Schneider Electric (ENXTPA:SU) is back in focus after reporting half year 2026 earnings, with sales of €21,226m and net income of €2,488m, alongside fresh AI data center and safety research updates. See our latest analysis for Schneider Electric. The half year 2026 earnings release, together with Schneider Electric’s AI data center work with AMD and the potential Shelly Group acquisition, has arrived alongside firm price momentum. The 1-day share price return is 1.76% and the year to date...
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Much of the company’s business is from data centers, but its growth is broad-based, the company said in its second-quarter 2026 earnings call.
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Earnings from Schneider Electric and several other companies beyond Microsoft can give nervous investors some comfort about the direction of the AI trade.

Schneider Electric (SU.PA) CEO Olivier Blum sits down with Julie Hyman to talk about the energy provider's involvement in electrification trends and AI data center infrastructure.
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Earnings from Schneider Electric and several other companies beyond Microsoft can give nervous investors some comfort about the direction of the AI trade.
European bourses tracked moderately higher midday Thursday as traders weighed the earnings season, s
The group now expects full-year adjusted organic earnings before interest, taxes and amortization growth of between 14% and 19%, up from 10% and 15%.
Charge Pro integrates hardware, firmware and software to reduce risk and total cost of ownership for EV charging site managers, the company says.
Modine Manufacturing recently appointed Michael Mahan as President of its newly formed Commercial HVAC segment, which serves commercial, industrial, and aerospace markets with heating, ventilation, air conditioning, and heat transfer solutions. Mahan’s two decades of experience leading global businesses at CraneNXT, Schneider Electric, and former GE companies signal a meaningful organisational shift as Modine reshapes its HVAC leadership and segment structure. We’ll now examine how Modine’s...
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Schneider Electric stock has returned 120.6% over the past five years, and that strong run now sits against valuation checks that flag the shares as expensive on intrinsic value models, while market multiples look closer to fair. Over five years, a 120.6% total return means recent shareholders have already seen substantial gains baked into today's €278.35 share price. The planned $3.1b acquisition of industrial AI firm Cognite can support expectations for higher quality software and data...
Schneider Electric (ENXTPA:SU) agreed to acquire Cognite Holding B.V., expanding its digital and data-focused capabilities in energy management and automation. The company also entered a partnership with Southern California Edison to deploy SF6-free grid equipment for U.S. utility operations. Schneider Electric is a global supplier of energy management and automation solutions, with a focus on hardware, software, and services that help customers control power use and industrial processes...
Keel Infrastructure named Ganesh Aiyer president as the data center and energy developer advances site work across Pennsylvania, Washington, and Québec with $533 million in total liquidity.
Cognex Corporation (NASDAQ:CGNX) is one of the best industrial automation stocks to buy now. On June 16, Cognex said its CEO would join the Automate 2026 opening keynote alongside leaders from FANUC, Schneider Electric and Intrinsic, with the discussion focused on AI, robotics and industrial connectivity. Cognex also used the event to showcase its In-Sight […]
The French energy company plans to fold Cognite into AVEVA, its industrial software unit, pending regulatory approval
July 1 (Reuters) - European shares slipped on Wednesday, pausing after a strong finish to the second quarter and amid caution over signs that peace talks between Iran and the United States hit a new
The acquisition expands Schneider's industrial AI software business by combining Cognite with Aveva.
The apparel and textile manufacturer is partnering with SE Advisory Services.
Over the past week, Hewlett Packard Enterprise and partners including Veeam, Rocket Software, Citrix, Vultr, Schneider Electric, and CloudCasa announced expanded collaborations and product launches spanning AI data centers, private cloud, networking, security, and disaster recovery, while HPE also detailed unified partner programs and hybrid quantum-HPC initiatives. Together with management’s disclosure of very large AI-driven revenue growth and accelerated earnings targets, these moves...
GE Vernova's 2025 sustainability report highlights 26 GW of new capacity, lower-emission technologies and emission cuts that may bolster growth.
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Schneider Electric (ENXTPA:SU) has agreed a collaboration with Foxconn to develop and scale next generation AI data centers. The company has also signed an MOU with Torngat Metals focused on a responsible and secure rare earth supply chain. Both moves target key pressure points in AI infrastructure and access to critical materials. Schneider Electric enters these agreements with Foxconn and Torngat Metals as an already established player in energy management and digital infrastructure, with...
The collaboration seeks to help customers build and operate AI infrastructure with greater speed and efficiency, Schneider Electric said.
June 15 (Reuters) - Schneider Electric said on Monday it had entered a strategic collaboration with Taiwan's Hon Hai Technology Group, known internationally as Foxconn, to develop and scale
Elizabeth Hackenson, Chief Information Officer at Schneider Electric speaks with Bloomberg's Sofia Economopoulos about sustainability and digital infrastructure at Bloomberg Tech 2026 in San Francisco.
Considering whether Schneider Electric's current share price still offers value after a strong run, or if most of the upside is already reflected in the stock. The stock last closed at €281.85, with returns of 5.5% over 7 days, 3.3% over 30 days, 18.9% year to date and 26.6% over the past year, and 80.4% and 136.2% over the past 3 and 5 years respectively. Recent coverage has focused on Schneider Electric's position as a key player in electrification and energy management. Investors are...
Investors have lately gone into a frenzy over a mundane piece of electrical equipment that they think will make data centers more efficient. It’s called a solid-state transformer, and it’s designed to convert power to different voltages. Transformers are ubiquitous in America.
For the operators running America's most complex supply chains, disruption isn't a problem to solve anymore. It's a condition to survive.