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SBSBGSY

Schneider Electric S.E.

$SBGSY·$189B·Electrical Equipment & Parts·Industrials
$67.01-0.1%
Mentions · last 7 days
2026-07-26: 0 posts2026-07-27: 0 posts2026-07-28: 0 posts2026-07-29: 0 posts2026-07-30: 2 posts2026-07-31: 0 posts2026-08-01: 1 posts3
Price updated 14m ago·X counts updated 2d ago
SBSBGSY
$SBGSYSchneider Electric S.E.
$67.01-0.13%3 posts
AI analysisFundamentalsVoices on X
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AI verdict & sentimentAI analysisGenerated by AI from underlying data

Today's AI verdict on what's driving $SBGSY, plus how loud the X conversation is and which way it's leaning.

AI analysis

TickerTalks’ read on the fundamentals and what’s driving the move.

Proven numbersAcceleratingAI verdict · as of 2026-08-03

The move is getting stronger, with heavier trading behind it.

Schneider Electric is the energy-management-plus-industrial-automation franchise at 99%-of-range — Q2 beat plus AMD Helios AI Factory platform plus record first-half performance is the substance.

Schneider Electric S.E. (ADR) is a specific US-listed energy-management-plus-industrial-automation franchise — Energy Management (circuit breakers, switches, contactors, relays, monitoring) and Industrial Automation segments globally. Down 1% today, YTD n/a (ADR history), t12m n/a, sitting at the 99th percentile of the 52-week range on a Q2-beat-plus-AI-Factory tape.

Where it stands after Q2:

  • The Q2 print was a specific beat: EPS $1.10 vs $1.01 estimate (+9%) plus revenue $24.4B vs $23.8B — Multi-quarter revenue at $19.3B-$24.6B with 10-19% YoY growth, gross margin 39-43%, operating margin 15-18%.
  • The valuation is elevated but consistent with quality: TTM P/E of 34, forward P/E of 34 on FY26 EPS estimates of $1.97 rising to FY27 $2.35 and FY28 $2.71 (n=1-3 analysts). Price-to-sales of 3.9, EV/EBITDA of 20.1, ROE 19.5%, ROIC 11.1% describe a specific quality-plus-electrification-cycle premium setup on the $189B market cap.
  • The 4-quarter earnings-surprise cadence is uniformly constructive: EPS $1.10 vs $1.01 (+9%), $1.09 vs $1.06 (+3%), $0.80 vs $0.98 (-19%), $0.86 vs $0.92 (-6%) — recent surprises trending positive after prior small misses.
  • The strategic tape is a specific AI-factory catalyst: Schneider Electric Upgrades Targets After Record First-Half Performance 7/30 plus Schneider Electric and AMD release first Helios platform reference design to accelerate AI Factory deployment 7/23 plus Schneider Electric AI Infrastructure Is Only One Layer Of The Bull Case (Seeking Alpha 7/26).

Feb 18 FY26 earnings needs continued Energy-Management-plus-Industrial-Automation revenue growth plus dated commentary on the AMD Helios AI Factory deployment trajectory to extend the accelerating tape; a specific electrification-cycle walk-back or a customer-plus-supply-chain disclosure would take the stock back toward the 200-day base.

What to watch: Feb 18 FY26 earnings — good = continued Energy-Management-plus-Industrial-Automation revenue growth with dated commentary on the AMD Helios AI Factory deployment trajectory; bad = a specific electrification-cycle walk-back or a customer-plus-supply-chain disclosure, which takes the stock back toward the 200-day base.

On the calendar: 2027-02-18 — FY26 earnings

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What it does

Plain-English summary of the business — what they sell and how they make money.

Schneider Electric S.E. delivers comprehensive digital solutions for energy management and industrial automation to a global client base. The company operates through two primary divisions: Energy Management and Industrial Automation. Its extensive product catalog features electrical distribution and protection equipment, including circuit breakers, switches, contactors, and relays, alongside advanced energy management software. It also provides solutions for power quality, monitoring, and conditioning, such as surge protectors and power factor correction devices. For building infrastructure, Schneider Electric offers systems for access control, fire detection, environmental sensors, and integrated building management, encompassing valves and variable speed drives. Within grid and utility operations, the company supplies feeder and substation automation, SCADA software, medium voltage switchgear, and transformers. Data center solutions include critical power and cooling, IT power distribution, prefabricated modules, and security monitoring. Residential and commercial offerings range from home automation and security systems to wiring devices and uninterruptible power supplies. Furthermore, Schneider Electric is a leading provider of industrial automation and control technologies, featuring human-machine interfaces, industrial software, motion control, robotics, programmable controllers, process safety systems, and solutions for solar power and energy storage. Established in 1836, Schneider Electric S.E. is headquartered in Rueil-Malmaison, France.

Industry overviewAI analysisGenerated by AI from underlying data

Where Electrical Equipment & Parts sits in its cycle right now — and what that implies for $SBGSY.

Electrical Equipment & Parts · Industrials

No material change from last week — VRT and NVT confirmed at fresh highs that hyperscaler rack power acceleration is a multi-year capex cycle for electrical infrastructure.

Industry benchmark

34-name peer basket
+12.9%YTD
+52.2%1Y

Fundamentals & catalyst

Profitability, valuation, and the next earnings event — at a glance, with rule-of-thumb signals.

