Schneider Electric S.E. (SBGSY) Q2 2026 Earnings Call Transcript
Schneider Electric S.E. (SBGSY) M&A Call Transcript
Schneider Electric S.E. (SBGSY) remains a premier European industrial compounder, consistently reinvesting cash flows into high-return electrification, grid, and data center assets. Q1 FY26 delivered record €9.77bn revenue (+11.2% YoY) with management reaffirming robust FY26 guidance: +7-10% organic revenue growth, +50-80bps margin expansion, +10-15% EBITA growth. SBGSY's business mix is evolving toward systems, software, and recurring lifecycle revenue, with data center and software divisions showing accelerating growth and resilience.
| Name | Quantity | Cost | Value | Profit ($) | Gain (%) |
|---|---|---|---|---|---|
| JEF James E. Francis PARADIGM ASSET MANAGEMENT Co. LLC | 1,600 | $41,078.92 | $110,832 | $69,753.08 | 169.8% |
| MC mike Chen Byrne Asset Management LLC | 174 | $5,794.2 | $12,052.98 | $6,258.78 | 108.02% |
Patrick D. Hayes Canopy Partners LLC | 5,962 | $273,952.79 | $399,930.97 | $125,978.18 | 45.99% |
Trivant Custom Portfolio Group LLC Trivant Custom Portfolio Group, LLC | 19,252 | $1.03M | $1.29M | $261,763.4 | 25.42% |
Peter Sigismondi Ramirez Asset Management, Inc. | 136,906 | $6.8M | $9.8M | $3M | 44.13% |
| Machinery Industry | Industrials Sector | Olivier Blum CEO | OTC PINK Exchange | 80687P106 CUSIP |
| FR Country | 173,626 Employees | 2 Jun 2026 Last Dividend | - Last Split | - IPO Date |
Schneider Electric S.E. is a global leader in the fields of energy management and industrial automation, with a deep-rooted presence across diverse geographical regions including France, Western Europe, North America, Asia Pacific, Eastern Europe, the Middle East, Africa, and South America. Established in 1836 and headquartered in Rueil-Malmaison, France, the company boasts a rich heritage of innovation and excellence in offering solutions that span a broad spectrum of industries and sectors. Schneider Electric's mission is centered on providing energy and automation digital solutions for efficiency and sustainability, addressing the complex challenges of modern times across a wide customer base.