Schneider Electric S.E.

ENXTPA:SU Rapport sur les actions

Capitalisation boursière : €151.2b

Schneider Electric Croissance future

Future contrôle des critères 4/6

Schneider Electric devrait augmenter ses bénéfices et son chiffre d'affaires de 14.4% et de 7.6% par an respectivement. Le BPA devrait croître de de 14.4% par an. Le rendement des capitaux propres devrait être 23.4% dans 3 ans.

Informations clés

14.4%

Taux de croissance des bénéfices

14.35%

Taux de croissance du BPA

Electrical croissance des bénéfices13.8%
Taux de croissance des recettes7.6%
Rendement futur des capitaux propres23.36%
Couverture par les analystes

Good

Dernière mise à jour19 May 2026

Mises à jour récentes de la croissance future

Pas de mise à jour

Recent updates

Mise à jour du récit May 10

SU: AI Alliances And Execution Strength Will Shape Balanced Future Returns

Analysts now estimate Schneider Electric's fair value at €300.55, up from €296.50. This reflects updated assumptions around slightly higher revenue growth, margins and future P/E following a series of recent target changes across major banks.
Mise à jour du récit Apr 24

SU: Conviction Support And AI Data Center Partnerships Will Shape Future Returns

Schneider Electric's updated analyst price target edges up to about €296.50 per share, with analysts citing recent target increases across several banks and a slightly higher assumed future P/E multiple, even as revenue growth and profit margin inputs are trimmed back slightly. Analyst Commentary Recent Street research on Schneider Electric clusters around a higher valuation framework, with several banks revising price targets and one major upgrade, while one bank trims its target.
Mise à jour du récit Apr 09

SU: Conviction List Support And AI Data Centers Will Drive Future Upside

Narrative Update The blended analyst price target for Schneider Electric has edged down to about €292.86 from €295.50 as analysts balance a series of recent target increases from several banks with a modest cut from Morgan Stanley. The target still reflects updated assumptions for slightly higher revenue growth, stable margins and a marginally lower future P/E multiple.
Mise à jour du récit Mar 26

SU: Conviction List Backing And AI Data Center Push Will Support Upside

The analyst price target for Schneider Electric edges up from €294.14 to €295.50, with analysts pointing to adjusted assumptions on revenue growth, profitability and future P/E multiples, in line with the recent series of higher Street targets across major banks. Analyst Commentary Recent research points to a cluster of higher price targets on Schneider Electric, with several banks adjusting their models to reflect updated assumptions on revenue, profitability and P/E multiples.
Mise à jour du récit Mar 12

SU: Conviction List Support And Software Advances Will Drive Higher Bullish Case

Analysts have lifted their implied fair value for Schneider Electric to about €294 from roughly €276, citing a series of higher Street price targets in the €290 to €340 range that reflect updated assumptions for revenue growth, profit margins, the discount rate and future P/E. Analyst Commentary Recent research points to a cluster of higher price targets for Schneider Electric in the €290 to €340 range, with several large banks at the upper end.
Nouveau récit Mar 07

The Power Behind the Brain: Why Schneider Electric is the Undisputed Infrastructure King of the 2026 AI Build-out

1. The "AI Factory" Gold Rush Schneider is no longer just selling circuit breakers; it is building the physical backbone of the AI era.
Mise à jour du récit Feb 26

SU: Conviction List Support And Software Advances Will Shape Measured Upside

Analysts have lifted their average price target for Schneider Electric to €290 from €275, citing recent target hikes from multiple banks and its addition to a European conviction list as support for the revised view. Analyst Commentary Bullish Takeaways Bullish analysts point to the higher €290 target as a signal of increased confidence in Schneider Electric's ability to execute on its current plan, with recent research framing the company as better aligned with their return expectations.
Mise à jour du récit Feb 11

SU: Conviction List Inclusion And Energy Partnerships Will Shape Measured Upside Potential

Analysts have raised their fair value estimate for Schneider Electric from €274.05 to €276.36, citing recent price target increases and renewed conviction from several major research houses. Analyst Commentary Bullish Takeaways Bullish analysts highlight recent price target moves toward €290 as support for a slightly higher fair value range, pointing to confidence that Schneider Electric can justify a premium within its sector.
Mise à jour du récit Jan 27

SU: Energy Partnerships And New Facilities Will Drive Outperformance Over The Next Years

The analyst price target for Schneider Electric has been nudged slightly higher to €274.05 from €272.83, with analysts pointing to a modestly higher fair value estimate, a small uplift in projected profit margin, and a broadly steady future P/E assumption as key supports for the revised view. What's in the News Schneider Electric and McLaren Racing agreed a long term energy technology partnership, covering multiple racing teams and using Schneider Electric solutions to support power management at race circuits and at McLaren's Technology Centre in Woking, UK (Client Announcements).
Mise à jour du récit Jan 09

SU: Data Center Supply Agreements Will Drive Outperformance Over The Next Two Years

