Schneider Electric SE
| Morningstar Rating for Stocks | Fair Value | Economic Moat | Capital Allocation |
|---|---|---|---|
| LOCK|p@ | LOCK|z! | LOCK|jz<jWY> |
Schneider's Strong Start to Fiscal 2026 Gives Us More Confidence In Its Midterm Margin Target
Business Strategy and Outlook
The majority of Schneider Electric's revenue comes from the sale of electrical and industrial automation products and systems. Schneider is the undisputed market leader in low-voltage electrical equipment and in several data center product categories. End markets include building, data centers and networks, industry, and infrastructure. The software and services business contributes approximately 20% of group revenue and is targeted to reach 30% by 2030. Several acquisitions have expanded Schneider’s software capabilities, yet the company's business remains largely dependent on products and systems for growth.
