Company Reports

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.

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.

Schneider Electric reported organic adjusted EBITA growth of 22%, translating into margin expansion of 110 basis points to 19.3%, which comfortably exceeded company-compiled consensus of 18.5%. Full-year revenue and guidance were raised. Shares are trading 6% higher intraday.

Schneider Electric will acquire Cognite—an artificial intelligence-driven industrial software business focused primarily on the energy and process manufacturing industries—for $3.1 billion. In 2025, Cognite reported revenue exceeding $170 million and 36% growth in annual recurring revenue bookings.

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.

Schneider Electric's first-quarter organic revenue grew by 11.2%, continuing its trend of accelerating since the first quarter of 2025. Data centers remain the biggest growth driver, where Schneider is among the largest beneficiaries of AI infrastructure investment in the capital goods sector.

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.

Schneider Electric reported 8.9% organic revenue growth during fiscal 2025, the best-in-class among its Europe-listed peers and Eaton. Organic revenue growth guidance of 7% to 10% also exceeded peers. Data centers, which accounted for 29% of group revenue, were the biggest driver of revenue growth.

Schneider Electric updated its medium-term targets at its capital markets day. The annualized organic revenue growth target of 7% to 10% was extended to 2030 and is best-in-class across the capital goods sector. Shares are trading 3% higher intraday.

European electricity prices for households and industry are well above those in China, the US, and pre-energy-crisis levels. The gap is set to endure, as network costs and levies continue to increase.

Schneider Electric reported 9.0% organic revenue growth during the third quarter, driven by double-digit growth from data centers. Schneider is a major beneficiary of the artificial intelligence boom, with 24% direct exposure to data centers. No quarterly profit figures were provided.

Schneider Electric's extensive portfolios of electrical and software solutions are enablers of several multi-decade secular growth themes, including artificial intelligence, the energy transition, and the electrification of buildings and industry. Schneider earns around 1.5 times more revenue from data centers than any other business in the capital goods sector and its 24% revenue exposure from data centers is also among the highest. Its broad portfolio of electrical and liquid-cooling equipment is well-positioned to benefit from rising demand from data centers as hyperscalers expand capacity to support AI workloads. Schneider aims to operate as a "Rule of 25 business", implying annual revenue growth plus adjusted EBITA margin should exceed 25%.

Electrical equipment suppliers have emerged as major beneficiaries of the rapid acceleration of AI data centers. Legrand and Schneider each earn over 20% of group revenues from data centers.

Schneider Electric delivered a solid second quarter, with organic revenue growth of 8.3% year over year exceeding company-compiled consensus. Revenue growth was led by double-digit growth from data center end markets. Shares are unmoved intraday.

Schneider Electric has agreed to acquire the remaining 35% stake of its Indian joint venture from Temasek for EUR 5.5 billion. The joint venture was formed during the acquisition of Larsen & Toubro's electrical and automation business in 2020, with Temasek being a financial partner.

Schneider Electric reported 7.4% organic revenue growth during the first quarter, missing company-compiled consensus of 8.9%. Results were released after the European markets had closed, but shares in the US ADR are currently trading 6% lower.

The US government has imposed a 20% tariff on European goods, sending equity markets down. Shares of European electrical equipment suppliers are trading 5% lower. Importantly, the United States-Mexico-Canada Agreement signed by President Donald Trump during his first term remains intact.

Schneider Electric's extensive portfolios of electrical and software solutions are enablers of several multi-decade secular growth themes; including artificial intelligence, the energy transition and the electrification of buildings and industry. Several acquisitions have expanded Schneider’s digital capabilities, leveraging its leading market share in electrical products to further integrate itself with end users’ operations and create more meaningful relationships with customers. It also also emerged as a leading supplier of cooling and electrical equipment used by data centers. The shift away from purely transactional sales toward stickier digital revenue and its continuous focus on productivity improvements has lowered the cyclicality of operating performance.

The US government has threatened to impose 25% tariffs on imports from the European Union, having already implemented tariffs on Canada, Mexico and China.

Schneider Electric reported 12.5% organic revenue growth during the fourth quarter, outperforming its electrical-equipment peers and comfortably beating company-compiled consensus by 5%. Shares are trading 6% higher intraday.