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Company Research17 Jan 2024
Data Center Services & Solutions: Powering the Backbone of the Internet
Data centers could be described as the backbone of the internet, housing the servers and hardware that keep our digital world running.
Siemens (SIE) investor relations material
Siemens Q4 2025 & Strategy Update earnings summary
Complete event summary combining all related documents: earnings call transcript, report, and slide presentation.Q4 2025 & Strategy Update earnings summary13 Nov, 2025
Executive summary
Achieved record results in fiscal 2025, with revenue up 5% to €78.9B–€88.4B, orders at €84.1B–€88.4B (+6%), and net income up 16% to €10.4B for the third consecutive year.
Free cash flow reached a record €10.8B–€11.9B, with a double-digit cash conversion rate for the sixth consecutive year.
Outperformed major indices with a 151% total shareholder return since 2021, driven by the ONE Tech Company strategy and digital leadership.
Announced plan to deconsolidate Siemens Healthineers, transferring 30% of shares to shareholders via spinoff to focus on core growth drivers.
Expanded software and AI leadership through acquisitions of Altair and Dotmatics.
Financial highlights
Book-to-bill ratio at 1.1–1.12, with a high-quality backlog of €117B.
Industrial business profit at €11.8B, profit margin 15%–15.4%.
EPS pre-PPA at €10.71, adjusted for Altair, Dotmatics, and Innomotics effects.
Dividend proposal of €5.35 per share, up €0.15, yielding 2.3%.
Share buyback program accelerated, €3.6B–€7B repurchased at €198 average price.
Outlook and guidance
Fiscal 2026 group revenue growth expected at 6%–8%, with book-to-bill above 1.
EPS pre-PPA guidance for 2026: €10.40–€11.00, reflecting FX headwinds.
Digital Industries revenue growth guided at 5%–10%, margin 15%–19%.
Smart Infrastructure revenue growth 6%–9%, margin 18%–19%.
Mobility revenue and margin both expected in the 8%–10% range.
Midterm ambition: 6%–9% comparable revenue growth, high single-digit EPS growth, excluding Siemens Healthineers.
Elaborate on Altair/Dotmatics' long-term value
How does SH deconsolidation benefit core portfolio?
Mobility's strong FCF despite order decline drivers?
Rationale for Healthineers deconsolidation decision
Key headwinds for DI's FY26 margin outlook?
How will the EUR 1B AI investment drive growth?
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Frequently asked questions
A significant impact on modern society through innovative products
Siemens is a German technology company that operates in various industries globally, including energy, healthcare, transportation, and manufacturing. Their diverse portfolio encompasses products, systems, and services that range from power generation and distribution to medical imaging and diagnostics, from intelligent infrastructure solutions to digital industrial automation. This is in addition to their vast portfolio of products catered towards private individuals.
Over 170 years of innovation
Siemens, founded in Berlin in 1847 by Werner von Siemens and Johann Georg Halske, has a rich history of groundbreaking innovations. One of their earliest breakthroughs was the development of a pointer telegraph, which revolutionized long-distance communication. In the following years, Siemens expanded into various industries, introducing advancements such as the electric dynamo, the first electric elevator, and the electric streetcar. Throughout the 20th century, Siemens continued to innovate and evolve, contributing to the fields of power generation, automation, medical technology, and transportation. Some notable breakthroughs include the development of the first X-ray tube, the introduction of the world's first automatic traffic light, and advancements in power transmission technology. Today, Siemens remains dedicated to technological advancements and innovation, driving progress in areas like digitalization, renewable energy, and industrial automation.
Some of Siemens’s competitors include other global companies such as GE, ABB, and Toshiba.
A massive company with a global presence
Siemens offers a wide range of products and services tailored to businesses and organizations in a wide array of different industries. In the energy sector, they provide solutions for power generation, transmission, and distribution, including gas and steam turbines, wind turbines, and grid automation systems. In healthcare, Siemens offers advanced medical imaging and laboratory diagnostics equipment, as well as healthcare IT solutions. Their transportation offerings include systems for railways, signaling and control systems, and intelligent traffic solutions. Additionally, Siemens provides digital industrial automation solutions, building technologies, and smart infrastructure solutions.
Not just B2B
Siemens offers a range of products and solutions for private individuals in various areas of everyday life. For homes, they provide appliances and systems for kitchen, laundry, and household needs, including refrigerators, washing machines, and smart home automation solutions. This simply scratches the surface of what Siemens produces for consumers, and together with their products aimed at commercial customers, the product range of the company can not be described as anything other than enormous and incredibly diverse.
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