Siemens Q4 profit climbs 32%, orders at record high

Siemens AG

Yesterday 06:14

Overview
Germany industrial conglomerate's Q4 revenue rose 11% yr/yr, orders up 58% to record high
Q4 net income climbed 32%, profit from industrial business up 22%
Company proposes raising dividend and plans Siemens Healthineers spin-off in fiscal 2027

Outlook
Siemens expects fiscal 2027 group comparable revenue growth of 9% to 11%
Company anticipates fiscal 2027 EPS pre PPA between €10.20 and €10.80

Result Drivers
MOBILITY AND SMART INFRASTRUCTURE - Co said Q4 order and revenue growth was led by strong contributions from Mobility and Smart Infrastructure segments
INDUSTRIAL BUSINESS IMPROVEMENTS - Q4 profit from industrial business rose 22%, driven by improvements in most industrial businesses
DIGITAL BUSINESS EXPANSION - Co said its digital business grew 16% in fiscal 2026, supported by Siemens Xcelerator platform

Company press release: Full Story

Key Details
Metric
Beat/Miss
Actual
Consensus Estimate
Q4 Revenue
 
EUR 23.70 bln
 
Q4 Net Income
 
EUR 2.40 bln
 
Q4 Orders
 
EUR 34.80 bln
 

Analyst Coverage
The current average analyst rating on the shares is "buy" and the breakdown of recommendations is 20 "strong buy" or "buy", 7 "hold" and 2 "sell" or "strong sell"
The average consensus recommendation for the electrical components & equipment peer group is "buy"
Wall Street's median 12-month price target for Siemens AG is €312.50, about 12.8% above its November 11 closing price of €277.00
The stock recently traded at 22 times the next 12-month earnings vs. a P/E of 23 three months ago

Reuters Recommended Reads
Nov 11 - Siemens shareholders to get one Healthineers share for every two Siemens shares, sources say
Nov 12 - Siemens posts Q4 profit above forecasts, raises mid-term guidance
Nov 11 - European shares log record close on Siemens, CoreWeave-fueled AI optimism

For questions concerning the data in this report, contact Estimates.Support@lseg.com. For any other questions or feedback, contact reuters.support@thomsonreuters.com.

(This story was created using Reuters automation and AI based on LSEG and company data. It was checked and edited by a Reuters journalist prior to publication.)