
What smart money is saying about Schneider Electric
2 funds in our archive have pitched Schneider Electric — most recently Harding Loevner Global Equity in March 2026.
Schneider Electric S.E. delivers digital solutions worldwide, focusing on energy management and industrial automation. The company organizes its operations into two primary segments: Energy Management and Industrial Automation. Its comprehensive product range spans vital electrical infrastructure components like busways, cable supports, circuit breakers, diverse switches, contactors, and protection relays. It also provides an assortment of electrical protection and control products, coupled with advanced software for energy management, power monitoring, and power quality optimization. Additionally, offerings include transfer switches, surge protection and power conditioning units, pushbuttons, pilot lights, joysticks, and various switchboards and enclosures. Schneider Electric further extends its solutions to building management, covering access control, integrated building systems, fire detection, a variety of sensors and room units, valve and valve actuators, and variable/frequency speed drives. For utility and grid infrastructure, it supplies feeder, grid, and substation automation solutions, alongside SCADA software, medium voltage switchgears and transformers, outdoor equipment, and essential switchgear components. The company's data center portfolio encompasses critical power and cooling services, specialized software, IT power distribution products, prefabricated modules, racks with accessories, and systems for security and environmental monitoring. For residential use, it provides home automation and security systems, installation materials, light switches, electrical sockets, and uninterruptible power supply (UPS) units. Finally, in the realm of industrial automation, products range from human-machine interfaces (HMIs), industrial software, and communication systems to measurement and instrumentation tools, motion control, and robotics. This segment also includes signaling units, programmable logic and automation controllers (PLCs/PACs), power supply and protection devices, process control and safety systems, RFID solutions, and numerous other industrial automation and control products, as well as solutions for solar energy and energy storage. Founded in 1836, Schneider Electric S.E. maintains its headquarters in Rueil-Malmaison, France.
Fund coverage · 2 theses
- Harding Loevner Global EquityMarch 2026
Schneider Electric is an industrial electrification and energy-management company benefiting from AI data center power demand and long-term electrification trends.
Read the full thesis - Polen International GrowthDecember 2024
Schneider Electric is a leading global supplier of electrical equipment and systems, poised for high-single-digit revenue growth and mid-teens earnings growth due to strong demand in energy management and industrial automation.
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