Siemens AG: EPS $1.62 vs $1.61 expected; revenue $26.3B vs $26.1B
Key Facts
Q4 FY2026 results
| Metric | Actual | Estimate | Surprise | Year ago |
|---|---|---|---|---|
| EPS (USD) | 1.62 | 1.61 | +0.6% | 1.22 |
| Revenue (USD bn) | 26.28 | 26.12 | +0.6% | 25.10 |
Recent reports: actual vs estimate
| Reported | Period | EPS (USD) | Estimate | Surprise | Revenue (USD bn) | Estimate | Surprise |
|---|---|---|---|---|---|---|---|
| Nov 12, 2026 | Q4 FY2026 | 1.62 | 1.61 | +0.6% | 26.28 | 26.12 | +0.6% |
| Aug 6, 2026 | Q3 FY2026 | 1.69 | 1.50 | +12.7% | 23.99 | 23.57 | +1.8% |
| May 13, 2026 | Q2 FY2026 | 1.43 | 1.56 | −8.3% | 23.13 | 23.48 | −1.5% |
| Feb 12, 2026 | Q1 FY2026 | 1.50 | 1.27 | +18.1% | 22.75 | 22.36 | +1.7% |
| Nov 13, 2025 | Q4 FY2025 | 1.22 | 1.61 | −24.2% | 25.10 | — | — |
| Aug 7, 2025 | Q3 FY2025 | 1.44 | 1.45 | −0.7% | 22.82 | 21.46 | +6.3% |
| May 15, 2025 | Q2 FY2025 | 1.49 | 1.27 | +17.3% | 21.66 | — | — |
| Feb 13, 2025 | Q1 FY2025 | 1.10 | 1.05 | +4.8% | 19.00 | 19.57 | −2.9% |
Source: Figures from the EL7 database. Estimates are the analyst consensus carried by our data vendor (FMP), not official figures. Figures are in USD as carried for this US-traded line; the company reports in another currency.
Siemens AG results: EPS $1.62 vs $1.61 expected; revenue $26.3B vs $26.1B. The results cover the company's Q4 FY2026. EPS came in above analysts' estimate by 0.6%; revenue above the estimate by 0.6%. Figures are in USD as carried for this US-traded line; the company reports in EUR.
Revenue was up 4.7% from $25.1 billion a year earlier (Q4 FY2025). EPS was up 32.8% from $1.22 a year earlier. On its record, EPS topped analysts' estimates in 4 of 7 earlier comparable reports.
What the results mean
Siemens combines industrial automation and software with infrastructure and transport, making demand across these activities central to understanding its business. In industry, its solutions support factory operations, product design and system simulation, making spending on production upgrades and digitalization key business drivers.
Smart Infrastructure connects Siemens to electrification, buildings and the energy transition, while Mobility serves passenger and freight transport. This diversity means that understanding profitability requires examining the mix of products, software and systems, alongside each activity’s contribution to the business.
What to watch on the earnings call: Demand for industrial automation and software, customer spending on factory upgrades, the role of electrification, smart buildings and transport in the business mix, and management’s discussion of margins, costs and the contribution of different activities to profitability.
For the full analysis of Siemens AG stock — valuation, scores and financial statements — see the stock page linked with this story.