Siemens Aktiengesellschaft

XTRA:SIE 주식 리포트

시가총액: €203.5b

Siemens 향후 성장

Future 기준 점검 1/6

Siemens (는) 각각 연간 11.1% 및 5.1% 수익과 수익이 증가할 것으로 예상됩니다. EPS는 연간 11.1% 만큼 성장할 것으로 예상됩니다. 자기자본이익률은 3년 후 14.9% 로 예상됩니다.

핵심 정보

11.1%

이익 성장률

11.10%

EPS 성장률

Industrials 이익 성장10.5%
매출 성장률5.1%
향후 자기자본이익률14.86%
애널리스트 커버리지

Good

마지막 업데이트20 May 2026

최근 향후 성장 업데이트

Recent updates

내러티브 업데이트 • 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.
내러티브 업데이트 • 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.
내러티브 업데이트 • 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.
내러티브 업데이트 • 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.
새로운 내러티브 • 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?
내러티브 업데이트 • 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.
내러티브 업데이트 • 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.
새로운 내러티브 • 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.
분석 기사 • 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...
내러티브 업데이트 • 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.
내러티브 업데이트 • 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.
분석 기사 • 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...
분석 기사 • 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...
내러티브 업데이트 • 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.
분석 기사 • 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...
내러티브 업데이트 • 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.
내러티브 업데이트 • 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.
내러티브 업데이트 • 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.
내러티브 업데이트 • 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.
내러티브 업데이트 • 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.
내러티브 업데이트 • 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.
내러티브 업데이트 • 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.
분석 기사 • Jun 16

Is Siemens (ETR:SIE) Using Too Much Debt?

Warren Buffett famously said, 'Volatility is far from synonymous with risk.' It's only natural to consider a company's...
분석 기사 • Jun 01

Is Siemens Aktiengesellschaft (ETR:SIE) Trading At A 43% Discount?

Key Insights The projected fair value for Siemens is €375 based on 2 Stage Free Cash Flow to Equity Current share price...
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새로운 내러티브 • 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.

이익 및 매출 성장 예측

XTRA:SIE - 애널리스트 향후 추정치 및 과거 재무 데이터 (EUR Millions)
날짜매출이익자유현금흐름영업현금흐름평균 애널리스트 수
9/30/202894,87110,73211,35515,20115
9/30/202789,0099,62910,13013,70121
9/30/202682,8598,4518,01311,85321
3/31/202679,6997,62910,61813,028N/A
12/31/202579,7007,9569,90612,341N/A
9/30/202578,9147,56110,81213,257N/A
6/30/202578,2997,87610,53112,817N/A
3/31/202577,8217,8569,75312,004N/A
12/31/202476,5387,44410,10412,293N/A
9/30/202475,9308,2169,57711,665N/A
6/30/202475,7347,9879,21811,352N/A
3/31/202474,9807,20510,04812,141N/A
12/31/202374,5578,87111,06413,177N/A
9/30/202374,8827,94610,09312,239N/A
6/30/202374,8388,9178,87811,008N/A
3/31/202374,5616,0478,19410,317N/A
12/31/202273,5503,5717,1489,276N/A
9/30/202271,9773,7448,15710,241N/A
6/30/202268,8502,1488,48310,479N/A
3/31/202267,0665,0428,47210,415N/A
12/31/202164,6915,4038,37810,171N/A
9/30/202162,2655,0998,2669,996N/A
6/30/202159,6364,9108,64410,240N/A
3/31/202156,5314,6039,05610,566N/A
12/31/202055,6504,1608,1539,642N/A
9/30/202055,2543,9867,3648,862N/A
6/30/202056,8134,2938,77510,313N/A
3/31/202058,0724,3076,7318,383N/A
12/31/201952,0424,850N/A8,799N/A
9/30/201958,4834,684N/A8,456N/A
6/30/201964,7153,996N/A6,601N/A
3/31/201970,9504,102N/A6,993N/A
12/31/201883,3374,520N/A7,239N/A
9/30/201883,0445,683N/A8,425N/A
6/30/201882,6546,352N/A7,428N/A
3/31/201883,4796,665N/A7,534N/A
12/31/201783,4736,150N/A7,415N/A
9/30/201782,8635,908N/A7,176N/A
6/30/201782,5995,860N/A8,322N/A
3/31/201781,1055,781N/A9,061N/A
12/31/201679,9665,744N/A9,077N/A
9/30/201679,6445,262N/A7,611N/A
6/30/201679,0195,064N/A8,306N/A
3/31/201678,0594,996N/A7,098N/A
12/31/201577,1125,614N/A6,048N/A
9/30/201575,6365,251N/A6,612N/A
6/30/201575,4395,814N/A5,689N/A

