Euronext · France · Specialty Industrial Machinery

SU.PA Schneider Electric

Switchgear, power and cooling for data centres

Tight but sold off Its supply chain is tightening but the stock is below its 50-day average — price and fundamentals disagree. (automatic: supply-chain trend + price vs 50-day average)

Transformers & Switchgear · 86 Data Center Electrical Gear (UPS, Busway & Distribution) · 76

Last close (delayed) · 2026-10-26

€235.7

+1.86% today

−6.7%

−19.0%

−8.2%

YTD

+1.9%

−3.9%

Off 52w high

−24.2%

Market cap€136B≈ $153B

P/E (trailing)27.8Forward 18.4

EV / sales3.5×EV/EBITDA 17.2×

Revenue (TTM)€42.04BGrowth 9.8% y/y

Margins42.1%gross · op 18.2%

Free cash flow€5.37BCash €4.52B · debt €20.81B

Analyst target€326.6+38.5% upside · 22 analysts · buy

Riskβ 1.13Short — of float · yield 1.69%

Fundamentals from public market data, refreshed daily (2026-10-24 02:59 UTC). Figures in reporting currency.

SU.PA · price with what management and the data said

Supply tighteningBeat / raiseMiss / cutData releaseEasing Hover a numbered marker for details · dashed lines = 50- and 200-day averages

Timeline: management commentary, data & earnings

7 events

7

2020-07-28EarningsMiss / cut

Reported EPS 0.7 vs 1.23 expected (-43.1% surprise).
6

2018-10-25EarningsMiss / cut

Reported EPS 1.01 vs 2.31 expected (-56.3% surprise).
5

2014-02-20EarningsMiss / cut

Reported EPS 0.82 vs 1.79 expected (-54.2% surprise).
4

2010-07-30EarningsMiss / cut

Reported EPS 0.64 vs 0.65 expected (-1.3% surprise).
3

2010-04-22EarningsBeat / raise

Reported EPS 0.64 vs 0.47 expected (+37.0% surprise).
2

2010-02-18EarningsMiss / cut

Reported EPS 0.54 vs 0.65 expected (-17.1% surprise).
1

2009-10-22EarningsBeat / raise

Reported EPS 0.54 vs 0.45 expected (+19.2% surprise).

Latest headlines

Auto-updated daily

Alternative data that moves SU.PA

Price of electrical equipment (switchgear, motors, transformers)+8.8% y/y

Predictions involving SU.PA

51 GW SemiAnalysisRaised

Earnings history

EPS vs expectations

Date	Expected EPS	Reported EPS	Surprise
2020-07-28	1.23	0.7	−43.1%
2018-10-25	2.31	1.01	−56.3%
2014-02-20	1.79	0.82	−54.2%
2010-07-30	0.65	0.64	−1.3%
2010-04-22	0.47	0.64	+37.0%
2010-02-18	0.65	0.54	−17.1%
2009-10-22	0.45	0.54	+19.2%

About Schneider Electric

Website ↗

Schneider Electric S.E. engages in the energy management and industrial automation businesses worldwide. The company offers inverters, mounting frames, solar panels, other solar equipment, wind farm microgrid, and others; building management systems; power metering systems for buildings; smart monitoring and regulation of electricity or heat in buildings, such as thermostats and controls for lighting systems; cooling systems; insulating products; UPS; transmission and distribution wiring devices for wiring electrical circuits; low voltage electrical products, equipment, and systems; medium voltage switchgears and control gears; demand response and load shifting equipment, systems, and services; communication, software and control equipment, products, systems, and services for energy; and variable speed drives. It also provides modernization and maintenance services for rail transport inf…

156,399 employees · Rueil-Malmaison, France

Transformers & Switchgear

Large power transformers are hand-built, need grain-oriented steel and copper, and have years-long lead times. Switchgear followed.

GOES steel + copper→Transformer→Switchgear→Substation

What would prove us wrong. Weakens if lead times shorten sharply as Korean, Indian and Mexican capacity arrives.

Data Center Electrical Gear (UPS, Busway & Distribution)

Inside the hall, every megawatt needs medium-voltage switchgear, UPS, busway and power distribution. A handful of makers supply most of it and backlogs have grown with AI campuses.

Switchgear→UPS→Busway / PDU→Rack

What would prove us wrong. Weakens if electrical-equipment backlogs start shrinking while data-center starts hold up.

Peers at the same bottleneck

Who else supplies this

Stock	Role	Last	1D	1M	YTD
ETN Eaton	Electrical content per data-centre MW	$374.6	+2.31%	−14.9%	+18.6%
HUBB Hubbell	Utility and campus electrical products	$460.9	+2.85%	−1.2%	+4.7%
6501.T Hitachi	Hitachi Energy transformers and HVDC	¥5,533.0	−0.52%	+1.2%	+14.1%
ABBN.SW ABB	Electrification, drives and robotics	CHF 69.68	+2.80%	−13.1%	+19.4%
267260.KS HD Hyundai Electric	Large power transformers for US utilities	₩447,000	−4.89%	−37.4%	−41.8%
298040.KS Hyosung Heavy Industries	Transformers with US plant	₩1,853,000	−1.28%	−36.5%	+4.0%
010120.KS LS Electric	Switchgear and transformers	₩152,900	−2.55%	−26.8%	+66.9%
POWL Powell Industries	Custom switchgear and power-control rooms	$158.4	+4.93%	−16.4%	+49.2%
VRT Vertiv	Power and liquid-cooling chain for AI racks	$200.1	+2.98%	−21.0%	+23.6%
LR.PA Legrand	Data-center busway, PDUs and power distribution	€126.0	+1.49%	−6.6%	+0.6%

Not investment advice. Prices delayed and in local currency. Quotes in "double quotes" are verbatim as reported by the linked source; other commentary is our paraphrase. Earnings dates are estimates.