← Nordex overview

Nordex vs Siemens Energy: why the prices moved differently

Weekly · monthly · quarterly news summaries, side by side in time

Nordex SE (NDX1.XETRA)

Q3 2026
▲4

Nordex wins big orders, doubles profit, and cuts financing costs

  • Major order wins in Romania and US Nordex will supply 56 turbines for a 392 MW Romanian wind farm and won a 325 MW US order. These large orders show strong demand for Nordex turbines, supporting future revenue and profit growth.

    New large orders directly boost Nordex's order book and future sales, a key driver of the stock.

  • Cheaper, larger guarantee facility Nordex secured a €2.475 billion ESG-linked guarantee facility with lower interest rates and a five-year term. This cuts financing costs and signals strong bank confidence, improving financial flexibility and profitability.

    The improved financing terms reduce costs and reflect turnaround progress, directly impacting Nordex's financial health.

  • Q2 profit doubles, outlook confirmed Nordex more than doubled Q2 EBITDA to €223.8 million and tripled net income, with revenue up 16.3%. The company confirmed its 2026 outlook, showing the turnaround is delivering real profit growth.

    Strong earnings and reaffirmed guidance are core drivers of investor confidence and stock valuation.

  • 525 MW order in Türkiye Nordex won a 525 MW order from Türkerler Holding in Türkiye, including a 10-year service agreement. This strengthens its leading 34% market share in Turkey and adds to the growing order backlog.

    A large new order in a key market expands Nordex's order book and reinforces its competitive position.

July 2026
▲4

Nordex wins big orders, doubles profit, and cuts financing costs

  • Major order wins in Romania and US Nordex will supply 56 turbines for a 392 MW Romanian wind farm and won a 325 MW US order. These large orders show strong demand for Nordex turbines, supporting future revenue and profit growth.

    New large orders directly boost Nordex's order book and future sales, a key driver of the stock.

  • Cheaper, larger guarantee facility Nordex secured a €2.475 billion ESG-linked guarantee facility with lower interest rates and a five-year term. This cuts financing costs and signals strong bank confidence, improving financial flexibility and profitability.

    The improved financing terms reduce costs and reflect turnaround progress, directly impacting Nordex's financial health.

  • Q2 profit doubles, outlook confirmed Nordex more than doubled Q2 EBITDA to €223.8 million and tripled net income, with revenue up 16.3%. The company confirmed its 2026 outlook, showing the turnaround is delivering real profit growth.

    Strong earnings and reaffirmed guidance are core drivers of investor confidence and stock valuation.

  • 525 MW order in Türkiye Nordex won a 525 MW order from Türkerler Holding in Türkiye, including a 10-year service agreement. This strengthens its leading 34% market share in Turkey and adds to the growing order backlog.

    A large new order in a key market expands Nordex's order book and reinforces its competitive position.

Latest
▲4

Nordex wins big orders, doubles profit, and cuts financing costs

  • Major order wins in Romania and US Nordex will supply 56 turbines for a 392 MW Romanian wind farm and won a 325 MW US order. These large orders show strong demand for Nordex turbines, supporting future revenue and profit growth.

    New large orders directly boost Nordex's order book and future sales, a key driver of the stock.

  • Cheaper, larger guarantee facility Nordex secured a €2.475 billion ESG-linked guarantee facility with lower interest rates and a five-year term. This cuts financing costs and signals strong bank confidence, improving financial flexibility and profitability.

    The improved financing terms reduce costs and reflect turnaround progress, directly impacting Nordex's financial health.

  • Q2 profit doubles, outlook confirmed Nordex more than doubled Q2 EBITDA to €223.8 million and tripled net income, with revenue up 16.3%. The company confirmed its 2026 outlook, showing the turnaround is delivering real profit growth.

    Strong earnings and reaffirmed guidance are core drivers of investor confidence and stock valuation.

  • 525 MW order in Türkiye Nordex won a 525 MW order from Türkerler Holding in Türkiye, including a 10-year service agreement. This strengthens its leading 34% market share in Turkey and adds to the growing order backlog.

    A large new order in a key market expands Nordex's order book and reinforces its competitive position.

