Schaeffler AG

Report azionario XTRA:SHA0

Capitalizzazione di mercato: €7.9b

Schaeffler Crescita futura

Criteri Future verificati 4/6

Schaeffler prevede che gli utili e i ricavi cresceranno rispettivamente di 104.9% e 4.6% all'anno. Si prevede che l'EPS crescerà di 93.9% all'anno. Si prevede che il ritorno sul capitale proprio sarà di 26.6% in 3 anni.

Informazioni chiave

104.9%

Tasso di crescita degli utili

93.90%

Tasso di crescita dell'EPS

Auto Components crescita degli utili56.6%
Tasso di crescita dei ricavi4.6%
Rendimento futuro del capitale proprio26.64%
Copertura analitica

Good

Ultimo aggiornamento15 Jul 2026

Aggiornamenti recenti sulla crescita futura

Recent updates

Aggiornamento narrativa • Jul 07

SHA0: Robotics Margins And Mixed Ratings Will Shape A More Balanced Outlook

Analysts have raised their fair value estimate for Schaeffler to €9.43 from €7.10, reflecting a range of updated price targets from €9.20 to €13 as they reassess the stock’s valuation and earnings outlook. Analyst Commentary Recent research on Schaeffler highlights a mix of optimism and caution, with updated price targets and rating changes reflecting differing views on valuation, growth prospects and execution risk.
Aggiornamento narrativa • Jun 23

SHA0: Edge AI Expansion Will Face Heightened Execution And Overvaluation Risk

Analysts have raised their Schaeffler price targets from about €9 to a range of roughly €9.20 to €13. This reflects updated views on valuation and expectations for growth and profitability, even as some ratings move to Hold.
Aggiornamento narrativa • Jun 04

SHA0: Space And Humanoid Robotics Push Fairly Valued New Space Ambition

Analysts have raised their Schaeffler price target by €0.50, citing updated assumptions on the discount rate, revenue growth, profit margins and future P/E multiples that support a modestly higher valuation framework. What's in the News Schaeffler signed a memorandum of understanding with Spire Global to co develop space hardware subsystems, satellite platforms and sensing technologies for European defence, weather and security missions.
Aggiornamento narrativa • May 03

SHA0: Humanoid Robotics Partnerships Will Support Future Index Re Rating Potential

Narrative Update The updated analyst price target for Schaeffler reflects a modest upward shift of €0.50 overall, as analysts factor in slightly higher revenue growth and profit margin assumptions, along with a small change in discount rate and future P/E expectations. Analyst Commentary Recent Street research on Schaeffler presents a mixed picture, with both upward and downward price target revisions and at least one downgrade in rating.
Aggiornamento narrativa • Apr 19

SHA0: Humanoid Robotics Partnership Will Drive Future Index Re-Rating

The analyst price target for Schaeffler has been revised from €11.00 to €10.45, reflecting a combination of recent target increases from several banks and more cautious revisions that incorporate updated assumptions for discount rates, revenue growth, profit margins and future P/E levels. Analyst Commentary Recent Street research on Schaeffler combines both upbeat and cautious views, which together inform the revised €10.45 aggregate price target.
Aggiornamento narrativa • Apr 04

SHA0: Index Adds And Robotics Push Will Face Heightened Execution Risk

Analyst price targets for Schaeffler have shifted, with a modest net increase of about €0.50. This reflects updated views on slightly stronger revenue growth, margins and P/E assumptions, as highlighted in recent mixed revisions from Citi, Deutsche Bank, UBS, JPMorgan and Jefferies.
Aggiornamento narrativa • Mar 20

SHA0: Robotics Partnerships And MDAX Entry Will Face Execution Scrutiny

The analyst price target on Schaeffler has been revised to €8.50, reflecting updated views on discount rates, growth assumptions and future P/E expectations across recent research. Analyst Commentary Recent research around Schaeffler points to a more cautious tone, with the revised €8.50 price target sitting within a broader mix of target changes and rating moves across the Street.
Aggiornamento narrativa • Mar 06

SHA0: Humanoid Robotics Partnership Will Drive Future Multiple Reassessment

The analyst price target for Schaeffler has moved to €11.00 from €7.50, as analysts balance recent target changes and rating shifts with updated views on fair value, discount rate assumptions, and future P/E expectations. Analyst Commentary Recent Street research on Schaeffler reflects a mix of constructive and cautious views, with bullish analysts focusing on where the current share price sits relative to their fair value estimates and P/E assumptions.
Aggiornamento narrativa • Feb 20

SHA0: Robotics Execution Risks Will Limit Upside Despite Mixed Rating Revisions

Analysts have lifted their consolidated price target on Schaeffler by about €4, citing updated expectations for revenue growth, profitability and future P/E multiples reflected in recent research from several major banks. Analyst Commentary Recent research on Schaeffler has been mixed, with some large banks lifting price targets while others have turned more cautious on the stock.
Aggiornamento narrativa • Feb 06

SHA0: Robotics Execution Risks Will Constrain Upside Despite Higher Fair Value Estimate

