{"id":74557,"date":"2026-11-12T02:38:16","date_gmt":"2026-11-12T06:38:16","guid":{"rendered":"https:\/\/www2.stockmarketwatch.com\/stock-market-news\/siemens-and-allianz-post-record-results-as-global-trade-tensions-over-evs-intensify\/74557\/"},"modified":"2026-11-12T02:38:16","modified_gmt":"2026-11-12T06:38:16","slug":"siemens-and-allianz-post-record-results-as-global-trade-tensions-over-evs-intensify","status":"publish","type":"post","link":"https:\/\/www2.stockmarketwatch.com\/stock-market-news\/siemens-and-allianz-post-record-results-as-global-trade-tensions-over-evs-intensify\/74557\/","title":{"rendered":"Siemens and Allianz Post Record Results as Global Trade Tensions Over EVs Intensify"},"content":{"rendered":"<h2>Key Takeaways<\/h2>\n<ul>\n<li><strong>Siemens (<a href=\"\/stock\/SIE\">SIE<\/a>)<\/strong> reported record <strong>Q4 2026 orders of \u20ac34.77 billion<\/strong>, significantly beating estimates of <strong>\u20ac27.52 billion<\/strong>, driven by massive demand for <strong>electrification<\/strong> and <strong>Industrial AI<\/strong>.<\/li>\n<li><strong>Allianz (<a href=\"\/stock\/ALV\">ALV<\/a>)<\/strong> raised the upper end of its <strong>FY2026 operating profit target to \u20ac18.6 billion<\/strong> after posting a strong <strong>Q3 operating profit of \u20ac4.71 billion<\/strong>, up <strong>6.2% year-over-year<\/strong>.<\/li>\n<li><strong>China and the UK<\/strong> are engaged in high-level trade discussions regarding <strong>electric vehicles (EVs)<\/strong>, with China urging the UK to avoid following the European Union&#39;s restrictive tariff measures.<\/li>\n<li><strong>Siemens (<a href=\"\/stock\/SIE\">SIE<\/a>)<\/strong> proposed an increased dividend of <strong>\u20ac5.50 per share<\/strong> and raised its mid-term revenue growth outlook to <strong>7%\u201311%<\/strong>.<\/li>\n<li>The <strong>European Union<\/strong> is reportedly considering a delay to the <strong>10% tariff<\/strong> on EVs traded with the UK, providing potential relief for the automotive sector amid global competition.<\/li>\n<\/ul>\n<h2>Siemens Hits Record Orders on AI and Electrification Boom<\/h2>\n<p>Siemens (<a href=\"\/stock\/SIE\">SIE<\/a>) delivered an &quot;outstanding&quot; fourth quarter to close its 2026 fiscal year, fueled by a surge in demand for <strong>digitalization<\/strong> and <strong>Industrial AI<\/strong>. The company&#39;s <strong>orders reached \u20ac34.77 billion<\/strong>, far exceeding the <strong>\u20ac27.52 billion<\/strong> expected by analysts. <strong>Revenue for the quarter rose 10%<\/strong> on a comparable basis to <strong>\u20ac23.68 billion<\/strong>, while <strong>Industrial Business Profit<\/strong> hit <strong>\u20ac3.90 billion<\/strong>, maintaining a strong margin of <strong>16.8%<\/strong>.<\/p>\n<p>Looking ahead, Siemens (<a href=\"\/stock\/SIE\">SIE<\/a>) has raised its mid-term targets, now expecting <strong>comparable revenue growth of 7% to 11%<\/strong>. For fiscal 2027, the company projects <strong>EPS pre-PPA between \u20ac10.20 and \u20ac10.80<\/strong>. Shareholders are set to benefit from this performance with a proposed dividend increase to <strong>\u20ac5.50 per share<\/strong>, up from \u20ac5.35 in the previous year.<\/p>\n<h2>Allianz Boosts Guidance Following Strong Asset Management Performance<\/h2>\n<p>Allianz (<a href=\"\/stock\/ALV\">ALV<\/a>) reported a robust <strong>Q3 2026 operating profit of \u20ac4.71 billion<\/strong>, surpassing the consensus estimate of <strong>\u20ac4.20 billion<\/strong>. The <strong>6.2% year-over-year growth<\/strong> was primarily driven by the <strong>Asset Management<\/strong> segment, which benefited from higher business volumes and improved margins. Total business volume for the quarter reached <strong>\u20ac44.40 billion<\/strong>, representing <strong>3.0% internal growth<\/strong>.<\/p>\n<p>On the back of these results, Allianz (<a href=\"\/stock\/ALV\">ALV<\/a>) has raised the upper end of its <strong>full-year 2026 operating profit target to approximately \u20ac18.6 billion<\/strong>. The company also confirmed the completion of its <strong>\u20ac2.5 billion share buyback program<\/strong> as of September 2026. Despite high market volatility and natural catastrophe losses, the firm&#39;s <strong>Solvency II ratio<\/strong> remains strong at <strong>219%<\/strong>.<\/p>\n<h2>UK and China Navigate Complex EV Trade Landscape<\/h2>\n<p>Trade relations between the <strong>UK and China<\/strong> are under the spotlight as ministers exchange views on the <strong>electric vehicle (EV)<\/strong> sector. China&#39;s Ministry of Commerce has called on the UK to maintain &quot;strategic autonomy&quot; and refrain from adopting the <strong>EU&#39;s restrictive tariff model<\/strong> on Chinese-made EVs. This comes as the UK government simultaneously weighs a potential reduction in its own <strong>Zero Emission Vehicle (ZEV) mandate<\/strong>, with discussions ongoing about lowering the 2030 target from <strong>80% to as low as 50%<\/strong>.<\/p>\n<p>In a related development, reports suggest the <strong>European Union<\/strong> may delay a <strong>10% tariff<\/strong> on EVs traded with the UK that was scheduled to begin in January. This postponement would offer a reprieve to carmakers who are currently struggling with high production costs and intense competition from Chinese manufacturers. The outcome of these multi-lateral negotiations will be critical for the global automotive supply chain heading into 2027.<\/p>\n","protected":false},"excerpt":{"rendered":"<p>Key Takeaways Siemens (SIE) reported record Q4 2026 orders of \u20ac34.77 billion, significantly beating estimates of \u20ac27.52 billion, driven by 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