AI Terminal

MODULE: AI_ANALYST
Interactive Q&A, Risk Assessment, Summarization
MODULE: DATA_EXTRACT
Excel Export, XBRL Parsing, Table Digitization
MODULE: PEER_COMP
Sector Benchmarking, Sentiment Analysis
SYSTEM ACCESS LOCKED
Authenticate / Register Log In

Siemens Healthineers AG

Earnings Release Aug 7, 2023

391_10-q_2023-08-07_b175b94f-2669-4093-9088-ec0d0346f5ea.pdf

Earnings Release

Open in Viewer

Opens in native device viewer

Siemens Healthineers sustains strong revenue momentum in the third quarter

August 2, 2023 – Siemens Healthineers AG today announces its results for the third quarter, ending June 30, of fiscal year 2023.

Q3 Fiscal Year 2023

  • Equipment orders clearly exceeded strong equipment revenues on a broad basis; equipment book-to-bill ratio 1.11
  • Comparable revenue growth very strong at 10.1% excluding rapid COVID-19 antigen tests; taking into account the tailing-off rapid antigen test business, revenue rose by 3.6% on a comparable basis
  • Imaging showed comparable revenue growth of 15.2%; adjusted EBIT margin of 21.8% clearly above the prior-year quarter
  • Diagnostics revenue fell by 20.1% on a comparable basis due to tailing-off rapid COVID-19 antigen test business; excluding antigen tests comparable revenue grew 2.0%; adjusted EBIT margin -0.5%; excluding rapid antigen tests and transformation costs 1.0%
  • Varian showed comparable revenue growth of 6.7%; adjusted EBIT margin 12.1%
  • Advanced Therapies posted comparable revenue growth of 11.9%; adjusted EBIT margin clearly higher than in the prior-year quarter at 15.3%
  • Overall adjusted EBIT margin fell slightly to 14.2%, mainly due to drop out of contributions from rapid COVID-19 antigen tests
  • Adjusted basic earnings per share rose to €0.53

Outlook for Fiscal Year 2023

We confirm our expectation for comparable revenue growth of -1% to 1% (6% to 8% excluding revenue from rapid COVID-19 antigen tests) and adjusted basic earnings per share of €2.00 to €2.20.

Bernd Montag, CEO of Siemens Healthineers AG:

»The Siemens Healthineers team once again delivered a quarter of strong growth. This clearly underlines the special relevance and meaning of our innovations for our customers and their patients worldwide

Business Development Q3

Siemens Healthineers
(in millions of €) Q3
2023
Q3
2022
Act. %-Change
Comp.¹
Revenue 5,201 5,186 0.3% 3.6%
Adjusted EBIT² 740 765 −3%
Adjusted EBIT margin 14.2% 14.7%
Net income 451 364 24%
Adjusted basic earnings per share³ 0.53 0.43 24%
Basic earnings per share 0.40 0.32 23%
Free cash flow⁴ 285 478 −40%

1 Year-over-year on a comparable basis, excluding currency translation and portfolio effects as well as effects in line with revaluation of contract liabilities from IFRS 3 purchase price allocations. 2 Adjusted EBIT is defined as income before income taxes, interest income and expenses and other financial income, net, adjusted for expenses for portfolio-related measures, severance charges and centrally carried pension service and administration expenses (only excluded from adjusted EBIT of the segments).

3 Adjusted basic earnings per share are defined as basic earnings per share, adjusted for expenses for portfolio-related measures and severance charges, net of tax.

4 Free cash flow comprises the cash flows from operating activities and additions to intangible assets and property, plant and equipment included in cash flows from investing activities.

Revenue increased by 3.6% on a comparable basis in the third quarter of fiscal year 2023. Excluding the tailing-off rapid COVID-19 antigen test business, comparable revenue rose by a very strong 10.1%, driven by sharp growth in the Imaging segment and significant growth in the Advanced Therapies segment.

From a geographical perspective, the China region delivered sharp revenue growth. Revenue grew significantly in the EMEA region, and strongly in the Asia Pacific Japan region. Revenue in the Americas region fell by a high single-digit percentage due to the end of the rapid COVID-19 antigen test business. Excluding rapid antigen tests, the Americas recorded strong comparable growth.

Nominal revenue was around €5.2 billion.

Equipment order intake again exceeded strong equipment revenues in the third quarter; the equipment book-to-bill ratio was 1.11.