Analysts have raised their fair value estimate for Schaeffler from €5.00 to €6.50, citing Street research that highlights updated assumptions for growth, margins, and future P/E multiples, as reflected in recent price target changes from major banks. Analyst Commentary Recent Street research on Schaeffler reflects a mix of optimism and caution, with some major banks adjusting their stances and price targets in different directions.
Aggiornamento narrativa • Jan 23

SHA0: Higher Price Goal Will Clash With Persistent Execution And Valuation Risks

Narrative Update on Schaeffler Analysts have lifted their price target on Schaeffler to €5.00 from €4.70, reflecting updated assumptions for discount rate, revenue growth, profit margin, and future P/E that support a slightly higher valuation framework. Analyst Commentary The latest research points to a more measured stance on Schaeffler, even with the price target now set at €5.00.
Aggiornamento narrativa • Jan 08

SHA0: Raised Price Goal And Execution Risks Will Shape Future Returns

Narrative Update Analysts have raised their price target on Schaeffler to €5.00 from €4.00, citing updated assumptions on fair value, discount rate, revenue growth, profit margins and future P/E that are reflected in recent Street research. Analyst Commentary Street research points to a slightly more constructive stance on Schaeffler, with the latest published price target of €5.00 framed within a Hold view.
Aggiornamento narrativa • Dec 21

SHA0: Margin Gains From Robotics Partnership Will Likely Prove Unsustainable

Analysts have nudged their price target on Schaeffler modestly higher, citing incremental improvements in fair value to EUR 7.10. This is driven by slightly faster expected revenue growth, a small uplift in profit margins, and a marginally lower discount rate.
Aggiornamento narrativa • Dec 07

SHA0: Margin Outlook And Robotics Partnership Will Support Balanced Medium Term Upside

Analysts have nudged their price target on Schaeffler higher to EUR 5.00 from EUR 4.70, reflecting slightly stronger fair value expectations, underpinned by modest improvements in growth assumptions and a lower perceived discount rate. Analyst Commentary Bullish analysts view the incremental price target increase as a signal that execution risks have eased slightly.
Aggiornamento narrativa • Nov 23

SHA0: Margin Outlook Will Strengthen Amid Site Consolidation and Technology Partnerships

Analysts have raised their price target for Schaeffler, increasing it from EUR 4.70 to EUR 5.00. They cited updated financial forecasts and improved margin expectations as reasons for the adjustment.
Aggiornamento narrativa • Nov 05

SHA0: Expectations Will Improve Amid New Product Launches and Site Consolidation Plans

Analysts have increased their price target for Schaeffler from $5.98 to $6.32, citing improved revenue growth and profitability expectations. What's in the News Schaeffler Group USA Inc.
Aggiornamento narrativa • Oct 22

Analysts Lift Schaeffler Price Target as Valuation Rises Despite Revised Growth Outlook

Analysts have raised their price target for Schaeffler from €5.87 to €5.98. This reflects marginally improved valuation metrics, despite slight downward revisions to revenue growth and profit margin forecasts.
Aggiornamento narrativa • Oct 08

E-Mobility And Energy Efficiency Will Drive Future Transformation

Narrative Update: Schaeffler Price Target Revised Analysts have modestly increased their price target for Schaeffler, raising it from €5.78 to €5.87. They cite incremental improvements in fair value and valuation metrics, despite slight softening in revenue growth and profit margin expectations.
Aggiornamento narrativa • Sep 18

E-Mobility And Energy Efficiency Will Drive Future Transformation

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.
Aggiornamento narrativa • Aug 30

E-Mobility And Energy Efficiency Will Drive Future Transformation

A modest decline in Schaeffler's discount rate alongside a slight increase in its projected future P/E ratio suggests improved sentiment around the company's risk and growth outlook, resulting in the consensus price target rising from €5.38 to €5.54. What's in the News Schaeffler AG confirmed group revenue guidance for 2025 in the range of EUR 23.0 billion to EUR 25.0 billion.
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Nuova narrativa • Dec 15

Decisive Moves In E-Mobility And Operational Efficiency To Power Revenue And Margin Growth

Strategic cost synergies and operational efficiencies are expected to improve earnings and net margins, bolstering future financial performance.

