)
Visual24 Oct 2025
The rise of Alphabet
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 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.
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?
Partial view of Summaries dataset, powered by Quartr API
Research faster. Power your platform.
Next Schneider Electric earnings date
CMD 202511 Dec, 2025
Next Schneider Electric earnings date
CMD 202511 Dec, 2025
The essential earnings season companion
The #1 app for live earnings calls, transcripts, analyst estimates, and more. All for free.
Live calls and transcripts
Listen to earnings calls, CMDs, investor conferences, and more – with a podcast-like experience.
Find what you need faster
Search for any keyword across all transcripts simultaneously.
Easily store key findings
Capturing important takeaways is as simple as it gets. Even during your lunch run or commute.
Your watchlist. Your dashboard.
Follow the companies that matter to you. Get a personalized feed with real-time updates.
Be the first to know
Set keyword alerts for any company, product, or competitor. Get notified the moment they're mentioned.
Consensus estimates
Access analyst consensus estimates, valuation multiples, and revenue segments splits.
All IR material in one place
The easiest way to stay updated during earnings season.
Global coverage
All events from public companies. Live and recorded.
Just click and listen
No webcast links. No manual registrations.
excellent app, it gives me free access to company earnings calls and annual reports. I also love the convenience of calls being available offline so I can listen in whilst doing other things and even when internet or WiFi isn't available.
)
Leroy DaleyApp Store
One of the very few apps you could call perfect. If something was to add to it, maybe the share price of the company when you search for it, but it's already excellent.
)
Eferix Drawings Google Play
This is genuinely one of the cleanest and fastest finance apps out there to track the market.
anuj283App Store
excellent app, it gives me free access to company earnings calls and annual reports. I also love the convenience of calls being available offline so I can listen in whilst doing other things and even when internet or WiFi isn't available.
Leroy DaleyApp Store
One of the very few apps you could call perfect. If something was to add to it, maybe the share price of the company when you search for it, but it's already excellent.
Eferix Drawings Google Play
This is genuinely one of the cleanest and fastest finance apps out there to track the market.
anuj283App Store
I can't remember the last time an app had such a positive impact on my investment process.
)
@ankurshah47_ x.com
Love the app! Quartr makes it really easy to keep track of earnings calls. It also includes the reports and slides to make it easier to follow along.
Amina0781App Store
Quartr is amazing, no way around it. It is the best right now for earnings calls, presentations, and the like.
@theshortbearx.com
I can't remember the last time an app had such a positive impact on my investment process.
@ankurshah47_ x.com
Love the app! Quartr makes it really easy to keep track of earnings calls. It also includes the reports and slides to make it easier to follow along.
Amina0781App Store
Quartr is amazing, no way around it. It is the best right now for earnings calls, presentations, and the like.
@theshortbearx.com
)
)
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.
Quartr provides global coverage of all investor relation material from public companies.
Mobile app: Research anytime, anywhere with the #1 app for live earnings calls, transcripts, analyst estimates, and more. All for free.
Desktop (Quartr Pro): The leading platform for qualitative research, used daily by top firms and financial institutions.
Quartr API: Build custom solutions powered by live earnings calls, live transcripts, filings and reports, slide presentations, and more.
Yes, the Quartr mobile app is free on both iOS and Android.
Yes. Quartr provides global, industry-leading live coverage of company events such as regular earnings calls, capital markets days, M&A announcements, and investor conferences. Live with zero delays. Just click and listen.
Yes, capturing important takeaways is as simple as it gets. Even during your lunch run or commute.
Yes. Follow the companies that matter to you. Get a personalized feed with real-time updates, a tailored earnings calendar, and instant alerts when earnings calls go live.
Yes. Set keyword alerts for any company, product, or competitor. Get notified the moment they're mentioned, regardless of who's talking.
Explore our global coverage