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Orange (ORAN +0.7%) and Schneider Electric (SBGSY +2.5%) are running industrial 5G trials at Schneider's Electric Le Vaudreuil factory - the first deployment of industrial 5G in France. The indoor trials are meant to support two use cases: augmented reality in maintenance technician activitie...
Siemens most recently set its power generation business loose, leaving a stronger core focused on industrial automation, electrification/controls, mobility, and healthcare. While Siemens has top-notch discrete automation and industrial software assets, there are areas for improvement,...
LOUISVILLE, Ky. , Sept. 10, 2020 /PRNewswire/ -- Walmart Inc. and Schneider Electric , the leader in the digital transformation of energy management and automation today announced a new collaboration that will provide increased access to renewable energy for Walmart's US-based sup...
This is a tough time if you have considerable exposure to short-cycle industrials, non-resi construction, and oil/gas, and indeed nVent ( NVT ) is having a tougher go of it. While other players in the electrical space have benefited from leverage to utility grid spending, that's not the case a...
Relative to ABB ( ABB ), Eaton ( ETN ), and Schneider ( OTCPK:SBGSY ), Hubbell ’s ( HUBB ) electrical products business is more sensitive to short-cycle industrial demand, and the company also lacks the strong leverage to data center growth of those larger rivals. On the other ha...
Short-cycle names have done pretty well of late in the market, and Eaton ’s ( ETN ) nearly 25% share price move since my last write-up has kept it a bit ahead of industrials in general, though not to the same extent as Parker-Hannifin ( PH ) and a few other short-cycle names. In ...
The electrification and automation markets have certainly been impacted by COVID-19, but Schneider ( OTCPK:SBGSY ) ( SCHN.PA ) continues to execute at a high level. Benefitting from healthy demand in areas like data centers, utility smart grids, and building automation, Schneider’s bu...
I thought that Emerson ( EMR ) was attractively priced back in April , even with challenges in the company’s energy-driven process automation markets that are likely to persist a while, and the shares have since outperformed the average industrial stock – though a few names in...
Even with my concerns about weaker non-residential spending in 2021 and 2022, I thought Johnson Controls ( JCI ) was too cheap after fiscal second quarter results , as the company had some solid cost-cutting opportunities, as well as longer-term leverage to attractive trends in building aut...
The Energy Transitions Commission (ETC) released a report Mission Possible , declaring that reaching net-zero CO2 emissions by 2050 is technically and financially possible by 2060, and earlier in developed economies, and could cost less than 0.5% of global GDP. This goal can be achieved large...
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Celebrating Boston's Leadership in Climate Technology PR Newswire Join the City of Boston , Schneider Electric, Northeast Clean Energy Council (NECEC), the Downtown Boston BID and Mass CEC for Climate Tech in the City BOSTON , July 10, 2024 /PRNewswir...
Schneider Electric Sustainability Impact Awards Return, Underscoring a Commitment to Partners' Sustainability Efforts PR Newswire Now in its third year, this program is open to Schneider Electric customers, channel partners, and suppliers worldwide Application process has ...
Schneider Electric Donates $250,000 to Support Footprint Project in Aiding Climate Disaster Relief PR Newswire New Orleans -based Footprint Project deploys renewable energy equipment to communities affected by climate disasters and humanitarian crises The nonprofit is ...