Analysts have adjusted their price target on Schneider Electric slightly higher to reflect updated fair value estimates and revised assumptions for the discount rate, revenue growth, profit margin and future P/E, resulting in a modest uplift in their implied valuation in currency terms. What's in the News Digital Realty signed a $373 million Supply Capacity Agreement with Schneider Electric for UPS, low voltage switchgear and prefabricated skids, aiming to secure capacity and supply chain resilience for growing data center demand (Key Developments).
Mise à jour du récit Dec 16

SU: Data Center And AI Demand Will Drive Outperformance Over The Next Two Years

Analysts have raised their price target on Schneider Electric to approximately EUR 271 from about EUR 264, reflecting modestly lower discount rates, slightly stronger margin expectations, and recent supportive upgrades citing structural growth and accelerating profitability. Analyst Commentary Recent Street research has skewed decisively positive, with multiple upgrades and price target hikes pointing to improving confidence in Schneider Electric's medium term earnings power and strategic positioning.
Mise à jour du récit Dec 01

SU: Exposure To Data Center Demand Will Drive Outperformance Over The Next Two Years

The analyst price target for Schneider Electric has increased slightly from EUR 265 to EUR 264. This reflects continued optimism from analysts due to positive sector tailwinds and expectations for above-peer growth and margin improvement.
Mise à jour du récit Nov 17

SU: Exposure To Data Centers And Construction Market Will Drive Outperformance

The fair value estimate for Schneider Electric has been raised slightly to €265.10, up from €264.39. Analysts point to increased revenue growth expectations and improved industry demand forecasts supporting a higher price target.
Mise à jour du récit Nov 01

SU: Data Center Expansion And European Construction Recovery Will Drive Long-Term Momentum

The analyst price target for Schneider Electric has been increased from €260.64 to €264.39. Analysts cite improving revenue growth prospects and stronger profit margins, which are supporting a more optimistic outlook.
Mise à jour du récit Oct 17

AI Computing And Renewable Trends Will Spark Global Transformation

The analyst price target for Schneider Electric has increased from approximately €258 to €261. Analysts cite accelerating profit growth, strong structural tailwinds, and a positive outlook for the stock.
Mise à jour du récit Oct 03

AI Computing And Renewable Trends Will Spark Global Transformation

Schneider Electric's fair value estimate has been revised upward from €253.10 to €257.55. This change reflects analysts' increased price targets and growing confidence in the company's structural growth prospects and earnings momentum.
Article d’analyse Aug 17

Here's Why Schneider Electric (EPA:SU) Has Caught The Eye Of Investors

The excitement of investing in a company that can reverse its fortunes is a big draw for some speculators, so even...
Article d’analyse Aug 02

Why Investors Shouldn't Be Surprised By Schneider Electric S.E.'s (EPA:SU) P/E

Schneider Electric S.E.'s ( EPA:SU ) price-to-earnings (or "P/E") ratio of 28x might make it look like a strong sell...
Article d’analyse Jul 20

Is It Too Late To Consider Buying Schneider Electric S.E. (EPA:SU)?

Today we're going to take a look at the well-established Schneider Electric S.E. ( EPA:SU ). The company's stock led...
Article d’analyse Jun 21

Is Schneider Electric S.E. (EPA:SU) Expensive For A Reason? A Look At Its Intrinsic Value

Key Insights Using the 2 Stage Free Cash Flow to Equity, Schneider Electric fair value estimate is €171 Schneider...
Article d’analyse May 26

Schneider Electric (EPA:SU) Is Doing The Right Things To Multiply Its Share Price

If we want to find a potential multi-bagger, often there are underlying trends that can provide clues. Typically, we'll...
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Nouveau récit Feb 23

Investing In Global Expansion And Sustainability Will Boost Future Prospects

Schneider Electric's strong performance in energy management and data centers drives significant revenue growth and efficiency improvements.

