Siemens Shares Surge on Record Orders and Raised Outlook

Siemens AG shares jumped in pre-market trading following the release of record fiscal year 2025/26 results and an upward revision of its mid-term targets. The stock gained 4.3 percent to €288.95 on Tradegate, approaching its August record high of €291.70, signaling strong investor confidence in the company’s performance.

The technology conglomerate benefited from high demand across its key sectors: electrification, digitalization, and industrial AI, as well as robust activity in data centers. Crucially, Siemens’ order intake surpassed €100 billion, with new business increasing by 25% on a comparable basis to over €108 billion. This surge in demand translated into an 8% rise in revenue to €83.4 billion – excluding currency and portfolio effects – and a significant increase in industrial profit, climbing from €11.8 billion to €13.3 billion.

While net profit declined year-over-year, this was primarily due to the absence of a billion-euro gain realized in the prior year from the sale of Innomotics. For the new fiscal year 2026/27, Siemens anticipates comparable revenue growth of 9 to 11 percent and expects earnings per share—excluding specific purchase price allocation effects—to increase. The company also plans to spin off 34.1% of Siemens Healthineers and distribute it to shareholders, with the separation expected to become effective in May.

The strong results and increased targets demonstrate Siemens’ momentum in key growth areas. The company’s ability to secure a record level of orders and translate that into revenue growth positions it favorably within the industrial sector, even as the broader macroeconomic environment remains subject to volatility.