Siemens Energy Ag Sponsored Adr (SMERY)
OTHER OTC:SMERY
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Siemens Energy
(OTC:SMERY)
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Rating:75Outperform
Price Target:
$233.00
▲(59.04% Upside)
Action:Reiterated
Date:05/15/26
Score is driven primarily by improving financial performance (profitability rebound and standout free cash flow) and a very positive earnings call (record orders/backlog, guidance reaffirmed, balance sheet/ratings improving). Offsetting factors are a demanding valuation (high P/E and low yield) and only mixed near-term technical momentum despite a broader uptrend.
Positive Factors
Record orders, large backlog and high revenue coverage
A record backlog and ~90% near-term revenue coverage provide multi-quarter revenue visibility and reduce top-line volatility from project timing. This supports predictable capacity planning, service upsell, and capital allocation (dividend/buybacks), strengthening durable earnings cadence.
Negative Factors
Siemens Gamesa still a material cash drag and quality cost source
Remaining cash needs and quality-related outflows at Siemens Gamesa can offset corporate cash generation and consume management bandwidth. Until Gamesa reaches structural breakeven and predictable cash flow, it remains a persistent consolidation drag on consolidated FCF and margin durability.
Read all positive and negative factors
Positive Factors
Negative Factors
Record orders, large backlog and high revenue coverage
A record backlog and ~90% near-term revenue coverage provide multi-quarter revenue visibility and reduce top-line volatility from project timing. This supports predictable capacity planning, service upsell, and capital allocation (dividend/buybacks), strengthening durable earnings cadence.
Read all positive factors
Siemens Energy (SMERY) vs. SPDR S&P 500 ETF (SPY)
Market Cap
$156.56B
Dividend YieldN/A
Average Volume (3M)38.66K
Price to Earnings (P/E)60.9
Beta (1Y)1.24
Revenue Growth15.78%
EPS Growth1011.65%
CountryUS
Employees103,000
SectorIndustrials
Sector Strength72
IndustryIndustrial - Machinery
Share Statistics
EPS (TTM)2.59
Shares Outstanding861,104,900
10 Day Avg. Volume39,907
30 Day Avg. Volume38,658
Financial Highlights & Ratios
PEG Ratio3.24
Price to Book (P/B)8.44
Price to Sales (P/S)2.22
P/FCF Ratio20.32
Enterprise Value/Market Cap0.84
Enterprise Value/Revenue3.27
Enterprise Value/Gross Profit17.34
Enterprise Value/Ebitda26.95
Forecast
1Y Price TargetN/A
Price Target UpsideN/A
Rating ConsensusN/A
Number of Analyst Covering0
EPS Forecast (FY)5.02
Revenue Forecast (FY)$51.33B
Siemens Energy Business Overview & Revenue Model
Company Description
Siemens Energy AG operates as an energy technology company worldwide. It operates through Gas Services, Grid Technologies, Transformation of Industry, and Siemens Gamesa segments. The company provides gas and steam turbines, generators, and heat p...
How the Company Makes Money
Siemens Energy primarily makes money by selling energy and grid technology products and by providing services over the lifecycle of installed equipment. Key revenue streams typically include: (1) Equipment and project sales: revenue from deliverin...
Siemens Energy Earnings Call Summary
Earnings Call Date:Feb 11, 2026
(Q1-2026)
| % Change Since: |
Next Earnings Date:Aug 05, 2026
Earnings Call Sentiment Positive
The call conveyed a strongly positive operational and financial performance: record orders and backlog, double‑digit revenue growth (net of FX headwinds), marked margin expansion and record free cash flow together with balance sheet improvements and credit rating upgrades. Segment performance was robust (especially Gas Services and Grid Technologies) and Siemens Gamesa showed meaningful turnaround progress. Key risks highlighted were FX headwinds, supply‑chain/lead‑time pressures, timing effects and remaining cash out in Siemens Gamesa, which could temper quarter‑to‑quarter consistency. On balance, the positive developments materially outweigh the challenges.Positive Updates
Record Quarterly Orders
Orders of EUR 17.6 billion (nearly EUR 18 billion), the strongest quarter in company history; up 34% year‑on‑year on a comparable basis; book-to-bill 1.82.
Negative Updates
FX Headwinds
Weaker U.S. dollar reduced reported top line; FX headwind reduced revenue growth by roughly 400 basis points year‑on‑year and impacted service revenue comparables.
Read all updates
Q1-2026 Updates
Positive
Negative
Record Quarterly Orders
Orders of EUR 17.6 billion (nearly EUR 18 billion), the strongest quarter in company history; up 34% year‑on‑year on a comparable basis; book-to-bill 1.82.
