Earnings Alerts

Schneider Electric SE (SU) Earnings: Strong Fourth Quarter Drives 2024 Revenue and Margin Growth Forecasts

By February 20, 2025 No Comments
  • Schneider Electric anticipates an adjusted EBITDA margin for 2025 between 19.2% and 19.5%, compared to an estimate of 18.9%.
  • Organic revenue growth for 2025 is projected to be between +7% and +10%, exceeding the estimate of +8.36%.
  • Fourth-quarter results show organic revenue growth of +12.5%, surpassing the estimate of +8.02%.
  • Energy Management saw significant growth with organic revenue at +15.2%, beating the estimate of +10.4%.
  • Energy Management in North America led with a +25.3% increase in organic revenue, compared to the estimate of +17.1%.
  • Industrial Automation reported a +1.2% growth in organic revenue, contrary to an expected decline of -2.19%.
  • Total 2024 revenue reached EU38.15 billion, an increase of +6.3% year-over-year, above the estimate of EU37.72 billion.
  • Adjusted EBITDA for 2024 amounted to EU7.08 billion, reflecting a +10% year-over-year growth, exceeding the estimate of EU6.56 billion.
  • Schneider Electric increased its adjusted EPS to EU8.32 from EU7.26 year-over-year, above the estimated EU8.05.
  • The company paid a dividend per share of EU3.90, up from EU3.50 last year, surpassing the estimate of EU3.73.
  • Free cash flow for 2024 was EU4.22 billion, slightly above the estimate of EU4.04 billion but a decrease of -8.2% year-over-year.
  • Schneider Electric confirms their long-term targets for organic revenue growth between +7% and +10% from 2023 to 2027.
  • The company aims for an organic expansion of the adjusted EBITDA margin by around +50 basis points over the same period.

A look at Schneider Electric Se Smart Scores

FactorScoreMagnitude
Value2
Dividend2
Growth4
Resilience3
Momentum4
OVERALL SMART SCORE3.0

Smart Score is a compound score for the Company indicating its overall outlook. It is derived by taking an equally weighted average of underlying Factor scores computed by Smartkarma

Looking at the Smartkarma Smart Scores for Schneider Electric Se, the company shows strong potential for long-term growth. With high scores in Growth and Momentum, Schneider Electric Se is positioned to capitalize on opportunities and expand its market presence. Additionally, the company demonstrates resilience, hinting at its ability to weather economic uncertainties and challenges.

Schneider Electric Se‘s overall outlook is positive, showcasing a balanced performance across key factors such as Value and Dividend. This suggests that while the company may not be undervalued, it still offers decent returns to investors. Combining this with its solid growth prospects and momentum, Schneider Electric Se appears to be a promising investment option for those eyeing the long term.


Disclaimer: This article by Smartkarma is general in nature and based on historical data and analyst forecasts only using an unbiased methodology and our articles are not intended to be financial advice. It does not constitute a recommendation to buy or sell any stock, and does not take account of your objectives, or your financial situation. Note that our articles may not factor in the latest price-sensitive company announcements or qualitative material.
While all reasonable care has been taken in the preparation, Smartkarma makes no assurance about the accuracy of any generated data or content. All content is indicative only and should be independently checked for accuracy and confirmed before use. Smartkarma accepts no responsibility for any loss or damage caused as a result of any inaccuracy or error within the Lab online tools or generated data.
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