Siemens Healthineers AG Unsponsored ADR (SMMNY)
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Siemens Healthineers AG (SMMNY) Analyst/Investor Day Transcript
Siemens Healthineers AG (OTCPK:SMMNY) Analyst/Investor Day November 17, 2025 8:00 AM EST Company Participants Bernhard Montag - President, CEO & Chairman of Management Board Jochen Schmitz - CFO & Member of Management Board Andre Hartung - Head of Diagnostic Imaging Marc Koebernick - Head of Investor Relations Arthur Kaindl - Head of Varian Carsten Bertram - Head of Advanced Therapies Dorin Comaniciu Conference Call Participants Veronika Dubajova - Citigroup Inc., Research Division David Adlington - JPMorgan Chase & Co, Research Division Hassan Al-Wakeel - Barclays Bank PLC, Research Division Graham Doyle - UBS Investment Bank, Research Division Hugo Solvet - BNP Paribas, Research Division Julien Ouaddour - BofA Securities, Research Division Julien Dormois - Jefferies LLC, Research Division Richard Felton - Goldman Sachs Group, Inc., Research Division Oliver Metzger - ODDO BHF Corporate & Markets, Research Division Oliver Reinberg - Kepler Cheuvreux, Research Division Andrew Hemming Presentation Operator Great. So when we set off the plan this day, by the way, thanks to Jefferies for giving us kind of a bit of a room within their huge conference.
Siemens Healthineers: Healthcare Remains Attractive After 2025
Siemens Healthineers remains a Buy, offering 15% annualized upside. Strong 2025 results, margin expansion, and resilient growth in Imaging and Varian segments support the investment case, despite China and tariff headwinds. Risks include ongoing diagnostics transformation, Chinese market uncertainty, and tariff impacts, but these are factored into current valuation and outlook.
Siemens Healthineers AG (SMMNY) Q4 2025 Press Conference Call Transcript
Siemens Healthineers AG (OTCPK:SMMNY) Q4 2025 Press Conference Call November 5, 2025 4:00 AM EST Company Participants Matthias Kraemer Bernhard Montag - President, CEO & Chairman of Management Board Jochen Schmitz - CFO & Member of Management Board Presentation Matthias Kraemer Good morning, ladies and gentlemen. Welcome to our annual press conference for fiscal 2025.
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Siemens Healthineers AG Unsponsored ADR Profile
| Health Care Equipment & Supplies Industry | Healthcare Sector | Dr. Bernhard Montag Ph.D. CEO | OTC PINK Exchange | 82622J104 CUSIP |
| DE Country | 72,000 Employees | 20 Feb 2025 Last Dividend | - Last Split | - IPO Date |
Overview
Siemens Healthineers AG is a prominent company in the healthcare technology sector, providing a comprehensive range of diagnostic and therapeutic products and services to healthcare providers around the globe. The company operates under four main segments: Imaging, Diagnostics, Varian, and Advanced Therapies, catering to the diverse needs of medical facilities from diagnostic labs to oncology departments. With its subsidiaries, Siemens Healthineers is dedicated to enhancing the efficiency and outcomes of medical care through cutting-edge technology and services. Headquartered in Forchheim, Germany, it is a subsidiary of the global powerhouse, Siemens Aktiengesellschaft, affirming its strong position in the market by offering indispensable technical customer support and innovative healthcare solutions.
Products and Services
- Imaging
This segment delivers a variety of imaging equipment, including magnetic resonance imaging (MRI), computed tomography (CT), X-ray systems, molecular imaging, and ultrasound systems. These technologies are crucial for diagnosing and monitoring a wide array of conditions, enabling healthcare providers to offer precise and effective treatments.
- Diagnostics
The Diagnostics segment provides in-vitro diagnostic products and services, including laboratory and point-of-care diagnostics, along with workflow solutions for laboratories. This also encompasses informatics products, which integrate and manage laboratory data, facilitating more streamlined operations and improved patient outcomes.
- Varian
Under this segment, Siemens Healthineers offers cutting-edge cancer care technologies, solutions, and services. This includes technology-enabled optimized workflows, clinical services, and digital solutions and applications for managing cancer treatment and therapy, directly supporting oncology departments in hospitals and clinics.
- Advanced Therapies
Focused on supporting image-guided minimally invasive treatments, this segment offers products for areas including cardiology, interventional radiology, and surgery. Among the offerings are angiography systems and mobile C-arms, which are essential for a variety of therapeutic procedures.
- Customer Service, Consulting, and Digital Solutions
Siemens Healthineers provides essential technical customer services that include maintenance and repair, medical equipment performance management, training, clinical education and e-learning, and more. Beyond these services, it offers planning and design, financing, asset management, and managed departmental services for laboratories and healthcare facilities. Digital healthcare consulting, products, and services are also a significant part of their offering, aimed at optimizing healthcare workflows and enhancing patient care through technological innovation.
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