Note: This story has been updated with comments from a conference call to discuss the firm's financial results.

注意：本文已更新，包含来自电话会议的评论，讨论公司的财务业绩。

NEW YORK – Siemens Healthineers said Wednesday that it expects tariffs implemented by the Trump administration will reduce its second half adjusted earnings before interest and taxes by €200 million

纽约——西门子医疗周三表示，预计特朗普政府实施的关税将使其下半年调整后的息税前收益减少2亿欧元。

($227 million)

（2.27亿美元）

to €300 million and its fiscal year adjusted earnings per share by €.15, although the firm posted growth in its Q2 diagnostics business and total revenues.

至3亿欧元，其财年调整后每股收益为0.15欧元，尽管该公司第二季度诊断业务和总收入均实现增长。

Siemens Healthineers CEO Bernd Montag said on a conference call Wednesday for the firm's Q2 financial results that it would have recorded Q2 revenue growth and adjusted EPS at the upper end of its forecast ranges if not for the Trump-led tariffs. While the firm has taken some initial measures to mitigate the tariff impacts, he said that trade conditions remain volatile and it would be premature to make any structural decisions that could affect the firm's production capacities..

西门子医疗首席执行官贝尔恩德·蒙塔格在周三公司第二季度财务业绩电话会议上表示，如果不是因为特朗普政府实施的关税政策，公司本应实现第二季度收入增长，并且调整后的每股收益将达到预测范围的上限。尽管公司已采取了一些初步措施来减轻关税的影响，但他表示，贸易环境仍然波动，现在做出任何可能影响公司生产能力的结构性决策还为时过早。

'Thanks to our global positioning, we have many options for offsetting the potential impact of customs duties in the medium term,' he said. Those options include adjustments through the company's logistics operations as well as increased prices.

“由于我们的全球定位，我们有许多选择可以抵消中期内关税可能带来的影响，”他说道。这些选择包括通过公司的物流运营进行调整以及提高价格。

'This is why healthcare is not a good place for doing a trade war because, in the end, it's hurting your own population and your own base of voters because healthcare gets more expensive and it's, at best, a zero-sum game for a government,' Montag said.

蒙塔格说：“这就是为什么医疗保健不是进行贸易战的好地方，因为最终它会伤害到你自己的人口和选民基础，因为医疗保健会变得更加昂贵，对政府来说，充其量是一场零和游戏。”

He noted that shifting to localized manufacturing would make little sense because of the increased costs to healthcare systems. Even with such a shift, though, the firm uses complicated supply chains for its high-performance electronics, cadmium telluride detectors, and X-ray technologies, and not all its components can be made locally, he said..

他指出，由于成本增加，转向本地化制造对医疗系统来说没有太多意义。不过，他表示，即便如此，该公司为其高性能电子产品、碲化镉探测器和X射线技术使用了复杂的供应链，并非所有组件都能在本地生产。

Siemens Healthineers CFO Jochen Schmitz added that the company is positioned to implement further changes beyond FY 2025. While the effects of tariffs beyond the fiscal year would be difficult to extrapolate, he said that one conservative scenario would assume a doubling of the €200 million to €300 million impact before taxes..

西门子医疗首席财务官约亨·施密茨补充说，公司有能力在2025财年之后实施进一步的变革。他表示，虽然很难推断财年之后关税的影响，但一种保守的情景假设是，税前影响将从2亿欧元到3亿欧元翻倍。

Meanwhile, the Erlangen, Germany-based firm reported that its diagnostics revenues rose 2 percent year over year in its fiscal second quarter on growth in China and the rest of Asia as the firm has begun to see the benefits of a recent revamp of the business. Meanwhile, the company widened the lower end of its EPS guidance for the year to account for uncertainty from trade barriers and tariffs..

同时，这家总部位于德国埃尔朗根的公司报告称，其诊断业务收入在财政第二季度同比增长了2%，这得益于中国和亚洲其他地区的增长，公司已经开始看到近期业务重组带来的好处。同时，公司扩大了全年每股收益指导的下限，以应对贸易壁垒和关税带来的不确定性。

Siemens Healthineers reported that for the quarter ended March 31 its overall revenues rose 9 percent to €5.91 billion ($6.71 billion) from €5.44 billion a year earlier on the strength of its imaging and Varian Medical Systems segments. Its revenues rose 7 percent on a comparable basis, which excludes the currency translation and portfolio effects as well as the revaluation of contract liabilities..

西门子医疗报告称，截至 3 月 31 日的季度，其整体收入同比增长 9%，从一年前的 54.4 亿欧元增至 59.1 亿欧元（67.1 亿美元），主要得益于其影像和瓦里安医疗系统业务板块的增长。其收入在可比基础上增长了 7%，该数据排除了货币转换、投资组合效应以及合同负债重估的影响。

The firm recorded 17 percent revenue growth year over year in the Americas, including 20 percent growth in the US, while revenues in the company's Asia-Pacific Japan region grew 8 percent and its China revenues grew 3 percent. Its revenues were up 1 percent in the Europe, Middle East, and Africa (EMEA) region, including a 2 percent rise in Germany..

