文章核心观点 - 西门子收购美国中压二次配电开关设备专家Trayer Engineering,以扩大其电网现代化产品组合 [1][2] - 西门子和Trayer的战略整合将为客户提供端到端的产品组合,满足不断增长的需求 [2] - 西门子的数字化解决方案将增强Trayer的产品,有助于公用事业和城市升级配电网 [3] 财务表现 - 西门子第三季度收入同比下降,未达到市场预期 [4] - 西门子股价过去一年涨幅超过行业平均水平 [5] 行业地位 - 西门子目前评级为中性,同行中Crane、Flowserve和Cintas评级为买入 [6][7] - 这些同行公司近期业绩和盈利预期均优于西门子 [6][7]

Brightline hopes to begin operating high-speed trains between Las Vegas and Los Angeles by 2028.Brightline West, SiemensSiemens plans to add a U.S. rail manufacturing facility in central New York to make bullet trains for Brightline West’s railway connecting Las Vegas to Los Angeles, calling it the country’s first such factory dedicated to producing high-speed trains.The company said today it’s investing $60 million in the Horseheads, New York plant which is expected to employ about 300 people when it opens ...

Arlington, VA, Sept. 04, 2024 (GLOBE NEWSWIRE) -- In a significant milestone for the community solar industry, Summit Ridge Energy, the nation's leading commercial solar company, and Siemens, have announced an agreement for the company's first order of domestic content inverters. Siemens, a longstanding partner of Summit Ridge, plans to domestically manufacture 1000 inverters, with scheduled deliveries to Summit Ridge projects across Illinois and Virginia starting in Q1 of 2025.  This order, totaling approx ...

Dublin, Aug. 29, 2024 (GLOBE NEWSWIRE) -- The "Airport Notification Systems - Global Strategic Business Report" has been added to ResearchAndMarkets.com's offering.The global market for Airport Notification Systems was estimated at US$1.7 Billion in 2023 and is projected to reach US$2.5 Billion by 2030, growing at a CAGR of 5.6% from 2023 to 2030. This comprehensive report provides an in-depth analysis of market trends, drivers and forecasts. What Technologies Power Airport Notification Systems?The backbo ...

业绩总结 - 第三季度订单稳健，总额为198亿欧元，同比下降15%[17] - 第三季度营收增长5%，达到189亿欧元[18] - 工业业务利润率为16.5%[19] - 每股收益（不包括PPA）为2.66欧元[20] - 工业净债务/EBITDA比率为1.0倍[21] 智能基础设施业务 - 智能基础设施业务订单增长11%，达到60亿欧元[93] - 智能基础设施业务营收增长10%，达到54亿欧元[94] - 智能基础设施业务利润率提高140个基点，达到17.2%[100] - 智能基础设施业务自由现金流增长37%，达到73.3亿欧元[100] 市场展望 - 美国市场的强劲势头推动了收入增长[106] - 欧洲市场订单增长39%，收入增长8%（不包括德国）[107] - 建筑业推动订单增长，建筑和电气部门的收入增长[109] - 电气化领域的订单增长受到多个垂直领域的重大胜利推动[112] - 服务业全球订单和收入增长，亚洲和欧洲驱动了广泛的收入增长[113] 其他信息 - 现金转换强劲，超过10亿欧元的标志[103] - 订单积压达到480亿欧元，其中130亿欧元为服务[127] - Siemens Healthineers确认了2024年的展望，预计2024年的调整基本每股收益在2.10至2.30欧元之间[194]

