Schneider Electric SE earnings date
Schneider Electric SE (SNDB) Q2 2026 Earnings Report
DE:SNDB Q2 2026 EPS Results
- Actual EPS
- EUR 0.98
- Consensus EPS
- EUR 0.90
- Beat/Miss
- Beat by +EUR 0.08
- One Year Ago EPS
- EUR 0.81
DE:SNDB Q2 2026 Revenue Results
- Actual Revenue
- EUR 22.09B
- Expected Revenue
- EUR 11.07B
- Beat/Miss
- Beat by +EUR 11.02B
- YoY Revenue Growth
- +17.24%
Earnings Announcement Details
- Quarter
- Q2 2026
- Date
- 07/30/2026
- Time
- Before Open
- Conference Call
- Thursday, July 30, 2026
Schneider Electric SE's next earnings date is estimated for February 18, 2027, based on past reporting schedules.
Q2 2026 Earnings Call Audio
Q2 2026 Earnings Slide Deck
Q2 2026 Earnings Call Summary
The call conveyed a strongly positive operational and financial performance for H1 2026: record revenues and cash flow, meaningful margin expansion (+120 bps organic), accelerated pricing and productivity execution, an upgraded full‑year outlook, and strategic investments (Cognite, AiDASH). There are ongoing headwinds — notable FX translation losses (≈EUR 750m), raw material/tariff pressure partially offsetting gross margin gains, restructuring and impairment charges, regional geopolitical volatility (Middle East) and work to continue on Industrial Automation margin recovery — but management presented clear mitigation actions (pricing, productivity, capacity partnerships) and upgraded guidance, indicating confidence in sustaining momentum.
Schneider upgraded its full‑year targets: organic revenue growth is now guided to 10–13% (vs. prior 7–10%), organic adjusted EBITA growth to roughly 14–19%, and adjusted EBITA margin expansion of 70–100 basis points by year‑end; FX is expected to be a €450–€500m revenue headwind for the year with negligible margin impact, cash conversion is forecast at ~100% for FY, restructuring charges are expected to peak at ~€450m in 2026, H1 share buybacks totaled €250m, and management noted strong H1 operational supports (€280m of product pricing realized, ~€535m of industrial productivity and €1.6bn free cash flow) that underpin the revised guidance.
- Record First-Half RevenuesH1 revenues reached EUR 21.2 billion (record for H1) with organic sales growth of +14% year-over-year and Q2 revenues up +16.5% organic to EUR 11.5 billion; broad-based contribution from all regions (North America, China/East Asia and India notably strong).
- Strong Q2 Business Unit GrowthEnergy Management grew ~18% in Q2 and Industrial Automation grew ~11% in Q2, showing both businesses contributing to the acceleration in demand (CEO cited Q2 growth ~17% overall).
- Improved Profitability and Margin ExpansionAdjusted EBITA reached EUR 4.1 billion in H1 (record for H1) with margin at 19.3% of sales and an organic adjusted EBITA margin improvement of +120 bps year‑over‑year.
- Record Cash GenerationOperating cash flow grew +28% year-over-year to ~EUR 3.8 billion in H1; free cash flow was a record ~EUR 1.6 billion for H1.
- Strong Productivity and Pricing ExecutionIndustrial productivity delivered approximately EUR 535 million in H1; product pricing contributed roughly EUR 280 million in H1 and price realization accelerated in Q2 (Q2 price effect ~2.5x Q1, ~4 points of product growth contribution in Q2).
- Progress on Strategic Digital/AI MovesDigital flywheel progressed to 62% of group sales (up 2 percentage points versus prior year); strategic acquisitions/partnerships announced or pending (Cognite, AiDASH) to strengthen data/AI capabilities and Energy Intelligence in Power & Grid.
- Upgraded Full-Year GuidanceManagement raised FY targets: organic revenue growth guidance to 10–13% (from 7–10%), adjusted EBITA margin improvement guidance to +70–100 bps, and communicated expectation of significant adjusted EBITA organic improvement (management cited a target range of ~14–19% organic adjusted EBITA growth).
- Capital Allocation and Shareholder ReturnsShare buyback execution started with EUR 250 million repurchased in H1; disciplined capital allocation and continuing progressive dividend policy (dividend increase maintained).
DE:SNDB Earnings History
| Report Date | Fiscal Quarter | Forecast / EPS | Last Year's EPS | EPS YoY Change | Press Release |
|---|---|---|---|---|---|
| Feb 18, 2027 | 2026 (Q4) | 1.14- | 0.92 | ― | ― |
| Jul 30, 2026 | 2026 (Q2) | 0.900.98 | 0.81 | 21.23% (+0.17) | |
| Feb 26, 2026 | 2025 (Q4) | 1.010.92 | 0.87 | 5.77% (+0.05) | |
| Jul 31, 2025 | 2025 (Q2) | 0.870.81 | 0.77 | 4.72% (+0.04) | |
| Feb 20, 2025 | 2024 (Q4) | 0.820.87 | 0.76 | 13.83% (+0.11) | |
| Jul 31, 2024 | 2024 (Q2) | 0.760.77 | 0.32 | 143.82% (+0.46) | |
| Feb 15, 2024 | 2023 (Q4) | 0.310.76 | 0.74 | 3.27% (+0.02) | |
| Jul 27, 2023 | 2023 (Q2) | 0.750.32 | 0.59 | -45.90% (-0.27) | |
| Feb 16, 2023 | 2022 (Q4) | 0.770.74 | 0.59 | 25.72% (+0.15) | |
| Jul 28, 2022 | 2022 (Q2) | 0.600.59 | 0.59 | -0.15% (-0.00) |
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.
