Schneider Electric

Schneider Electric crosses EUR 40B revenue milestone with 9% organic growth, record EUR 25B+ backlog, and 18-24 month data center demand visibility heading into 2026.

Schneider Electric delivered its strongest revenue year on record, exceeding EUR 40 billion for the first time on 9% organic growth, with Energy Management up 10% for the fifth consecutive year and Industrial Automation returning to positive growth at 3%. The company exited 2025 with a record backlog exceeding EUR 25 billion, up 18%, providing management-stated 18-to-24-month visibility specifically in the data center segment, with Q4 order acceleration driven by data centers, infrastructure, and industry. Management guided 2026 adjusted EBITA growth of 10%-15% on 7%-10% organic revenue growth with 50-80 bps margin expansion, while flagging gross margin headwinds in H1 from tariff and raw material timing that are expected to reverse in H2.

Global energy technology company operating at the convergence of electrification, automation, and digitalization, serving data centers, buildings, industry, and infrastructure end markets through hardware, software, and services.

Primary products

• Low voltage and medium voltage electrical distribution
• UPS and power management systems
• Industrial automation (EcoStruxure Automation Expert)
• Building management software (EcoStruxure Foresight Operation)
• Industrial software (AVEVA, OSI)
• Liquid cooling (Motivair)