Schneider Electric S.E.

ENXTPA:SU 株式レポート

時価総額:€148.5b

Schneider Electric 将来の成長

Future 基準チェック /46

Schneider Electric利益と収益がそれぞれ年間14.4%と7.6%増加すると予測されています。EPS は年間 増加すると予想されています。自己資本利益率は 3 年後に23.5% 14.4%なると予測されています。

主要情報

14.4%

収益成長率

14.43%

EPS成長率

Electrical 収益成長13.9%
収益成長率7.6%
将来の株主資本利益率23.47%
アナリストカバレッジ

Good

最終更新日11 Jun 2026

今後の成長に関する最新情報

更新なし

Recent updates

ナラティブの更新 Jun 01

SU: AI Data Center Demand And Automation Recovery Will Shape Balanced Returns

Schneider Electric's analyst price target has been nudged slightly lower to about €300 as analysts balance a modestly higher discount rate with steady fair value, margin and P/E assumptions, while citing a gradually improving discrete automation market as a supportive factor. Analyst Commentary Recent research points to a mix of optimism and caution around Schneider Electric, with price targets clustered around the high €200s to low €300s and views shaped by expectations for the discrete automation cycle and the stock's current valuation multiples.
ナラティブの更新 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.
ナラティブの更新 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.
ナラティブの更新 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.
ナラティブの更新 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.
ナラティブの更新 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.
新しいナラティブ 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.
ナラティブの更新 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.
ナラティブの更新 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.
ナラティブの更新 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).
ナラティブの更新 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).
ナラティブの更新 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.
ナラティブの更新 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.
ナラティブの更新 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.
ナラティブの更新 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.
ナラティブの更新 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.
ナラティブの更新 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.
分析記事 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...
分析記事 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...
分析記事 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...
分析記事 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...
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新しいナラティブ 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.

業績と収益の成長予測

ENXTPA:SU - アナリストの将来予測と過去の財務データ ( )EUR Millions
日付収益収益フリー・キャッシュフロー営業活動によるキャッシュ平均アナリスト数
12/31/202851,1467,1877,1638,82520
12/31/202747,1976,2306,2037,71421
12/31/202643,4585,3175,0996,67620
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

アナリストによる今後の成長予測

収入対貯蓄率: SUの予測収益成長率 (年間14.4% ) は 貯蓄率 ( 2.5% ) を上回っています。

収益対市場: SUの収益 ( 14.4% ) はFrench市場 ( 12.4% ) よりも速いペースで成長すると予測されています。

高成長収益: SUの収益は増加すると予測されていますが、大幅には増加しません。

収益対市場: SUの収益 ( 7.6% ) French市場 ( 5.7% ) よりも速いペースで成長すると予測されています。

高い収益成長: SUの収益 ( 7.6% ) 20%よりも低い成長が予測されています。


一株当たり利益成長率予想


将来の株主資本利益率

将来のROE: SUの 自己資本利益率 は、3年後には高くなると予測されています ( 23.5 %)


成長企業の発掘

企業分析と財務データの現状

データ最終更新日(UTC時間)
企業分析2026/06/11 00:28
終値2026/06/11 00:00
収益2025/12/31
年間収益2025/12/31

データソース

企業分析に使用したデータはS&P Global Market Intelligence LLC のものです。本レポートを作成するための分析モデルでは、以下のデータを使用しています。データは正規化されているため、ソースが利用可能になるまでに時間がかかる場合があります。

パッケージデータタイムフレーム米国ソース例
会社財務10年
  • 損益計算書
  • キャッシュ・フロー計算書
  • 貸借対照表
アナリストのコンセンサス予想+プラス3年
  • 予想財務
  • アナリストの目標株価
市場価格30年
  • 株価
  • 配当、分割、措置
所有権10年
  • トップ株主
  • インサイダー取引
マネジメント10年
  • リーダーシップ・チーム
  • 取締役会
主な進展10年
  • 会社からのお知らせ

* 米国証券を対象とした例であり、非米国証券については、同等の規制書式および情報源を使用

特に断りのない限り、すべての財務データは1年ごとの期間に基づいていますが、四半期ごとに更新されます。これは、TTM(Trailing Twelve Month)またはLTM(Last Twelve Month)データとして知られています。詳細はこちら

分析モデルとスノーフレーク

本レポートを生成するために使用した分析モデルの詳細は当社のGithubページでご覧いただけます。また、レポートの使用方法に関するガイドYoutubeのチュートリアルも掲載しています。

シンプリー・ウォールストリート分析モデルを設計・構築した世界トップクラスのチームについてご紹介します。

業界およびセクターの指標

私たちの業界とセクションの指標は、Simply Wall Stによって6時間ごとに計算されます。

アナリスト筋

Schneider Electric S.E. 21 これらのアナリストのうち、弊社レポートのインプットとして使用した売上高または利益の予想を提出したのは、 。アナリストの投稿は一日中更新されます。38

アナリスト機関
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