$SIE (-0,88%)

My dears,

Siemens is moving more and more into the growth sectors. That's why I remain invested.

AI and defense can also be played via rather boring stocks.

Until now, Siemens has always kept a very low profile when it comes to defense. Research by WELT AM SONNTAG now shows that both Siemens and Siemens Healthineers are cooperating with Rheinmetall.

The technology group Siemens and its spun-off medical technology subsidiary Siemens Healthineers are cooperating with the armaments company Rheinmetall on several projects.

Rheinmetall admitted this on the basis of research by WELT AM SONNTAG. According to Rheinmetall, Siemens has "contributed to the automation of various production facilities" at the plants in Weeze and Neuss in North Rhine-Westphalia. Rheinmetall manufactures fuselage parts for the F-35 fighter jet at the plant in Weeze.

Siemens does not wish to comment on the cooperation with Rheinmetall. The company stated that it is a "long-term technology partner to the aerospace and defense industry". Siemens also stated that it maintains "business relationships with the ten largest Western defense companies, including BAE Systems, Boeing, Lockheed Martin, Rolls-Royce, Northrop Grumman and Airbus".

Companies are keeping a low profile

The company is unable to provide any information on specific contracts due to confidentiality clauses. Siemens emphasizes that it does not manufacture any armaments itself.

The medical technology group Siemens Healthineers also cooperates with Rheinmetall. Rheinmetall told WELT AM SONNTAG that "among other things, various containers" of its mobile cash hospitals are "equipped with CT and X-ray machines from Siemens Healthineers".

Rheinmetall would not provide any further details. Siemens Healthineers did not wish to comment on its deliveries to Rheinmetall.

https://www.welt.de/wirtschaft/article6932ecfebdb9c3d5970e529e/technologiekonzern-siemens-kooperiert-bei-kampfjet-f-35-mit-rheinmetall.html

$SIE (-0,88%)

SBB and Siemens Mobility are digitizing the Swiss interlocking network over the next few years. An initial ten-year framework agreement covers the installation of virtual interlockings, maintenance and comprehensive services for the modernization of around 500 systems.

Swiss Federal Railways (SBB) and Siemens Mobility have concluded a comprehensive framework agreement for the digitalization of interlockings in Switzerland. According to Siemens, this involves the long-term conversion and modernization of around 500 systems, with around 80 percent of the existing signal boxes to be replaced over the next 20 years. The agreement was signed at the beginning of November.

The agreement provides for a term of ten years, with three extension options of five years each, as well as 25 years of maintenance and support. The Siemens Signaling X system will be introduced for the first time, with the interlocking logic being transferred to central data centers. This should significantly increase the capacity, efficiency and reliability of the rail network. The first commissioning is scheduled for 2029.

Siemens Mobility CEO Michael Peter explained that the technology will enable "more trains at shorter intervals" while also contributing to SBB's climate targets. Siemens has been firmly anchored in Switzerland for decades and has local development, production and service expertise in the field of control and safety technology.

The SBB rail network covers around 3,266 kilometers and is the largest standard-gauge rail network in Switzerland, serving both passenger and freight traffic.

https://bahnblogstelle.com/243274/hunderte-stellwerke-in-der-schweiz-werden-modernisiert/

$SIE (-0,88%)

To finance new trains, Deutsche Bahn is using a ten-year leasing model for the first time - for just under one billion euros. However, Deutsche Bahn still has to maintain the trains itself.

Berlin. Deutsche Bahn is using a leasing model for the first time to finance new ICE trains. The companies involved announced on Tuesday that 25 high-speed ICE3neo trains from the manufacturer Siemens Mobility are involved. The leasing contracts will each have a term of ten years, with maintenance remaining with Deutsche Bahn. The total financing volume amounts to just under one billion euros.

Deutsche Bahn has around 400 ICE trains. Siemens Mobility has ordered 90 ICE3neo trains, 39 of which are to be delivered by the end of the year. They can be used not only in Germany, but also for international connections to Brussels or Amsterdam. In future, they will also run in France and Poland.