Adjusted EBIT fell by 3% in the third quarter to €740 million, resulting in a slightly lower adjusted EBIT margin of 14.2%. This was mainly due to markedly lower contributions from the tailing-off rapid COVID-19 antigen test business. In the previous year, below-average expenses for performance-related remuneration components had a positive effect on all segments. In the third quarter of the current fiscal year, very good revenue development (excluding the rapid antigen tests) and currency effects had a positive impact.

Net income rose 24% to €451 million. A very low tax rate of 12.6% was clearly below the level of the prior-year quarter. This was mostly due to new insights and assessments from discrete items, that resulted in the reduction of tax provisions.

Adjusted basic earnings per share rose 24% to €0.53.

Free cash flow of €285 million was below the level of the prior-year quarter, when it was lifted by positive effects from the rapid COVID-19 antigen test business in the Diagnostics segment. This year's third quarter included effects from inventory build-up in preparation for strong revenue development in the fourth quarter.

Imaging
Q3 Q3 %-Change
(in millions of €) 2023 2022² Act. Comp.³
Total adjusted revenue¹ 2,863 2,575 11.2% 15.2%
Adjusted EBIT 625 470 33%
Adjusted EBIT margin 21.8% 18.3%

1 Total adjusted revenue is defined as total revenue adjusted for effects in line with revaluation of contract liabilities from IFRS 3 purchase price allocations.

2 Comparable based on the organizational structure effective October 1, 2022.

3 Year-over-year on a comparable basis, excluding currency translation and portfolio effects.

Imaging segment revenue was around €2.9 billion in the third quarter. This represents broad-based revenue growth of 15.2% on a comparable basis. Molecular Imaging and Magnetic Resonance made especially significant contributions to this growth.

From a geographical perspective, Imaging showed sharp revenue growth in the China region, as well as in EMEA and Asia Pacific Japan. Revenue in the Americas region grew strongly.

The adjusted EBIT margin for the segment was significantly above the prior-year quarter at 21.8% due to the very good revenue development, as well as positive currency effects.

Diagnostics
Q3 Q3 %-Change
(in millions of €) 2023 2022 Act. Comp.²
Total adjusted revenue¹ 1,091 1,409 −22.6% −20.1%
Adjusted EBIT −6 178 −103%
Adjusted EBIT margin −0.5% 12.6%

1 Total adjusted revenue is defined as total revenue adjusted for effects in line with revaluation of contract liabilities from IFRS 3 purchase price allocations.

2 Year-over-year on a comparable basis, excluding currency translation and portfolio effects.

Third-quarter revenue in the Diagnostics segment fell 20.1% on a comparable basis to around €1.1 billion. This was because of tailing-off contributions from rapid COVID-19 antigen tests, where no appreciable revenues were booked in the third quarter (prior-year quarter: around €300 million). Excluding rapid antigen tests, comparable revenue rose by 2.0%.

Diagnostics revenue in the Asia Pacific Japan region increased slightly while it decreased significantly in the China region. Revenues in the EMEA region fell slightly, and in the Americas region they dropped by a mid double-digit percentage, in both cases due to the end of the rapid antigen test business. Excluding rapid antigen tests, revenue in the Americas grew strongly. In EMEA, revenue grew moderately.

The adjusted EBIT margin in the segment fell to -0.5%. The decline was largely due to the drop out of contributions from rapid antigen test business, as well as negative currency effects. In addition, transformation costs of €12 million weighed on the margin. First cost reductions from the transformation program and lower logistics costs had a positive effect.

Varian
Q3 Q3 %-Change
(in millions of €) 2023 2022² Act. Comp.³
Total adjusted revenue¹ 840 808 3.9% 6.7%
Adjusted EBIT 102 147 −31%
Adjusted EBIT margin 12.1% 18.1%

1 Total adjusted revenue is defined as total revenue adjusted for effects in line with revaluation of contract liabilities from IFRS 3 purchase price allocations.

2 Comparable based on the organizational structure effective October 1, 2022.

3 Year-over-year on a comparable basis, excluding currency translation and portfolio effects.

The Varian segment posted third-quarter revenue of €840 million and growth of 6.7% on a comparable basis, held back by temporary challenges in outbound logistics.

The EMEA region showed significant revenue growth, with the Americas and Asia Pacific Japan regions growing strongly. The China region showed a slight increase in revenue.

