Schneider Electric closed out 2025 with record revenues crossing €40 billion for the first time, and if there is one segment that stood out through the year, it was data centres. Recent earnings call confirmed that order volumes from the data centre segment accelerated toward the end of the year, with momentum expected to carry through 2026 as projects already in planning stages begin to take shape over the next 18 to 24 months.
Across all business lines, The Energy Management division — which includes data centres and IT end uses — delivered 10% organic growth, significantly outpacing its Industrial Automation segment. Data Centres and Networks now represent 30% of total company revenues, and the segment’s market is expected to grow at a CAGR above 10% through 2030, driven largely by AI infrastructure buildout and cloud expansion.
Schneider’s positioning in this space runs deep. The company serves data centre customers across the full facility lifecycle — supporting the design phase through partnerships with ETAP and NVIDIA Omniverse, and providing electrical components, power distribution units, and high-performance cooling systems during operations. Its acquisition of a controlling stake in Motivair gave it a strong foothold in liquid cooling, increasingly critical as AI workloads push thermal requirements to new levels.
The company’s backlog reached €25.4 billion at year-end, up 18% year-on-year — a figure that provides visibility well into 2026 performance. Schneider also confirmed that it is well-placed for the industry’s ongoing shift to 800-volt DC architectures in newer, high-density data centres.
With hyperscalers committing hundreds of billions in AI infrastructure investment globally, Schneider with its integrated portfolio continues to be amongst the frontrunner.
