Schneider Electric reported a roughly 30% increase in net income attributable to the company’s shareholders to EUR2.49 billion for the first half of 2026, while revenue reached a record EUR21.23 billion.
A year earlier, revenue stood at EUR19.34 billion. Organic sales growth in the first half of 2026 was 14%.
Adjusted EBITA increased to EUR4.09 billion from EUR3.51 billion, representing 22% organic growth. The EBITA margin reached 19.3%.
The company’s free cash flow more than tripled, reaching approximately EUR 1.6 billion.
The second quarter was particularly strong, with Schneider Electric’s revenue reaching a record EUR 11.5 billion, an organic increase of 17%. The Energy Management segment grew by 18%, and Industrial Automation by 11%.
The company cites the data center market as one of the main drivers. Demand for electrical infrastructure for data centers is growing rapidly amid the development of artificial intelligence, which significantly increases computing density, power consumption of server racks, and demands on cooling and backup power systems.
North America posted organic growth of 23%, while China and East Asia saw growth of 20%.
Following a strong first half of the year, Schneider Electric raised its forecast for the full year 2026. The company expects organic adjusted EBITA growth of 14–19%, up from its previous forecast of 10–15%.
Organic revenue growth is projected at 10–13%.
Schneider Electric’s results reflect a broader investment cycle in energy infrastructure. AI data centers require not only servers and graphics processing units (GPUs), but also transformers, distribution equipment, UPS systems, automation systems, cooling systems, and digital energy management solutions.
Thus, energy infrastructure is gradually becoming one of the key constraints on the further scaling of AI.
For Ukraine, this trend is significant in the long-term context of rebuilding digital infrastructure and constructing new data centers. Future facilities will require significantly greater connected power capacity and more complex power distribution architectures than traditional server centers.
Schneider Electric has been operating in Ukraine for over 30 years. Globally, the company is present in more than 100 countries and has approximately 160,000 employees.
Schneider Electric published its financial results for the first half of the year on July 30, 2026.
