Schneider Electric is at Critical Turning Point

Dow Jones
06/29

1001 GMT - Schneider Electric's second quarter is a pivotal moment, with expectations for a clear operational turnaround and a likely guidance beat and raise, Barclays analysts say in a research note. Sentiment has improved for the French group as pricing discipline and stronger volumes in electrification and grid infrastructure are expected to restore confidence in earnings momentum, the analysts say. The data-center segment remains the main growth driver, with particular upside potential in China and East Asia, where the analysts believe the market is underestimating Schneider's position. Guidance upgrades to organic growth are anticipated, while margin performance is expected to slightly exceed consensus, they add. The main debate remains Schneider's valuation, leaving room for re-rating if execution continues to improve, they say. Shares trade broadly flat at 275.5 euros. (nina.kienle@wsj.com)

 

(END) Dow Jones Newswires

June 29, 2026 06:01 ET (10:01 GMT)

Copyright (c) 2026 Dow Jones & Company, Inc.

应版权方要求,你需要登录查看该内容

免责声明:投资有风险,本文并非投资建议,以上内容不应被视为任何金融产品的购买或出售要约、建议或邀请,作者或其他用户的任何相关讨论、评论或帖子也不应被视为此类内容。本文仅供一般参考,不考虑您的个人投资目标、财务状况或需求。TTM对信息的准确性和完整性不承担任何责任或保证,投资者应自行研究并在投资前寻求专业建议。

热议股票

  1. 1
     
     
     
     
  2. 2
     
     
     
     
  3. 3
     
     
     
     
  4. 4
     
     
     
     
  5. 5
     
     
     
     
  6. 6
     
     
     
     
  7. 7
     
     
     
     
  8. 8
     
     
     
     
  9. 9
     
     
     
     
  10. 10