Schneider Electric SE (EURONEXT:SU) posted H1 2026 revenue of €21.23B (+9.8% reported, +14.0% organic) and adjusted EBITA €4.09B (+16.6%), raised full‑year targets, is in talks to buy Shelly for ~€70/share (~€1.3B valuation) while data‑center demand—led by North America—drives growth.
Previous Week Recap
- Schneider Electric SE H1 2026 Revenue Growth: Schneider Electric (SU) H1 2026: revenue €21.23B (+9.8% reported, +14.0% organic), adjusted EBITA €4.09B (+16.6%); raised full‑year organic revenue growth to 10–13% and EBITA growth to 14–19%.
- Schneider Electric SE In Talks To Buy Shelly: Schneider Electric (SU) is in talks to buy smart-device maker Shelly at about €70 per share, valuing Shelly near €1.3 billion — deal talks ongoing.
- Data Center Demand Drives Growth: Schneider Electric (SU): data center demand drives growth, concentrated in North America; management sees Southeast Asia pickup, Europe building recovery, while China and U.S. demand stay subdued
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