애널리스트 향후 성장 전망

수입 대 저축률: SIE 의 연간 예상 수익 증가율(11.1%)이 saving rate(1.9%)보다 높습니다.

수익 vs 시장: SIE 의 연간 수익(11.1%)이 German 시장(17%)보다 느리게 성장할 것으로 예상됩니다.

고성장 수익: SIE 의 수입은 증가할 것으로 예상되지만 상당히 증가하지는 않을 것입니다.

수익 대 시장: SIE 의 수익(연간 5.1%)이 German 시장(연간 6.8%)보다 느리게 성장할 것으로 예상됩니다.

고성장 매출: SIE 의 수익(연간 5.1%)은 연간 20%보다 느리게 증가할 것으로 예상됩니다.

주당순이익 성장 예측

향후 자기자본이익률

미래 ROE: SIE의 자본 수익률은 3년 후 14.9%로 낮을 것으로 예상됩니다.

성장 기업 찾아보기

7D

1Y

7D

1Y

7D

1Y

기업 분석 및 재무 데이터 상태

데이터최종 업데이트 (UTC 시간)
기업 분석2026/05/21 09:29
종가2026/05/21 00:00
수익2026/03/31
연간 수익2025/09/30

데이터 소스

당사의 기업 분석에 사용되는 데이터는 S&P Global Market Intelligence LLC에서 제공됩니다. 아래 데이터는 이 보고서를 생성하기 위해 분석 모델에서 사용됩니다. 데이터는 정규화되므로 소스가 제공된 후 지연이 발생할 수 있습니다.

패키지데이터기간미국 소스 예시 *
기업 재무제표10년
  • 손익계산서
  • 현금흐름표
  • 대차대조표
분석가 컨센서스 추정치+3년
  • 재무 예측
  • 분석가 목표주가
시장 가격30년
  • 주가
  • 배당, 분할 및 기타 조치
지분 구조10년
  • 주요 주주
  • 내부자 거래
경영진10년
  • 리더십 팀
  • 이사회
주요 개발10년
  • 회사 공시

* 미국 증권에 대한 예시이며, 비(非)미국 증권에는 해당 국가의 규제 서식 및 자료원을 사용합니다.

별도로 명시되지 않는 한 모든 재무 데이터는 연간 기간을 기준으로 하지만 분기별로 업데이트됩니다. 이를 TTM(최근 12개월) 또는 LTM(지난 12개월) 데이터라고 합니다. 자세히 알아보기.

분석 모델 및 스노우플레이크

이 보고서를 생성하는 데 사용된 분석 모델에 대한 자세한 내용은 당사의 Github 페이지에서 확인하실 수 있습니다. 또한 보고서 활용 방법에 대한 가이드와 YouTube 튜토리얼도 제공합니다.

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산업 및 섹터 지표

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분석가 소스

Siemens Aktiengesellschaft는 45명의 분석가가 다루고 있습니다. 이 중 21명의 분석가가 우리 보고서에 입력 데이터로 사용되는 매출 또는 수익 추정치를 제출했습니다. 분석가의 제출 자료는 하루 종일 업데이트됩니다.

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