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The company posted a 12.5% organic revenue growth in the fourth quarter, far exceeding consensus estimates of 7.9%.
Total (EPA:TTEF) revenue came in 5% ahead of expectations, bolstered by significant strength in its energy Management division. The strong quarter was driven by a 15% organic revenue surge in Energy Management, with North America leading the way at 25% growth. The Data Centers segment stood out as the fastest-growing unit, reflecting continued demand for infrastructure supporting cloud computing and artificial intelligence.
Schneider's adjusted EBITA margin for the second half of the year reached 18.5%, surpassing consensus of 18.1% and reflecting a 90-basis-point organic expansion.
Adjusted earnings per share beat expectations by 6%, and free cash flow also came in 5% higher than anticipated. For 2025, the company projects 7-10% organic revenue growth, surpassing the 8% market consensus. Adjusted EBITA margin is forecast at 19.
2-19.5%, also exceeding the 18.8% consensus.
By segment, non-residential and technical buildings within the Buildings division showed strong demand, particularly in hotels and healthcare. Data Center & Networks continued its double-digit growth trajectory, while the Infrastructure segment benefited from grid expansion efforts. Industrial Automation remained mixed, with Process & Hybrid automation showing growth while Discrete automation struggled, especially in China.
Regionally, North America was the standout performer with a 21.9% organic revenue increase. Western Europe saw 5.
8% organic growth, while Asia-Pacific recorded 4.6% growth, with China remaining weak due to construction-related headwinds. The Rest of the World segment performed strongly with an 18.
5% organic revenue increase. MENAFN21022025003238003268ID1109236102 Legal Disclaimer: MENAFN provides the information “as is” without warranty of any kind. We do not accept any responsibility or liability for the accuracy, content, images, videos, licenses, completeness, legality, or reliability of the information contained in this article.
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