Siemens AG (XETRA: SIE) beats the adjusted Non-GAAP EPS consensus of approx. EUR 2.85 per share at Q3 FY2026 earnings (expected August 7, 2026, pre-market)
Hit
✦ AI-generated prediction
Published on 22. July 2026
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Predicted for 7. August 2026
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Based on: Historical Cycle
Siemens has beaten EPS consensus in each of the past four consecutive quarters — most recently Q2 FY2026 with EUR 2.98 vs. consensus EUR 2.71 (+10% beat, Siemens IR, May 7, 2026). The Digital Industries segment (automation, software) benefits in 2026 from the AI infrastructure boom and reshoring investment. Smart Infrastructure (energy distribution, building technology) grows on the energy transition. Risks: automotive supply chain slowdown, China demand weakness. Bloomberg consensus Q3 FY2026 EPS: approx. EUR 2.85. No Polymarket contract; base rate from Siemens beat history ≈ 63%.
Data basis for this prediction
- Siemens Q2 FY2026: bereinigter EPS 2,98 EUR vs. Konsens 2,71 EUR, Beat +10 % (Siemens IR, 07.05.2026)
- Siemens Q3 FY2026 Ergebnistermin: 7. August 2026 (Siemens AG Finanzkalender 2026)
- Bloomberg Konsens Siemens Q3 FY2026 bereinigter EPS: ca. 2,85 EUR (Bloomberg, Stand Juli 2026)
- Siemens Digital Industries: Auftragsbestand Q2 FY2026 auf Rekordhoch, KI-Infrastrukturnachfrage robust (Reuters, Mai 2026)
Note: This is an AI-generated statistical forecast for entertainment and information purposes. It does not constitute investment advice or a recommendation to buy or sell any financial instrument.
Verdict: Hit
Siemens veröffentlichte die Q3-FY2026-Ergebnisse am 6. August 2026 (einen Tag vor der erwarteten Veröffentlichung). Das bereinigte Non-GAAP-EPS (EPS pre PPA) lag bei 3,14 EUR und das Basic-EPS bei 2,93 EUR – beide deutlich über dem Konsens von ca. 2,85 EUR. Das entspricht einem Beat von ca. +10 % beim Non-GAAP-EPS. Zusätzlich meldete Siemens Rekordaufträge (27,9 Mrd. EUR, +14 % yoy), Rekord-Free-Cashflow (+40 % auf 4,1 Mrd. EUR) und hob die Jahresprognose auf 11,20–11,50 EUR EPS pre PPA an. Treiber waren wie vorhergesagt das starke Wachstum bei Smart Infrastructure und Digital Industries. Quellen: Siemens Earnings Release Q3 FY2026 (press.siemens.com), Investing.com, aktiencheck.de.
📈 Economy
✦ AI
Take-Two Interactive reports Q2 FY2027 (July–September 2026) results on November 9 after market close. Estimated analyst consensus: approx. -$0.45 EPS (heavy investment cycle around GTA VI and other AAA titles). TTWO has beaten consensus in 6 of the last 8 quarters; strong Recurrent Consumer Spending base (mobile, NBA 2K, GTA Online) consistently delivers positive surprises on cost discipline. Report date confirmed by TipRanks Earnings Calendar (as of Nov 8, 2026). Verification by TTWO Investor Relations or Bloomberg by November 10, 2026, 10:00 ET.
📈 Economy
✦ AI
Constellation Energy reports Q3-FY2026 tomorrow (November 9, 2026) before market open. TradingView and Gurufocus put the EPS consensus at $3.90/share, with revenue consensus at $9.23B. CEG has beaten estimates in 7 of the last 8 quarters — an 87.5% historical beat rate. Driver: Structurally rising nuclear power demand for AI data centers (e.g., Microsoft contracts) boosts reactor utilization and secures stable cash flows. Risk: Stock fell ~9% post-midterm results, reflecting repriced regulatory uncertainty that could overshadow near-term operational strength. Strong fundamentals and consistent beat history nevertheless support another consensus beat.
📈 Economy
✦ AI
Walmart has beaten EPS estimates for four consecutive quarters. The official consensus is $0.64/share — identical to the top of management guidance ($0.62–$0.64). Analysts average $0.72 (range $0.70–$0.73), anticipating another structural beat. Drivers: Robust US consumer (October CPI ~3.5–3.7%; September retail sales +0.8% MoM), ongoing grocery market share gains, and strong e-commerce and advertising growth. Risk: Management lowered full-year guidance after Q2; macro headwinds from elevated prices could compress volume mixes. The consistent beat history and structural tailwinds prevail.