Siemens Aktiengesellschaft

Informe acción XTRA:SIE

Capitalización de mercado: €215.0b

Siemens Resultados de beneficios anteriores

Pasado controles de criterios 2/6

Siemens ha aumentado sus beneficios a una tasa media anual de 12.9%, mientras que los beneficios de la industria de Industrials han experimentado un crecimiento de 12.9% anual. Los ingresos han ido creciendo a una tasa media de 4.8% al año. La rentabilidad financiera de Siemens es de 11.7%, y sus márgenes netos son de 9.7%.

Información clave

12.90%

Tasa de crecimiento de los beneficios

13.44%

Tasa de crecimiento del BPA

Crecimiento de la industria Industrials 6.90%
Tasa de crecimiento de los ingresos4.79%
Rentabilidad financiera11.71%
Margen neto9.70%
Próxima actualización de resultados12 Nov 2026

Actualizaciones de resultados anteriores recientes

Artículo de análisis May 23

Siemens' (ETR:SIE) Solid Earnings May Rest On Weak Foundations

Siemens Aktiengesellschaft's ( ETR:SIE ) robust recent earnings didn't do much to move the stock. However the statutory...

Recent updates

Actualización de narrativa Jul 17

SIE: Industrial AI And Capital Returns Will Shape Balanced 2026 Outlook

Siemens' analyst price target is updated to €294.89 from €286.17, reflecting analysts' use of slightly higher revenue growth and profit margin assumptions, alongside a modestly lower future P/E multiple in their forecasts. Analyst Commentary Recent research on Siemens shows a wide range of views on upside potential, with price targets from major banks and research houses spread across different valuation and execution assumptions.
Actualización de narrativa Jul 03

SIE: AI Infrastructure Partnerships Will Drive Future Earnings Quality And Repricing

The Siemens fair value estimate has been nudged higher from €335 to €355, reflecting analysts' updated price targets in the €260 to €345 range and their focus on revenue growth, profit margins and AI related infrastructure opportunities. Analyst Commentary Recent research on Siemens points to a generally constructive tone, with several bullish analysts lifting price targets and highlighting potential growth drivers tied to electrification, digitalization and AI related infrastructure.
Actualización de narrativa Jun 19

SIE: AI Data Center Role And Legal Setback Will Shape 2026 Outlook

Siemens stock enters this Narrative Update with a street price target that has moved higher into a €260 to €335 range, as analysts point to raised targets and potential benefits from its role in a newly announced AI data center architecture alongside partners. Analyst Commentary Recent research on Siemens stock focuses on two main themes: changing valuation views reflected in higher price targets, and the potential role of Siemens in a joint AI data center architecture alongside Fluence and Nvidia.
Artículo de análisis Jun 17

Siemens (XTRA:SIE) Stock Could Be 14.5% Undervalued After Its Industrial AI Data Tie Up

Siemens (XTRA:SIE) is back in focus after announcing edge to cloud integration that links its Industrial Edge platform with Databricks analytics and FFT DataBridge, aiming to turn factory data into AI driven production insights. See our latest analysis for Siemens. Alongside the new edge to cloud partnership, Siemens shares have strong momentum, with a 25.19% 90 day share price return and 30.29% one year total shareholder return, which sits against a 127.26% five year total shareholder return...
Actualización de narrativa Jun 05

SIE: AI Data Center And Industrial AI Partnerships Will Shape 2026 Outlook

Narrative Update: Siemens Analyst Price Target Shift Analysts have nudged Siemens' fair value estimate higher, from about €282.91 to roughly €286.17, reflecting updated assumptions around revenue growth, profit margins and future P/E, alongside a series of recent price target increases in the €260 to €335 range and interest in its role within new AI data center architectures. Analyst Commentary Recent research points to a mix of enthusiasm and caution around Siemens, with several firms revising price targets and highlighting both growth angles and execution risks.
Artículo de análisis May 23

Siemens' (ETR:SIE) Solid Earnings May Rest On Weak Foundations

Siemens Aktiengesellschaft's ( ETR:SIE ) robust recent earnings didn't do much to move the stock. However the statutory...
Actualización de narrativa May 21

SIE: Data Center AI Partnerships And Rail Tech Deals Will Shape 2026 Profitability

The analyst fair value estimate for Siemens has been raised from €270.60 to €282.91, reflecting updated assumptions on profitability and P/E multiples, alongside recent price target increases from several firms, including moves to €305, €335 and €260 cited by analysts in their latest research. Analyst Commentary Recent research shows a mix of optimistic and cautious views on Siemens, with several price target revisions and at least one downgrade.
Actualización de narrativa Apr 24