With the financing model via a consortium led by BayernLB, Deutsche Bahn intends to modernize its ICE fleet. According to sources close to the state-owned company, the deal brings advantages, particularly in terms of debt and liquidity. Leasing is an additional building block that makes it easier to react to changes in the market.

Leasing models are much more common among shipping companies and airlines than at Deutsche Bahn. "The leasing model strengthens our financial capacity to act without relinquishing operational responsibility," said Wilken Bormann, CFO of DB Fernverkehr.

More: How the German government wants to prevent higher ticket prices

rtr

https://www.handelsblatt.com/unternehmen/milliarden-deal-deutsche-bahn-least-erstmals-ice-zuege-von-siemens-mobility/100175704.html

Today I bought Siemens in several tranches (first for around 238, now again at 232). It has been my largest position since the beginning of the year, which has paid off. The figures today confirm that Siemens is on a stable path. Industrial giant and tech company in one, a kind of ETF really. A share for life, and with a drop like this you simply have to add to it!

$SIE (-0,88%)

Hello my dears,

For me, Siemens is one of the best DAX stocks. And a pioneer in industrial AI, and the Mobility division is also booming.

That's why I'm simply staying invested for the long term.

The industrial group Siemens can look back on a record year in 2025. Shareholders will also benefit from a profit after tax of €10.4 billion and an all-time high free cash flow: They will receive a higher dividend. At the same time, the deconsolidation of Siemens Healthineers begins.

Siemens set new records in fiscal year 2025. Despite a volatile environment, the Munich-based technology group achieved the highest profit in its history: net profit after tax rose by 16% to €10.4 billion. Free cash flow also climbed to a new record of 10.8 billion euros. CEO Roland Busch spoke of a "milestone year" in which Siemens presented record results for the third time in a row.

However, the results for the fourth quarter of the Siemens fiscal year, which ended on September 30, were below expectations. As a result, the share price was down five percent on Thursday morning. Since the beginning of the year, however, the share price has risen by 28 percent.

Industrial business is running at full speed

On a comparable basis, sales revenue grew by five percent to 78.9 billion euros. The Digital Industries and Smart Infrastructure divisions in particular contributed to this success with solid growth rates. The result of the industrial business increased to 11.8 billion euros - also a record figure.

It had already been announced the previous evening that Siemens was pressing ahead with its strategic realignment to become a technology group. A key step in this process is the planned deconsolidation of the medical technology subsidiary Siemens Healthineers. Siemens currently still holds around 69 percent of the shares and plans to sell a total of 30 percent to shareholders, presumably in the form of bonus shares.

https://www.boerse-online.de//nachrichten/aktien/nach-rekordgewinn-2025-erhalten-siemens-aktionaere-mehr-dividende-und-kostenlose-aktien-20390272.html

Healthineers decision made: Siemens gives its shareholders this gift

https://www.boerse-online.de//nachrichten/aktien/entscheidung-gefallen-siemens-investoren-bekommen-healthineers-aktien-20390262.html

$SIE (-0,88%)

Siemens exceeds expectations in the fourth quarter with sales of sales of € 21.43 billion and a net profit of €3.09 billionwhich is significantly above analysts' estimates. For 2026, the company is forecasting sales growth of 6-8% and earnings earnings per share of € 10.40-11.00 in prospect.

Strategically, Siemens is consistently focusing on digitalization: the digital business is expected to grow by 15% annually by 2030 annually by 2030, supported by investments of around €1 billion in AI technologies.

However, the planned spin-off of Siemens Healthineers, whose complex process, according to analysts, will not be completed until 2027 could be finalized.

$SIE (-0,88%) Siemens is doing well, so I remain invested.

The order for a total of 75 state-of-the-art Mireo trains awarded in December 2023 is the largest single order for this train model in the history of Siemens Mobility. It underlines the strong market position of the Mireo platform, of which we have already successfully placed 23 fleets with a total of over 550 trains."