The adjusted EBIT margin fell to 12.1%. This was due to cost increases, particularly for procurement and logistics as well as for research and development, negative currency effects, and the missing profit contributions related to the temporary outbound logistics challenges that held back revenue.

Advanced Therapies
Q3 Q3 %-Change
(in millions of €) 2023 2022 Act. Comp.²
Total adjusted revenue¹ 483 449 7.6% 11.9%
Adjusted EBIT 74 35 114%
Adjusted EBIT margin 15.3% 7.7%

1 Total adjusted revenue is defined as total revenue adjusted for effects in line with revaluation of contract liabilities from IFRS 3 purchase price allocations.

2 Year-over-year on a comparable basis, excluding currency translation and portfolio effects.

Third-quarter revenue in the Advanced Therapies segment rose by 11.9% on a comparable basis to €483 million. The China and EMEA regions posted sharp revenue growth. In the Americas region, revenue grew moderately, while in the Asia Pacific Japan region it fell by a low double-digit percentage.

The adjusted EBIT margin of 15.3% was markedly higher than in the prior-year quarter, driven by the very positive revenue growth and currency effects. Furthermore, effects from focusing endovascular robotics on neurovascular interventions had a positive impact.

Reconciliation to consolidated financial statements

Adjusted EBIT
(in millions of €) Q3
2023
Q3
2022
Total Segments 794 829¹
Corporate items, eliminations, other items −54 -64¹
Adjusted EBIT 740 765
Amortization, depreciation and other effects from IFRS 3 purchase price allocation adjustments −92 −148
Transaction, integration, retention and carve-out costs −7 −8
Gains and losses from divestments −1
Severance charges −56 −14
Expenses for other portfolio-related measures −17
Total adjustments −172 −170
EBIT 568 595
Financial income, net −52 −69
Income before income taxes 516 526
Income tax expenses −65 −162
Net income 451 364

1 Comparable based on the organizational structure effective October 1, 2022.

Basic earnings per share

(in €) Q3
2023
Q3
2022
Basic earnings per share 0.40 0.32
Amortization, depreciation and other effects from IFRS 3 purchase price allocation adjustments 0.08 0.13
Transaction, integration, retention and carve-out costs 0.01 0.01
Gains and losses from divestments 0.00
Severance charges 0.05 0.01
Expenses for other portfolio-related measures 0.02
Tax effects on adjustments¹ −0.02 −0.05
Adjusted basic earnings per share 0.53 0.43

1 Calculated based on the income tax rate of the respective reporting period.

Amortization, depreciation and other effects from IFRS 3 purchase price allocation adjustments decreased to €92 million from the prior-year quarter, which contained higher effects in connection with the Varian acquisition.

Severance charges rose €42 million to €56 million. These essentially comprised significantly higher severance charges related to the transformation of the Diagnostics business.

Expenses for other portfolio-related measures were solely related to the focusing of the endovascular robotics solution exclusively on neurovascular interventions initiated at the end of the second quarter, and the associated withdrawal from the robotic-assisted endovascular cardiology business in the Advanced Therapies segment.

Financial income, net rose €17 million to €-52 million, despite increased interest expenses. The prior-year quarter was impacted by a negative effect from the application of the financial reporting regulations for high-inflation countries.

Third-quarter net income rose 24% to €451 million. The very low tax rate of 12.6% was clearly below the level of the prior-year quarter. This was mostly due to new insights and assessments from discrete items, that resulted in the reduction of tax provisions.

Adjusted basic earnings per share increased 24% to €0.53.

The higher adjustments compared with the prior-year quarter were mainly due to severance charges in connection with the transformation of the Diagnostics business and expenses related to the focusing of the endovascular robotics solution exclusively on neurovascular interventions.

Outlook

For fiscal year 2023, we continue to expect comparable revenue growth of between -1% and 1%. Excluding revenue from rapid COVID-19 antigen tests, this corresponds to comparable revenue growth of between 6% and 8%.

Adjusted basic earnings per share (adjusted for expenses for portfolio-related measures and severance charges, net of tax) are still expected to be between €2.00 and €2.20.

On the segment level, we make the following adjustment:

For the Varian segment, we still expect comparable revenue growth of between 9% and 12%. For the adjusted EBIT margin, we now expect 14% to 15% (previously 16% to 18%).

