Siemens Energy
Makes gas turbines, grid equipment and transformers that power data centres and utilities.
- Revenue
- Q3 FY2026 revenue of about EUR 11.4B (quarter to 30 June 2026)
- Growth
- Record orders of EUR 17.9B in Q3 FY2026, with Gas Services orders up 62% (quarter to 30 June 2026)
- Based in
- Munich, Germany
- Founded
- 2020
- Listed
- Public (ENR)
Its gas turbine order book reached a record, with much of the US demand tied to data centres.
The company says Q4 order intake will be lower, so orders will swing from quarter to quarter.
Money coming in
Who pays Siemens Energy, and for what.
No customers of Siemens Energy mapped yet.
Money going out
Who Siemens Energy pays to do what it does.
No suppliers of Siemens Energy mapped yet.
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Competitors and neighbours
Makes fuel cells that give a data centre its own power without waiting for the grid.
Revenue of $1.065B in Q2 2026 (quarter to 30 June 2026)
Open profileDevelops small modular nuclear reactors aimed at selling power to data centres.
Q2 2026 revenue of $1.2M, mostly from recent acquisitions
Open profileMakes gas turbines and grid equipment that power new data centres and utilities.
$176B order backlog. Data centre orders over $5B in the first half of 2026
Open profileMakes large generator sets and turbines that run data centres when the grid is not enough.
Record sales of $20.5B in Q2 2026 (quarter to 30 June 2026)
Open profileThe largest US nuclear operator, selling carbon-free power under long contracts.
Revenue of $7.5B in Q2 2026 (quarter to 30 June 2026)
Open profileDesigns small modular nuclear reactors, with a partner pursuing a large plan with the US Tennessee Valley Authority.
Q2 2026 revenue of about $0.1M (reported)
Open profileOwns nuclear and gas power plants and sells power to large buyers, including data centres.
Adjusted EBITDA of $374M in Q2 2026 (quarter to 30 June 2026)
Open profileExports US natural gas and is building power plants at its terminals to sell electricity to data centres.
Plan could power up to 10 GW of computing (WSJ, Oct 2026)
Open profileOwns large gas and nuclear power plants and sells the electricity under long contracts.
Ongoing operations adjusted EBITDA of $1.77B in Q2 2026 (quarter to 30 June 2026)
Open profileSources: gurufocus.com, turbomachinerymag.com
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