公司在美洲的收入同比增长了17%，其中包括美国增长了20%；而公司在亚太日本地区的收入增长了8%，中国地区的收入增长了3%。在欧洲、中东和非洲（EMEA）地区，其收入增长了1%，其中包括德国增长了2%。

The company's diagnostics segment's adjusted revenues rose to €1.12 billion from €1.10 billion in the year-ago quarter, and the company reported that it raised its EBIT margin to 6 percent from 4 percent a year earlier through cost reductions related to its multiyear transformation program. The company had .

公司的诊断业务部门的调整后收入从一年前的11亿欧元增长到11.2亿欧元，并且公司报告称，通过其多年转型计划相关的成本削减，将息税前利润率从一年前的4%提升至6%。

announced in 2023

2023年宣布

that it was simplifying its diagnostics instrument portfolio by shuttering legacy instrument lines as part of a €350 million to €450 million transformation that would make its diagnostics business into a leaner, more efficient organization.

作为3.5亿至4.5亿欧元转型的一部分，该公司正在简化其诊断仪器产品组合，关闭旧的仪器系列，这将使其诊断业务变得更加精简和高效。

Siemens officials

西门子官员

said last year

去年说的

that the diagnostics business had become leaner and more profitable through the transformation program.

通过转型计划，诊断业务变得更加精简和有利可图。

'We continue to be very satisfied with the development of diagnostics,' Schmitz said. 'The segment has further stabilized its sales performance compared to the same period last year.'

“我们对诊断业务的发展仍然非常满意，”施密茨说。“与去年同一时期相比，该部门进一步稳定了销售业绩。”

The company posted an 11 percent rise in its imaging adjusted revenues to €3.28 billion from €2.96 billion in Q2 2024 on sharp growth in its molecular imaging business and strong growth in its computed tomography business. The business grew sharply in the Americas and slightly in the Asia-Pacific Japan region while revenues in China and EMEA declined slightly..

该公司影像调整后收入增长了11%，从2024年第二季度的29.6亿欧元增至32.8亿欧元，主要得益于其分子影像业务的急剧增长和计算机断层扫描业务的强劲增长。美洲业务急剧增长，亚太日本地区略有增长，而中国和欧洲、中东及非洲地区的收入略有下降。

Its Varian business adjusted revenues grew 15 percent to €1.04 billion from €910 million a year ago, led by sharp growth in the Asia-Pacific Japan region with contributions across the Americas, China, and EMEA regions. Meanwhile, the company's advanced therapies adjusted revenues grew 5 percent to €553 million from €526 million, also with strong growth in the Asia-Pacific Japan region and strong growth in the Americas and China.

其瓦里安业务调整后的收入增长了15%，从一年前的9.1亿欧元增至10.4亿欧元，主要得益于亚太日本地区的强劲增长，同时美洲、中国和欧洲、中东及非洲地区也做出了贡献。与此同时，公司先进治疗业务调整后的收入增长了5%，从5.26亿欧元增至5.53亿欧元，同样在亚太日本地区以及美洲和中国表现出强劲的增长。

Those gains were partly offset by a moderate decline in revenues in the EMEA region..

这些收益被欧洲、中东和非洲地区收入的适度下降部分抵消。

Siemens Healthineers reported net income for the quarter of €537 million, or €.47 per share, compared to €431 million, or €.38 per share, a year ago. Adjusted EPS for the recently completed quarter was €.56.

西门子医疗报告称，本季度净利润为 5.37 亿欧元，每股收益 0.47 欧元，而去年同期为 4.31 亿欧元，每股收益 0.38 欧元。最近完成的季度调整后每股收益为 0.56 欧元。

The firm raised its SG&A spending by 10 percent to €991 million from €899 million in Q2 2024, while it raised its R&D spending by 2 percent, to €485 million from €474 million. The firm's severance charges fell 41 percent to €17 million from €29 million, and its other restructuring expenses plummeted 73 percent to €27 million from €103 million, mainly due to lower expenses connected with the transformation of the diagnostics business..

该公司将销售、管理和行政（SG&A）支出从2024年第二季度的8.99亿欧元增加10%至9.91亿欧元，同时将研发（R&D）支出从4.74亿欧元增加2%至4.85亿欧元。公司的遣散费用从2900万欧元下降41%至1700万欧元，其他重组费用从1.03亿欧元骤降73%至2700万欧元，主要原因是与诊断业务转型相关的费用减少。

The company said that it still expects fiscal year 2025 revenue growth of 5 percent to 6 percent compared with FY 2024. However, the firm said that it was broadening its adjusted EPS guidance to a range of €2.20 to €2.50 from a previous forecast in the range of €2.35 to €2.50 to account for additional geopolitical uncertainty..

该公司表示，与2024财年相比，仍然预计2025财年的收入将增长5%至6%。然而，公司指出，为了应对额外的地缘政治不确定性，其调整后的每股收益（EPS）指导范围从之前的2.35欧元至2.50欧元扩大到2.20欧元至2.50欧元。

'While the fundamental growth drivers remain intact, we expect that the significantly increased volatility of the geopolitical environment will weigh on our business this year,' Montag said in a statement. 'That leads us to widen our guidance range for adjusted basic earnings per share for fiscal 2025, while keeping our revenue growth outlook unchanged.'.

蒙塔格在一份声明中表示：“尽管根本的增长驱动因素依然存在，但我们预计地缘政治环境的显著波动将对今年的业务造成影响。” “这使我们扩大了2025财年调整后基本每股收益的指导范围，同时保持我们的收入增长预期不变。”