Read all positive updates
Company Guidance
Management said Siemens Energy is "fully on track" to meet fiscal‑2026 guidance and left fiscal‑2028 targets unchanged, pointing to a very strong Q1 as the basis for confidence: orders €17.6bn (+34% y/y) with a book‑to‑bill of 1.82, revenue €9.7bn (+12.8% comp), profit before special items €1,159m (12% margin, +660bps y/y), net income €746m, record backlog €146bn (up €8bn q/q), and record free cash flow pre‑tax €2.9bn. They reiterated seasonality (H1 typically stronger than H2), ~90% revenue coverage for the remainder of FY26 (~just over 70% for FY27), CapEx guidance ≈5% of revenue (~€2.5bn) with YTD €347m, Q1 Siemens Gamesa quality cash out €101m (full‑year mid‑triple‑million range expected), a proposed dividend €0.70/share (~€600m) and a share‑buyback program up to €6bn through FY28 (to start in March); rating upgrades (S&P BBB/pos, Moody’s Baa1/stable) and a half‑year reassessment were also flagged.Siemens Energy Financial Statement Overview
Summary
Income Statement
78
Positive
Balance Sheet
70
Positive
Cash Flow
84
Very Positive
| Breakdown | TTM | Sep 2025 | Sep 2024 | Sep 2023 | Sep 2022 | Sep 2021 |
|---|---|---|---|---|---|---|
Income Statement | ||||||
| Total Revenue | 40.31B | 39.08B | 34.47B | 31.12B | 29.00B | 28.48B |
| Gross Profit | 7.60B | 6.58B | 4.50B | 753.00M | 3.34B | 3.42B |
| EBITDA | 4.88B | 4.20B | 3.67B | -1.58B | 1.18B | 1.12B |
| Net Income | 2.24B | 1.41B | 1.18B | -4.53B | -467.00M | -453.00M |
Balance Sheet | ||||||
| Total Assets | 61.93B | 56.64B | 50.87B | 47.91B | 51.17B | 44.14B |
| Cash, Cash Equivalents and Short-Term Investments | 11.71B | 10.19B | 7.25B | 4.59B | 8.52B | 5.92B |
| Total Debt | 3.73B | 3.96B | 3.77B | 4.78B | 3.22B | 2.73B |
| Total Liabilities | 50.79B | 45.96B | 41.51B | 39.12B | 33.99B | 28.92B |
| Stockholders Equity | 10.76B | 10.30B | 9.07B | 8.50B | 17.19B | 14.96B |
Cash Flow | ||||||
| Free Cash Flow | 6.15B | 4.28B | 1.38B | 394.00M | 1.06B | 959.00M |
| Operating Cash Flow | 8.11B | 6.18B | 2.89B | 1.62B | 2.22B | 1.95B |
| Investing Cash Flow | -2.07B | -1.78B | 1.25B | -1.63B | -1.12B | -958.00M |
| Financing Cash Flow | -3.10B | -1.01B | -2.26B | -1.13B | -568.00M | -340.00M |
Siemens Energy Technical Analysis
Negative
146.50
Price Trends
196.40
Negative
186.31
Negative
155.02
Positive
Market Momentum
-4.30
Positive
38.18
Neutral
2.94
Positive
Evaluating momentum and price trends is crucial in stock analysis to make informed investment decisions. For SMERY, the sentiment is Negative. The current price of 146.5 is below the 20-day moving average (MA) of 197.63, below the 50-day MA of 196.40, and below the 200-day MA of 155.02, indicating a neutral trend. The MACD of -4.30 indicates Positive momentum. The RSI at 38.18 is Neutral, neither overbought nor oversold. The STOCH value of 2.94 is Positive, not indicating any strong overbought or oversold conditions. Overall, these indicators collectively point to a Negative sentiment for SMERY.
Siemens Energy Peers Comparison
UnderperformOutperform
Sector (63)
Name | Overall Rating | Market Cap | P/E Ratio | ROE | Dividend Yield | Revenue Growth | EPS Growth |
|---|---|---|---|---|---|---|---|
79 Outperform | $99.76B | 57.92 | 33.12% | 0.21% | 14.24% | 40.49% | |
77 Outperform | $109.98B | 32.00 | 24.69% | 0.79% | 6.03% | 4.26% | |
75 Outperform | $156.56B | 60.90 | 20.99% | ― | 15.78% | 1011.65% | |
73 Outperform | $162.55B | 38.51 | 20.81% | 1.29% | 12.68% | 3.12% | |
71 Outperform | $79.57B | 31.68 | 12.11% | 1.58% | 4.03% | 3.51% | |
70 Outperform | $72.25B | 23.25 | 97.38% | 2.43% | 2.90% | -5.25% | |
63 Neutral | $10.79B | 15.43 | 7.44% | 2.01% | 2.89% | -14.66% |
* Industrials Sector Average
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Glossary
BuyA stock rated as a "Buy" is expected to perform better than the overall market or a specific benchmark over the near-to-medium term. This rating suggests the stock is likely to deliver higher returns compared to other stocks in the same sector or market index. Note: This is not investment advice; please consult a financial advisor before making investment decisions.
HoldA stock rated as a "Hold" is expected to perform in line with the overall market or a specific benchmark. This rating indicates that the stock is neither particularly compelling nor unfavorable for investment. Note: This is not investment advice; please consult a financial advisor before making investment decisions.
SellA stock rated as a "Sell" is expected to perform worse than the overall market or a specific benchmark over the near-to-medium term. This rating suggests the stock may deliver lower returns compared to other stocks in the same sector or market index. Note: This is not investment advice; please consult a financial advisor before making investment decisions.
Disclaimer
This AI Analyst Stock Report is automatically generated by our AI systems using advanced algorithms and publicly available financial, technical, and market data. While the information provided aims to be accurate and insightful, it is intended for informational purposes only and should not be considered financial advice. Any content created by an AI (Artificial Intelligence) system may contain inaccuracies and/or contain errors. Investing in stocks carries inherent risks, and past performance is not indicative of future results. This report does not account for your personal financial circumstances, objectives, or risk tolerance. Always conduct your own research or consult with a qualified financial advisor before making investment decisions. The analysis and recommendations provided are based on historical and current data and may not fully reflect future market conditions or unexpected developments. Neither the creators of this report nor its affiliated entities guarantee the accuracy, completeness, or reliability of the information presented. Use this report at your own discretion and risk.