施耐德电气因数据中心订单持续增长，今年第二次上调年度目标，提升了第三季度销售额。该法国工程集团周五表示，其目标是将今年调整后息税折旧及摊销前利润（EBITA）的有机增长率提升至18%至21%，此前的目标（7月份曾上调）为14%至19%。施耐德电气同时上调了全年有机收入增长率的预期——目前预计为12%至14%——以及盈利能力的预期。
Schneider Electric lifted its annual targets for the second time this year after data-center orders kept flowing in, boosting sales for the third quarter. The French engineering group said Friday that it is targeting organic growth in adjusted earnings before interest, taxes and amortization to range from 18% to 21% this year, up from a previous goal—which had been upgraded in July—of between 14% and 19%.Schneider raised its full-year expectations for both organic revenue growth—now projected at 12% to 14%—and profitability.
公司预测，其调整后EBITA利润率将在有机基础上扩大1个百分点至120个基点。公司预计数据中心需求将在第四季度保持强劲，持续的定价势头将抵消全年原材料通胀和关税的影响。与其他电气设备供应商一样，施耐德电气正受益于人工智能推动的数据中心产品需求浪潮，并正将这笔意外之财用于并购。本月早些时候，施耐德电气达成了收购美国工业软件制造商PTC的226亿美元交易；上个月，它发起了对智能设备制造商Shelly Group的13.5亿美元收购要约；今年6月，公司同意以31亿美元收购人工智能软件提供商Cognite Holding。
It forecast an expansion in its adjusted Ebita margin of between one percentage point and 120 basis points on an organic basis. The company anticipates data-center demand to remain strong in the fourth quarter, with continuing pricing momentum offsetting the hit of raw-material inflation and tariffs for the year as a whole. Like other electrical-equipment suppliers, Schneider has been riding a wave of demand for products in data centers sparked by artificial intelligence, and has moved to redeploy the windfall to dealmaking. It struck a $22.6 billion deal to buy U.S. industrial-software maker PTC earlier this month, launched a $1.35 billion takeover bid for smart-device maker Shelly Group last month, and agreed to acquire AI software provider Cognite Holding for $3.1 billion in June.
数据中心需求在上一季度增长超过一倍，帮助施耐德电气实现了公司所称的任何季度历史最高收入。公司表示，第三季度收入为114.6亿欧元（约128.6亿美元），较去年同期增长18%。该公司表示，按有机计算，营收增长了17%。
Data-center demand more than doubled last quarter and helped drive Schneider’s revenue to what the company called a record high for any quarter. The company said third-quarter revenue was 11.46 billion euros ($12.86 billion), up 18% compared with the year-earlier period. On an organic basis, revenue grew 17%, it said.
根据该公司提供的一致预期，财报结果超出了分析师对111.3亿欧元营收和14%有机增长的预期。
施耐德首席执行官欧利维尔·布鲁姆表示：“正如预期那样，随着我们继续执行未完成订单，并在本季度看到三位数的强劲需求增长，数据中心仍然是关键的增长驱动力，这为2027年和2028年提供了更高的能见度。更广泛地说，所有四个终端市场的需求依然健康，支持了季度末又一个创纪录的未完成订单。”
The results exceeded analysts’ expectations of 11.13 billion euros in revenue and organic growth of 14%, according to consensus estimates provided by the company.“As expected, data centers remained a key growth driver as we continue to execute on our backlog while seeing triple-digit demand growth in the quarter, providing increasing visibility into 2027 and 2028,” Schneider Chief Executive Olivier Blum said. “More broadly, demand remained healthy across all four end-markets, supporting another record backlog at quarter-end.”
致信阿德里亚·卡拉塔尤德，邮箱为adria.calatayud@wsj.com
Write to Adrià Calatayud at adria.calatayud@wsj.com