Overview
- The company guided comparable sales growth of 6%–8% for the year to September 2026 and lifted its midterm outlook to about 6%–9%.
- Siemens set 2026 EPS at €10.40–€11.00, below analyst consensus, citing currency headwinds and integration costs from recent software deals.
- Despite record FY2025 net income of €10.4 billion and free cash flow of €10.8 billion, fourth-quarter industrial profit of €3.19 billion missed forecasts and the stock fell roughly 6%.
- Siemens plans to transfer a large portion of its 67% Siemens Healthineers holding to its shareholders, targeting about 37% or less, with Reuters reporting an eventual cut to 20%; shareholder approvals and timing remain pending.
- Digital Industries rebounded with a 29% jump in fourth-quarter orders as Siemens advances its ONE Tech Company strategy centered on software and AI, including the Altair and Dotmatics acquisitions.