Siemens


Order beat largely discounted, raised outlook not enough to sustain current valuations

06/08/26 -"In Q3, Siemens posted a strong beat on orders driven by triple-digit growth in Datacentres in SI and large order bookings in MO, whereas revenues were broadly in line. Profits were also above ..."

Pages
63
Language
English
Published on
06/08/26
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Rational delivered a mixed Q2 2026. Revenue increased by 4% to €323.9m, slightly below consensus, while gross profit and EBIT beat expectations by ...

06/08/26
In Q3, Siemens posted a strong beat on orders driven by triple-digit growth in Datacentres in SI and large order bookings in MO, whereas revenues ...

06/08/26
Op. EBITDA is 4.7% above consensus. We believe the updated guidance is highly challenging. It may be an appropriate time to consider taking profits.

05/08/26
Siemens Energy posted another strong result that once again showcased robust underlying demand across its portfolio. Revenue growth stemmed from ...

EXECUTIVE SUMMARY

Updates Pension Risks
Target & Opinion Governance & Management
Business & Trends Graphics : Momentum
Money Making Graphics : MACD & Volumes
Debt Graphics : Sensitivities
Valuation Sector: Performance
DCF Sector: Key data
NAV/SOTP Sector: Ratios & Valorisation
Worth knowing Sector: Peers
Financials Sector: Analysis

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