The expectations for the Imaging, Diagnostics and the Advanced Therapies segments remain unchanged.

The outlook is based on several assumptions including the expectation that current and potential future measures to keep the COVID-19 pandemic under control will not negatively impact demand for our products and services. Regarding developments related to the war in Ukraine, we assume there will be no material adverse effect on our business activities. The outlook is also based on the current macroeconomic environment and current exchange-rate assumptions, and excludes potential portfolio activities. Exchange rates have significantly changed from the expectations underlying the outlook in the annual report 2022. From today's perspective, this results in a negative effect of more than €0.10 on expected adjusted basic earnings per share for fiscal year 2023. The outlook is based on the number of outstanding shares at the end of fiscal year 2022. The outlook further excludes charges related to legal, tax, and regulatory matters and frameworks.

Notes and forward-looking statements

The conference call for journalists with CEO Dr. Bernd Montag and CFO Dr. Jochen Schmitz on the financial figures of the third quarter will be broadcast live on the Internet starting today at 07:30 a.m. CEST: siemens-healthineers.com/press-room

Starting today at 08:30 a.m. CEST, the conference call for analysts and investors with Dr. Bernd Montag and Dr. Jochen Schmitz can be followed live at: siemens-healthineers.com/investor-relations

Recordings of both conferences will be made available afterwards. Financial publications are available for download at: siemens-healthineers.com/investor-relations/presentations-financial-publications

Contact for journalists

Georgina Prodhan – Phone: +44 7808 828799; Email: [email protected] Ulrich Kuenzel – Phone: +49 162 2433492; Email: [email protected]

This document contains statements related to our future business and financial performance and future events or developments involving Siemens Healthineers that may constitute forward-looking statements. These statements may be identified by words such as "expect", "forecast", "anticipate", "intend", "plan", "believe", "seek", "estimate", "will", "target" or words of similar meaning. We may also make forward-looking statements in other reports, in presentations, in material delivered to shareholders and in press releases. In addition, our representatives may from time to time make oral forwardlooking statements. Such statements are based on the current expectations, plans and certain assumptions of Siemens Healthineers' management, of which many are beyond Siemens Healthineers' control. As they relate to future events or developments, these statements are subject to various risks, uncertainties and factors, including, but not limited to those possibly described in the respective disclosures. Should one or more of these or other risks, uncertainties or factors (e.g. events of force majeure, including but not limited to unrest, acts of war, pandemics or acts of God) materialize, plans change or should underlying expectations not occur or assumptions prove incorrect, Siemens Healthineers' management actions, actual results, performance or achievements of Siemens Healthineers may (negatively or positively) vary materially from those described explicitly or implicitly in the forward-looking statement. All forward-looking statements only speak as of the date when they were made and Siemens Healthineers neither intends, nor assumes any obligation, unless required by law, to update or revise these forward-looking statements in light of developments which differ from those anticipated.

This document includes supplemental financial measures that are or may be alternative performance measures not precisely defined in the applicable financial reporting framework (non-GAAP-measures). These supplemental financial measures may have limitations as analytical tools and should not be viewed in isolation or as alternatives to measures of Siemens Healthineers' net assets and financial positions or results of operations as presented in accordance with the applicable financial reporting framework. Other companies that report or describe similarly titled alternative performance measures may calculate them differently and therefore they may not be comparable to those included in this document.

Please find further explanations regarding our (supplemental) financial measures in chapter "A.2 Financial performance system" and in the Notes to consolidated financial statements, Note 29 "Segment information" of the Annual Report 2022 of Siemens Healthineers. Additional information is also included in the Half-Year Financial Report 2023. These documents are available under the following internet link https://www.siemens-healthineers.com/investor-relations/presentations-financialpublications.

Due to rounding, individual numbers presented throughout this and other documents may not add up precisely to the totals provided and percentages may not precisely reflect the absolute figures to which they refer.

This document is an English language translation of the German document. In case of discrepancies, the German language document is the sole authoritative and universally valid version.

The information contained in this document is provided as of the date of its publication and is subject to change without notice.

In the event that the male form is used in this document, the information nevertheless refers to all persons (male, female, non-binary).