SIE: Data Center AI Partnerships Will Underpin 2026 Earnings And Profitability

Analysts have trimmed the Siemens analyst price target by about €2 to reflect slightly more cautious assumptions on revenue growth and valuation multiples, while still recognizing incremental improvement in profitability. Analyst Commentary Recent Street research on Siemens shows a mix of optimism and caution, centered on where the shares should trade rather than on a single clear direction.
Actualización de narrativa Apr 09

SIE: Data Center AI Partnerships Will Support 2026 Earnings Confidence

Siemens' analyst price target has been adjusted slightly lower, with recent research citing mixed views on the shares and updated assumptions around growth, margins and the discount rate, even as several banks have raised individual targets into a €250 to €335 range. Analyst Commentary Recent research on Siemens highlights a clear split between optimistic and cautious views, with price targets stretching from the lower end of the updated range up toward €335.
Actualización de narrativa Mar 26

SIE: Data Center AI Partnerships Will Support 2026 Earnings Outlook

Narrative Update on Siemens The updated analyst price target for Siemens reflects a modest uplift in fair value, along with slightly adjusted assumptions for discount rate, revenue growth, profit margin and future P/E, in line with several recent target increases from major banks that now range up to about €335. Analyst Commentary Recent research on Siemens shows a cluster of higher price targets and rating changes that give a useful snapshot of how the Street is thinking about the risk and reward trade off here.
Actualización de narrativa Mar 11

SIE: Data Center And Industrial AI Exposure Will Support 2026 Outlook

Our updated analyst price target for Siemens edges higher to €275.81 from €274.85, reflecting modest tweaks to growth, margin and discount rate assumptions. These are in line with recent Street research that has lifted targets across several banks and highlighted potential earnings support from data center spending and what analysts describe as more attractive entry levels after the recent pullback.
Nueva narrativa Mar 04

Data Center And AI Infrastructure Tailwinds Will Support A Stronger Long Term Outlook

Catalysts About Siemens Siemens is an industrial technology company focused on digital industries, smart infrastructure and mobility solutions for global customers. What are the underlying business or industry changes driving this perspective?
Actualización de narrativa Feb 24

SIE: Data Center Demand And Industrial AI Alliance Will Drive 2026 Outlook

Analysts have raised their Siemens fair value estimate from €261.29 to €274.85, reflecting higher Street price targets in the €250 to €335 range and updated assumptions for profit margin and future P/E, while revenue growth expectations are being adjusted. Analyst Commentary Recent Street research on Siemens shows a mix of optimistic and cautious signals, with several large firms adjusting targets and ratings in different directions.
Actualización de narrativa Feb 10

SIE: Data Center Demand And Industrial AI Partnerships Will Shape Balanced 2026 Outlook

Analysts have inched their average price target for Siemens higher to about €261 from roughly €260, pointing to slightly firmer revenue growth assumptions and a marginally higher future P/E multiple, while acknowledging mixed recent ratings and sector views. Analyst Commentary Bullish Takeaways Bullish analysts point to what they see as an attractive entry setup for Siemens into 2026, with current valuation levels viewed as more appealing after the recent pullback.
Nueva narrativa Feb 08

EU#5 - From Industrial Giant to the Digital Operating System of the Real World

Siemens: From Industrial Giant to the Digital Operating System of the Real World For many investors, Siemens still carries an outdated image: a sprawling industrial conglomerate that buys promising businesses only to suffocate them in layers of corporate bureaucracy. It is a convenient narrative—and a wrong one.
Artículo de análisis Jan 27

Siemens (ETR:SIE) Is Increasing Its Dividend To €5.35

The board of Siemens Aktiengesellschaft ( ETR:SIE ) has announced that it will be paying its dividend of €5.35 on the...
Actualización de narrativa Jan 26

SIE: Data Center And Industrial AI Themes Will Shape Balanced Return Outlook

Analysts have nudged their fair value estimate for Siemens to €259.96 from €257.96, citing updated assumptions for discount rates, revenue growth, profit margins and future P/E. The revision is supported by research that highlights potential earnings benefits from data center spending and more attractive entry points after recent valuation moves.
Actualización de narrativa Jan 12

SIE: Future Returns Will Rely On Data Center Demand And Automation Margins

Analysts have nudged their price target for Siemens higher from €255.14 to €257.96, citing slightly adjusted assumptions for fair value, discount rate, revenue growth, profit margin, and future P/E. These changes are supported by expectations for stronger data center spending and more attractive entry levels after the recent pullback.
Artículo de análisis Jan 08

Siemens (ETR:SIE) Is Paying Out A Larger Dividend Than Last Year

Siemens Aktiengesellschaft ( ETR:SIE ) has announced that it will be increasing its dividend from last year's...
Artículo de análisis Jan 02

At €239, Is Siemens Aktiengesellschaft (ETR:SIE) Worth Looking At Closely?

