Schneider Electric reported third-quarter revenue of €11.46 billion, marking organic growth of 16.9%. This performance represents the company's fastest expansion rate in five years, surpassing the consensus expectation of €11.13 billion.
The Energy Management segment, which grew by approximately 19% organically, was the primary driver of these results. Data-center orders within this segment experienced triple-digit growth and now account for about 30% of the company's total order volume.
Regional performance was led by China and East Asia with 26% organic growth, while North America saw a 20% increase driven by hyperscaler investments. The company concluded the quarter with a record-high backlog and visibility into 2027-2028.
Following these results, Schneider Electric raised its full-year guidance for the second time in 2026. The company now projects organic revenue growth of 12-14% and adjusted EBITA growth of 18-21%, alongside a margin expansion of 100-120 basis points.
