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Siemens Energy AG (ENR1n.DE): Expect solid fiscal3Q, Gas orders remain in focus-20260703
花旗· 2026-07-03 12:17
Ac t i o n | 03 Jul 2026 00:00:00 ET │ 18 pages Siemens Energy AG (ENR1n.DE) Expect solid fiscal 3Q, Gas orders remain in focus … but harder to beat mid/long-term — For FY27 onwards, even with a potential strong start to the year, Siemens Energy has set itself a high bar to clear. Siemens Energy is building capacity for a 25-30% market share longer term, vs an implicit 1/3+ market share in FY26. We don't expect a decline in EURm in terms in Gas FY27E orders, but only because of pricing upside and service or ...