Schneider Electric (US ADR)
ConvictionWeak
Hardware-led toll on electrification plus a recurring digital flywheel. ~80% Energy Management (breakers, switchgear, UPS/APC, busway, PDUs, cooling) sold through a vast distributor/EPC channel, increasingly bundled with EcoStruxure + AVEVA software/services (62% of revenue is digital flywheel, 19% software & services, FY25 fact). Listed Paris (SU.PA); US access via SBGSY ADR.
Revenue
€40.2B FY25 / ~$47.1B TTMFY ended Dec 2025, reported Feb 26 2026, factRev growthfact
+8.9% organic / +5.3% reported FY25+11.2% organic Q1 FY26Gross margin
42.1% FY25-40bps organic; highest among DC power/cooling comps, factOp margin
18.7% adj. EBITA margin FY25+50bps organic, factCapex intensity
~3-3.5% of revenueestimate, FY25Market cap
~$178.8B ADRSBGSY, Jun 25 2026, factPrice · 1-year trend
real · weekly$61+15% 1yUSD
52-week range
$48 – $67
52w lowas of 2026-07-08 · Yahoo Finance52w high
Across the boards
The thesis on this name
opportunityWeak
AI datacenter power & cooling
Full context
The read
Where our coverage leans
Coverage leans bullish
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Earnings, margins & COGS, the income-statement breakdown, SWOT, moats & dependencies, the supplier–customer ecosystem graph, top signals & trends, and the valuation range.
- Income statement & margin structure
- SWOT, moats & dependency map
- Supplier–customer ecosystem graph
- Signals, trends & valuation range
Not investment advice — analyst work product for a qualified professional.· intel vintage Jun 2026· sign in (free) for the analyst summary; Pro unlocks full intelligence