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Schneider Electric (SU) investor relations material
Schneider Electric Q3 2026 earnings summary
Complete event summary combining all related documents: earnings call transcript, report, and slide presentation.Executive summary
Record Q3 revenue of €11.46bn, up 16.9% organically and 17.9% reported, with growth across regions and end markets, led by triple-digit Data Center demand.
Energy Management grew 18.8% organically and Industrial Automation 8.1%; strong backlog and execution supported an upgraded FY26 target.
Sustainability Impact score reached 4.04, against a 2026 target of 4.20.
Financial highlights
Q3 revenue was €11,460m, up 16.9% organically and 17.9% reported; 9M revenue was €32,686m, up 15.0% organically and 12.5% reported.
Energy Management revenue was €9,615m, up 18.8% organically; Industrial Automation revenue was €1,845m, up 8.1%.
Products, 48% of revenue, grew 17% organically; Systems, 35%, grew 22%; Software & Services, 17%, grew 7%.
Q3 scope impact was -€36m (-0.4% of revenue); FX added €114m (+1.2%), mainly from the Chinese yuan and U.S. dollar.
Outlook and guidance
FY26 adjusted EBITA growth target upgraded to +18% to +21% organic, with revenue growth of +12% to +14% and adjusted EBITA margin expansion of 100–120 bps organic.
Implied FY26 adjusted EBITA margin is 19.7%–19.9%, including scope from completed transactions and FX at current estimates.
Q4 outlook calls for growth across all end markets and regions, with Systems leading, continued pricing, accelerating Services growth, and positive productivity and operating leverage.
FY26 effective tax rate is expected at 23%–25%; restructuring costs are expected to reach ~€450m.
- Record FY23 results and backlog support 8%–12% organic adjusted EBITA growth in FY24.SU
Q4 2023 - PTC deal expands industrial software reach, targeting €250m cost and ~€800m revenue synergies.SU
M&A announcement - Record H1 2026 results and upgraded guidance driven by strong demand and margin expansion.SU
Q2 2026 - $3.1B acquisition integrates Cognite’s AI with AVEVA, boosting global industrial intelligence.SU
M&A announcement - Targets 7%-10% revenue CAGR, +250bps margin, and >70% digital revenues by 2030.SU
CMD 2025 - Q3 2025 organic revenue up 9% to €9,721m–€10bn, targets reaffirmed, sustainability goals exceeded.SU
Q3 2025 - India posted €2.2bn sales in 2023, fueled by innovation, dual-brand reach, and margin expansion.SU
2024 India Investor Event - Record H1 growth, robust outlook, and major India JV acquisition amid strong sustainability progress.SU
Q2 2025 - Record H1 growth, upgraded FY24 EBITA guidance, and top global sustainability recognition.SU
Q2 2024
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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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