财务数据和关键指标变化 - 收入总体增长5%至188.9亿欧元,其中智能基础设施增长10%,西门子医疗增长4%,数字工业收入持平 [9][10][14] - 数字工业软件业务收入增长82%,但自动化业务收入下降25% [15] - 工业业务利润超过30亿欧元,毛利率同比提升110个基点 [16] 各条业务线数据和关键指标变化 数字工业 - 订单总额45亿欧元,同比增长21%,主要受益于软件业务的大单合同 [35] - 自动化业务订单略有下滑,受到市场需求疲软的影响 [36][37] - 软件业务收入大幅增长82%,但自动化业务收入下降25% [38] - 利润率达22.9%,主要受益于软件业务的高转化率 [39] 智能基础设施 - 订单增长11%至60亿欧元,电气化业务增长14% [51][52] - 收入增长10%,电气化业务增长21% [52][53] - 利润率达17%,创历史新高,受益于规模经济和持续的生产效率提升 [54] 移动交通 - 订单24亿欧元,同比下降,但订单饱满度仍高达480亿欧元 [60] - 收入小幅增长2%,受到滚装车业务暂时性下滑的影响 [61] - 利润率提升至8.7%,得益于业务和项目组合的改善 [62] 各个市场数据和关键指标变化 - 美洲市场收入增长11%,受益于美国市场的强劲表现 [21] - 欧洲中东非洲地区收入下降3%,主要受德国市场疲软影响 [21] - 亚太地区收入增长12% [21] 公司战略和发展方向及行业竞争 - 智能基础设施业务是公司推动基础设施可持续转型的核心,将继续投资产能和人员以满足不断增长的需求 [19][24][25] - 数字工业软件业务正在向软件即服务转型,年度经常性收入增长15%,云业务占比已达39% [33][34] - 公司在电气化、数字化和自动化领域保持技术领先地位,有助于客户实现可持续发展目标 [26][27][28][29] 管理层对经营环境和未来前景的评论 - 宏观经济环境仍然疲软,尤其是在中国和欧洲,导致工业需求疲软 [13] - 最新的宏观指标显示工业需求的增长将低于此前预期 [13] - 自动化业务面临挑战,公司将采取销售、产品开发和成本管控措施应对 [18] - 但公司对数字化、电气化和自动化的长期趋势保持信心,将继续投资以把握这些机遇 [100][101] 其他重要信息 - 西门子监事会延长Cedrik Neike的合同,并任命Veronika Bienert和Peter Koerte为管理委员会成员 [7][8] - 公司获得EcoVadis铂金奖,在全球73,000家公司中排名前1% [20] - 公司将出售中国配线附件业务给ABB [57] - 公司计划在2025财年第一季度完成Innomotics业务的出售 [66] 问答环节重要的提问和回答 问题1 **Andrew Wilson 提问** 询问数字工业业务在美国和欧洲的基础需求情况 [73] **Ralf Thomas 回答** 宏观经济环境仍然疲软,尤其是在欧洲和中国,导致工业投资意愿疲弱,但一些行业如化工有所好转 [75][76][77][78][79][80][81][82][83][84][85][86][87][88] 问题2 **James Moore 提问** 询问数字工业业务的利润率展望 [94] **Ralf Thomas 回答** 第四季度利润率将受到软件业务高转化率的正面影响,但自动化业务利润率下滑将抵消部分影响,公司将采取措施应对 [96][97][98][99][100][101][102][103][104][105] 问题3 **Andre Kukhnin 提问** 询问数字工业软件业务的基础收入水平和2025年的增长前景 [109] **Ralf Thomas 回答** 软件业务的经常性收入和云业务占比持续增长,公司有信心这一业务在2025年仍将保持良好增长势头 [111][112][113][114][115][116][117][118][119][120][121][122][123][124][125]

15 November 2023, Bavaria, Munich: Flags with the word "Siemens" in front of the company's headquarters. Siemens publishes figures for fiscal year 2022/23. Photo: Karl-Josef Hildenbrand/dpa (Photo by Karl-Josef Hildenbrand/picture alliance via Getty Images)German industrial technology giant Siemens on Thursday posted better-than-expected quarterly operating profit and confirmed its full-year outlook.Industrial profit came in at 3 billion euros ($3.3 billion) in the quarter to the end of June, 11% higher tha ...

Dublin, July 11, 2024 (GLOBE NEWSWIRE) -- The "Artificial Intelligence (AI) in Medical Diagnostics - Global Strategic Business Report" report has been added to ResearchAndMarkets.com's offering.The global market for Artificial Intelligence (AI) in Medical Diagnostics is estimated at US$1.1 Billion in 2023 and is projected to reach US$4.4 Billion by 2030, growing at a CAGR of 22.4% from 2023 to 2030. This comprehensive report provides an in-depth analysis of market trends, drivers, and forecasts, helping yo ...

This article has been reviewed according to Science X's editorial process and policies . Editors have highlighted the following attributes while ensuring the content's credibility: Siemens CEO Roland Busch showed German Chancellor Olaf Scholz and other officials plans for the redevelopment of Siemensstadt Square in Berlin. German industrial giant Siemens on Tuesday launched an urban development project worth 4.5 billion euros ($4.8 billion) in the area of Berlin known as Siemensstadt, wher ...

Investors interested in stocks from the Industrial Services sector have probably already heard of Siemens AG (SIEGY) and Ashtead Group PLC (ASHTY) . But which of these two stocks is more attractive to value investors? We'll need to take a closer look to find out. We have found that the best way to discover great value opportunities is to pair a strong Zacks Rank with a great grade in the Value category of our Style Scores system. The Zacks Rank favors stocks with strong earnings estimate revision trends, an ...