Overview
- Schneider raised its 2026 organic adjusted EBITA growth range to 18–21% and lifted organic revenue guidance to 12–14% on Friday after a stronger third quarter.
- The company reported a record Q3 revenue of €11.46 billion, driven by triple‑digit growth in data‑centre orders for power distribution, cooling and automation equipment.
- Recent quarter‑to‑quarter strength came mainly from China and East Asia while U.S. hyperscalers continued to provide steady orders.
- Management says pricing momentum and sustained data‑centre demand should offset raw‑material inflation and tariffs and help fund major deals such as PTC, Cognite and the Shelly takeover bid.
- Schneider closed the quarter with a record backlog that gives management improved visibility into 2027 and supports a strategic shift from hardware to higher‑margin software and AI infrastructure.