Let's talk about the popular Siemens Aktiengesellschaft ( ETR:SIE ). The company's shares received a lot of attention...
Actualización de narrativa Dec 19

SIE: Future Returns Will Rely On Automation Margins Amid Portfolio Rebalancing

Analysts have nudged their price target on Siemens slightly higher, lifting fair value by about €2 to roughly €255 per share, as modestly stronger profit margin expectations offset concerns that lower margin electrification and mobility segments could weigh on growth relative to peers. Analyst Commentary Analysts are increasingly focused on the differing margin profiles across Siemens' portfolio, weighing the strength of its industrial automation franchise against the drag from electrification and mobility.
Artículo de análisis Dec 14

Siemens' (ETR:SIE) Shareholders Will Receive A Bigger Dividend Than Last Year

Siemens Aktiengesellschaft ( ETR:SIE ) has announced that it will be increasing its dividend from last year's...
Actualización de narrativa Dec 05

SIE: Future Returns Will Depend On Automation Strength Amid Mixed Portfolio Dynamics

Analysts have slightly trimmed their price target on Siemens, lowering fair value by about €0.80 to roughly €253. This reflects comparatively weaker expected sales and profit growth from the company’s lower margin electrification and mobility businesses relative to its industrial automation segment.
Actualización de narrativa Nov 20

SIE: Future Earnings Will Benefit From Expanding Automation and Digital Payments Integration

Siemens' analyst price target has seen a modest increase from €252.03 to €253.81, as analysts weigh lower margins in some segments and slowing profit growth against the company's relative earnings resilience and premium valuation prospects. Analyst Commentary Recent analyst research reflects a range of perspectives on Siemens' near-term prospects, with both supportive and cautious outlooks influencing the current consensus.
Actualización de narrativa Nov 06

SIE: Future Execution Will Balance Margin Pressures and Digital Payments Momentum

Siemens' analyst price target increased modestly, with the consensus now at EUR 252.03. Analysts cite improved revenue growth expectations, which are partly offset by ongoing pressure on operating margins relative to peers.
Actualización de narrativa Oct 23

Analysts Debate Siemens Growth and Valuation Amid Modest Fair Value Increase

Analysts have slightly increased their fair value estimate for Siemens to EUR 252.03. This reflects modest optimism regarding the company's long-term ability to sustain premium valuation, despite slower profit growth compared to peers.
Actualización de narrativa Oct 09

Smart Infrastructure And Electrification Will Unlock Market Potential

Siemens' analyst fair value price target has increased modestly to €250.22 from €246.46. Analysts point to steady improvements in revenue growth and profit margin, despite mixed views on segment performance.
Actualización de narrativa Sep 25

Smart Infrastructure And Electrification Will Unlock Market Potential

Siemens' consensus analyst price target has been modestly raised to €246.46, reflecting expectations of sustained above-peer earnings growth, positive near-term catalysts, and continued operational momentum, though some caution persists around valuation and macroeconomic risks. Analyst Commentary Bullish analysts see Siemens sustaining above-peer earnings growth, justifying a premium valuation and near-term outperformance.
Actualización de narrativa Aug 29

Smart Infrastructure And Electrification Will Unlock Market Potential

Analysts have raised their price targets for Siemens to €242.02, citing confidence in sustained earnings outperformance, operational efficiency, and digitalization as growth drivers, though some remain cautious on valuation despite improved fundamentals. Analyst Commentary Bullish analysts expect Siemens to deliver sustainable earnings outperformance, justifying a premium valuation compared to peers.
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Nueva narrativa Nov 24

Driving Growth With Electrification And Software As Transformations Power Future Success

Siemens aims to grow profitable revenue by transforming into a tech company, focusing on electrification, automation, and digitalization.

Desglose de ingresos y gastos

Cómo gana y gasta dinero Siemens. Basado en los últimos beneficios reportados, en base a los últimos doce meses (LTM).


