Siemens Energy (DE:ENR)
XETRA:ENR
Earnings Data
Report Date
May 12, 2026TBA (Confirmed)
Period Ending
2026 (Q2)Consensus EPS Forecast
1Last Year’s EPS
0.81Same Quarter Last Year
Moderate Buy
Based on 15 Analysts Ratings
Earnings Call Summary
Earnings Call Sentiment|Positive
The call reported a strong operational quarter with record orders, backlog expansion, margin improvement and exceptional free cash flow supported by broad demand across Gas Services and Grid Technologies. Significant progress at Siemens Gamesa and strategic investments (U.S. expansion, European capacity builds) and credit upgrades underpin a constructive outlook. Key cautions include reliance on reservation fees and timing effects behind cash flow, supply‑chain pressure and longer lead times, a still‑negative cash profile at Siemens Gamesa, and FX headwinds. On balance, the positive developments and scale of improvements outweigh the challenges, though several items are non‑recurring or dependent on execution.Company Guidance
Record Quarterly Orders and Book-to-Bill
Orders of EUR 17.6 billion in Q1, up 34% year‑over‑year on a comparable basis; book‑to‑bill ratio 1.82 and segment book‑to‑bill metrics (e.g., Gas Services 2.83, Grid Technologies 1.95).
All‑time High Order Backlog
Order backlog reached a record EUR 146 billion (up from EUR 138 billion in Q4 FY25, ~EUR 8 billion increase), with ~45% of backlog relating to recurring service business.
Revenue and Margin Expansion
Group revenue EUR 9.7 billion, up 12.8% year‑over‑year (comparable). Profit before special items EUR 1.159 billion with a 12% margin, up from 5.4% last year (+660 basis points).
Very Strong Free Cash Flow and Balance Sheet
Record free cash flow pretax of EUR 2.9 billion (nearly double prior year); cash and cash equivalents EUR 11.8 billion; adjusted net cash position EUR 7.6 billion versus EUR 4.8 billion at prior year end.
Gas Services Exceptional Performance
Gas Services orders EUR 8.8 billion, up 81% YoY; booked 102 gas turbines (19 large, 83 industrial); ~13 GW of new gas turbine orders in Q1; Gas Services revenue +13.9% and PBE (pre special items) EUR 515 million with 16.6% margin (up from 14.6%).
Grid Technologies Momentum
Grid Technologies orders EUR 6.0 billion, up 22% YoY; revenue EUR 3.1 billion, up 26.9% YoY; PBE EUR 538 million with a 17.6% margin (improved ~520 bps); record backlog EUR 45 billion and FCF pretax around EUR 1.8 billion.
Siemens Gamesa Turnaround Progress
Siemens Gamesa improved materially: Q1 revenue EUR 2.4 billion (+3.9% comparable) and loss before special items narrowed to -EUR 46 million versus -EUR 374 million a year ago, reflecting productivity gains and improved service profitability.
Strategic Investments and Credit Upgrades
Announced ~USD 1 billion U.S. investment program to expand manufacturing and add ~1,500 jobs; European capacity expansions (Austria transformer plant tripled wind transformer production; new tank factory in Croatia). S&P upgraded to BBB (positive outlook) and Moody's to Baa1 (stable).
DE:ENR 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
DE:ENR Earnings-Related Price Changes
Report Date | Price 1 Day Before | Price 1 Day After | Percentage Change |
|---|---|---|---|
Feb 11, 2026 | €149.96 | €162.56 | +8.40% |
Nov 14, 2025 | €100.62 | €110.03 | +9.35% |
Aug 06, 2025 | €97.22 | €98.24 | +1.04% |
May 08, 2025 | €70.68 | €73.03 | +3.32% |
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 Energy (DE:ENR) report earnings?
Siemens Energy (DE:ENR) is schdueled to report earning on May 12, 2026, TBA (Confirmed).
What is Siemens Energy (DE:ENR) earnings time?
Siemens Energy (DE:ENR) earnings time is at May 12, 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 the P/E ratio of Siemens Energy stock?
The P/E ratio of Siemens Energy is N/A.
What is DE:ENR EPS forecast?
DE:ENR EPS forecast for the fiscal quarter 2026 (Q2) is 1.