipment book-to-bill was healthy and Varian margin was north of ~19%.
Combined Imaging & Precision Therapy strength
The synergetic core (Imaging and Precision Therapy) delivered roughly 6% combined growth, an equipment book-to-bill of 1.12, and operational margin expansion that broadly compensated for tariffs and FX headwinds.
Group revenue and regional performance
Group revenue grew ~3.8% in Q1. The Americas region grew strongly at 9%, supporting group top-line strength.
Underlying operational earnings improvement
Adjusted EBIT margin disclosed at 15% (flat YoY); excluding tariffs and FX, operational margin expanded by ~200 basis points. Adjusted EPS was down 3% YoY but, excluding tariffs and FX, EPS grew ~17% YoY; operational EPS improvement was ~EUR 0.08 in Q1.
Strategic milestones and innovation traction
Received investment-grade rating from Moody's (milestone for financial independence). Strategic initiatives gaining traction: Elevating Health Globally, new RSNA product launches (Syngo.CT Coronary Cockpit, Photon Counting CT, XL interventional MRI, new angiography family), and strong feedback on AI-enabled features.
Value partnerships and emerging market momentum
Signed a 10-year value partnership with Onvida (~$55M capital equipment commitment; >$100M total expected) and strong emerging market activity (Vietnam: 45 systems across 18 sites including 2 Photon Counting CTs in December). PETNET showed double-digit growth in the U.S.
SEMHF Earnings History
The table shows recent earnings report dates and whether the forecast was beat or missed. See the change in forecast and EPS from the previous year.
Beat
Missed
SEMHF Earnings-Related Price Changes
Report Date | Price 1 Day Before | Price 1 Day After | Percentage Change |
|---|---|---|---|
Feb 05, 2026 | $50.06 | $49.16 | -1.81% |
Nov 05, 2025 | $54.56 | $51.36 | -5.86% |
Jul 30, 2025 | $55.03 | $55.27 | +0.43% |
May 07, 2025 | $52.23 | $50.49 | -3.35% |
Earnings announcements can affect a stock’s price. This table shows the stock's price the day before and the day after recent earnings reports, including the percentage change.
FAQ
When does Siemens Healthineers (SEMHF) report earnings?
Siemens Healthineers (SEMHF) is schdueled to report earning on May 07, 2026, TBA (Confirmed).
What is Siemens Healthineers (SEMHF) earnings time?
Siemens Healthineers (SEMHF) earnings time is at May 07, 2026, TBA (Confirmed).
Where can I see when companies are reporting earnings?
You can see which companies are reporting today on our designated earnings calendar.
What companies are reporting earnings today?
You can see a list of the companies which are reporting today on TipRanks earnings calendar.
What is SEMHF EPS forecast?
SEMHF EPS forecast for the fiscal quarter 2026 (Q2) is 0.58.