Siemens Energy AG (ENR.XETRA)

Q3 2026
▲4

Siemens Energy rides record gas turbine demand and AI data center deals

  • Record gas turbine orders, Siemens Energy leads Global gas turbine orders hit a record 38 GW in Q2, up 71% year-over-year, with Siemens Energy leading at 12.5 GW. Surging electricity demand from data centers and manufacturing onshoring is driving this, and tight manufacturing capacity means strong pricing power and a growing backlog for Siemens Energy.

    This is the core demand driver behind the stock's momentum, showing the big-picture force at work.

  • Q3 profit surges 70.5%, outlook confirmed Siemens Energy reported Q3 net income up 70.5% to €1.188 billion, revenue up 17.5% to a record €11.447 billion, and orders up 7.9%. Profit before special items more than tripled, and the company confirmed its fiscal 2026 outlook, signaling strong execution and financial health.

    This is the key financial update that reassures investors about profitability and future guidance.

  • New 1 GW AI data center turbine deal with Babcock & Wilcox Siemens Energy signed an agreement with Babcock & Wilcox to supply 20 steam turbine generator sets totaling 1 GW for AI data center projects. This expands Siemens Energy's footprint in the fast-growing data center power market and adds to its backlog.

    This is a concrete new contract that directly boosts future revenue and shows demand from AI data centers.

  • Brazil FPSO contract with SBM Offshore Siemens Energy won a contract to supply power generation and gas compression systems for two Petrobras FPSOs in Brazil, with 16 modular systems. This diversifies order intake into offshore oil and gas and adds long-term service potential.

    This is a new international order that broadens Siemens Energy's business beyond power generation.

July 2026
▲4

Siemens Energy rides record gas turbine demand and AI data center deals

  • Record gas turbine orders, Siemens Energy leads Global gas turbine orders hit a record 38 GW in Q2, up 71% year-over-year, with Siemens Energy leading at 12.5 GW. Surging electricity demand from data centers and manufacturing onshoring is driving this, and tight manufacturing capacity means strong pricing power and a growing backlog for Siemens Energy.

    This is the core demand driver behind the stock's momentum, showing the big-picture force at work.

  • Q3 profit surges 70.5%, outlook confirmed Siemens Energy reported Q3 net income up 70.5% to €1.188 billion, revenue up 17.5% to a record €11.447 billion, and orders up 7.9%. Profit before special items more than tripled, and the company confirmed its fiscal 2026 outlook, signaling strong execution and financial health.

    This is the key financial update that reassures investors about profitability and future guidance.

  • New 1 GW AI data center turbine deal with Babcock & Wilcox Siemens Energy signed an agreement with Babcock & Wilcox to supply 20 steam turbine generator sets totaling 1 GW for AI data center projects. This expands Siemens Energy's footprint in the fast-growing data center power market and adds to its backlog.

    This is a concrete new contract that directly boosts future revenue and shows demand from AI data centers.

  • Brazil FPSO contract with SBM Offshore Siemens Energy won a contract to supply power generation and gas compression systems for two Petrobras FPSOs in Brazil, with 16 modular systems. This diversifies order intake into offshore oil and gas and adds long-term service potential.

    This is a new international order that broadens Siemens Energy's business beyond power generation.

Latest
▲4

Siemens Energy rides record gas turbine demand and AI data center deals

  • Record gas turbine orders, Siemens Energy leads Global gas turbine orders hit a record 38 GW in Q2, up 71% year-over-year, with Siemens Energy leading at 12.5 GW. Surging electricity demand from data centers and manufacturing onshoring is driving this, and tight manufacturing capacity means strong pricing power and a growing backlog for Siemens Energy.

    This is the core demand driver behind the stock's momentum, showing the big-picture force at work.

  • Q3 profit surges 70.5%, outlook confirmed Siemens Energy reported Q3 net income up 70.5% to €1.188 billion, revenue up 17.5% to a record €11.447 billion, and orders up 7.9%. Profit before special items more than tripled, and the company confirmed its fiscal 2026 outlook, signaling strong execution and financial health.

    This is the key financial update that reassures investors about profitability and future guidance.

  • New 1 GW AI data center turbine deal with Babcock & Wilcox Siemens Energy signed an agreement with Babcock & Wilcox to supply 20 steam turbine generator sets totaling 1 GW for AI data center projects. This expands Siemens Energy's footprint in the fast-growing data center power market and adds to its backlog.

