Siemens AG (SIEGY)
OTHER OTC:SIEGY
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Earnings Data
Report Date
Aug 06, 2026Before Open (Confirmed)
Period Ending
2026 (Q3)Consensus EPS Forecast
1.56Last Year’s EPS
1.48Same Quarter Last Year
Based on 0 Analysts Ratings
Earnings Call Summary
Earnings Call Sentiment|Positive
The call presented a strong set of operational results and strategic momentum: record orders and backlog, notable outperformance in Smart Infrastructure (particularly data centers), robust Digital Industries software growth and improved cash flow. Management confirmed group guidance and raised guidance for key businesses (DI and SI), highlighted successful M&A integration milestones and product/AI innovation. Headwinds include Mobility revenue and margin pressure from U.S. tariffs, currency/commodity impacts, integration-related costs and geopolitical uncertainty that reduce short-term visibility. Overall, positive operational execution and financial strength outweigh the business-specific and macro headwinds.Company Guidance
Record Order Intake and Backlog
Group orders of EUR 24.1 billion, up 18% year-over-year; book-to-bill of 1.22; record order backlog of EUR 124 billion, providing multiyear revenue visibility.
Smart Infrastructure Outperformance
SI orders reached a record EUR 7.5 billion, up 35% YoY; data center orders hit EUR 1.9 billion (record) with triple-digit order growth in the data center vertical; SI book-to-bill 1.27; backlog EUR 22 billion; revenue up 10% with electrification revenue up 18%; operating margin expanded to 18.6% (+10 bps YoY).
Digital Industries Momentum and Software Strength
DI orders EUR 4.8 billion, up 12% YoY, book-to-bill 1.03; DI revenue +8% with DI software revenue +14%; digital business (H1) grew 19%; DI profitability at 18.5%; organic ARR growth for DI software ~11% YoY; DI free cash flow improved to EUR 760 million; DI FY guidance raised to revenue growth 7–10% and profit 17–19% (midpoint +100 bps).
Data Center Revenue Acceleration
Data center-related revenue grew strongly — first half data center revenue increased by more than 45% to EUR 1.8 billion; SI and DI benefiting from cloud and AI infrastructure build-out and related product/production ramp-ups (e.g., US manufacturing expansion).
Solid Group Revenue, Profit and EPS
Group revenue growth of 6% (nominal figures impacted by strong euro); industrial business profit of EUR 3.0 billion (margin 15.4%); earnings per share pre PPA of EUR 2.81 for the quarter (includes gain from divestment of airport logistics).
Strong Free Cash Flow and Financial Position
Free cash flow for the quarter improved to EUR 1.7 billion; DI FCF EUR 760 million; strong cash conversion in SI (1.02) and industrial net debt / EBITDA ~1.2 with strong credit ratings; retired 18 million shares and nearly completed a EUR 6 billion buyback, announcing a new buyback program up to EUR 6 billion over five years.
Successful M&A Integration and Cost Savings
Integration milestones achieved: implemented targeted cost savings of USD 150 million following the Altair integration; integration-related measures progressing with expected bottom-line contribution to follow.
Operational Highlights & Product Innovation
Launch of 26 new products for edge automation and control; introduction of Eigen engineering agent (up to 50% engineering efficiency gains, up to 80% higher solution quality in >100 pilots); Digital Twin Composer traction with 300+ large-enterprise inquiries and strong interest from customers/partners (e.g., Alibaba partnership).
Confirmed Group Outlook
Confirmed full-year group outlook: expected to reach the upper half of the revenue guidance of 6–8% and EPS pre PPA target range EUR 10.70–11.10, with FX headwinds expected to ease in H2.
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 |
|---|---|---|---|
May 13, 2026 | $157.61 | $157.07 | -0.34% |
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% |
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 Aug 06, 2026, Before Open (Confirmed).
What is Siemens AG (SIEGY) earnings time?
Siemens AG (SIEGY) earnings time is at Aug 06, 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 (Q3) is 1.56.