Legrand grew organic revenue by 18.8% in the third quarter, driven by a 50% increase in sales to data centers. It raised full-year organic revenue growth guidance to 11%-13% from 8%-10%. Shares were trading 5% higher intraday on Nov. 5.
Legrand’s data center exposure is among the highest in the capital goods sector and is attractively positioned to benefit from an expected threefold increase in US data center capacity to support AI.
Several of Legrand's data center products are at risk of obsolescence from advancements in data center architecture, which could affect demand from 2028.
Metric | LR | SU | ABBN |
|---|---|---|---|
Price/Earnings (Normalized) | 23.41 | 25.83 | 30.42 |
Price/Book Value | 4.62 | 5.57 | 9.20 |
Price/Sales | 3.42 | 3.30 | 4.35 |
Price/Cash Flow | 18.76 | 18.36 | 27.93 |
Metric | LR | SU | ABBN |
|---|---|---|---|
Quick Ratio | 1.06 | 0.81 | 0.81 |
Current Ratio | 1.63 | 1.09 | 1.43 |
Interest Coverage | 10.18 | 12.31 | 30.73 |
Metric | LR | SU | ABBN |
|---|---|---|---|
Return on Assets (Normalized) | 8.07% | 8.90% | 10.90% |
Return on Equity (Normalized) | 19.81% | 22.32% | 31.51% |
Return on Invested Capital (Normalized) | 10.92% | 13.76% | 19.68% |
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United States