Schaeffler AG/€SHA0

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About Schaeffler AG

Schaeffler AG is a German multinational company specializing in the design and manufacture of rolling element bearings, automotive components, and systems for various industries. The company's business segments include Automotive Technologies, Automotive Aftermarket, and Industrial, offering products such as bearings, clutches, transmission systems, and electric mobility solutions. Founded in 1946, Schaeffler is headquartered in Herzogenaurach, Germany. It operates globally, with a presence in Europe, the Americas, Asia, and other regions. Schaeffler's strategic positioning emphasizes innovation in manufacturing and technology, leveraging its strong R&D capabilities to maintain a competitive edge in the automotive and industrial sectors.
Ticker
€SHA0
Sector
Mobility
Primary listing
XETRA
Employees
108,912

Schaeffler AG Metrics

BasicAdvanced
€6.4B
-
-€0.40
1.59
-

Bulls say / Bears say

In Q1 2026, Schaeffler reported adjusted EBIT of €285 million, a 5.0 percent margin that exceeded the 4.9 percent consensus and drove a roughly 8 percent share price increase. (Reuters)
Sales in Schaeffler’s E-Mobility division grew 6 percent year-on-year in Q1, outpacing the group’s overall constant-currency revenue growth and underlining strong demand for electrified drivetrain components. (Reuters)
After reporting in-line Q2 operating profit, Schaeffler announced an expansion of its partial retirement program in Germany—expected to involve around 1,300 employees and yield cost savings from 2027—to improve domestic site efficiency. (Reuters)
On July 31, 2026, Schaeffler cut its mid-term 2028 sales target from EUR 27–29 billion to EUR 24–26 billion, sending shares down about 13 percent amid weaker car market expectations. (Reuters)
In the same announcement, management lowered the 2028 EBIT margin target for the E-Mobility division to a range of 0 percent to -4 percent—down from break-even—highlighting challenges in the key electrification segment. (Reuters)
On June 22, 2026, Kepler Cheuvreux downgraded Schaeffler to 'hold' from 'buy,' citing insufficient upside despite raising its target price, reflecting skepticism over early-stage growth initiatives. (Investing.com)
Data summarised monthly by Lightyear AI. Last updated on 7 Sept 2026.

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