SAP SE (NYSE:SAP) is set to release its quarterly earnings on October 22, 2025, with an expected EPS of $1.69 and revenue of $9.09 billion.The company's strategic initiatives and integration of AI are driving significant growth, with cloud revenue increasing by 24% in the second quarter.SAP's financial health remains strong, with a P/E ratio of approximately 42.75 and a debt-to-equity ratio of 0.21.SAP SE, listed on the NYSE under the symbol SAP, is a global leader in enterprise application software. The co ...

Key Takeaways SAP's Q3 performance is expected to benefit from Cloud ERP growth and expense control.Rise with SAP and Grow with SAP continue driving cloud revenue, up 24% in Q2.AI integration via Joule and 14 new AI agents boost productivity and profit growth.SAP SE ((SAP) is scheduled to post results for the third quarter of 2025 on Oct. 22, after market close.The Zacks Consensus Estimate for third-quarter earnings is $1.69 per share, indicating a 25.2% increase from the year-ago reported actuals. The Zack ...

核心观点 - SAP SE将于2025年7月22日发布第二季度财报，市场预期每股收益1.63美元（同比增长38%），营收104亿美元（同比增长16.47%）[1] - 公司过去四个季度每股收益均超预期，平均超出幅度达10%，股价过去一年上涨56.5%，远超行业21.4%的涨幅[2] - 云计算转型、AI战略和企业软件表现是投资者关注重点，其中云业务收入一季度同比增长27%至49.9亿欧元[2][9] 财务表现 - 一季度云ERP套件收入占云总收入的85%，同比增长34%，成为云增长主要驱动力[2] - 公司预计2025年通过AI投资将用户生产率提升30%，投入超过30,000名开发者推进AI能力建设[5][9] 战略布局 - RISE with SAP解决方案持续扩展，将整合LeanIX、Signavio和WalkMe等业务转型工具[3][9] - 推出灵活许可模式，帮助客户无缝迁移至最新云版本，无需单独谈判[3] - 生成式AI已覆盖80%业务场景，AI辅助合同验证使签约时间缩短75%，报价到收款自动化效率提升10倍[4] 技术发展 - AI助手Joule已集成1,300项技能，管理层预计生成式AI未来将显著提升收入[4] - 面临销售周期长、许可复杂及客户预算变动带来的收入波动风险，中美贸易战也影响软件许可销售[6] 同业比较 - Emerson Electric预计第三季度每股收益1.51美元（同比增长5.6%），过去四季平均超预期3.4%[12] - Illinois Tool Works预计第二季度每股收益2.55美元（同比增长0.4%），过去四季平均超预期3%[13] - Crown Holdings预计第二季度每股收益1.86美元（同比增长2.8%），过去四季平均超预期16.3%[14]