Siemens Healthineers AG Henkestr. 127 91052 Erlangen, Germany siemens-healthineers.com

Investor Relations Telefon: +49 (9131) 84-3385 Email: [email protected] siemens-healthineers.com/investor-relations

Press Email: [email protected] siemens-healthineers.com/press

Third quarter of fiscal year 2023

Additional information

Revenue by region (location of customer)¹

Q3 Q3 %-Change
(in millions of €) 2023 2022 Act. Comp.²
Europe, C.I.S., Africa, Middle East (EMEA) 1,669 1,494 12% 14%
Therein: Germany 258 254 1% 1%
Americas 2,160 2,374 −9% −8%
Therein: United States 1,834 2,070 −11% −10%
Asia Pacific Japan³ 661 664 0% 7%
China 711 655 9% 17%
Siemens Healthineers 5,201 5,186 0% 4%

1 Regional reporting is based on 4 regions (previously 3 regions) starting fiscal year 2023: prior year figures comparable based on the new regional structure.

2 Year-over-year on a comparable basis, excluding currency translation and portfolio effects as well as effects in line with revaluation of contract liabilities from IFRS 3 purchase price allocations.

3 Including India.

Revenue by region (location of customer)¹

(in millions of €) Q1-Q3
2023
Q1-Q3
2022
Act. %-Change
Comp.²
Europe, C.I.S., Africa, Middle East (EMEA) 4,985 5,277 −6% −5%
Therein: Germany 751 1,147 −35% −35%
Americas 6,357 6,421 −1% −5%
Therein: United States 5,395 5,576 −3% −8%
Asia Pacific Japan³ 2,178 2,063 6% 10%
China 2,104 1,953 8% 11%
Siemens Healthineers 15,624 15,714 −1% −1%

1 Regional reporting is based on 4 regions (previously 3 regions) starting fiscal year 2023: prior year figures comparable based on the new regional structure.

2 Year-over-year on a comparable basis, excluding currency translation and portfolio effects as well as effects in line with revaluation of contract liabilities from IFRS 3 purchase price allocations.

3 Including India.

Employees Jun 30, Sept 30, 2023 2022 Number of employees (in thousands) 70.8 69.5 Germany 16.1 15.8 Outside Germany 54.7 53.8

Consolidated statements of income

(in millions of €, earnings per share in €) Q3
2023
Q3
2022
Q1-Q3
2023
Q1-Q3
2022
Revenue 5,201 5,186 15,624 15,714
Cost of sales −3,265 −3,317 −10,208 −9,899
Gross profit 1,936 1,869 5,416 5,815
Research and development expenses −474 −436 −1,380 −1,288
Selling and general administrative expenses −881 −840 −2,665 −2,469
Other operating income 2 7 13 10
Other operating expenses −15 −4 −110 −22
Income from investments accounted for using the equity method, net −2 3 1
Earnings before interest and taxes 568 595 1,277 2,047
Interest income 20 14 60 34
Interest expenses −83 −32 −194 −81
Other financial income, net 11 −51 11 −59
Income before income taxes 516 526 1,153 1,941
Income tax expenses −65 −162 −168 −522
Net income 451 364 985 1,419
Thereof attributable to:
Non-controlling interests 6 1 14 12
Shareholders of Siemens Healthineers AG 445 363 972 1,407
Basic earnings per share 0.40 0.32 0.87 1.25
Diluted earnings per share 0.40 0.32 0.86 1.25

Consolidated statements of comprehensive income

(in millions of €) Q3
2023
Q3
2022
Q1-Q3
2023
Q1-Q3
2022
Net income 451 364 985 1,419
Remeasurements of defined benefit plans −54 97 −25 198
Therein: Income tax effects 22 −48 16 −90
Remeasurements of equity instruments −1 - −1 −1
Therein: Income tax effects - - - −1
Other comprehensive income that will not be reclassified to profit or loss −54 97 −25 197
Currency translation differences −149 1,039 −2,516 1,802
Cash flow hedges −23 56 −56 84
Therein: Income tax effects 9 −23 26 −37
Cost/Income from hedging −101 −71 233 −195
Therein: Income tax effects 42 30 −97 83
Other comprehensive income that may be reclassified subsequently to
profit or loss
−274 1,024 −2,339 1,691
Other comprehensive income, net of taxes −328 1,121 −2,364 1,888
Comprehensive income 123 1,485 −1,379 3,307
Thereof attributable to:
Non-controlling interests 6 1 12 12
Shareholders of Siemens Healthineers AG 118 1,484 −1,392 3,295

