Siemens Energy: Max Growth or No Growth?

124 Views28 Jul 2026 08:00

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SUMMARY

My view is that Siemens Energy’s gas earnings are not peaking in 2030.
The 2031-2034 delivery slots will largely be booked over the next two years, and order pricing is still rising.
That locks in equipment economics well into the mid 2030s. Services revenue and EBITA should take over as the main driver of growth and margin expansion starting 2030.

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