Schneider Electric sees energy management demand drive strong quarter

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By the numbers: Schneider Electric Q3 2025 +$11.5 billionGroup revenue +17% Energy management +8%Software and servicesSchneider’s Energy Management segment continues to ride the data center boom, reporting 10% year over year growth in the third quarter, including a 17% jump in North America, where the big tech companies known as hyperscalers could spend close to $200 billion on data center-related investments this year.“Our pipeline and order trends remain strong, particularly in North America and China, with continued high demand from hyperscalers and strong and accelerating demand from new AI-related players,” Schneider Electric Chief Financial Officer Hilary Maxson said on Thursday on the company’s earnings call.Across all its businesses, the Paris-based electrical equipment company grew 9% organically to 10 billion euros, or about $11.5 billion. "We delivered another strong quarter … across all four of our end-markets,” CEO Olivier Blum said in a statement. “Energy Management led the growth, where sustained Data Center demand drove performance.” The performance comes as Schneider expands its product and service portfolio to accommodate large-scale data centers’ needs. Last year, the company said it would purchase a 75% stake in Motivair, strengthening its presence in the fast-growing market for high-performance cooling systems. In September, Schneider said it had co-developed two data center reference designs with NVIDIA that integrated cooling, power management and other systems. Schneider and NVIDIA said the designs could significantly reduce data center deployment headways.Schneider’s Energy Management Group benefited from strong demand from other nonresidential building owners as well, the company said.Demand from residential buildings was soft, with noticeable weakness in China and North America. But Maxson emphasized that residential is a relatively small part of the company’s buildings business. Customer demand from “technical buildings like retail and hotels” supports an overall positive trajectory for this part of Schneider’s business, she said.Maxson previewed a shift in Schneider’s market positioning that she said company leaders would discuss in more detail at its Capital Markets Day on Dec. 11. The new emphasis on Schneider’s status as an “energy technology partner” across industries looking to electrify, automate and digitize is “not a revolution” but rather a conviction that “we’re the player that has the real opportunity to be the winner in that space and define it,” she said.Terms and Privacy PolicyPrivacy & Cookie SettingsMore InfoS&P 5006,777.00 -74.97 (-1.09%)Dow 3047,074.27 -262.41 (-0.55%)Nasdaq23,391.66 -443.07 (-1.86%)Russell 20002,435.54 -35.70 (-1.44%)VIX18.67 +1.50 (+8.74%)Gold3,944.00 -70.00 (-1.74%)PortfolioSign in to access your portfolioSign inTop gainersHTZ Hertz Global Holdings, Inc. 6.86 +1.91 (+38.77%)XMTR Xometry, Inc. 61.77 +13.20 (+27.18%)PAY Paymentus Holdings, Inc. 35.70 +7.08 (+24.78%)MTSR Metsera, Inc. 73.56 +12.83 (+21.10%)SANM Sanmina Corporation 164.09 +23.75 (+16.92%)Top losersDGNX Diginex Limited 17.75 -5.88 (-24.88%)NCLH Norwegian Cruise Line Holdings Ltd. 18.80 -3.39 (-15.26%)NVTS Navitas Semiconductor Corporation 10.41 -1.85 (-15.08%)WRD WeRide Inc. 9.42 -1.48 (-13.62%)ZTS Zoetis Inc. 125.24 -19.11 (-13.24%)Most activeNVDA NVIDIA Corporation 199.40 -7.48 (-3.62%)PFE Pfizer Inc. 24.33 -0.33 (-1.34%)HTZ Hertz Global Holdings, Inc. 6.86 +1.91 (+38.77%)PLTR Palantir Technologies Inc. 187.35 -19.83 (-9.57%)ONDS Ondas Holdings Inc. 6.02 -0.14 (-2.20%)Earnings eventsMy earnings eventsEarnings eventsTrending tickersBTC-USD Bitcoin USD 100,343.58 -6,533.52 (-6.11%)ETH-USD Ethereum USD 3,187.95 -425.16 (-11.77%)HTZ Hertz Global Holdings, Inc. 6.82 +1.88 (+38.04%)MTSR Metsera, Inc. 73.58 +12.85 (+21.18%)NCLH Norwegian Cruise Line Holdings Ltd. 18.86 -3.33 (-14.99%)Top economic events