The earnings call presented a strong performance with significant growth in revenue, order intake, and segment advancements. However, challenges such as the tariff environment and specific segment pressures, particularly in Varian, were noted. While the company is taking measures to mitigate these challenges, the ongoing uncertainty in the global trade environment presents a cautious outlook.
Company Guidance
During Siemens Healthineers' Q2 2025 earnings call, the company reported a growth rate of nearly 7%, surpassing their full-year guidance pace, with adjusted EPS driven by topline growth and margin expansion. The company maintained its revenue outlook for fiscal year 2025 but adjusted the bottom end of the EPS outlook due to new tariffs and global trade uncertainties. The quarter saw a strong equipment book-to-bill ratio of 1.14, with Imaging growing close to 9% and achieving a margin of 22.4%. Free cash flow significantly increased, totaling €1 billion for the first half of the fiscal year. The company faced tariff impacts, including 10% to 20% tariffs on European goods into the U.S., which affected their EPS guidance. Despite these challenges, Siemens Healthineers emphasized their global production footprint as a means to mitigate tariff impacts and highlighted their largest value partnership in oncology care with Alberta, Canada, valued at C$800 million.
Strong Overall Growth
Siemens Healthineers reported a nearly 7% growth in Q2, surpassing the full-year guidance pace. Adjusted EPS growth was driven by topline growth and margin expansion.
Impressive Order Book
The company achieved a strong equipment book-to-bill ratio of 1.14, supported by significant deals such as the C$800 million oncology value partnership with Alberta, Canada.
Imaging Segment Success
Imaging, the largest segment, grew by close to 9% with a margin uplift to 22.4%.
Advanced Therapies and Diagnostics Growth
Advanced Therapies had a solid growth with an 18.5% margin. Diagnostics margin expanded by over 200 basis points to 6.3% year-on-year.
Strong Cash Performance
Free cash flow increased by 64% year-over-year, amounting to €1 billion for the first half of fiscal year 2025.
Siemens Healthineers AG (DE:SHL) Earnings, Revenues Date & History
The upcoming earnings date is based on a company’s previous reporting, and may be updated when the actual date is announced
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:SHL Earnings-Related Price Changes
Report Date
Price 1 Day Before
Price 1 Day After
Percentage Change
May 07, 2025
€47.39
€46.58
-1.71%
Feb 06, 2025
€53.38
€56.19
+5.27%
Nov 06, 2024
€47.58
€50.41
+5.95%
Jul 31, 2024
€52.31
€48.80
-6.71%
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 AG (DE:SHL) report earnings?
Siemens Healthineers AG (DE:SHL) is schdueled to report earning on Jul 30, 2025, TBA Not Confirmed.
What is Siemens Healthineers AG (DE:SHL) earnings time?
Siemens Healthineers AG (DE:SHL) earnings time is at Jul 30, 2025, TBA Not Confirmed.
Where can I see when companies are reporting earnings?
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