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Schneider Electric hosts a bullish ESG investor day event, featuring positive bottom line and sustainability implications. With the company's ESG focus leading it into areas that should benefit in a post-COVID-19 world, I see an improved medium to longer term outlook. Backed by st...
Schneider posted an impressive beat relative to expectations for Q3, and the company easily outperformed its main peers in electrical and automation. Electrical (EM) growth is tied to ongoing investments in data centers (including 5G/edge computing investments to come), green retrofit...
Rockwell had a better than expected fiscal fourth quarter, but results were less impressive relative to expectations than for many other multi-industrials. Key markets like autos, food/beverage, and life sciences should all contribute meaningfully to Rockwell's FY'21 growth recovery. ...
Fisher’s 13F portfolio value increased from $102.5B to $117.8B in Q3 2020. They increased NextEra Energy, UnitedHealth, 3M Company, and Thermo Fisher Scientific while decreasing Starbucks, Total SA, and Royal Dutch Shell during the quarter. Fisher has a number of small posi...
Eaton outperformed revenue expectations and once again showed better-than-expected decremental margin performance. While there will be pressures in some areas of commercial construction, oil/gas, and aerospace, 2021 is looking good for Eaton, and Electrical should be a multiyear growt...
ABB beat on revenue and significantly beat on margins, but orders were only in line (and down year over year), as a fragile short-cycle recovery is still offset by weakness elsewhere. Weakness in buildings within Electrical is worth watching, but ABB may be outperforming in robotics, ...
Schneider Electric (SBGSY) reports organic revenue growth of 1.3% Y/Y in Q3.As a result of the strong Q3 performance, and factoring the uncertainties for Q4, the company is upgrading FY2020 targets set out in July 2020 and remain committed to 2022 adjusted EBITA margin ambition of around 17%....
Schneider Electric Solar Announces Launch of MPPT 100 Solar Charge Controller -- Schneider Electric's MPPT 100 is a high power solar charge controller for homeowners who wish to have maximum self-reliance for their energy needs -- The MPPT 100 optimizes solar PV arrays and b...
Hexagon is not immune to economic downturns like the current recession, but an increasing software mix is offsetting significant end-market weakness in markets like aerospace, autos, and oil/gas. Management is increasingly focused on comprehensive offerings that tie in multiple produc...
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...
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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 ...