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Schneider Electric (SU) investor relations material
Schneider Electric Q3 2025 earnings summary
Complete event summary combining all related documents: earnings call transcript, report, and slide presentation.Q3 2025 earnings summary30 Oct, 2025
Executive summary
Q3 2025 revenues reached €9,721 million, up 9.0% organically year-over-year, led by Energy Management and a return to growth in Industrial Automation, with all four regions contributing.
Energy Management delivered €8,039 million in Q3 revenues (+9.7% organic), driven by strong data center demand and grid infrastructure investments, while Industrial Automation contributed €1,682 million (+6.0% organic), supported by manufacturing recovery and AVEVA performance.
The company reaffirmed its 2025 financial targets, maintaining focus on electrification, automation, and digitalization despite ongoing geopolitical and macroeconomic uncertainties.
Strong demand was observed in non-residential buildings, data centers (especially in North America and China), and discrete automation, with robust performance across most end-markets.
Sustainability milestones were surpassed, including a 53% CO2 reduction from top suppliers and over 60 million people gaining access to green electricity.
Financial highlights
Q3 2025 revenue was €9,721 million, up 9.0% organically and 4.4% reported, with all regions contributing positively.
Products accounted for 48% of Q3 revenues (+3% organic), Systems 34% (+19% organic), and Software & Services 18% (+8% organic), with AVEVA ARR up 12% year-over-year.
North America led with 14.5% organic growth, followed by Asia-Pacific at 6.4%, Western Europe at 5.0%, and Rest of World at 5.7%.
Foreign exchange had a negative impact, with a full-year estimated top-line impact of -€1.4 to -€1.5 billion and -50bps on adjusted EBITA margin.
Scope changes (acquisitions/disposals) added +0.9% to Q3 revenue.
Outlook and guidance
2025 adjusted EBITA growth targeted at +10% to +15% organic, with revenue growth of +7% to +10% organic and adjusted EBITA margin expected at 18.7%–19.0% (+50–80bps improvement).
Free cash flow generation is expected to approach 100% conversion of net income (Group share) in 2025.
All regions are expected to contribute to growth, led by the U.S., India, and Middle East & Africa.
The company expects to finish toward the lower half of both revenue and margin guidance ranges due to tough comparables and FX headwinds.
Pricing actions will continue, but full offset of tariffs and inflation is not anticipated within the calendar year.
Detail Zero Carbon Project's early completion.
Why did North America IA decline organically in Q3?
What caused softness in Digital Services in Q3?
Data Center demand from new AI players?
IA growth from demand or inventory normalization?
European Data Center execution hurdles?
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Next Schneider Electric earnings date
CMD 202511 Dec, 2025
Next Schneider Electric earnings date
CMD 202511 Dec, 2025
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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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