Prévisions de croissance des bénéfices et des revenus

ENXTPA:SU - Estimations futures des analystes et données financières antérieures (EUR Millions )
DateRecettesLes revenusFlux de trésorerie disponibleCash from OpMoy. Nombre d'analystes
12/31/202851,2737,1776,8438,81417
12/31/202747,2496,2215,9077,69219
12/31/202643,4905,3114,8426,69917
12/31/202540,1524,1634,5886,131N/A
9/30/202539,7344,2324,1655,689N/A
6/30/202539,3164,3003,7425,246N/A
3/31/202538,7354,2853,9525,413N/A
12/31/202438,1534,2694,1615,580N/A
9/30/202437,2984,0664,3845,781N/A
6/30/202436,4423,8624,6075,982N/A
3/31/202436,1723,9334,5755,945N/A
12/31/202335,9024,0034,5425,907N/A
9/30/202335,8173,9924,1045,411N/A
6/30/202335,7323,9813,6664,915N/A
3/31/202334,9543,7293,4644,635N/A
12/31/202234,1763,4773,2614,354N/A
9/30/202232,6923,3222,6793,701N/A
6/30/202231,2083,1672,0973,047N/A
3/31/202230,0573,1862,4193,332N/A
12/31/202128,9053,2042,7403,616N/A
9/30/202128,1323,0563,2364,103N/A
6/30/202127,3582,9073,7314,589N/A
3/31/202126,2592,5173,6754,512N/A
12/31/202025,1592,1263,6184,435N/A
9/30/202025,3452,1643,5734,394N/A
6/30/202025,5312,2023,5284,353N/A
3/31/202026,3452,3093,4544,288N/A
12/31/201927,1582,4163,3794,223N/A
9/30/201926,8822,354N/A3,814N/A
6/30/201926,6052,291N/A3,404N/A
3/31/201926,1632,324N/A3,135N/A
12/31/201825,7202,357N/A2,865N/A
9/30/201825,3042,311N/A2,800N/A
6/30/201824,8872,265N/A2,735N/A
3/31/201824,8152,255N/A2,883N/A
12/31/201724,7432,244N/A3,030N/A
9/30/201724,8172,111N/A3,031N/A
6/30/201724,8901,978N/A3,031N/A
3/31/201724,6751,873N/A2,989N/A
12/31/201624,4591,767N/A2,947N/A
9/30/201624,9971,639N/A3,014N/A
6/30/201625,5341,511N/A3,080N/A
3/31/201626,0871,459N/A2,956N/A
12/31/201526,6401,407N/A2,832N/A
9/30/201526,3641,574N/A3,066N/A
6/30/201526,0871,740N/A3,299N/A

Prévisions de croissance des analystes

Taux de revenus par rapport au taux d'épargne: La croissance des bénéfices prévue de SU ( 14.4% par an) est supérieure au taux d'épargne ( 2.5% ).

Bénéfices vs marché: Les bénéfices de SU ( 14.4% par an) devraient croître plus rapidement que le marché French ( 12.4% par an).

Croissance élevée des bénéfices: Les bénéfices de SU devraient augmenter, mais pas de manière significative.

Chiffre d'affaires vs marché: Le chiffre d'affaires de SU ( 7.6% par an) devrait croître plus rapidement que le marché French ( 5.6% par an).

Croissance élevée des revenus: Le chiffre d'affaires de SU ( 7.6% par an) devrait croître plus lentement que 20% par an.


Prévisions de croissance du bénéfice par action


Rendement futur des capitaux propres

ROE futur: Le retour sur capitaux propres de SU devrait être élevé dans 3 ans ( 23.4 %)


Découvrir les entreprises en croissance

Analyse de l'entreprise et données financières

DonnéesDernière mise à jour (heure UTC)
Analyse de l'entreprise2026/05/22 15:11
Cours de l'action en fin de journée2026/05/22 00:00
Les revenus2025/12/31
Revenus annuels2025/12/31

Sources de données

Les données utilisées dans notre analyse de l'entreprise proviennent de S&P Global Market Intelligence LLC. Les données suivantes sont utilisées dans notre modèle d'analyse pour générer ce rapport. Les données sont normalisées, ce qui peut entraîner un délai avant que la source ne soit disponible.

PaquetDonnéesCadre temporelExemple de source américaine *
Finances de l'entreprise10 ans
  • Compte de résultat
  • Tableau des flux de trésorerie
  • Bilan
Estimations consensuelles des analystes+3 ans
  • Prévisions financières
  • Objectifs de prix des analystes
Prix du marché30 ans
  • Cours des actions
  • Dividendes, scissions et actions
Propriété10 ans
  • Actionnaires principaux
  • Délits d'initiés
Gestion10 ans
  • L'équipe dirigeante
  • Conseil d'administration
Principaux développements10 ans
  • Annonces de l'entreprise

* Exemple pour les titres américains ; pour les titres non américains, des formulaires réglementaires et des sources équivalentes sont utilisés.

Sauf indication contraire, toutes les données financières sont basées sur une période annuelle mais mises à jour trimestriellement. C'est ce qu'on appelle les données des douze derniers mois (TTM) ou des douze derniers mois (LTM). En savoir plus.

Modèle d'analyse et flocon de neige

Les détails du modèle d’analyse utilisé pour générer ce rapport sont disponibles sur notre page Github; nous proposons également des guides expliquant comment utiliser nos rapports et des tutoriels sur Youtube.

Découvrez l'équipe de classe mondiale qui a conçu et construit le modèle d'analyse Simply Wall St.

Indicateurs de l'industrie et du secteur

Nos indicateurs de secteur et de section sont calculés toutes les 6 heures par Simply Wall St. Les détails de notre processus sont disponibles sur Github.

Sources des analystes

Schneider Electric S.E. est couverte par 38 analystes. 19 de ces analystes ont soumis les estimations de revenus ou de bénéfices utilisées comme données d'entrée dans notre rapport. Les soumissions des analystes sont mises à jour tout au long de la journée.

AnalysteInstitution
null nullBanco de Sabadell. S.A.
Lourdes DominguezBanco Santander
Nick WebsterBarclays