Siemens Healthineers raises profit forecast, trims revenue growth
Siemens Healthineers AG reported third‑quarter results showing comparable revenue up 2.8% to about €5.8 billion and an adjusted EBIT margin of 19.1%, up from 16.8% a year earlier. The company said a refund of roughly €200 million in unlawfully levied U.S. tariffs had already been received and that further refunds are expected, boosting net profit by about one‑fifth to €676 million. On this basis, the adjusted earnings‑per‑share outlook for fiscal 2026 was raised to €2.35‑€2.45, 15 cents higher than previously forecast. At the same time, the revenue‑growth outlook for the 2025/26 fiscal year was cut to 3.5‑4% from the earlier 4.5‑5% range, reflecting weak performance in the lab‑diagnostics segment, especially in China, where sales fell 5.5%. The firm’s CFO Jochen Schmitz and CEO Bernd Montag highlighted a strong order backlog (book‑to‑bill 1.27) and growth in the Precision Therapy and Imaging divisions, which helped offset the diagnostics slowdown. The company also noted a possible future spin‑off of the lab‑diagnostics business.
Entities: Bernd Montag · Jochen Schmitz · Siemens Healthineers · Siemens Healthineers AG · United States · Varian
Claims
What the coverage asserts, and how well corroborated each claim is across sources.
- [● 6 SOURCES] Revenue‑growth outlook for fiscal 2025/26 was cut to 3.5‑4% from the previous 4.5‑5% range. (Siemens Healthineers management)
- [● 7 SOURCES] Adjusted earnings per share forecast for fiscal 2026 was raised to €2.35‑€2.45, up from €2.20‑€2.30. (Siemens Healthineers management)
- [● 6 SOURCES] Third‑quarter comparable revenue grew 2.8% to about €5.8 billion. (Siemens Healthineers financial report)
- [● 4 SOURCES] Net profit after tax rose about one‑fifth to €676 million, driven by tariff refunds. (Siemens Healthineers management)
- [○ 1 SOURCE] Further U.S. tariff refunds are expected but are not projected to have a large effect in the current fourth quarter. (Jochen Schmitz)
- [● 5 SOURCES] Lab‑diagnostics segment revenue fell 5.5%, contributing to the lowered revenue outlook. (Siemens Healthineers management)
- [● 4 SOURCES] Adjusted EBIT margin increased to 19.1% from 16.8% a year earlier. (Siemens Healthineers financial report)
- [● 2 SOURCES] Siemens Healthineers received about €200 million in refunds of unlawfully levied U.S. tariffs. (Siemens Healthineers CFO Jochen Schmitz)