Report
Delphine Brault ...
  • Quentin Borie

Siemens AG : Digital Industries pèse sur la performance, mais l’histoire se dé-risque

>Un T3 meilleur qu’attendu porté par le software et par la division SI - Les commandes T3 2024 ont reculé de 15% en comparable (Css à -16.3%), à 19.8 Md€, avec un book-to-bill de 1.05. Le CA progresse de 5% en comparable à 18.9 Md€ (Css à 4.3%) et l’EBITA industrial ajusté atteint 3 033 M€, soit une marge de 16.5% (vs Css à 15.4%). L’industrial profit s’établit ainsi 4% au-dessus des attentes du consensus (une fois retraité de 70 M€ de plus-value de cession chez DI). ...
Underlying
Siemens AG

Siemens is a technology company. Co.'s Energy sector provides a range of products, solutions and services for generating and transmitting power. The Healthcare sector provides customers a range of medical solutions across the treatment chain. The Industry sector supplies products and solutions for industrial companies, primarily in the process and manufacturing industries. The Infrastructure & Cities sector provides a range of technologies that accelerates the capabilities of metropolitan centers and urban infrastructures. The Investments segment is comprised of Co.'s equity stakes in other companies. The Financial Services segment provides business-to-business financial solutions.

Provider
Oddo BHF
Oddo BHF

​Oddo Securities provides securities brokerage and research services. The company offers equity, economic, and derivatives research and credit analysis services. It focuses on insurance, automotive, building materials, pharmaceuticals, telecommunications, information technology, and agri-food industries.

Analysts
Delphine Brault

Quentin Borie

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