Energy & Utilities

Siemens Energy

High66% confidenceProfile verified Jul 22, 2026

A German power generation and grid technology company that raised its outlook for annual gas turbine additions to 110-120 gigawatts amid surging AI data center demand, up from a prior 90-100 GW estimate, with Q1 operating profit nearly tripling year-over-year. Siemens Energy is building its largest grid-equipment factory worldwide in Mississippi, slated for completion in 2028, to produce the high-voltage transformers and switchgear needed to energize new AI campuses.

Leading Indicators

Hiring and patent filing trends — the underlying numbers Momentum is computed from. Insider filing activity is tracked separately under Sources below.

Steadyinsider filing activity unchanged since last check

Additional Intelligence Signals

Patent citation lineage, earnings-call mentions, and federal contract disclosures — automatically collected, not yet visible anywhere else on the site.

Federal contract disclosures

Department of Health and Human Services — $3,000,065: C108762 - PROVIDE ALL LABOR, SUPERVISION, MATERIAL AND EQUIPMENT TO COMPLETE THE SCHEDULED C-LEVEL MAJOR OVERHAUL OF NIH SGT-600 - JOHN FRATANGELO [24-000050]

USAspending.gov · Mar 28, 2024

Department of Health and Human Services — $2,869,170: C108762 - REPAIRABLE HOT SECTION PARTS FOR COGEN GAS TURBINE

USAspending.gov · Dec 31, 2025

Department of Health and Human Services — $1,265,077: REQUISITION: 5921273 WORK REQUEST: C108762 TURN KEY OUTAGE SUPPORT SERVICES INCLUDING ALL LABOR, SUPERVISION AND MATERIALS TO SUPPORT THE B LEVEL MAINTENANCE AND INSPECTION OF THE SIEMENS SGT 600 GAS TURBINE GENERATOR COR - JOHN FRATANGELO

USAspending.gov · Jan 26, 2021

Department of Health and Human Services — $939,899: THE REQUIREMENT IS FOR A MODIFICATION TO CONDUCT A C-LEVEL INSPECTION OF THE COGEN REDUCTION GEARBOX. THE CONTRACTOR WILL PROVIDE A TURNKEY PACKAGE TO SWAP THE EXISTING GEARBOX, REFURBISH THE OLD GEARSET, AND TRANSPORT IT, IN ACCORDANCE WITH THE STAT

USAspending.gov · Sep 26, 2025

Department of Health and Human Services — $663,208: C108762 -90 DAYS SIEMENS EMERGENCY SERVICES FOR THE COGEN GAS TURBINE MAINTENANCE SUPPORT, BLDG 11

USAspending.gov · Jul 1, 2025

Sources

Every claim traced to a primary source — evidence, recent activity, and insider filing behavior, all in one place.

Evidence

2 sources · 68% avg. source confidence

  • S&P GlobalSiemens Energy raises gas turbine outlook to 110-120GW annually on data center demand76% source confidence
  • EnverusSiemens Energy to build largest grid-equipment factory worldwide in Mississippi60% source confidence

Insider Filing Activity

14Form 4 filings, trailing 90 days0 since last week's snapshot

Counts filing frequency only — transaction direction/size wasn't parseable from the sampled filings · sourced from SEC EDGAR · as of Jul 28, 2026

Dependency Map

What Siemens Energy depends on below, and who depends on Siemens Energy above — click any node to make it the new center, 2 levels deep.

Connection type

Investment
Dependency
Supply Chain
Development
Enablement
Competition / Other
Succession

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The Story So Far (last 6 months)

May 2026: Siemens Energy to build largest grid-equipment factory worldwide in MississippiJun 2026: Siemens Energy raises gas turbine outlook to 110-120GW annually on data center demand

Auto-generated from this entity's dated milestones, relationship updates, and sourced evidence — not AI-written, just sorted.

Siemens Energy's Timeline

A sourced, dated history of Siemens Energy's key moments — founding to present.

  1. Jan 2020 · Spun off from Siemens

    Siemens Energy was spun off from Siemens as an independent energy technology company.

  2. Jan 2026 · Raises gas turbine outlook to 110-120 GW annually

    Siemens Energy raised its outlook for annual gas turbine additions to 110-120 gigawatts, up from a prior 90-100 GW estimate, citing surging data center demand.