Consolidated statements of financial position

(in millions of €) Jun 30,
2023
Sept 30,
2022
Cash and cash equivalents 1,779 1,436
Trade and other receivables 3,922 4,287
Other current financial assets 605 724
Current receivables from the Siemens Group 669 819
Contract assets 1,538 1,412
Inventories 4,387 4,009
Current income tax assets 168 73
Other current assets 635 619
Total current assets 13,703 13,379
Goodwill 17,786 19,061
Other intangible assets 7,520 8,712
Property, plant and equipment 4,089 4,273
Investments accounted for using the equity method 35 32
Other non-current financial assets 1,463 2,577
Non-current receivables from the Siemens Group 2 2
Deferred tax assets 480 575
Other non-current assets 441 444
Total non-current assets 31,815 35,677
Total assets 45,518 49,056
Short-term financial debt and current maturities of long-term financial debt 204 234
Trade payables 2,060 2,315
Other current financial liabilities 283 343
Current liabilities to the Siemens Group 5,426 2,617
Contract liabilities 3,683 3,749
Current provisions 374 358
Current income tax liabilities 381 609
Other current liabilities 1,703 1,799
Total current liabilities 14,113 12,024
Long-term financial debt 419 464
Provisions for pensions and similar obligations 631 668
Deferred tax liabilities 1,672 2,110
Non-current provisions 194 173
Other non-current financial liabilities 129 13
Other non-current liabilities 460 405
Non-current liabilities to the Siemens Group 10,698 13,347
Total non-current liabilities 14,203 17,180
Total liabilities 28,316 29,204
Issued capital 1,128 1,128
Capital reserve 15,807 15,861
Retained earnings 801 894
Other components of equity 19 2,357
Treasury shares −567 −405
Total equity attributable to shareholders of Siemens Healthineers AG 17,187 19,836
Non-controlling interests 15 16
Total equity 17,202 19,852
Total liabilities and equity 45,518 49,056

Consolidated statements of cash flows

(in millions of €) Q3
2023
Q3
2022
Net income 451 364
Adjustments to reconcile net income to cash flows from operating activities:
Amortization, depreciation and impairments 314 343
Income tax expenses 65 162
Interest income/expenses, net 63 18
Income/loss related to investing activities −3 21
Other non-cash income/expenses, net 68 89
Change in operating net working capital
Contract assets −71 −8
Inventories −187 −149
Trade and other receivables −49 326
Receivables from and payables to the Siemens Group from operating activities −7 −4
Trade payables −41 −205
Contract liabilities 11 85
Change in other assets and liabilities 190 −26
Additions to equipment leased to others in operating leases −62 −71
Income taxes paid −278 −291
Dividends received 4
Interest received 11 7
Cash flows from operating activities 477 664
Additions to intangible assets and property, plant and equipment −192 −186
Purchase of investments and financial assets for investment purposes −5 −1
Acquisitions of businesses, net of cash acquired −14
Disposal of investments, intangible assets and property, plant and equipment 1 1
Cash flows from investing activities −197 −200
Purchase of treasury shares −302 −2
Repayment of long-term debt (including current maturities of long-term debt) −45 −45
Change in short-term financial debt and other financing activities −6
Interest paid −6 −6
Interest paid to the Siemens Group −60 −20
Other transactions/financing with the Siemens Group 613 −133
Cash flows from financing activities 194 −206
Effect of changes in exchange rates on cash and cash equivalents −65 38
Change in cash and cash equivalents 409 296
Cash and cash equivalents at beginning of period 1,370 1,076
Cash and cash equivalents at end of period 1,779 1,373

