施耐德电气预计数据中心需求将推动收入增长——收益预览
法国数字能源管理和自动化公司施耐德电气定于周三公布第三季度营收业绩，以下是需要了解的内容：
销售预测：根据施耐德电气提供的普遍预期，该公司预计第三季度营收将达到 92.5 亿欧元（99.9 亿美元），而去年同期的营收为 87.9 亿欧元。
施耐德电气股价今年迄今已上涨 34%，过去 12 个月上涨 70%。
值得关注的
摩根大通分析师在给客户的报告中表示，能源管理领域的增长势头预计将持续，尤其是在数据中心和中压开关设备应用领域，而工业自动化领域则因中国市场而持续疲软，目前的共识更好地反映了潜在的部门需求趋势，摩根大通表示：“至少从年中开始，这两个部门之间的增长格局重新分配就已显而易见，因此投资者对此并不感到意外。”分析师补充说，这表明能源管理领域持续强劲，而工业自动化的周期性回升将比预期慢，但可能为 2025 年带来推动力。
施耐德电气在 7 月份上调了全年业绩预期，目前的目标是调整后的息税摊销前利润有机增长 9% 至 13%，而之前的预期为 8% 至 12%，该公司确认了 6% 至 8% 的有机收入增长目标，摩根大通分析师预计施耐德电气将再次取得稳健的季度业绩，并继续将其视为核心持股。
French digital energy-management and automation company Schneider Electric is scheduled to report revenue results for the third quarter on Wednesday. Here is what to know:
SALES FORECAST: Schneider Electric is expected to report 9.25 billion euros ($9.99 billion) in third-quarter revenue, according to consensus estimates provided...
Schneider Electric shares are up 34% year to date and up 70% in the last 12 months.
WHAT TO WATCH
Momentum in energy management is expected to have continued, particularly in datacenters and medium-voltage switchgear applications, with persistent weakness in industrial automation driven by China, JPMorgan analysts said in a note to clients. Consensus now better reflects the underlying divisional demand trends. "The redistribution of the growth profile between the two divisions has felt likely from mid-year at least, so should be no surprise to investors," JPM said. It speaks to the sustained strength in energy management, while the industrial automation cyclical pickup will be slower than hoped but can provide a likely tailwind to 2025, the analysts added.
Schneider Electric upgraded its full-year estimates in July, and now targets organic adjusted earnings before interest, taxes, and amortization growth of between 9% and 13% compared with previous guidance of 8% to 12%. It confirmed its organic revenue growth target of between 6% and 8%. JPM analysts expect another solid quarterly results and continue to see Schneider a core holding.
