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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.
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Q3 2025 earnings summary30 Oct, 2025

Executive summary

  • Q3 2025 revenues reached €9,721 million to €10 billion, up 9% 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 billion in Q3 revenues (+9.7% organic), while Industrial Automation contributed up to €2 billion (+6% organic), supported by strong Data Center demand and AVEVA performance.

  • Strong demand was observed in Data Center & Networks, Infrastructure, Industry, and non-residential buildings, especially in North America and China.

  • Full-year 2025 financial targets reaffirmed, despite ongoing geopolitical, macroeconomic, and FX uncertainties.

  • The company continues to focus on electrification, automation, and digitalization.

Financial highlights

  • Q3 2025 revenues were €9,721 million to €10 billion, up 9% organically year-over-year.

  • Products accounted for 48% of Q3 revenues (+3% organic), Systems 34% (+19% organic), and Software & Services 18% (+8% organic); AVEVA ARR up 12%.

  • North America led with 14.5% organic growth, followed by Asia-Pacific at 6.4%, Western Europe at 5%, and Rest of World at 5.7%.

  • Foreign exchange had a negative impact, with FY 2025 revenue FX impact estimated at -€1.4 to -€1.5 billion and -50bps on adjusted EBITA/EBITDA margin.

  • Scope changes (acquisitions/disposals) added +€81 million to Q3 revenues; estimated +€250 million for FY 2025.

Outlook and guidance

  • 2025 adjusted EBITA/EBITDA growth targeted at +10% to +15% organic, with revenue growth of +7% to +10% organic.

  • Adjusted EBITA/EBITDA margin expected to improve by 50–80bps, reaching 18.7%–19.0%.

  • All regions expected to contribute to growth, led by U.S., India, and Middle East & Africa.

  • Free cash flow generation approaching 100% conversion of net income (Group share) in 2025.

  • Expected to finish toward the lower half of both revenue and margin guidance ranges due to tough comparables and market consensus.

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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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