Siemens Energy AG: insider trades · Germany · BaFin

About Siemens Energy AG

Siemens Energy AG is a German industrial and energy technology company listed on Xetra/Frankfurt (DAX/MDAX/SDAX), with its registered office in Munich, Germany. The group was created through the spin-off of Siemens’ energy businesses and has been listed since 2020. Since then, it has emerged as one of Europe’s most important energy-technology players, with an offering that spans almost the full value chain: power generation, transmission, conversion, services and grid-modernization solutions. Its business model is organized around several core segments. Gas Services supplies large gas and steam turbines, generators, heat pumps and related services for utility and installed-base customers. Grid Technologies designs and delivers equipment for electricity transmission, grid interconnection, power conversion and high-voltage infrastructure. Transformation of Industry serves industrial customers with electrification, efficiency, compression and decarbonization solutions. Siemens Gamesa covers onshore and offshore wind, including the design, manufacturing, installation and servicing of wind turbines and wind farms. From a competitive standpoint, Siemens Energy holds leading positions in several critical parts of the global power infrastructure market, particularly grid equipment, gas turbines and selected energy services. The company benefits from a substantial installed base that supports recurring service revenue, and from a very large order backlog, reflecting structurally strong demand driven by electrification, data-center growth and the modernization of power grids. In this context, Siemens Energy sits at the intersection of the energy transition and the need for secure, reliable electricity systems. Recent milestones are notable. For fiscal 2025, Siemens Energy reported orders of €58.9 billion, revenue of €39.1 billion and a record order backlog of €138 billion. The group also returned to dividend payments, with shareholders approving a €0.70 per share dividend at the February 2026 AGM. Strategically, management has highlighted a stronger balance sheet, reduced guarantee-related constraints and upgraded medium-term targets. The company has also announced industrial-capacity investments, including in Germany and abroad, underscoring its expansion strategy. For international investors, Siemens Energy offers exposure to global power-grid and electrification growth, improving operating momentum and potential valuation rerating, while execution risk remains relevant, especially in wind.