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Siemens Aktiengesellschaft (SIEGY) Q1 2026 Earnings Call Transcript

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⚡ Quantum Brief
Siemens reported Q1 2026 earnings on February 12, with CEO Roland Busch and CFO Ralf Thomas leading the call, emphasizing strong financial performance amid global economic uncertainty. The company highlighted double-digit growth in its Digital Industries division, driven by AI and automation demand, while noting supply chain stabilization after prior disruptions. CFO Ralf Thomas underscored margin expansion in Smart Infrastructure, attributing gains to energy transition investments and cost efficiencies, though inflation pressures persist in some regions. Analysts questioned Siemens’ quantum computing initiatives, with Busch confirming accelerated R&D partnerships but no near-term commercialization timelines for quantum hardware. The call was limited to 45 minutes due to the impending Annual General Meeting, with executives prioritizing shareholder updates on sustainability targets and 2026 strategic milestones.
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Siemens Aktiengesellschaft (SIEGY) Q1 2026 Earnings Call Transcript

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SA Transcripts158.33K FollowersFollow5ShareSaveCommentsPlay Earnings CallPlay Earnings Call Siemens Aktiengesellschaft (SIEGY) Q1 2026 Earnings Call February 12, 2026 2:30 AM EST Company Participants Tobias Atzler - Senior Manager of Investor RelationsRoland Busch - President, CEO & Chairman of Management BoardRalf Thomas - CFO & Member of the Managing Board Conference Call Participants Benedict Uglow - Oxcap Analytics LimitedPhilip Buller - JPMorgan Chase & Co, Research DivisionBenjamin Heelan - BofA Securities, Research DivisionJames Moore - Rothschild & Co Redburn, Research DivisionAndre Kukhnin - UBS Investment Bank, Research DivisionDaniela Costa - Goldman Sachs Group, Inc., Research Division Presentation Operator Good morning, ladies and gentlemen, and welcome to the Siemens 2026 First Quarter Conference Call. As a reminder, this call is being recorded. Before we begin, I would like to draw your attention to the safe harbor statement on Page 2 of the Siemens presentation. This conference call may include forward-looking statements. These statements are based on the company's current expectations and certain assumptions and are, therefore, subject to certain risks and uncertainties. At this time, I would like to turn the call over to your host today, Mr. Tobias Atzler, Head of Investor Relations. Please go ahead, sir. Tobias AtzlerSenior Manager of Investor Relations Good morning, ladies and gentlemen, and welcome to our Q1 conference call. All documents were released this morning and can be found also on our IR website. I'm here today with our President and CEO, Roland Busch; and our CFO, Ralf Thomas, who will review the Q1 results. As always, we will have time for a lively Q&A. Please be aware that our AGM starts right after and therefore, we must limit the time of the conference call to 45 minutes. With that, over to you, Roland. Roland BuschPresident, CEO & Chairman of Management Board Thank you, Tobias. Good morning, everyone, and thank you for joining

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