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Home/Stocks/SU.PA
Euronext · France · Specialty Industrial Machinery

SU.PA Schneider Electric

Switchgear, power and cooling for data centres

Tight but sold off Its supply chain is tightening but the stock is below its 50-day average — price and fundamentals disagree. (automatic: supply-chain trend + price vs 50-day average)
Last close (delayed) · 2026-10-30
€237.5
−4.08% today
1W
+2.6%
1M
−18.8%
3M
−20.6%
YTD
+2.7%
1Y
−0.4%
Off 52w high
−23.6%
Market cap€140B≈ $156B
P/E (trailing)28.6Forward 18.9
EV / sales3.7×EV/EBITDA 18.3×
Revenue (TTM)€42.04BGrowth 9.8% y/y
Margins42.1%gross · op 18.2%
Free cash flow€5.37BCash €4.52B · debt €20.81B
Analyst target€323.5+36.2% upside · 23 analysts · buy
Riskβ 1.13Short — of float · yield 1.71%

Fundamentals from public market data, refreshed daily (2026-10-30 21:21 UTC). Figures in reporting currency.

SU.PA · price with what management and the data said

Supply tighteningBeat / raiseMiss / cutData releaseEasing Hover a numbered marker for details · dashed lines = 50- and 200-day averages

Timeline: management commentary, data & earnings

7 events
  1. 7
    2020-07-28EarningsMiss / cut

    Reported EPS 0.7 vs 1.23 expected (-43.1% surprise).

  2. 6
    2018-10-25EarningsMiss / cut

    Reported EPS 1.01 vs 2.31 expected (-56.3% surprise).

  3. 5
    2014-02-20EarningsMiss / cut

    Reported EPS 0.82 vs 1.79 expected (-54.2% surprise).

  4. 4
    2010-07-30EarningsMiss / cut

    Reported EPS 0.64 vs 0.65 expected (-1.3% surprise).

  5. 3
    2010-04-22EarningsBeat / raise

    Reported EPS 0.64 vs 0.47 expected (+37.0% surprise).

  6. 2
    2010-02-18EarningsMiss / cut

    Reported EPS 0.54 vs 0.65 expected (-17.1% surprise).

  7. 1
    2009-10-22EarningsBeat / raise

    Reported EPS 0.54 vs 0.45 expected (+19.2% surprise).

Predictions involving SU.PA

Earnings history

EPS vs expectations
DateExpected EPSReported EPSSurprise
2020-07-281.230.7−43.1%
2018-10-252.311.01−56.3%
2014-02-201.790.82−54.2%
2010-07-300.650.64−1.3%
2010-04-220.470.64+37.0%
2010-02-180.650.54−17.1%
2009-10-220.450.54+19.2%

About Schneider Electric

Website ↗

Schneider Electric S.E. engages in the energy management and industrial automation businesses worldwide. The company offers inverters, mounting frames, solar panels, other solar equipment, wind farm microgrid, and others; building management systems; power metering systems for buildings; smart monitoring and regulation of electricity or heat in buildings, such as thermostats and controls for lighting systems; cooling systems; insulating products; UPS; transmission and distribution wiring devices for wiring electrical circuits; low voltage electrical products, equipment, and systems; medium voltage switchgears and control gears; demand response and load shifting equipment, systems, and services; communication, software and control equipment, products, systems, and services for energy; and variable speed drives. It also provides modernization and maintenance services for rail transport inf…

156,399 employees · Rueil-Malmaison, France

Large power transformers are hand-built, need grain-oriented steel and copper, and have years-long lead times. Switchgear followed.

GOES steel + copper→Transformer→Switchgear→Substation

What would prove us wrong. Weakens if lead times shorten sharply as Korean, Indian and Mexican capacity arrives.

Inside the hall, every megawatt needs medium-voltage switchgear, UPS, busway and power distribution. A handful of makers supply most of it and backlogs have grown with AI campuses.

Switchgear→UPS→Busway / PDU→Rack

What would prove us wrong. Weakens if electrical-equipment backlogs start shrinking while data-center starts hold up.

Peers at the same bottleneck

Who else supplies this

StockRoleLast1D1MYTDTrend
ETN
Eaton
Electrical content per data-centre MW $370.0−6.03%−15.4%+17.1%
HUBB
Hubbell
Utility and campus electrical products $422.4−3.60%−9.5%−4.0%
6501.T
Hitachi
Hitachi Energy transformers and HVDC ¥5,094.0+0.45%−7.2%+5.1%
ABBN.SW
ABB
Electrification, drives and robotics CHF 70.68−3.34%−11.2%+21.1%
267260.KS
HD Hyundai Electric
Large power transformers for US utilities ₩424,500−3.63%−37.7%−44.7%
298040.KS
Hyosung Heavy Industries
Transformers with US plant ₩1,809,000−5.34%−35.5%+1.6%
010120.KS
LS Electric
Switchgear and transformers ₩149,600−5.56%−27.0%+63.3%
POWL
Powell Industries
Custom switchgear and power-control rooms $156.3−7.25%−18.0%+47.2%
VRT
Vertiv
Power and liquid-cooling chain for AI racks $232.5−5.46%−5.5%+43.6%
LR.PA
Legrand
Data-center busway, PDUs and power distribution €131.0−2.67%−6.3%+4.6%

Not investment advice. Prices delayed and in local currency. Quotes in "double quotes" are verbatim as reported by the linked source; other commentary is our paraphrase. Earnings dates are estimates.