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Edge20 Mar 2026
Tetra Pak: The Shape of Innovation
The story of Tetra Pak, the Rausing family, and how a paper tetrahedron gave rise to a company that now delivers almost 180 billion packages a year.
Siemens Energy
Siemens Energy (ENR) investor relations material
Siemens Energy Pre-close call summary
Complete event summary combining all related documents: earnings call transcript, report, and slide presentation.Pre-close call summary30 Mar, 2026
Executive summary
Guidance for fiscal year 2026 is reaffirmed, with no material direct impact from Middle East conflicts currently expected.
Q2 results will be published on May 12th, with a silent period beginning March 31st.
Safety of 3,000 employees in the Middle East is prioritized, with ongoing monitoring of logistics and investment sentiment.
Trading performance and revenue trends
Q1 order intake in Gas Services reached 13GW, with strong demand across regions and applications.
Gas turbine capacity is sold out until fiscal year 2028, with 2029 slots filling quickly and some 2030 bookings.
Grid Technologies market has doubled over three years, with book-to-bill at or above two for three consecutive years.
Offshore wind order intake in fiscal 2026 is expected to be muted due to auction timing shifts.
Profitability and margins
Gas Services profitability is typically stronger in the first half, with margin uplift from new units expected to become more visible over time.
Grid Technologies profit margins are expected to remain stable, with last year's Q2 boosted by a one-off EUR 100 million item.
Siemens Gamesa expects a negative first half, positive second half, and full-year breakeven.
Middle East logistics impact on revenue timing
Mitigating blades and vanes supply bottlenecks
Drivers of US vs Europe grid pricing divergence
Partial view of Summaries dataset, powered by Quartr API
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Latest events from Siemens Energy
- Record backlog and strong growth driven by electrification, renewables, and resilient services.ENR
Investor presentation7 Mar 2026 - FY25 outperformed targets, with robust growth, margin gains, and strong shareholder returns planned.ENRInvestor presentation7 Mar 2026
- Record results, robust growth, and all proposals approved amid climate and strategy debate.ENRAGM 202626 Feb 2026
- Record backlog, margin expansion, and dynamic capacity growth underpin upgraded outlook.ENRPre-close call11 Feb 2026
- Record orders, revenue, and cash flow signal robust growth and strong market momentum.ENRQ1 202611 Feb 2026
- Record order intake, profit surge, and robust investment plans driven by strong demand.ENRQ1 2026 (Media)11 Feb 2026
- Record order intake and robust profit growth position results at the upper end of FY 2025 guidance.ENRQ3 2025 (Media)3 Feb 2026
- Revenue up 18.5%, record €120bn backlog, profit and cash flow guidance raised.ENRQ3 2024 (Media)2 Feb 2026
- Revenue up 18.5%, record €120bn backlog, and raised cash flow outlook despite wind losses.ENRQ3 20242 Feb 2026
Next Siemens Energy earnings date
Q2 202612 May, 2026
Siemens Energy
Next Siemens Energy earnings date
Q2 202612 May, 2026
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@ankurshah47_ x.com
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Amina0781App Store
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@theshortbearx.com
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