Schneider Electric SE

SU: XPAR (FRA)

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Schneider Electric Is a Pick-and-Shovel Investment for Several Secular Growth Themes

Matthew Donen

Sep 28, 2026

Business Strategy and Outlook

The majority of Schneider Electric's revenue comes from the sale of electrical and industrial automation products and systems. Schneider is the undisputed market leader in low-voltage electrical equipment and in several data center product categories. End markets include building, data centers and networks, industry, and infrastructure. The software and services business contributes approximately 20% of group revenue and is targeted to reach 30% by 2030. Several acquisitions have expanded Schneider’s software capabilities, yet the company's business remains largely dependent on products and systems for growth.

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Schneider Electric SE

Schneider Electric Is a Pick-and-Shovel Investment for Several Secular Growth Themes

Business Strategy and Outlook

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