Siemens Energy's upgraded FY26 and FY28 goals prompt higher valuation metrics, supported by resilient demand in Gas Services and Grid Technologies, a record order backlog, and improving profitability. Revised estimates reflect stronger pricing, visibility, and cash flow momentum.
Published on 12/23/2025
at 04:15 pm GMT
Alphavalue
Share
This article is reserved for subscribers.
Alphavalue, the European leader in independent research, is exclusively available on MarketScreener.
Siemens Energy AG specialises in the development of solutions, products and services along the entire energy technology and service value chain. Net sales break down by activity as follows:
- development, maintenance, modernisation and optimisation of gas and steam turbines (30.9%). The group also offers compression systems, generators, centralised and decentralised electricity generation systems, electrical control systems, etc.;
- sale of high-voltage electricity transmission and distribution solutions and services (28.3%). In addition, the group offers technical consulting and electrical network maintenance services.
- design, construction, operation and maintenance of renewable energy production facilities (26.6%);
- development of industrial decarbonisation solutions (14.2%): in particular, electrification and energy efficiency solutions, and technological solutions for hydrogen production.
Net sales are distributed geographically as follows: Germany (9.7%), Europe/Middle East/Africa (43.2%), the United States (22.2%), America (8.4%), China (3.7%) and Asia and Australia (12.8%).
This super rating is the result of a weighted average of the rankings based on the following ratings: Global Valuation (Composite), EPS Revisions (4 months), and Visibility (Composite). We recommend that you carefully review the associated descriptions.
Investor
Investor
This super composite rating is the result of a weighted average of the rankings based on the following ratings: Fundamentals (Composite), Global Valuation (Composite), EPS Revisions (1 year), and Visibility (Composite). We recommend that you carefully review the associated descriptions.
Global
Global
This composite rating is the result of an average of the rankings based on the following ratings: Fundamentals (Composite), Valuation (Composite), Financial Estimates Revisions (Composite), Consensus (Composite), and Visibility (Composite). The company must be covered by at least 4 of these 5 ratings for the calculation to be performed. We recommend that you carefully review the associated descriptions.
Quality
Quality
This composite rating is the result of an average of the rankings based on the following ratings: Capital Efficiency (Composite), Quality of Financial Reporting (Composite), and Financial Health (Composite). The company must be covered by at least 2 of these 3 ratings for the calculation to be performed. We recommend that you carefully review the associated descriptions.
ESG MSCI
ESG MSCI
The MSCI ESG score assesses a company’s environmental, social, and governance practices relative to its industry peers. Companies are rated from CCC (laggard) to AAA (leader). This rating helps investors incorporate sustainability risks and opportunities into their investment decisions.