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Schneider Electric (SBGSY)
OTHER OTC:SBGSY
Earnings Data
Report Date
Jul 23, 2026TBA (Confirmed)
Period Ending
2027 (Q2)Consensus EPS Forecast
―Last Year’s EPS
0.91Same Quarter Last Year
Based on 0 Analysts Ratings
Earnings Call Summary
Earnings Call Sentiment|Positive
Overall the call was constructive and optimistic: Schneider reported record revenues (>EUR 40B), strong Q4 acceleration, robust free cash flow (EUR 4.6B) and a record backlog (>EUR 25B), alongside digital and sustainability progress. Management acknowledged material near-term headwinds — gross margin pressure from raw materials, tariffs and mix, FX translation impacts, restructuring and some impairments, and ongoing China deflation — but provided concrete 2026 targets (organic revenue 7–10%, adjusted EBITA growth 10–15%, margin expansion 50–80 bps) and action plans (pricing ramp, simplification, regionalization, gross‑margin initiatives) intended to address these issues. Given the magnitude and number of positive operating and financial achievements and the clear mitigation plans, the highlights outweigh the disclosed challenges.Company Guidance
Record Annual Revenue
Schneider Electric exceeded EUR 40 billion in full-year 2025 revenues (EUR 40.2B), up +9% organic year-over-year — the first time the company surpassed the EUR 40B milestone.
Strong Q4 Finish
Q4 revenues reached ~EUR 11 billion, with quarter organic growth of ~10.7%–11% and strong sequential acceleration across both businesses (systems +19% in Q4, software & services +10% organic in Q4).
Record Backlog and Data Center Visibility
Year-end backlog exceeded EUR 25 billion, up ~18% (not constant currency), providing 18–24 months of visibility in data center projects and supporting revenue visibility into 2026–2027.
Profitability and Margin Progress
Adjusted EBITA grew +12.3% (within the 10–15% target) and the group delivered a +50 basis-point expansion in adjusted EBITDA margin organically for 2025.
Strong Free Cash Flow and Cash Conversion
Free cash flow of EUR 4.6 billion with a cash conversion ratio slightly above 110% (reported conversion ~106% or 111% including noncash impairments), marking the third consecutive year above EUR 4B.
Digital & Recurring Revenue Momentum
Digital flywheel revenue reached EUR 25 billion (62% of total revenue) and grew +15% year-over-year; services and software are close to 20% of the portfolio with AVEVA ARR growth of +12%.
Business Mix Strength — Energy Management & Industrial Automation
Energy Management grew slightly above +10% for the year (fifth consecutive year of double-digit growth); Industrial Automation returned to full-year growth (+3%) with H2 growth of +7% supporting recovery.
Sustainability & People Metrics
Reported cumulative 'saved and avoided' CO2 of 862 million tonnes since program inception and expanded access-to-clean-energy reach to 61 million people; employee share ownership strong (63% participation globally).
2026 Financial Targets and Strategic Guidance
Management set 2026 targets: organic revenue growth 7–10%, adjusted EBITA growth 10–15%, and organic adjusted EBITDA margin expansion of 50–80 bps (full-year margin target ~19.1–19.4%); reiterated strategic priorities (AI, regional hubs, gross‑margin programs).
SBGSY Earnings History
The table shows recent earnings report dates and whether the forecast was beat or missed. See the change in forecast and EPS from the previous year.
Beat
Missed
SBGSY Earnings-Related Price Changes
Report Date | Price 1 Day Before | Price 1 Day After | Percentage Change |
|---|---|---|---|
Feb 26, 2026 | $62.54 | $64.40 | +2.97% |
Jul 31, 2025 | $54.92 | $52.25 | -4.86% |
Feb 20, 2025 | $50.88 | $52.66 | +3.49% |
Jul 31, 2024 | $46.10 | $47.62 | +3.28% |
Earnings announcements can affect a stock’s price. This table shows the stock's price the day before and the day after recent earnings reports, including the percentage change.
FAQ
When does Schneider Electric (SBGSY) report earnings?
Schneider Electric (SBGSY) is schdueled to report earning on Jul 23, 2026, TBA (Confirmed).
What is Schneider Electric (SBGSY) earnings time?
Schneider Electric (SBGSY) earnings time is at Jul 23, 2026, TBA (Confirmed).
Where can I see when companies are reporting earnings?
You can see which companies are reporting today on our designated earnings calendar.
What companies are reporting earnings today?
You can see a list of the companies which are reporting today on TipRanks earnings calendar.
What is SBGSY EPS forecast?
Currently, no data Available