Previsioni di crescita degli utili e dei ricavi

XTRA:SHA0 - Stime future degli analisti e dati finanziari passati (EUR Millions )
DataRicaviUtiliFlusso di cassa liberoLiquidità dell'operazioneAvg. Numero di analisti
12/31/202826,4221,0974652,0598
12/31/202724,9066645261,80810
12/31/202623,641143301,1669
3/31/202623,332-4473301,291N/A
12/31/202523,492-4243811,355N/A
9/30/202523,627-1,0944181,429N/A
6/30/202521,757-8524181,412N/A
3/31/202520,027-7804501,435N/A
12/31/202418,188-6324331,390N/A
9/30/202416,2761113321,250N/A
6/30/202416,3813063101,247N/A
3/31/202416,2464123321,271N/A
12/31/202316,3133094101,348N/A
9/30/202316,2894984781,384N/A
6/30/202316,4695745531,432N/A
3/31/202316,2035492401,096N/A
12/31/202215,8095573481,139N/A
9/30/202215,296620178916N/A
6/30/202214,386542163898N/A
3/31/202214,0506574991,194N/A
12/31/202113,8527566051,276N/A
9/30/202113,9717148951,530N/A
6/30/202114,0313961,0051,605N/A
3/31/202112,868-76071,208N/A
12/31/202012,589-4286211,254N/A
9/30/202012,552-5886111,314N/A
6/30/202012,773-2066401,391N/A
3/31/202014,0861059161,751N/A
12/31/201914,427428N/A1,578N/A
9/30/201914,366604N/A1,617N/A
6/30/201914,274648N/A1,470N/A
3/31/201914,312780N/A1,523N/A
12/31/201814,241881N/A1,606N/A
9/30/201814,255951N/A1,645N/A
6/30/201814,1681,001N/A1,792N/A
3/31/201813,998939N/A1,829N/A
12/31/201714,021980N/A1,778N/A
9/30/201713,841978N/A1,687N/A
6/30/201713,672850N/A1,605N/A
3/31/201713,569885N/A1,856N/A
12/31/201613,338859N/A1,876N/A
9/30/201613,198742N/A1,765N/A
6/30/201613,170776N/A1,727N/A
3/31/201613,183677N/A1,394N/A
12/31/201513,179591N/A1,372N/A
9/30/201513,058736N/A1,402N/A

Previsioni di crescita futura degli analisti

Guadagni vs tasso di risparmio: Si prevede che SHA0 diventerà redditizio nei prossimi 3 anni, il che è considerato una crescita più rapida del tasso di risparmio ( 1.9% ).

Guadagni vs Mercato: Si prevede che SHA0 diventerà redditizia nei prossimi 3 anni, il che è considerato una crescita superiore alla media del mercato.

Guadagni ad alta crescita: Si prevede SHA0 diventerà redditizia nei prossimi 3 anni.

Ricavi vs Mercato: Si prevede che il fatturato di SHA0 ( 4.6% all'anno) crescerà più lentamente rispetto al mercato German ( 6.6% all'anno).

Ricavi ad alta crescita: Si prevede che il fatturato di SHA0 ( 4.6% all'anno) crescerà più lentamente di 20% all'anno.

Previsioni di crescita dell'utile per azione

Rendimento futuro del capitale proprio

ROE futuro: Si prevede che il Return on Equity di SHA0 sarà elevato tra 3 anni ( 26.6 %)

Scoprire le aziende in crescita

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1Y

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Analisi aziendale e situazione dei dati finanziari

DatiUltimo aggiornamento (ora UTC)
Analisi dell'azienda2026/07/15 01:15
Prezzo dell'azione a fine giornata2026/07/15 00:00
Utili2026/03/31
Utili annuali2025/12/31

Fonti dei dati

I dati utilizzati nella nostra analisi aziendale provengono da S&P Global Market Intelligence LLC. I seguenti dati sono utilizzati nel nostro modello di analisi per generare questo report. I dati sono normalizzati, il che può comportare un ritardo nella disponibilità della fonte.

PacchettoDatiTempisticaEsempio Fonte USA *
Dati finanziari della società10 anni
  • Conto economico
  • Rendiconto finanziario
  • Bilancio
Stime di consenso degli analisti+3 anni
  • Previsioni finanziarie
  • Obiettivi di prezzo degli analisti
Prezzi di mercato30 anni
  • Prezzi delle azioni
  • Dividendi, scissioni e azioni
Proprietà10 anni
  • Top azionisti
  • Insider trading
Gestione10 anni
  • Team di leadership
  • Consiglio di amministrazione
Sviluppi principali10 anni
  • Annunci aziendali

* Esempio per i titoli statunitensi, per i titoli non statunitensi si utilizzano forme e fonti normative equivalenti.

Se non specificato, tutti i dati finanziari si basano su un periodo annuale ma vengono aggiornati trimestralmente. Si tratta dei cosiddetti dati TTM (Trailing Twelve Month) o LTM (Last Twelve Month). Per saperne di più.

Modello di analisi e Snowflake

I dettagli del modello di analisi utilizzato per generare questo report sono disponibili sulla nostra pagina GitHub; abbiamo anche delle guide su come utilizzare i nostri report e dei tutorial su YouTube.

Scoprite il team di livello mondiale che ha progettato e realizzato il modello di analisi Simply Wall St.

Metriche di settore e industriali

Le nostre metriche di settore e di sezione sono calcolate ogni 6 ore da Simply Wall St; i dettagli del nostro processo sono disponibili su Github.

Fonti analitiche

Schaeffler AG è coperta da 21 analisti. 10 di questi analisti ha fornito le stime di fatturato o di utile utilizzate come input per il nostro report. Le stime degli analisti vengono aggiornate nel corso della giornata.

AnalistaIstituzione
Romain GourvilBerenberg
Horst SchneiderBofA Global Research
Ross MacDonaldCitigroup Inc