Consolidated statements of cash flows

(in millions of €) Q1-Q3
2023
Q1-Q3
2022
Net income 985 1,419
Adjustments to reconcile net income to cash flows from operating activities:
Amortization, depreciation and impairments 1,230 1,011
Income tax expenses 168 522
Interest income/expenses, net 134 47
Income/loss related to investing activities 73 27
Other non-cash income/expenses, net −67 143
Change in operating net working capital
Contract assets −220 −43
Inventories −639 −523
Trade and other receivables 48 191
Receivables from and payables to the Siemens Group from operating activities −17
Trade payables −131 72
Contract liabilities 243 465
Change in other assets and liabilities 335 −717
Additions to equipment leased to others in operating leases −175 −200
Income taxes paid −695 −660
Dividends received 1 4
Interest received 33 24
Cash flows from operating activities 1,321 1,766
Additions to intangible assets and property, plant and equipment −597 −568
Purchase of investments and financial assets for investment purposes −5 −1
Acquisitions of businesses, net of cash acquired −5 −25
Disposal of investments, intangible assets and property, plant and equipment 9 13
Disposal of businesses, net of cash disposed −2
Cash flows from investing activities −599 −583
Purchase of treasury shares −345 −87
Other transactions with owners −13 1
Repayment of long-term debt (including current maturities of long-term debt) −143 −124
Change in short-term financial debt and other financing activities −36 −2
Interest paid −18 −17
Dividends paid to shareholders of Siemens Healthineers AG −1,066 −955
Dividends paid to non-controlling interests −14 −19
Interest paid to the Siemens Group −182 −126
Other transactions/financing with the Siemens Group 1,615 99
Cash flows from financing activities −202 −1,228
Effect of changes in exchange rates on cash and cash equivalents −177 96
Change in cash and cash equivalents 344 50
Cash and cash equivalents at beginning of period 1,436 1,322
Cash and cash equivalents at end of period 1,779 1,373

Overview of segment figures

(in millions of €) Adjusted external
revenue¹
Intersegment revenue Total adjusted revenue¹ Adjusted EBIT² Assets³ Free cash flow Additions to other
intangible assets and
property, plant and
equipment⁴
Amortization,
depreciation and
impairments
Q3
2023
Q3
2022
Q3
2023
Q3
2022
Q3
2023
Q3
2022
Q3
2023
Q3
2022
Jun 30,
2023
Sep 30,
2022
Q3
2023
Q3
2022
Q3
2023
Q3
2022
Q3
2023
Q3
2022
Imaging⁵ 2,753 2,486 109 89 2,863 2,575 625 470 8,568 8,802 507 482 56 41 47 48
Diagnostics 1,091 1,409 1,091 1,409 −6 178 5,850 6,289 −120 217 141 141 93 90
Varian⁵ 840 808 840 808 102 147 14,075 15,043 137 78 16 25 8 13
Advanced Therapies 478 448 5 2 483 449 74 35 1,817 2,295 89 34 6 5 7 5
Total Segments⁵ 5,162 5,151 115 91 5,277 5,242 794 829 30,311 32,431 612 812 219 212 155 157
Reconciliation to Consolidated
Financial Statements⁵ ⁶
39 36 −115 −91 −75 −56 −278 −304 15,207 16,625 −328 −333 101 113 158 186
Siemens Healthineers 5,201 5,186 5,201 5,186 516 526 45,518 49,056 285 478 320 325 314 343

1 Siemens Healthineers: IFRS revenue.

2 Siemens Healthineers: Income before income taxes.

3 On segment level: net capital employed.

4 Including additions through business combinations, excluding goodwill.

5 Prior year comparable based on the organizational structure effective October 1, 2022.

6 Including effects in line with revaluation of contract liabilities from IFRS 3 purchase price allocations.

Adjusted external
revenue¹
Intersegment revenue Total adjusted revenue¹ Adjusted EBIT² Assets³ Free cash flow Additions to other
intangible assets and
property, plant and
equipment⁴
Amortization,
depreciation and
impairments
(in millions of €) Q1-Q3
2023
Q1-Q3
2022
Q1-Q3
2023
Q1-Q3
2022
Q1-Q3
2023
Q1-Q3
2022
Q1-Q3
2023
Q1-Q3
2022
Jun 30,
2023
Sep 30,
2022
Q1-Q3
2023
Q1-Q3
2022
Q1-Q3
2023
Q1-Q3
2022
Q1-Q3
2023
Q1-Q3
2022
Imaging⁵ 8,193 7,394 323 274 8,517 7,668 1,823 1,490 8,568 8,802 1,497 1,301 175 115 146 140
Diagnostics 3,319 4,623 3,319 4,623 −140 764 5,850 6,289 −210 452 405 402 286 288
Varian⁵ 2,543 2,301 1 2,544 2,302 348 398 14,075 15,043 145 277 32 53 25 43
Advanced Therapies 1,446 1,339 9 4 1,455 1,342 213 152 1,817 2,295 174 141 17 12 265 14
Total Segments⁵ 15,501 15,656 334 279 15,835 15,935 2,244 2,804 30,311 32,431 1,606 2,171 628 583 722 485
Reconciliation to Consolidated
Financial Statements⁵ ⁶
123 58 −334 −279 −211 −221 −1,090 −863 15,207 16,625 −882 −973 348 355 507 527
Siemens Healthineers 15,624 15,714 15,624 15,714 1,153 1,941 45,518 49,056 724 1,197 976 938 1,230 1,011

