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Schneider Electric Surpasses 40 Billion Euros in Revenue by 2025

Schneider Electric delivered its 2025 results with a record revenue of 40 billion euros, marking a 9% organic growth driven by increased demand in data centers and manufacturing industries. The company also reported an adjusted EBITA of 7.5 billion euros and a record free cash flow of 4.6 billion euros.


Schneider Electric Surpasses 40 Billion Euros in Revenue by 2025

Record Revenue Growth

Schneider Electric recorded a revenue of 40 billion euros in 2025, achieving a 9% organic growth from 38.2 billion euros the previous year. Energy Management grew by 10% organically, driven by data centers, while Industrial Automation saw a 3% organic increase, reflecting a recovery in the manufacturing industries market. In the fourth quarter, revenue reached 11 billion euros, a quarterly record, with an organic growth of 11%. North America was the leading region, showing a 15% organic growth, while all four regions contributed to the progress.

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The adjusted EBITA stood at 7.5 billion euros, with a 12% organic growth, representing an 18.7% margin rate of the revenue, which is a 50 basis points improvement organically. The net income of 4.2 billion euros saw a 2% decrease in published variation. Free cash flow reached a record level of 4.6 billion euros, up by 10%, with a conversion rate of 111% relative to the net income. The adjusted earnings per share amounted to 8.59 euros, up by 3%. Schneider Electric proposes a dividend of 4.20 euros per share, an increase of 8%, pending shareholder approval on May 7, 2026.

Future Growth Targets and Executive Changes

The group has set a target for 2026 for an organic EBITA growth between 10% and 15%, based on a 7% to 10% organic revenue growth and an increase in the organic adjusted EBITA margin of 50 to 80 basis points. Concurrently, Hilary Maxson, Chief Financial Officer, will leave the group on April 5, 2026. Nathan Fast, an American citizen who joined Schneider Electric in 2007 and currently SVP in charge of Investor Relations, has been appointed to this position effective April 6, 2026. Fast brings financial expertise notably from EY and Deloitte, as well as international experience in North America, Canada, and France.



Sector Immobilier / construction · Industrie · Équipements électroniques · Construction Composants Électriques


Assurance vie

Context

Period
  • Period: 2025
Key reported figures
  • Revenue: 40 152 millions d’euros
  • Revenue growth: +8,9 %
  • Net income: 4 163 millions d’euros
  • Free cash flow: 4 635 millions d’euros
  • Net debt: 13 721 millions d’euros
  • Dividend per share: 4,20 euros
Guidance from the release
  • 2025 est une année marquante. Le chiffre d’affaires atteint un niveau record, la marge d’EBITA ajusté croît malgré la volatilité, et la génération de cash-flow libre atteint un niveau historique.
  • Chiffre d’affaires 2025: 40 152 millions d’euros, croissance organique +8,9 %. EBITA ajusté 7 520 millions d’euros, +12,3 % organique. Résultat net: 4 163 millions d’euros. Cash-flow libre: 4 635 millions d’euros. Dividende par action: 4,20 euros. Objectif 2026: EBITA ajusté +10 % à +15 % organique; chiffre d’affaires +7 % à +10 % et marge EBITA ajusté +50 à +80 pb. Carnet de commandes 2025: 25 362 millions d’euros, visibilité renforcée.
Risks mentioned
  • Incertitude macroéconomique persistante affectant la demande dans certains marchés
  • Volatilité des devises et leur effet sur le chiffre d’affaires et la marge
  • Inflation des coûts et droits de douane pesant sur la marge brute
  • Risque lié à la transition des logiciels vers des abonnements et à l’évolution du mix produit
Opportunities identified
  • Demande soutenue sur les centres de données et les marchés finaux des industries et infrastructures
  • Croissance des revenus récurrents via les Logiciels et Services
  • Solidité du carnet de commandes et potentiel de pipeline et de revenus récurrents
Outlook / guidance
  • Expected revenue: Le chiffre d’affaires 2026 est attendu entre 42,9 milliards d’euros et 44,2 milliards d’euros
  • Expected EBITDA: Objectif 2026: croissance organique de l’EBITA ajusté entre +10 % et +15 %
  • Expected net income: Le résultat net 2026 n’est pas communiqué; l’accent est mis sur l’EBITA ajusté et le cash-flow libre
  • Management commentary: La direction vise une croissance organique soutenue et une expansion de la marge d’EBITA ajusté, portée par la croissance du chiffre d’affaires et l’amélioration du ratio des coûts des fonctions support sur le chiffre d’affaires; l’objectif 2026 inclut un effet de change favorable potentiel et une stabilisation du cash-flow libre autour de 100 % sur la période 2026-2030.

The information presented in this article is provided for informational purposes only and does not constitute an investment recommendation, an incentive to buy or sell a financial asset, or investment advice. Readers are invited to conduct their own research before making any decision.

Investments in the stock market involve risks, including the risk of capital loss. Past performance of an asset or market is no guarantee of future results. Any investment decision should be made taking into account your personal financial situation, objectives and risk tolerance.

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