Siemens

Roland Busch describes the past fiscal year as extraordinarily successful and is betting on industrial AI as a growth driver. At the same time, the close partnership with Nvidia for AI chips creates dependencies, and possible turbulence or tighter regulation in the US could create headwinds. The spin-off of Healthineers reduces revenue and profit shares significantly, yet Siemens has so far shown resilience to structural changes. The strategy toward a "One Tech Company" remains promising but is burdened with technological and regulatory risks. » Więcej na faz.net

Siemens is transferring its entire healthcare division, Healthineers, as a spin-off. Business in the rest of the group has so far been running well, but it remains unclear whether the crisis at Nvidia will have indirect effects. » Więcej na sueddeutsche.de

Siemens CEO Roland Busch emphasized after strong quarterly results that the collaboration with Nvidia does not depend on the continued presence of CEO Jensen Huang and runs across broad teams and other management levels. Siemens reports record orders and plans a higher dividend; the stock rises sharply. The group continues to place strong emphasis on industrial AI and expects to grow faster than its key markets as a result. » Więcej na deraktionaer.de

Siemens reports record order intake, results and free cash flow and is consistently implementing its One‑Tech strategy with a focus on industrial AI. In fiscal 2025/26 revenue rose 8% to €83.4 billion, order intake 25% to €108 billion and the order backlog to €143 billion; industrial earnings climbed nearly 13% to €13.3 billion. CEO Roland Busch emphasizes the partnership with Nvidia, sees industrial AI as a clear growth opportunity and raises the mid‑term targets (revenue growth 7–11%, future double‑digit EPS growth). Shareholders are to receive €0.15 more in dividend (to €5.50) and 34.1% of Siemens Healthineers will be allocated in the form of one share for every two Siemens shares before Healthineers is spun off. » Więcej na faz.net

Siemens reports record revenue of €83.4 billion and a record order intake of €108 billion for the fiscal year, while net income of €9.5 billion is about €900 million below the previous year. The decline is explained by a positive one‑off effect of €2.1 billion in the prior year from the Innomotics sale; the industrial business grew 13 percent on an adjusted basis. CEO Roland Busch says he is unconcerned about leadership problems at Nvidia and emphasizes that the cooperation to develop an operating system for industrial AI is continuing. For the current year Siemens expects further revenue and earnings growth, plans to reduce its majority stake in Healthineers (1 Healthineers share for every 2 Siemens shares) and raises the dividend to €5.50. » Więcej na n-tv.de