1 Siemens Healthineers: IFRS revenue.

2 Siemens Healthineers: Income before income taxes.

3 On segment level: net capital employed.

4 Including additions through business combinations, excluding goodwill.

5 Prior year comparable based on the organizational structure effective October 1, 2022.

6 Including effects in line with revaluation of contract liabilities from IFRS 3 purchase price allocations.

EBITDA reconciliation

(in millions of €) Adjusted EBIT Therein adjusted for
amortization, depreciation
and other effects from IFRS 3
purchase price allocation
adjustments
Therein adjusted for
transaction, integration,
retention and carve-out
costs
Therein adjusted for
gains and losses from
divestments
Therein adjusted
for severance charges
Therein adjusted for
other portfolio-related
measures
Amortization,
depreciation &
impairments
EBITDA¹
Q3
2023
Q3
2022
Q3
2023
Q3
2022
Q3
2023
Q3
2022
Q3
2023
Q3
2022
Q3
2023
Q3
2022
Q3
2023
Q3
2022
Q3
2023
Q3
2022
Q3
2023
Q3
2022
Imaging² 625 470 −1 −12 −8 47 48 659 510
Diagnostics −6 178 −39 −1 93 90 49 267
Varian² 102 147 −3 −24 −1 −1 8 13 106 135
Advanced Therapies 74 35 −1 −3 −1 −17 7 5 60 37
Total Segments² 794 829 −3 −24 −2 −1 −54 −12 −17 155 157 874 948
Reconciliation to
consolidated financial
statements²
−54 −64 −89 −123 −5 −8 −2 −2 158 186 8 −10
Siemens Healthineers 740 765 −92 −148 −7 −8 −1 −56 −14 −17 314 343 882 938

1 Income before income taxes, interest income and expenses, other financial income, net as well as amortization, depreciation & impairments.

2 Prior year comparable based on the organizational structure effective October 1, 2022.

Adjusted EBIT Therein adjusted for
amortization, depreciation
and other effects from IFRS 3
purchase price allocation
adjustments
Therein adjusted for
transaction, integration,
retention and carve-out
costs
Therein adjusted for
gains and losses from
divestments
Therein adjusted
for severance charges
Therein adjusted for
other portfolio-related
measures
Amortization,
depreciation &
impairments
EBITDA¹
(in millions of €) Q1-Q3
2023
Q1-Q3
2022
Q1-Q3
2023
Q1-Q3
2022
Q1-Q3
2023
Q1-Q3
2022
Q1-Q3
2023
Q1-Q3
2022
Q1-Q3
2023
Q1-Q3
2022
Q1-Q3
2023
Q1-Q3
2022
Q1-Q3
2023
Q1-Q3
2022
Q1-Q3
2023
Q1-Q3
2022
Imaging² 1,823 1,490 −2 −1 −24 −31 146 140 1,944 1,597
Diagnostics −140 764 −62 −8 286 288 84 1,044
Varian² 348 398 −10 −161 −3 −6 −3 −4 25 43 356 271
Advanced Therapies 213 152 −1 −6 −5 -347³ 265 14 125 160
Total Segments² 2,244 2,804 −10 −161 −5 −7 −2 −95 −47 -347³ 722 485 2,509 3,072
Reconciliation to
consolidated financial
statements²
−175 −161 −289 −348 −18 −26 1 −27 −6 507 527 −2 −14
Siemens Healthineers 2,068 2,644 −300 −509 −23 −33 −1 −122 −54 -347³ 1,230 1,011 2,507 3,059

1 Income before income taxes, interest income and expenses, other financial income, net as well as amortization, depreciation & impairments.

2 Prior year comparable based on the organizational structure effective October 1, 2022.

3 Including expenses for impairments of other intangible assets in the amount of €244 million.

Talk to a Data Expert

Have a question? We'll get back to you promptly.