Key ratios

P/E
34.4How much investors are paying per dollar of profit the company actually earned in the last 12 months. Lower means the stock looks cheaper relative to earnings.~15–25 is typical for the S&P 500; high-growth names trade 30+; hyper-growth or speculative can be 100+ or negative.
ROIC
11.1%What percentage return the business earns on every dollar of capital (equity + debt) deployed in operations. The cleanest measure of business quality.Above ~15% is high-quality; consistently above 25% suggests a real moat. Below the company's cost of capital is value-destroying.
Op margin
16.7%Operating profit (after sales, marketing, R&D, and overhead but before interest and taxes) as a percentage of revenue. The clearest view of how well the underlying business is run.Mature business above 20% is healthy; software businesses can run 30%+; commodity / retail businesses operate in single digits.
FCF yield
3.8%Free cash flow (operating cash flow minus capex) divided by the company's market cap. The cash-on-cash return you'd get owning the whole business at today's price.Above ~5% is attractive; below ~2% means you're paying up for growth. Capital-light businesses (software) run higher than capital-heavy ones (utilities).
P/S
3.9Same idea as P/E but per dollar of revenue. Useful for companies that aren't profitable yet, where P/E is meaningless.Under ~2 is cheap; software / SaaS often runs 8–15; well above 20 implies the market is pricing in very high future growth.
ROE
19.5%Net income as a percentage of shareholders' equity. Similar to ROIC but counts only the equity side.Above 20% is strong, but can be inflated by leverage — a heavily indebted company can show high ROE with weak underlying ROIC.
Gross margin
41.2%Revenue minus the direct cost of producing what was sold, as a percentage of revenue. The first read on whether the product is structurally profitable.Software / SaaS is typically 70%+; consumer goods 30–50%; commodity / hardware businesses can be under 20%.
D/E
0.8Total debt divided by shareholders' equity. Measures how much the business runs on borrowed money versus owner capital.Under 1 is conservative; 1–2 is typical for mature businesses; over 2 is leveraged and more sensitive to interest rates.

Past earnings

QuarterReportedActualEstimateSurprise
Q2 2026Jul 30, 2026$1.10$1.01+8.9%
Q4 2025Feb 26, 2026$1.09$1.06+2.8%
Q1 2025Jun 30, 2025$0.80$0.98-18.7%
Q3 2024Dec 31, 2024$0.86$0.92-6.1%
Next earningsThu, Feb 18·consensus EPS $1.32

Quarterly trend

QuarterRevenueYoYGrossOpEPSFCF
Q2 FY26$21.6B+19.1%43.0%18.2%$0.90$1.8B
Q4 FY25$20.8B+13.9%39.4%15.1%$0.80$4.4B
Q2 FY25$19.3B+9.7%42.4%16.7%$0.68$672.0M
Q4 FY24$20.0B+10.4%41.9%17.2%$0.84$3.5B

Forward consensus

5-year forecast · up to 12 analysts
FYRevenueRangeEPSRangeAnalysts
FY26$43.4B$43.3B – $43.5B$1.97$1.75 – $2.3510
FY27$47.5B$47.5B – $47.6B$2.35$2.17 – $2.6812
FY28$51.8B$50.8B – $54.8B$2.71$2.64 – $2.916
FY29$57.2B$56.1B – $60.5B$3.13$3.04 – $3.3611
FY30$61.1B$59.9B – $64.6B$3.67$3.58 – $3.946

Setup & momentum

Volume, range, and moving-average position — the technical setup driving short-term moves.

Right now

Vol vs 30dToday's traded share volume divided by the average over the prior 30 trading days. ≥3× signals unusual interest; below 1× is quiet.1.0×Today's traded share volume divided by the average over the prior 30 trading days. ≥3× signals unusual interest; below 1× is quiet.
52w rangeWhere the latest close sits between the 52-week low (0%) and high (100%). Above 80% is extended; below 30% is basing or in a downtrend.99%Where the latest close sits between the 52-week low (0%) and high (100%). Above 80% is extended; below 30% is basing or in a downtrend.
vs 50d MALatest close vs the 50-day simple moving average. Positive = short-term trend is up.+7.2%Latest close vs the 50-day simple moving average. Positive = short-term trend is up.
vs 200d MALatest close vs the 200-day simple moving average. Positive = long-term trend is up.+13.5%Latest close vs the 200-day simple moving average. Positive = long-term trend is up.

Float & profile

FloatHigh float · 563.4M shFree-float shares — the slice of issued stock actually available to trade. Lower buckets squeeze harder on a catalyst.Traded today0.1% of floatToday's volume as a percent of the free float. Above 5% on a single day is unusually high turnover for the available share count.β1.165-year weekly beta vs the S&P 500. Above 1.5 means the stock typically moves more than the index; below 0.8 moves less.ListedOTCListed on an over-the-counter market (PNK / OTCQB / OTCQX), not a major exchange. Lower disclosure requirements and thinner liquidity.

Recent news

Latest headlines from major outlets, sourced and timestamped — context for whatever just moved.

Schneider Electric S.E. (SBGSY) Q2 2026 Earnings Call Transcriptseekingalpha.com·5d agoSchneider Electric Upgrades Targets After Record First-Half Performancewsj.com·5d agoSchneider Electric: AI Infrastructure Is Only One Layer Of The Bull Caseseekingalpha.com·8d agoSchneider Electric and AMD release first Helios platform reference design to accelerate AI Factory deploymentglobenewswire.com·11d agoThe Market Just Got Shaken—These 3 ETFs May Come Out Strongermarketbeat.com·26d ago

In themes

Explore the broader themes this ticker is being talked about under.

Robotics & HumanoidsThe Power Grid

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