    This is a concrete new contract that directly boosts future revenue and shows demand from AI data centers.

  • Brazil FPSO contract with SBM Offshore Siemens Energy won a contract to supply power generation and gas compression systems for two Petrobras FPSOs in Brazil, with 16 modular systems. This diversifies order intake into offshore oil and gas and adds long-term service potential.

    This is a new international order that broadens Siemens Energy's business beyond power generation.

Q2 2026
▲2▼2

Siemens Energy wins new orders but faces valuation downgrade

  • New offshore wind contract Siemens Energy won a contract to supply transmission technology for the North Sea Connector 2 offshore wind project, which will handle up to 2 gigawatts. This adds to its order book and supports future revenue, pushing the stock up.

    This is a new contract win that directly boosts demand for Siemens Energy's products.

  • Oman power plant deal Siemens Energy will supply six gas turbines and generators for two power plants in Oman, plus 20-year service agreements. This large order increases its backlog and provides long-term revenue, a positive for the stock.

    A major new contract that adds to Siemens Energy's order book and future earnings.

  • Barclays downgrade to underweight Barclays downgraded Siemens Energy to underweight (sell), warning its €145 billion market value already prices in peak conditions for gas turbines and cash flow. The stock fell 6.55% as investors worried about a possible downturn.

    This is a new analyst action that directly caused a sharp price drop and reflects valuation concerns.

  • Weak German economy weighs on demand Germany's services sector shrank at the fastest pace in over three years, signaling economic weakness. This could reduce demand for Siemens Energy's products and services, and the stock dropped 5.5% on the news.

    Macroeconomic data points to lower demand, a headwind for Siemens Energy's sales.

June 2026
▲2▼2

Siemens Energy wins new orders but faces valuation downgrade

  • New offshore wind contract Siemens Energy won a contract to supply transmission technology for the North Sea Connector 2 offshore wind project, which will handle up to 2 gigawatts. This adds to its order book and supports future revenue, pushing the stock up.

    This is a new contract win that directly boosts demand for Siemens Energy's products.

  • Oman power plant deal Siemens Energy will supply six gas turbines and generators for two power plants in Oman, plus 20-year service agreements. This large order increases its backlog and provides long-term revenue, a positive for the stock.

    A major new contract that adds to Siemens Energy's order book and future earnings.

  • Barclays downgrade to underweight Barclays downgraded Siemens Energy to underweight (sell), warning its €145 billion market value already prices in peak conditions for gas turbines and cash flow. The stock fell 6.55% as investors worried about a possible downturn.

    This is a new analyst action that directly caused a sharp price drop and reflects valuation concerns.

  • Weak German economy weighs on demand Germany's services sector shrank at the fastest pace in over three years, signaling economic weakness. This could reduce demand for Siemens Energy's products and services, and the stock dropped 5.5% on the news.

    Macroeconomic data points to lower demand, a headwind for Siemens Energy's sales.

▲2▼2

Siemens Energy wins new orders but faces valuation downgrade

  • New offshore wind contract Siemens Energy won a contract to supply transmission technology for the North Sea Connector 2 offshore wind project, which will handle up to 2 gigawatts. This adds to its order book and supports future revenue, pushing the stock up.

    This is a new contract win that directly boosts demand for Siemens Energy's products.

  • Oman power plant deal Siemens Energy will supply six gas turbines and generators for two power plants in Oman, plus 20-year service agreements. This large order increases its backlog and provides long-term revenue, a positive for the stock.

    A major new contract that adds to Siemens Energy's order book and future earnings.

  • Barclays downgrade to underweight Barclays downgraded Siemens Energy to underweight (sell), warning its €145 billion market value already prices in peak conditions for gas turbines and cash flow. The stock fell 6.55% as investors worried about a possible downturn.

    This is a new analyst action that directly caused a sharp price drop and reflects valuation concerns.

  • Weak German economy weighs on demand Germany's services sector shrank at the fastest pace in over three years, signaling economic weakness. This could reduce demand for Siemens Energy's products and services, and the stock dropped 5.5% on the news.

    Macroeconomic data points to lower demand, a headwind for Siemens Energy's sales.

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