Report
Delphine Brault ...
  • Quentin Borie

Siemens AG : Les incertitudes à court terme l’emportent sur les perspectives solides à long terme

>Digital Industries pèse sur la performance du T3 - Les commandes au T3 2023 ont atteint 24.2 Md€, +15% en comparable (consensus à +5.3%), grâce à Mobility, tandis que les divisions Digital Industries (DI) et Smart Infrastructure (SI) ont affiché respectivement -35% (10 ppt inférieurs au consensus) et -1%. Le book-to-bill est de 1,28x (0.77x chez DI). Le chiffre d'affaires a progressé de 10% en organique, à 18.9 Md€ (2% en dessous du consensus) et l'EBITA industriel a...
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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