Siemens Backs 2027 Guidance With €34.8 Billion Order Haul and a Bigger Payout
Published on 11/15/2026 at 15:02 | Editorial boerse-global.de
Siemens has paired an upbeat outlook for its 2027 fiscal year with the strongest order intake in its history, giving investors a clearer view of how management expects the industrial and rail businesses to perform once the current reporting cycle closes.
Comparable revenue is projected to grow 9% to 11% in fiscal 2027, the company said Thursday alongside results for the year just ended. Earnings per share before purchase price allocation are forecast at €10.20 to €10.80. Shareholders are being asked to approve a dividend of €5.50 per share, an increase on the prior payout.
The guidance landed with a strong tailwind behind it: Reuters reported robust demand for equipment used in AI data centers as well as a healthy pipeline of rail contracts.
Fourth Quarter Sets the Tone
Orders in the closing three months of fiscal 2026 climbed 58% to a quarterly record of €34.8 billion. Revenue for the period came in at €23.7 billion, up 11%, while profit at the Industrial Business rose 22% to €3.9 billion. Net profit after tax advanced 32% to €2.4 billion.
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Across the full year, Siemens booked orders worth €108.2 billion, a record, and comparable revenue of €83.4 billion, an 8% gain. Industrial Business profit for the year reached €13.3 billion, and free cash flow amounted to €12.1 billion.
Investors greeted the quarterly release with a sharp rally on Thursday before the stock gave back part of those gains on Friday.
Deal-Making and a Finished Rail Program
Siemens signed an agreement on Tuesday to acquire Lauterbach, a provider of debug and trace solutions for embedded software and complex system-on-chip architectures — a move that extends the company's reach into chip-design tooling.
On the rail side, Siemens Mobility confirmed Friday that it had completed the Ă–BB procurement program. Handover of the final Desiro ML train brings the fleet to 294 vehicles, all delivered on schedule and now running in local and regional service.
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Separately, Siemens unveiled the HyperLynx Agentic Toolkit, which is designed to support verification of electronic systems using artificial intelligence. An early version is slated for selected customers in the fourth quarter of calendar 2026.
What Comes Next on the Calendar
Management will take its story to the United States with a roadshow in Boston and New York on November 17–18, 2026. First-quarter figures for fiscal 2027 are scheduled for February 11, 2027.
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