Siemens: strong AI performance powers record Q3 growth. August 11, 2026 Multinational technology company Siemens has projected another profitable growth trajectory in the third quarter of the fiscal year Continuing a strong second quarter, Siemens's strategic orientation has been backed by record results in both order intake and Profit Industrial Business. Its growth was supported by increasing demand for AI infrastructure and industrial AI adoption across its portfolio, particularly within data centre technology and cloud-native software platforms. Following its strong Q3 performance, Siemens raised its full-year earnings guidance for earnings per share pre-purchase price allocation (EPS pre-PPA) to between €11.20 (US$12.92) and €11.50 (US$13.27), while reaffirming its broader Group expectations for fiscal 2026. "We delivered excellent free cash flow of €4.1bn (US$4.5bn) in the third quarter, which reflects our strong operational performance," says Veronika Bienert, Chief Financial Officer of Siemens. "For the full fiscal year, we once again aim to achieve a double-digit free-cash-flow return on revenue. We're executing our strategy consistently, and our newly launched share-buyback programme continues to create value for our shareholders." Siemens's Growth Figures for Q3 2026 * Order intake: US$30.4bn * Profit Industrial Business: US$3.8bn * Group revenue: US$22.7bn * Free cash flow: US$4.5bn * Earnings per share: US$3.42 AI infrastructure fuelling record orders. Siemens reported a 14% increase in group orders on a comparable basis to reach a record €27.9bn (US$30.5bn), excluding portfolio effects and currency translation. Serving as the company's primary growth engine, Smart Infrastructure surpassed the €8bn (US$8.7bn) order threshold in a single quarter for the first time, following a 42% surge in divisional order intake. Order acceleration within Smart Infrastructure was driven by the Electrical Products and Electrification sub-segments, which capitalised on rising power requirements from AI data centre developers and semiconductor fabrication plants. The strong performance in Smart Infrastructure reflects broader market trends as organisations invest heavily in the physical infrastructure needed to support AI applications. Data centres require increasingly sophisticated electrical systems to handle the power density and cooling requirements of AI workloads, positioning Siemens's electrification portfolio at the centre of this infrastructure buildout. Overall Profit Industrial Business (PIB) also reached a record high, surging 25% to €3.5bn (US$3.8bn) and lifting the total Industrial Business profit margin to 17.3%, up from 14.9% in the prior-year quarter. Software and automation performance strengthens. Digital Industries delivered clear increases in volume, profit and profitability, with strong performance across both its automation and software units. Its software business made the largest contribution to these improvements, with software revenue rising 15% to €1.8bn (US$2bn) behind strong Electronic Design Automation sales and a shift toward cloud-native software as a service platforms. The transition to cloud-native platforms represents a strategic shift for Siemens's Digital Industries division, enabling customers to access design and simulation tools with greater flexibility whilst reducing upfront capital expenditure. Siemens's Mobility division, specialising in rail transport, also secured major international contracts to drive a 6% increase in revenue to €3.2bn (US$3.5bn). Key order wins for Mobility included a €2.2bn (US$2.4bn) contract for double-deck trains in Switzerland and a €2bn (US$2.2bn) extended maintenance agreement in the UK. AI Magazine has exactly the technologies its customers need to speed up their innovation Roland Busch, CEO and President of Siemens Industrial AI driving strategic direction. President and CEO of Siemens, Roland Busch, says the momentum behind the company's record third quarter stems from the ongoing rollout of its ONE Tech Company strategic framework, the multi-year strategic roadmap which lays out the company's strategy until 2030. "By executing our ONE Tech Company programme, we've been accelerating our innovation, which is enabling us to create additional value for our customers," Roland says. "Its technological leadership in all businesses, clear focus on industrial AI and strong positioning in attractive markets are driving its profitable growth. "We have exactly the technologies our customers need to speed up their innovation, increase their productivity and drive their digital transformation." Siemens's focus on high-margin digital solutions has paid off, with its Smart Infrastructure unit recording triple-digit order growth in data centre technology, while software revenue increased by 15%. The convergence of industrial AI applications with traditional automation could be creating new revenue streams as manufacturers adopt AI-driven operational technologies to enhance productivity and enable digital transformation initiatives. Executives. * Roland Busch President and CEO of Siemens AG * Veronika Bienert Member of the Managing Board of Siemens AG Company Portals

Siemens Q3 Results: Net profit surges 5X to Rs 2,143 crore; revenue rises 15%. Published: 2:46 PM, Aug 11, 2026 Updated: 2:46 PM, Aug 11, 2026 Net profit jumps 5X to Rs 2,143 crore, but EBITDA and margins decline year-on-year. Siemens Q3 results: Net profit surges to Rs 2,143 crore, aided by discontinued operations. Siemens Q3 Results: Siemens Ltd reported a sharp jump in net profit for the quarter ended June 30, with the bottom line getting a significant boost from discontinued operations. The company's net profit surged to Rs 2,143 crore from Rs 423 crore in the year-ago period. For context, Siemens follows an October-September financial year. This means the April-June period is its third quarter, or Q3, even as most Indian companies are currently reporting their Q1 FY27 results. Revenue from operations rose 14.8 per cent year-on-year to Rs 4,714 crore from Rs 4,108 crore. However, the growth at the top line did not translate into higher operating profit. EBITDA fell 16.8 per cent to Rs 431 crore from Rs 518 crore in the corresponding period last year. Consequently, EBITDA margin narrowed sharply to 9.1 per cent from 12.6 per cent. Discontinued operations lift net profit. The key driver behind Siemens' sharp profit growth was the contribution from discontinued operations. Profit from discontinued operations stood at Rs 1,800 crore during the quarter, compared with just Rs 1 crore in the year-ago period. This means the headline jump in net profit does not fully reflect the performance of the company's continuing operations. While revenue growth remained healthy, the decline in EBITDA and margin contraction point to pressure on operating profitability. The divergence between revenue and operating profit is therefore the key takeaway from Siemens' quarterly numbers. Revenue grew at a double-digit pace, but lower EBITDA suggests that profitability remained under pressure. With the bulk of the net profit growth coming from discontinued operations, investors are likely to look beyond the headline profit number and focus on the performance of Siemens' continuing business.