The order placed with Siemens Mobility in December 2023 is worth around 500 million euros and represents the largest order for the Mireo train platform from Siemens Mobility to date. The operators have ordered the following vehicles in total: Länderbahn will receive 41 three-car Mireo trains, DB Regio AG 18 four-car Mireo trains and 16 two-car Mireo Plus B with battery operation. The new vehicles will enable ZVNL Schienenfahrzeug GmbH to provide sustainable mobility on non-electrified routes.

https://bahnblogstelle.com/241319/siemens-mobility-praesentiert-mireo-batteriezuege-fuer-mitteldeutschland/

Siemens receives billion-euro order from Switzerland

Siemens has been awarded a contract worth billions from Switzerland. The Munich-based industrial group will supply new double-decker trains for the suburban railroads in the Zurich region and western Switzerland.

Siemens also builds digital signal boxes

It was only on Wednesday that Siemens and SBB announced the signing of a long-term framework agreement for the digitalization of Swiss signal boxes. The contract, which will initially run for ten years with an option to extend, covers the construction of digital interlockings, including hardware and software as well as services such as development and training.

https://www.tagesschau.de/wirtschaft/unternehmen/siemens-milliardenauftrag-zuege-schweiz-100.html

At hospital equipment supplier Siemens Healthineers $SHL (+0,99%) increased its revenue on a comparable basis by 5.9 percent to just under 23.4 billion euros in the past fiscal year 2024/25 (September 30).

Imaging once again developed particularly strongly. The division increased its sales by 8.5 percent to 13.2 billion euros, once again gaining market share. Varian grew by 6.9 percent to 4.1 billion euros. Sales in the diagnostics division only stagnated, but the division was able to further improve its operating result.

The adjusted operating result for the Group as a whole improved by ten percent to almost 3.9 billion euros in the 2024/25 financial year. This was in line with analysts' expectations. In terms of turnover, they had expected an average of 23.5 billion euros.

US tariffs weigh on Healthineers

However, the burdens from US tariffs and currency effects are increasing. The challenges are likely to become even greater in the new financial year. The bottom line profit could therefore fall. The stock market reacted to the cautious forecast with a temporary fall in the share price of more than ten percent to just over 45 euros.

In the final quarter of 2024/25, i.e. from July to September, Healthineers' revenue growth on a comparable basis was slightly weaker at 3.7 percent to 6.3 billion euros. The adjusted operating result fell slightly to 1.1 billion euros.

By way of comparison, the major European competitor Philips $PHIA (-1,5%) increased sales from July to September by three percent to 4.3 billion euros. The adjusted operating result improved from 516 to 531 million euros.

Both manufacturers are struggling with challenges that are likely to intensify in the coming months. US tariffs, for example, cost Healthineers 200 million euros in the past financial year. As they are now taking effect for the full year, this could amount to around 400 million euros in 2025/26. Currency developments are also having a negative impact on business.

But despite all this bad news, there could be a brilliant buying opportunity for the shares of the DAX company, at least according to analysts. In fact, the majority of market observers are optimistic, recommend buying on average and see share price potential of around 30 percent.

Siemens Healthineers $SHL (+0,99%) intends to present its next strategy phase "Elevating Health Globally" to investors in a few weeks. The "New Ambition" program, which was announced in 2021, has been completed. During this time, Healthineers has, among other things, further expanded its strong position in imaging and established more long-term partnerships with hospital chains. Insiders do not expect a radical change of strategy in the core businesses, but rather a further development of the strategy.

In addition, the management of Siemens $SIE (-0,88%) management will announce in the coming week whether the company will remain involved in medical technology in the long term or whether it will relinquish its majority shareholding. Siemens currently still holds around 70 percent of the shares in Healthineers.

The dividend is to rise from EUR 0.95 to EUR 1.00.

Source text (excerpt) & graphic: Handelsblatt, 05.11.2025

Hi, I currently have a savings plan with J&J

Novo Nordisk and United Health

I would like to swap J&J and not save so much in healthcare

My selection would be:

$BATS (-2,66%)

$SIE (-0,88%)

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