Roland Busch presents “Siemens Industrial Copilot” at the General Assembly 2024 (Photo: Siemens AG, Lennart Preiss)
Munich – all tariffs are for Siemens Gift – only when the global economy is booming, the business with the automation and digitization of industry is also running. The DAX group is increasingly relying on software. On Thursday, Siemens publishes the 2nd quarter of the financial year.
The Siemens share took the spring crash on the stock exchange fully, but has been on a recreational course since April. Messages to clean up the USA – China caused a jump on Monday. The paper currently lists at EUR 222.65 (1:50 p.m. CEST), the all -time high was 243 euros in March.
The last quarterly figures All in all, were able to convince: Siemens achieved a increase in sales from around 3 percent to 18.35 billion euros in the annual comparison. The sale of Innomotics (electric motors) distorted the profit. Without this effect, the profit fell from 2.57 to 1.8 billion euros.
Drive horse intelligent infrastructure – results of the daughters
The strongest growth factor is the “smart infrastructure” area, including the business with data centers. “Digital Industries” delivers weak performance, especially with the factory automation. More orders were received in all divisions – only large orders in 2024 distort the picture in “Mobility”.
The two DAX daughter from Siemens Have already submitted figures for the quarter from January to March 2025. At Siemens Energy it runs smoothly, and management has increased its forecast to 13 to 15 sales growth. In contrast, Siemens Healthineers has reduced the outlook.
Busch: pioneer in industrial AI – takeover of Dotmatics
“As a pioneer in industrial AI, complex digital twins and software -defined automation, we offer the technologies that our customers need to become more resilient, competitive and sustainable,” said CEO Roland Busch at the Hanover Messe.
Siemens CEO Roland Busch most recently celebrated personal success on the PR parquet. A jury recently voted him on the “CEO Digital Video Index 2025”. Busch is very present with contributions, interviews or events. In the meantime, his urge is becoming the spotlight also critically questioned.
The trend towards software also underlines the Takeover of the US company Dotmaticsthat offers IT applications for research and development. With the 5 billion euro investment, Siemens strengthens its “One Tech Company” vision of seamless software equipment for industry.
Altair takeover strengthens Xcelerator-risks of the trade war
Siemens pursues the same goal with the Acquisition of Altair Engineeringthat specializes in the simulation of processes and industrial AI. According to the Group announcement, integration into the Xcelerator platform “The world’s most complete AI-based portfolio for industrial software” is created.
In view of Donald Trump’s customs policy, the two US purchases appear advantageous. However, Siemens, whose customers are sitting all over the world, fear above all a global recession. The automotive industry in particular, an important Siemens customer, suffers from tariffs.
Profit and sales: forecasts by the market observer
According to the forecasts, the Siemens result per share should decrease in the 2nd quarter of the financial year: the average estimate of 10 analysts is loud at around 2.47 euros finanzen.net. In the previous quarter, the result was 4.71 euros per share, from January to March 2024 it was around 2.57 euros.
A slight increase is to be expected when it comes to sales. The analysts expect around 19.26 billion euros on average for the second quarter. That is above the approximately 18.35 billion euros in the previous quarter and the approximately 19.16 billion euros in the previous year. The financial year ends on September 30th.
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All information without guarantee for completeness, correctness and topicality. The text does not represent a trade recommendation or investment advice.