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Schneider Electric S.E Earnings Calls
| Release date | Feb 26, 2026 |
| EPS estimate | $5.31 |
| EPS actual | $5.44 |
| EPS Surprise | 2.45% |
| Revenue estimate | 23.289B |
| Revenue actual | 24.449B |
| Revenue Surprise | 4.98% |
| Release date | Jun 30, 2025 |
| EPS estimate | $4.90 |
| EPS actual | $3.98 |
| EPS Surprise | -18.78% |
| Revenue estimate | 22.767B |
| Revenue actual | 22.767B |
| Revenue Surprise | -0.0020% |
| Release date | May 23, 2025 |
| EPS estimate | - |
| EPS actual | - |
| Revenue estimate | - |
| Revenue actual | - |
| Release date | Dec 31, 2024 |
| EPS estimate | $4.59 |
| EPS actual | $4.33 |
| EPS Surprise | -5.66% |
| Revenue estimate | 20.253B |
| Revenue actual | 20.689B |
| Revenue Surprise | 2.16% |
Last 4 Quarters for Schneider Electric S.E
Below you can see how SBGSF performed 4 days prior and 4 days after releasing the earnings report. Also, you can see the pre-estimates and the actual earnings. This information can give you a slight idea of what you might expect for the next quarter's release.
| Release date | Dec 31, 2024 |
| Price on release | $251.05 |
| EPS estimate | $4.59 |
| EPS actual | $4.33 |
| EPS surprise | -5.66% |
| Date | Price |
|---|---|
| Dec 24, 2024 | $248.80 |
| Dec 26, 2024 | $256.00 |
| Dec 27, 2024 | $252.00 |
| Dec 30, 2024 | $248.50 |
| Dec 31, 2024 | $251.05 |
| Jan 02, 2025 | $245.59 |
| Jan 03, 2025 | $247.18 |
| Jan 06, 2025 | $259.00 |
| Jan 07, 2025 | $264.50 |
| 4 days before | 0.90% |
| 4 days after | 5.36% |
| On release day | -2.17% |
| Change in period | 6.31% |
| Release date | May 23, 2025 |
| Price on release | $244.83 |
| EPS estimate | - |
| EPS actual | - |
| Date | Price |
|---|---|
| May 19, 2025 | $243.55 |
| May 20, 2025 | $253.20 |
| May 21, 2025 | $245.92 |
| May 22, 2025 | $250.00 |
| May 23, 2025 | $244.83 |
| May 27, 2025 | $254.00 |
| May 28, 2025 | $250.50 |
| May 29, 2025 | $250.50 |
| May 30, 2025 | $250.50 |
| 4 days before | 0.526% |
| 4 days after | 2.32% |
| On release day | 3.74% |
| Change in period | 2.85% |
| Release date | Jun 30, 2025 |
| Price on release | $270.60 |
| EPS estimate | $4.90 |
| EPS actual | $3.98 |
| EPS surprise | -18.78% |
| Date | Price |
|---|---|
| Jun 24, 2025 | $254.92 |
| Jun 25, 2025 | $259.00 |
| Jun 26, 2025 | $258.90 |
| Jun 27, 2025 | $267.84 |
| Jun 30, 2025 | $270.60 |
| Jul 01, 2025 | $262.42 |
| Jul 02, 2025 | $262.82 |
| Jul 03, 2025 | $266.99 |
| Jul 07, 2025 | $265.43 |
| 4 days before | 6.15% |
| 4 days after | -1.91% |
| On release day | -3.02% |
| Change in period | 4.12% |
| Release date | Feb 26, 2026 |
| Price on release | $327.98 |
| EPS estimate | $5.31 |
| EPS actual | $5.44 |
| EPS surprise | 2.45% |
| Date | Price |
|---|---|
| Feb 20, 2026 | $309.05 |
| Feb 23, 2026 | $306.00 |
| Feb 24, 2026 | $305.01 |
| Feb 25, 2026 | $311.51 |
| Feb 26, 2026 | $327.98 |
| Feb 27, 2026 | $326.46 |
| Mar 02, 2026 | $321.52 |
| Mar 03, 2026 | $306.53 |
| Mar 04, 2026 | $301.06 |
| 4 days before | 6.13% |
| 4 days after | -8.21% |
| On release day | -0.463% |
| Change in period | -2.59% |
Schneider Electric S.E Earnings Call Transcript Summary of Q4 2025
Schneider Electric reported a strong FY-2025 with revenues above EUR 40 billion for the first time (EUR 40.2bn, +9% organic), driven by double-digit growth in Energy Management and a return to growth in Industrial Automation. Q4 revenue grew 10.7% (EUR 11bn) and the company closed the year with record backlog (>EUR 25bn, +18%). Adjusted EBITA rose ~12% (margin expansion ~50bps), adjusted net income improved, and free cash flow reached EUR 4.6bn with cash conversion >100%. The company highlights progress on its digital transformation (digital flywheel now ~62% of revenue and growing 15% YoY; services & software approaching ~20% of portfolio) and strong ARR performance at AVEVA. For 2026 Schneider guides to organic revenue growth of 7–10%, adjusted EBITA growth of 10–15%, and organic margin expansion of 50–80bps (implied adjusted EBITA margin ~19.1–19.4%). Management emphasizes continued demand led by data centers, balanced geographic exposure, focus on pricing to offset raw material and tariff headwinds (FX drag expected: ~-EUR 850m to -950m on revenues at current rates), acceleration of regionalized operating model, investment in R&D (~7% of revenue target), and a program of operational simplification and gross‑margin improvement. Leadership change: CFO Hilary Maxson will depart (succession by Nathan Fast); transition described as planned and smooth.
