西门子在2026财年录得创纪录订单后上调了中期增长目标，押注数据中心、工业人工智能和工厂自动化的需求将继续支撑这家德国工程集团的利润。
AG raised its medium-term growth targets after posting record orders in its 2026 fiscal year, betting that demand for data centers, industrial artificial intelligence and factory automation will continue to underpin profit at the German engineering group.
总部位于慕尼黑的公司周四表示，西门子现在预计可比收入增长最高可达11%，高于此前的最高9%。在截至9月的年度里，收入跃升8%至834亿欧元（924亿美元），促使公司提议将股息提高至每股5.50欧元。首席执行官罗兰·布施正在将西门子重新定位为一家将软件和人工智能与传统工业硬件相结合的技术公司。在其“One Tech Company”改革下，他更加重视工业人工智能、数字化产品，以及更统一的客户和研发方法。
Siemens now expects comparable revenue growth as high as 11%, up from as much as 9%, the Munich-based company said Thursday. In the year through September, revenue jumped by 8% to €83.4 billion ($92.4 billion), prompting it to propose raising its dividend to €5.50 a Chief Executive Officer Roland Busch is repositioning Siemens as a technology company that combines software and AI with its traditional industrial hardware. Under its One Tech Company overhaul, he’s putting greater emphasis on industrial AI, digital products and a more unified approach to customers and research.
布施在周四的一份声明中称工业人工智能是“非凡的增长机遇”，并表示西门子“生来就是为了赢”这一细分领域。
In a statement Thursday, Busch called industrial AI “an exceptional growth opportunity” and said Siemens is “built to win” in the segment.
增长得益于集团三大业务均保持强劲需求。按可比基础计算，2026财年订单激增25%至创纪录的1080亿欧元，将西门子的积压订单推高至1430亿欧元。
Growth is being driven by robust demand in all three of the group’s businesses. Orders surged 25% on a comparable basis to a record €108 billion in fiscal 2026, lifting Siemens’ backlog to €143 billion.
电气产品部门智能基础设施订单激增40%，受益于美国和欧洲强劲的数据中心需求。
The electrical products division Smart Infrastructure recorded a 40% surge in orders, benefiting from strong data center demand in the US and Europe.
数字化工业部门得益于更强劲的自动化需求以及包括芯片设计产品在内的工业软件增长，将利润率提升至20.9%。西门子本周同意收购劳特巴赫有限公司，以进一步拓展这一领域。
Digital Industries was able to improve its margin to 20.9% on stronger automation demand and growth in industrial software including its chip-design offering. Siemens this week agreed to buy Lauterbach GmbH to further expand in this area.
其列车制造部门交通在赢得多个大型铁路合同后，季度订单创纪录，其中包括一份24亿欧元的德国高速列车订单。
Its train-manufacturing Mobility unit posted a quarterly orders record after winning several large rail contracts, including a €2.4 billion German high-speed train order.
对于2027财年，西门子预计可比收入将增长最高达11%。其中，数字化工业预计增长最高达12%，智能基础设施最高达13%，交通最高达8%。
For fiscal 2027, Siemens expects comparable revenue to rise as much as 11%. Digital Industries is expected to grow as much as 12%, Smart Infrastructure as much as 13% and Mobility up to 8%.
西门子还计划将其持有的西门子医疗34.1%股份分配给股东，作为其计划中的医疗设备制造商分拆上市的一部分。投资者每持有两股西门子股份将获得一股西门子医疗股份，但需经2027年2月的股东大会批准。
Siemens also plans to transfer 34.1% of its stake in Siemens Healthineers AG to shareholders as part of its planned spinoff of the medical-equipment maker. Investors are set to receive one Siemens Healthineers share for every two Siemens shares they hold, subject to shareholder approval in February 2027.