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) · 2026-11-11

€242.5

+3.04% today

+4.7%

−8.3%

−20.9%

YTD

+4.8%

+6.2%

Off 52w high

−22.0%

Market cap€144B≈ $159B

P/E (trailing)29.4Forward 19.4

EV / sales3.6×EV/EBITDA 17.9×

Revenue (TTM)€42.04BGrowth 9.8% y/y

Margins42.1%gross · op 17.9%

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

Analyst target€323.5+33.4% upside · 23 analysts · buy

Riskβ 1.2Short — of float · yield 1.78%

Fundamentals from public market data, refreshed daily (2026-11-12 22:21 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	$359.0	−0.44%	−11.9%	+14.0%
HUBB Hubbell	Utility and campus electrical products	$438.0	−1.24%	−7.5%	−0.5%
6501.T Hitachi	Hitachi Energy transformers and HVDC	¥4,981.0	+0.63%	−13.6%	+2.8%
ABBN.SW ABB	Electrification, drives and robotics	CHF 70.42	−0.40%	−10.7%	+20.7%
267260.KS HD Hyundai Electric	Large power transformers for US utilities	₩421,000	+3.95%	−22.2%	−45.0%
298040.KS Hyosung Heavy Industries	Transformers with US plant	₩1,837,000	+2.45%	−14.0%	+3.1%
010120.KS LS Electric	Switchgear and transformers	₩124,500	+2.13%	−29.7%	+35.9%
POWL Powell Industries	Custom switchgear and power-control rooms	$141.8	−2.83%	−16.4%	+33.6%
VRT Vertiv	Power and liquid-cooling chain for AI racks	$209.6	+1.52%	−5.9%	+29.5%
LR.PA Legrand	Data-center busway, PDUs and power distribution	€138.2	−0.32%	+2.1%	+10.3%

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.