2Dยท

๐’๐ข๐ž๐ฆ๐ž๐ง๐ฌ ๐„๐ง๐ž๐ซ๐ ๐ฒ: ๐‘๐ž๐œ๐จ๐ซ๐ ๐Ž๐ซ๐๐ž๐ซ๐ฌ, ๐‘๐ž๐ฏ๐ž๐ง๐ฎ๐ž & ๐๐ซ๐จ๐Ÿ๐ข๐ญ ๐š๐ฌ ๐’๐ข๐ž๐ฆ๐ž๐ง๐ฌ ๐†๐š๐ฆ๐ž๐ฌ๐š ๐‘๐ž๐ญ๐ฎ๐ซ๐ง๐ฌ ๐ญ๐จ

$ENR (+0.03%)

โ €

๐Ÿ“Š ๐‘๐ž๐ฌ๐ฎ๐ฅ๐ญ๐ฌ

โ€ข Orders: โ‚ฌ17.9B, +8.5%

โ€ข Revenue: โ‚ฌ11.4B, +18.5% comparable

โ€ข Profit before special items: โ‚ฌ1.62B, more than tripled YoY

โ€ข Profit margin before special items: 14.2% vs. 5.1% last year

โ€ข Net income: โ‚ฌ1.19B vs. โ‚ฌ697M last year

โ€ข EPS: โ‚ฌ1.28 vs. โ‚ฌ0.71 last year

โ€ข Free cash flow (pre-tax): โ‚ฌ2.32B vs. โ‚ฌ419M last year

โ€ข Order backlog reached a record โ‚ฌ162B

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๐ŸŽฏ ๐†๐ฎ๐ข๐๐š๐ง๐œ๐ž

โ€ข FY2026 comparable revenue growth confirmed at 14% to 16%

โ€ข FY2026 profit margin before special items confirmed at 10% to 12%, expected toward the upper end

โ€ข FY2026 net income around โ‚ฌ4B

โ€ข FY2026 free cash flow (pre-tax) around โ‚ฌ8B

โ €

๐Ÿ“Œ ๐Š๐ž๐ฒ ๐“๐š๐ค๐ž๐š๐ฐ๐š๐ฒ๐ฌ

โ€ข Siemens Gamesa returned to quarterly profitability for the first time since 2022 and remains on track to break even in FY2026

โ€ข Gas Services posted another record quarter for orders, driven by U.S. data center demand and power projects in the Middle East and Asia

โ€ข Grid Technologies continued strong growth, supported by transformer demand and capacity expansion

โ€ข Strong customer advance payments and higher profitability fueled another quarter of exceptional cash generation

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4 Comments

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A major player. Trusted German technology
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Definitely greatโ€”I'm especially happy about Gamesa!
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I'm celebrating big time! My favorite stock! My second-largest holding!
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I'm invested, too. I wonder when the stock will react to the strong numbers.
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