Daily
AI Infrastructure Daily: everything that happened across chips, memory, power, data centers and financing in a 3-minute read, every weekday. Free. Read today's →
NVDA$216.0+2.38%TSM$427.1+2.06%SK hynix₩1,275,000−0.16%Samsung Electronics₩213,000−1.16%MU$911.8+3.91%ASML$1,599.8+1.78%AVGO$330.6+2.76%LITE$834.8+10.40%COHR$224.3+7.18%ANET$178.9+3.81%GEV$858.4+5.32%ETN$374.6+2.31%VRT$200.1+2.98%CEG$253.7+0.12%VST$142.8+1.90%PWR$566.3+3.64%HD Hyundai Electric₩447,000−4.89%MP$37.91−1.03%FCX$65.21+0.04%CCJ$79.25+0.83%MSFT$530.4+1.12%META$638.8−0.60%CRWD$260.3+1.04%SMH$543.4+3.07%SPY$765.5+0.73%
Home/Stocks/ENR.DE
XETRA · Germany · Specialty Industrial Machinery

ENR.DE Siemens Energy

Gas turbines and grid technology

Tight but sold off Its supply chain is tightening but the stock is below its 50-day average — price and fundamentals disagree. (automatic: supply-chain trend + price vs 50-day average)
Last close (delayed) · 2026-10-26
€123.2
+3.77% today
1W
−7.5%
1M
−13.6%
3M
−8.9%
YTD
+2.7%
1Y
+19.0%
Off 52w high
−34.4%
Next earnings (est.): 2026-11-11
Market cap€101B≈ $113B
P/E (trailing)38.3Forward 19.0
EV / sales2.3×EV/EBITDA 20.9×
Revenue (TTM)€41.84BGrowth 17.5% y/y
Margins20.8%gross · op 13.0%
Free cash flow€6.20BCash €11.09B · debt €2.96B
Analyst target€193.6+57.2% upside · 28 analysts · buy
Riskβ 1.85Short — of float · yield 0.52%

Fundamentals from public market data, refreshed daily (2026-10-24 02:59 UTC). Figures in reporting currency.

ENR.DE · price with what management and the data said

Supply tighteningBeat / raiseMiss / cutData releaseEasing Hover a numbered marker for details · dashed lines = 50- and 200-day averages

Timeline: management commentary, data & earnings

8 events
  1. 8
    2026-08-04EarningsBeat / raise

    Reported EPS 1.31 vs 1.19 expected (+10.6% surprise).

  2. 7
    2026-05-11EarningsMiss / cut

    Reported EPS 0.93 vs 0.97 expected (-4.6% surprise).

  3. 6
    2026-02-10EarningsBeat / raise

    Reported EPS 0.92 vs 0.82 expected (+12.3% surprise).

  4. 5
    2025-11-12EarningsMiss / cut

    Reported EPS 0.32 vs 0.33 expected (-2.4% surprise).

  5. 4
    2025-08-06EarningsMiss / cut

    Reported EPS 0.21 vs 0.3 expected (-30.2% surprise).

  6. 3
    2025-05-07EarningsBeat / raise

    Reported EPS 0.76 vs 0.34 expected (+125.7% surprise).

  7. 2
    2025-02-11EarningsBeat / raise

    Reported EPS 0.24 vs 0.05 expected (+364.3% surprise).

  8. 1
    2024-11-12EarningsMiss / cut

    Reported EPS -0.2 vs 0.41 expected (-149.4% surprise).

Earnings history

EPS vs expectations
DateExpected EPSReported EPSSurprise
2026-08-041.191.31+10.6%
2026-05-110.970.93−4.6%
2026-02-100.820.92+12.3%
2025-11-120.330.32−2.4%
2025-08-060.30.21−30.2%
2025-05-070.340.76+125.7%
2025-02-110.050.24+364.3%
2024-11-120.41-0.2−149.4%
2024-08-06-0.04-0.23−537.4%
2024-05-060.09-0.06−170.2%
2023-11-14-0.37-0.97−164.6%
2023-08-06-0.99-3.37−240.8%
2023-05-15-0.06-0.28−342.0%
2023-02-070.14-0.47−442.5%
2022-11-150.660.52−22.2%
2022-08-070.04-0.13−398.7%
2022-05-100.24-0.14−158.4%
2022-02-090.32-0.1−130.5%
2021-11-10-0.3-0.09+70.2%
2021-08-040.16-0.07−145.9%
2021-05-040.210.08−63.9%
2021-02-010.130.22+70.3%
2020-11-090.09-0.05−150.9%

About Siemens Energy

Website ↗

Siemens Energy AG operates as an energy technology company worldwide. It operates through Gas Services, Grid Technologies, Transformation of Industry, and Siemens Gamesa segments. The company provides gas and steam turbines, generators, and heat pumps, as well as performance enhancement, maintenance, digitalization, and consulting services for central and distributed power generation; and high voltage direct current transmission systems, offshore wind farm grid connections, transformers, flexible alternating current transmission systems, high voltage substations, air and gas-insulated switchgears, circuit breakers, capacitor, digital grid solutions and components, components and cyber security, and transformers and storage solutions. It also offers electrolyzers, industrial steam turbines, industrial generators, turbo and reciprocating compressors, drive systems and solutions, batteries …

106,000 employees · Munich, Germany

Three OEMs make nearly all heavy-duty gas turbines. Slot reservations stretch years out and set the pace for new firm generation.

Gas supply→Turbine→Plant→Grid

What would prove us wrong. Weakens if turbine slot reservations are cancelled or pricing per kW falls.

Peers at the same bottleneck

Who else supplies this

StockRoleLast1D1MYTDTrend
GEV
GE Vernova
Gas turbines, grid equipment and SMRs $858.4+5.32%−10.4%+31.6%
7011.T
Mitsubishi Heavy Industries
Heavy-duty gas turbines ¥3,500.0−3.15%−10.6%−8.3%
CAT
Caterpillar
Recip gensets and Solar Turbines for onsite power $695.6+1.25%−15.3%+22.2%

Not investment advice. Prices delayed and in local currency. Quotes in "double quotes" are verbatim as reported by the linked source; other commentary is our paraphrase. Earnings dates are estimates.