Despite a reduction in consensus revenue growth forecasts from 7.7% to 7.0%, Schaeffler’s future P/E has risen from 4.79x to 5.16x, supporting a modest increase in fair value with the analyst price target now at €5.78.
What's in the News
- Schaeffler and ROHM Semiconductor began mass production of a high-voltage inverter brick with SiC MOSFETs, targeting a major Chinese automaker; the product offers high power density and allows vehicles with 800V systems to charge at 400V stations at 800V speeds.
- Schaeffler will cease production at its Steinhagen site by end-2026 due to declining sales and competitiveness, integrating the product portfolio into its Schweinfurt headquarters; about 200 jobs are impacted with ongoing discussions regarding employee transitions.
- Schaeffler confirmed group revenue guidance for 2025 at EUR 23.0–25.0 billion.
- Schaeffler expects second quarter 2025 sales to stay flat sequentially but remain lower year-over-year.
Valuation Changes
Summary of Valuation Changes for Schaeffler
- The Consensus Analyst Price Target has risen slightly from €5.54 to €5.78.
- The Consensus Revenue Growth forecasts for Schaeffler has fallen from 7.7% per annum to 7.0% per annum.
- The Future P/E for Schaeffler has risen from 4.79x to 5.16x.
Disclaimer
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