西门子能源股份公司表示，在去年受益于燃气轮机和电网设备的旺盛需求，盈利翻倍以上后，其利润率到2030年将扩大至高达22%。
Energy AG said profit margins will swell to as much as 22% by 2030 after the company more than doubled earnings last year on booming demand for gas turbines and power-grid equipment.
这家德国燃气轮机和变压器制造商周三在发布2026财年业绩时称，预计到2030财年，年收入增长率将平均高达14%。今年，公司预计利润率将进一步扩大，净利润约为50亿欧元（约合56亿美元），税前自由现金流约为100亿欧元。
The German maker of gas turbines and transformers expects annual revenue growth to average as much as 14% through fiscal 2030, the company said Wednesday as it reported results for fiscal 2026. This year, the company forecast further margin expansion, net income of about €5 billion ($5.6 billion) and free cash flow before tax of roughly €10 billion.
西门子能源受益于由人工智能基础设施建设和电气化推动的全球能源需求激增。这使其积压订单达到创纪录水平，尽管投资者对人工智能基础设施繁荣能否以相同速度持续变得更加谨慎。
Siemens Energy has benefited from the global surge in energy demand driven by the build-out in AI infrastructure and electrification. That has pushed its backlog to record levels, though investors have grown more cautious over whether the AI infrastructure boom can continue at the same pace.
得益于公司将更多积压订单转化为利润率更高的销售，2026财年税前特殊项目利润翻倍以上至55亿欧元，超出分析师预期。其利润率从上一年的6%跃升至12%以上。
Profit before special items more than doubled to €5.5 billion in fiscal 2026, ahead of analysts’ expectations, as the company converted more of its backlog into higher-margin sales. Its margin jumped to more than 12% from 6% a year earlier.
税前自由现金流近乎翻倍至88亿欧元，得益于客户预付款和预订费，因为买家寻求锁定产能。
Free cash flow before tax nearly doubled to €8.8 billion, helped by customer advances and reservation fees as buyers sought to secure capacity.
西门子能源的燃气服务部门是此轮电力繁荣的最大受益者之一。公司预计该部门增长今年将再次加速，因为大型涡轮机需求依然强劲，尤其是在北美。数据中心客户占该业务销售额的四分之一以上。
Siemens Energy’s gas services unit has been one of the biggest beneficiaries of the power boom. The company expects growth at the unit to accelerate again this year as demand for large turbines remains strong, particularly in North America. Data center customers account for more than a quarter of sales at the business.
该公司还在向股东返还更多现金，周二晚间宣布，在现有60亿欧元回购计划之上，将追加最多90亿欧元的股份回购，期限至2030财年。周三，公司提议将每股股息提高两倍多，至2.30欧元。
The company is also returning more cash to shareholders, announcing late Tuesday an additional share buyback of as much as €9 billion through fiscal 2030, on top of an existing €6 billion program. On Wednesday, it proposed more than tripling its dividend to €2.30 a The larger shareholder returns aim to reassure investors after concerns about the sustainability of the data center boom weighed heavily on the stock.
更大规模的股东回报旨在安抚投资者，此前对数据中心繁荣可持续性的担忧沉重打压了股价。自4月触及历史高点以来，西门子能源股价已下跌约36%。此前，该股从2024年初至该高点累计涨幅超过10倍。
Siemens Energy shares have fallen roughly 36% since touching a record high in April. The stock had increased more than 10-fold from the start of 2024 through that peak.
西门子歌美飒全年也实现了盈亏平衡，这是该部门在经历质量问题和项目成本攀升后、历时数年扭亏为盈的一个里程碑。风电事业部在扣除特殊项目前录得小额盈利，而去年同期亏损近14亿欧元。
Siemens Gamesa also reached breakeven for the full year, a milestone in a turnaround that has taken years following quality problems and mounting project costs. The wind-turbine division posted a small profit before special items, compared with a nearly €1.4 billion loss a year earlier.
首席财务官玛丽亚·费拉罗在声明中表示：“我们将抓住强劲的市场机遇，以严谨态度执行创纪录的在手订单，并以同样的严格标准配置资本。”
“We will capitalize on strong markets and execute our record backlog with discipline, while allocating capital with the same rigor,” Chief Financial Officer Maria Ferraro said in a statement.
西门子能源还在重塑其业务组合。8月，公司表示将为其“工业转型”业务的独立运作做准备，选项包括引入外部投资者、潜在上市或出售。
Siemens Energy is also reshaping its portfolio. In August, the company said it would prepare its Transformation of Industry business for independence, with options ranging from bringing in outside investors to a potential listing or sale.