The industrial machinery group has repeatedly swapped places with SAP as Germany’s most valuable company. Here’s Morningstar’s take on what to look for in Siemens earnings and stock.
Key Morningstar Metrics for Siemens SIE
- Fair Value Estimate: EUR 225.00
- Morningstar Rating: ★★
- Economic Moat: Wide
- Morningstar Uncertainty Rating: Medium
Siemens Earnings Release Date
- Siemens SIE is expected to release its first quarter results for fiscal year 2026 on Feb. 12.
What to Watch for in Siemens Earnings
- We’re anticipating strong momentum heading into fiscal 2026 for Siemens. Secular growth themes continue to drive strong growth for Siemens’ Mobility and Smart Infrastructure segments, which we expect will be combined with a cyclical recovery off a weak comparable within its Digital Industries segment.
- The Smart Infrastructure segment has achieved 20 quarters of operating margin improvement, and we expect to see the trend continue, driven by strong double-digit growth from data center end markets
- In contrast, the automation market continues to be weak, but we expect a gradual recovery against a low base. Several large software contracts won in fiscal 2025 will provide momentum into 2026.
