Schneider Electric releases transcript of H1 2026 earnings call
Reuters2026/07/30 16:24- Schneider Electric’s H1 2026 earnings call drew CEO Olivier Blum, CFO Nathan Fast, IR head Antoine Sage, investors, and analysts.
- Upgraded 2026 guidance to 10%-13% organic revenue growth, lifting adjusted EBITA margin target to +70-100 bps.
- H1 revenue EUR 21.2 billion; organic growth 14%; adjusted EBITA margin 19.3% up 120 bps; free cash flow EUR 1.6 billion.
- Management flagged Q2 tariff refunds of about EUR 100 million; price realization accelerated to about 4 points of Q2 product growth.
- Data center demand stayed strong; management cited scaling capacity via Foxconn prefab partnership, liquid cooling expansion, and a new “power center” roadmap.
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