Want to see SBGSY full AI Analyst Report?
EarningsQ2 2026 Earnings Report
SBGSY Q2 2026 EPS Results
Actual EPS$1.10
Consensus EPS$1.01
Beat/MissBeat by +$0.09
One Year Ago EPS$0.91
SBGSY Q2 2026 Revenue Results
Actual Revenue$24.76B
Expected Revenue$12.41B
Beat/MissBeat by +$12.35B
YoY Revenue Growth+17.24%
Earnings Announcement Details
QuarterQ2 2026
Date07/30/2026
TimeBefore Open
Conference CallThursday, July 30, 2026
SBGSY Upcoming Earnings
Schneider Electric SE's next earnings date is estimated for February 18, 2027, based on past reporting schedules.
Q2 2026 Earnings Call Audio
SBGSY Q2 2026 Earnings Call
0:00 / 0:00
Q2 2026 Earnings Slide Deck
Q2 2026 Earnings Call Summary
Earnings Call Sentiment|Positive
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.Company Guidance
Record First-Half Revenues
H1 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 Growth
Energy 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 Expansion
Adjusted 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 Generation
Operating 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 Execution
Industrial 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 Moves
Digital 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 Guidance
Management 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 Returns
Share buyback execution started with EUR 250 million repurchased in H1; disciplined capital allocation and continuing progressive dividend policy (dividend increase maintained).
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