Historial de beneficios e ingresos

XTRA:SIE Ingresos, gastos y beneficios (EUR Millions)
FechaIngresosBeneficiosGastos G+AGastos de I+D
30 Jun 2681,1157,86915,0286,738
31 Mar 2679,6997,62914,8396,685
31 Dec 2579,7007,95614,9356,651
30 Sep 2578,9147,56114,8276,559
30 Jun 2578,2997,87614,4016,466
31 Mar 2577,8217,85614,4016,377
31 Dec 2476,5387,44414,1116,325
30 Sep 2475,9308,21613,9846,276
30 Jun 2475,7347,98714,0026,290
31 Mar 2474,9807,20513,7496,252
31 Dec 2374,5578,87113,5776,179
30 Sep 2374,8827,94613,5536,113
30 Jun 2374,8388,91713,5276,029
31 Mar 2374,5616,04713,3895,906
31 Dec 2273,5503,57113,2735,770
30 Sep 2271,9773,74412,8575,591
30 Jun 2268,8502,14812,4225,456
31 Mar 2267,0665,04212,1825,277
31 Dec 2164,6915,40311,6635,046
30 Sep 2162,2655,09911,1914,859
30 Jun 2159,6364,91010,6374,612
31 Mar 2156,5314,60310,2164,478
31 Dec 2055,6504,16010,3034,509
30 Sep 2055,2543,98610,6824,569
30 Jun 2056,8134,29310,8514,654
31 Mar 2058,0724,30711,0244,723
31 Dec 1952,0424,85010,2764,487
30 Sep 1958,4834,68410,6884,669
30 Jun 1964,7153,99611,3424,952
31 Mar 1970,9504,10211,8885,168
31 Dec 1883,3374,52013,0545,640
30 Sep 1883,0445,68312,9415,558
30 Jun 1882,6546,35212,7565,467
31 Mar 1883,4796,66512,7235,442
31 Dec 1783,4736,15012,5975,261
30 Sep 1782,8635,90812,3605,164
30 Jun 1782,5995,86012,0775,010
31 Mar 1781,1055,78111,7834,862
31 Dec 1679,9665,74411,7204,798
30 Sep 1679,6445,26211,6694,732
30 Jun 1679,0195,06411,7384,674
31 Mar 1678,0594,99611,7634,597
31 Dec 1577,1125,61411,6414,559
30 Sep 1575,6365,25111,4094,483

Ingresos de calidad: SIE tiene ganancias de alta calidad.

Margen de beneficios creciente: Los actuales márgenes de beneficio(9.7%) de SIE son inferiores a los del año pasado (10.1%).


Análisis del flujo de caja libre vs. Beneficios


Análisis del crecimiento de los beneficios en el pasado

Tendencia de beneficios: Los beneficios de SIE han crecido un 12.9% al año en los últimos 5 años.

Acelerando crecimiento: SIE ha tenido un crecimiento negativo de los beneficios en el último año, por lo que no puede compararse con su media de 5 años.

Beneficios vs. Industria: SIE tuvo un crecimiento negativo de los beneficios (-0.09%) durante el año pasado, lo que dificulta la comparación con la media de la industria Industrials (26.1%).


Rentabilidad financiera

Alta ROE: La rentabilidad financiera de SIE (11.7%) se considera baja.


Rentabilidad económica


Rendimiento del capital invertido


Descubre empresas con buenos resultados en el pasado

Análisis de la empresa y estado de los datos financieros

DatosÚltima actualización (huso horario UTC)
Análisis de la empresa2026/08/07 06:11
Precio de las acciones al final del día2026/08/07 00:00
Beneficios2026/06/30
Ingresos anuales2025/09/30

Fuentes de datos

Los datos utilizados en nuestro análisis de empresas proceden de S&P Global Market Intelligence LLC. Los siguientes datos se utilizan en nuestro modelo de análisis para generar este informe. Los datos están normalizados, lo que puede introducir un retraso desde que la fuente está disponible.

PaqueteDatosMarco temporalEjemplo Fuente EE.UU. *
Finanzas de la empresa10 años
  • Cuenta de resultados
  • Estado de tesorería
  • Balance
Estimaciones del consenso de analistas+3 años
  • Previsiones financieras
  • Objetivos de precios de los analistas
Precios de mercado30 años
  • Precios de las acciones
  • Dividendos, escisiones y acciones
Propiedad10 años
  • Accionistas principales
  • Información privilegiada
Gestión10 años
  • Equipo directivo
  • Consejo de Administración
Principales avances10 años
  • Anuncios de empresas

* Ejemplo para valores de EE.UU., para no EE.UU. se utilizan formularios y fuentes normativas equivalentes.

A menos que se especifique lo contrario, todos los datos financieros se basan en un periodo anual, pero se actualizan trimestralmente. Esto se conoce como datos de los últimos doce meses (TTM) o de los últimos doce meses (LTM). Más información.

Modelo de análisis y copo de nieve

Los detalles del modelo de análisis utilizado para generar este informe están disponibles en nuestra página de Github, también tenemos guías sobre cómo utilizar nuestros informes y tutoriales en Youtube.

Conozca al equipo de talla mundial que diseñó y construyó el modelo de análisis Simply Wall St.

Métricas industriales y sectoriales

Simply Wall St calcula cada 6 horas nuestras métricas sectoriales y de sección. Los detalles de nuestro proceso están disponibles en Github.

Fuentes analistas

Siemens Aktiengesellschaft está cubierta por 43 analistas. 21 de esos analistas presentaron las estimaciones de ingresos o ganancias utilizadas como datos para nuestro informe. Las estimaciones de los analistas se actualizan a lo largo del día.

AnalistaInstitución
Guenther HollfelderBaader Helvea Equity Research
Alfonso MariáteguiBanco de Sabadell. S.A.
null nullBanco de Sabadell. S.A.