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Schneider Electric
Schneider Electric (SU) investor relations material
Schneider Electric Q4 2025 earnings summary
Complete event summary combining all related documents: earnings call transcript, report, and slide presentation.Q4 2025 earnings summary26 Feb, 2026
Executive summary
Achieved record FY25 revenues of €40.2 billion (+9% organic), with all-time high free cash flow of €4.6 billion (111% conversion), and strong momentum in both Energy Management and Industrial Automation.
Q4 revenue growth reached 10.7% organic, led by Data Center demand and broad-based regional growth, especially in North America.
Digital Flywheel revenues grew 15%, now 62% of total revenue, advancing ahead of 2027 targets; recurring revenues in agnostic software at 79%.
Recognized as a global leader in sustainability and operational excellence, surpassing key climate and social targets.
Announced CFO transition: Hilary Maxson to be succeeded by Nathan Fast in April 2026.
Financial highlights
Adjusted EBITA/EBITDA grew 12.3% organic to €7.52 billion, with margin expansion of 50 basis points to 18.7%, in line with guidance.
Adjusted Net Income up 4% reported, 14% organic, to €4.8 billion; net income down 2% to €4.16 billion due to restructuring and impairments.
Free cash flow reached €4.6 billion, with a conversion rate of 111%.
ROCE surpassed 15% for the first time, reaching 15.1%.
Dividend of €4.20 per share proposed (+8% YoY), continuing a progressive policy.
Outlook and guidance
FY26 targets: organic revenue growth of 7%-10%, Adjusted EBITA/EBITDA growth of 10%-15%, and margin expansion of 50-80 basis points.
All four end-markets and regions expected to contribute, led by Data Centers, U.S., and India.
Gross margin expected to turn positive during 2026, with price actions to offset raw material and tariff headwinds.
FX headwinds anticipated to impact FY26 revenues by €850-950 million and EBITA margin by -10bps.
Medium-term (2026-2030): organic revenue CAGR of 7%-10%, cumulative EBITA margin expansion of 250bps, and 100% FCF conversion.
CFO transition: What is Nathan Fast's mandate
Explain the FY25 gross vs EBITA margin divergence
Assess record backlog's impact on 2027+ growth
Backlog conversion strategy for 2026
Quantify AI's impact on 2026 efficiency
2026 gross margin recovery drivers
800V DC architecture impact on Schneider
Industrial Automation margin improvement drivers
AI impact on AVEVA's software business model
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Next Schneider Electric earnings date
Q1 202630 Apr, 2026
Schneider Electric
Next Schneider Electric earnings date
Q1 202630 Apr, 2026
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Frequently asked questions
Masters of Energy Management
Schneider Electric is a global powerhouse in the realm of energy management and automation solutions. Founded in 1836 and based in Rueil-Malmaison on the outskirts of Paris, the company specializes in creating energy-efficient and sustainable solutions for customers across multiple market segments, including utilities & infrastructure, industries & machine manufacturers, data centers & networks, and buildings & homes.
The Birth of the Company
The inception of Schneider Electric dates back to the 19th century, when brothers Adolphe and Joseph-Eugene Schneider took over a failing iron and steel foundry in Le Creusot, France. Initially focused on heavy machinery and transportation, the company diversified into electricity towards the end of the 19th century. Schneider Electric steadily evolved over the decades, transitioning from an industrial conglomerate to a more focused energy management entity. A series of strategic acquisitions, including the likes of Telemecanique, Merlin Gerin, and Square D, significantly expanded the company's expertise and global reach.
Old Company, Modern Services
Today, Schneider Electric offers a comprehensive range of products, services, and solutions, all centered around energy management and sustainability. Their offerings include building automation and control, home automation, switches and sockets, industrial automation control, critical power, and cooling for data centers. Schneider provides various solutions for the charging of Electric Vehicles, which is just one example of how they aim to evolve over time. The company has a wide range of customers from various segments of society, spanning residential, data centers, infrastructure, and industries. This only scratches the surface of Schneiders operations, and due to the diverse range of services, they can offer a solution that is tailored to the client's specific needs.
A Global Reach
Schneider Electric's influence extends far beyond its home country. As a global energy management leader, it operates in more than 100 countries, including key markets like the United States, China, India, Germany, and the UK. Whether it's modernizing electricity grids in India, driving industrial automation in Germany, or providing sustainable energy solutions for data centers in the US, Schneider Electric has a solution that is well suited for the task. Some notable companies found on their customer list include names such as HSBC, Renault, and Hyatt.
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