Workflow
Siemens Aktiengesellschaft (SIEGY) Analyst/Investor Day Transcript
SiemensSiemens(US:SIEGY) Seeking Alphaยท2025-11-13 19:41

Core Insights - The company has achieved significant growth, with an average revenue growth of 8% per year from fiscal year 2021 to fiscal year 2025, compared to 2% in the previous decade [1] - Profit margins have improved, with an average profit margin of 15% in the industrial business, up from 10%, and free cash flow margin increased to 13% from 7% [1] - Total shareholder return reached 151%, outperforming the DAX and other indices, indicating a successful performance trajectory [1] Recent Performance - In fiscal year 2025, the company recorded orders of EUR 88 billion, which is 6% higher than the previous year [2] - Revenue for the same period grew by 5%, totaling EUR 78.9 billion, with a book-to-bill ratio of 1.1 and a backlog of EUR 117 billion [2] - The industrial business achieved a record profit of EUR 11.8 billion, and free cash flow reached a historic high of EUR 10.8 billion, representing 14% of sales [2]