Siemens Aktiengesellschaft AGM: Record FY2025, Raised Outlook, AI Push and Healthineers Spin-Off Plan

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• Siemens is scaling artificial intelligence in a way comparable to the company's early role in electrification

  80% confidence

• Siemens Xcelerator includes around 700 software offerings plus connected hardware and digital services

  80% confidence

• Free cash flow of EUR 10.8 billion is an all-time high

  80% confidence

• 175,000 employees use internal AI tool daily

  80% confidence

• Siemens investing more than EUR 1 billion over next three years in industrial AI

  80% confidence

• Despite difficult macroeconomic backdrop in 2025, Siemens delivered solid growth, high profitability, and very strong free cash flow

  80% confidence

• AI for the real world can optimize processes, reduce emissions, increase reliability, and help identify problems early

  80% confidence

• Siemens doubled the number of EcoTech-labeled products in fiscal 2025 to more than 50,000

  80% confidence

• Business environment marked by profound change and increasing uncertainty driven by geopolitical tensions and rapid technological disruption

  80% confidence

• A share bought on September 30, 2020 would have generated a total return of 143% by end of fiscal 2025, compared with 87% for the DAX over the same period

  80% confidence

• Industrial AI leadership will require more than language models and instead depends on the logic of physics and automation, real-world data, and large knowledge models that can interact with physical systems in real time

  80% confidence

• More than 24,000 customers use Siemens SaaS model

  80% confidence

• Siemens launched data alliance with nine companies

  80% confidence

• Siemens is choosing an offensive stance using innovation to shape the future and positioning for the age of digital intelligence where AI moves from screen-based applications into factories, buildings, power grids, hospitals, and transportation systems

  80% confidence

• Rationale for Healthineers deconsolidation is weakening synergies as markets, regulations, and digitization environments diverge; move would increase Healthineers' free float and make Siemens AG more focused

  80% confidence

• One Tech Company depends on close operational and technological synergies that can be realized only to a limited extent with Healthineers, supporting the deconsolidation decision

  80% confidence

• Siemens has reduced its own CO₂ emissions by two-thirds since 2019 and more than 90% of its business helps customers achieve positive sustainability impacts

  80% confidence

• CEO Roland Busch and managing board achieved three key milestones over past five years: clarity and focus transforming from conglomerate to focused technology company, strong digital core with EUR 17 billion in software acquisitions and EUR 29 billion in R&D from fiscal 2021-2025, and One Tech Company operating model

  80% confidence

• Net income of EUR 10.4 billion represents third consecutive historic record

  80% confidence

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