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Siemens AG (SIEGY)
OTHER OTC:SIEGY
Earnings Data
Report Date
May 13, 2026Before Open (Confirmed)
Period Ending
2026 (Q2)Consensus EPS Forecast
1.57Last Year’s EPS
1.58Same Quarter Last Year
Moderate Buy
Based on 1 Analysts Ratings
Earnings Call Summary
Earnings Call Sentiment|Positive
The call presents a predominantly positive operational and financial picture: strong order intake (record backlog), broad-based revenue growth (+8% group) and margin expansion in key businesses (SI and DI), supported by strategic AI partnerships and disciplined capital allocation (buybacks, share retirements). Offsetting factors include currency headwinds, integration-related margin drag, seasonal cash flow swings, and some near-term softness in Mobility and limited end-market visibility. On balance, the positive business momentum and raised EPS guidance outweigh the contained challenges.Company Guidance
Record Order Backlog and Healthy Book-to-Bill
Group orders rose 10% year-over-year to EUR 21.4 billion with a book-to-bill of 1.12. Order backlog reached a record EUR 120 billion, providing strong visibility for future quarters.
Group Revenue and Profitability Growth
Group revenue increased 8% year-over-year with all businesses contributing. Industrial profit was EUR 2.9 billion and the group's industrial profit margin rose to 15.6%, above market expectations. Basic EPS pre-PPA for the quarter reached EUR 2.80.
Raised FY EPS Guidance and Confident Outlook
Siemens raised its FY EPS (pre-PPA) guidance to EUR 10.70–11.10 (midpoint up EUR 0.20). Management expects to reach the upper half of the comparable revenue growth guidance (6%–8%), signaling confidence after a strong start to fiscal 2026.
Smart Infrastructure (SI) Outperformance
SI delivered outstanding results: orders up 22% to EUR 7.2 billion (quarterly record), book-to-bill 1.30, order backlog EUR 20.2 billion, revenue +10%, electrification revenue +22%, and profit margin expanded by 210 basis points to 19.0% (commodity-hedging added ~100bps). Data center orders hit a record EUR 1.8 billion.
Digital Industries (DI) Momentum — Automation & Software
DI orders were EUR 4.8 billion (+13% YoY) with book-to-bill 1.07. DI revenue grew 10%; software +11% and automation +9% (automation revenue noted at EUR 7.9 billion). DI profit margin reached 17.8%, exceeding expectations, and ARR for DI software grew organically 10% YoY.
Mobility Solid Start and Large Backlog
Mobility orders were EUR 2.9 billion and revenue grew 9% with profit margin improving to 9%. Order backlog stands at EUR 51 billion (including EUR 15 billion in attractive service business) and several large tenders are expected to convert in coming quarters (e.g., Copenhagen S-train order).
Strategic Partnerships and AI Initiatives
Siemens deepened partnerships (NVIDIA, Microsoft, Samsung C&T) and showcased industrial AI use cases (digital twin composer, Industrial Copilot). Focus on data center solutions, prefabricated power, liquid cooling and AI-enabled factory improvements (Nanjing factory using 50+ AI apps; WEF Global Lighthouse award).
Strong Capital Allocation and Financial Position
Free cash flow in Q1 was ~EUR 0.7 billion. Industrial net debt/EBITDA at 0.9 with AA ratings from S&P and Moody's. Dividend at EUR 5.35 and accelerated share buybacks of ~EUR 4.4 billion executed; plan to retire 18 million treasury shares.
M&A Integration and Synergy Progress
Altair and Dotmatics integrations progressing: target cost synergies of USD 150 million (about two-thirds already implemented) and consolidation of ~100 locations. Recent EDA-strengthening acquisition of ASTER Technologies announced.
SIEGY 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
SIEGY Earnings-Related Price Changes
Report Date | Price 1 Day Before | Price 1 Day After | Percentage Change |
|---|---|---|---|
Feb 12, 2026 | $150.26 | $152.37 | +1.41% |
Nov 13, 2025 | $144.70 | $132.00 | -8.78% |
Aug 07, 2025 | $126.04 | $130.03 | +3.17% |
May 15, 2025 | $122.00 | $122.75 | +0.61% |
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 AG (SIEGY) report earnings?
Siemens AG (SIEGY) is schdueled to report earning on May 13, 2026, Before Open (Confirmed).
What is Siemens AG (SIEGY) earnings time?
Siemens AG (SIEGY) earnings time is at May 13, 2026, Before Open (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 SIEGY EPS forecast?
SIEGY EPS forecast for the fiscal quarter 2026 (Q2) is 1.57.