Schaeffler Gestione
Criteri Gestione verificati 3/4
Al momento non disponiamo di informazioni sufficienti sull'amministratore delegato.
Informazioni chiave
Klaus Rosenfeld
Amministratore delegato
€6.1m
Compenso totale
| Percentuale dello stipendio del CEO | 24.51% |
| Mandato del CEO | 12yrs |
| Proprietà del CEO | n/a |
| Durata media del management | 2.4yrs |
| Durata media del Consiglio di amministrazione | 6.6yrs |
Aggiornamenti recenti sulla gestione
Recent updates
Aggiornamento della narrazione • 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 della narrazione • 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 della narrazione • 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 della narrazione • 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 della narrazione • 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 della narrazione • 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 della narrazione • 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 della narrazione • 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 della narrazione • 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 della narrazione • 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 della narrazione • 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 della narrazione • 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 della narrazione • 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 della narrazione • 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 della narrazione • 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 della narrazione • 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 della narrazione • 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 della narrazione • 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.
Nuova narrazione • 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.Analisi delle retribuzioni degli amministratori delegati
| Data | Compenso totale | Stipendio | Utili della società |
|---|---|---|---|
| Mar 31 2026 | n/a | n/a | -€447m |
| Dec 31 2025 | €6m | €2m | -€424m |
| Sep 30 2025 | n/a | n/a | -€1b |
| Jun 30 2025 | n/a | n/a | -€852m |
| Mar 31 2025 | n/a | n/a | -€780m |
| Dec 31 2024 | €3m | €1m | -€632m |
| Sep 30 2024 | n/a | n/a | €111m |
| Jun 30 2024 | n/a | n/a | €306m |
| Mar 31 2024 | n/a | n/a | €412m |
| Dec 31 2023 | €3m | €1m | €309m |
| Sep 30 2023 | n/a | n/a | €498m |
| Jun 30 2023 | n/a | n/a | €574m |
| Mar 31 2023 | n/a | n/a | €549m |
| Dec 31 2022 | €3m | €1m | €557m |
| Sep 30 2022 | n/a | n/a | €620m |
| Jun 30 2022 | n/a | n/a | €542m |
| Mar 31 2022 | n/a | n/a | €657m |
| Dec 31 2021 | €4m | €1m | €756m |
| Sep 30 2021 | n/a | n/a | €714m |
| Jun 30 2021 | n/a | n/a | €396m |
| Mar 31 2021 | n/a | n/a | -€7m |
| Dec 31 2020 | €5m | €1m | -€428m |
| Sep 30 2020 | n/a | n/a | -€588m |
| Jun 30 2020 | n/a | n/a | -€206m |
| Mar 31 2020 | n/a | n/a | €105m |
| Dec 31 2019 | €4m | €1m | €428m |
Compensazione vs Mercato: La retribuzione totale di Klaus ($USD 7.06M ) è circa la media per le aziende di dimensioni simili nel mercato German ($USD 5.53M ).
Compensazione vs guadagni: La retribuzione di Klaus è aumentata nonostante l'azienda non sia redditizia.
AMMINISTRATORE DELEGATO
Klaus Rosenfeld (60 yo)
12yrs
Mandato
€6,120,000
Compensazione
Mr. Klaus Rosenfeld serves as Member of the Supervisory Board at Aumovio SE since 2025. He serves as Chief Executive Officer and Managing Director at IHO Verwaltungs GmbH (alternative name Schaeffler Verwa...
Gruppo dirigente
| Nome | Posizione | Mandato | Compensazione | Proprietà |
|---|---|---|---|---|
| CEO, Member of Board of Managing Directors | 12yrs | €6.12m | Nessun dato | |
| CFO & Member of Board of Managing Directors | less than a year | €1.45m | Nessun dato | |
| CTO, Member of the Board of Managing Directors & Member of Executive Board | 6.7yrs | €3.07m | Nessun dato | |
| Member of Executive Board & CEO of Powertrain & Chassis | 9.4yrs | €2.86m | Nessun dato | |
| Member of Executive Board and CEO of Bearings & Industrial Solutions | 4.8yrs | €2.30m | Nessun dato | |
| CEO Vehicle Lifetime Solutions | 4.4yrs | €2.89m | Nessun dato | |
| Chief Human Resources Officer & Member of Board of Managing Directors | 2.4yrs | €2.40m | Nessun dato | |
| Member of Executive Board & CEO of E-Mobility | 1.7yrs | €2.17m | Nessun dato | |
| COO & Member of the Executive Board | less than a year | Nessun dato | Nessun dato | |
| Regional CEO Asia/Pacific | less than a year | Nessun dato | Nessun dato | |
| Head of Investor Relations (IR) | 2yrs | Nessun dato | Nessun dato | |
| Head of Group Communications & Public Affairs | no data | Nessun dato | Nessun dato |
2.4yrs
Durata media
57yo
Età media
Gestione esperta: Il team dirigenziale di SHA0 è considerato esperto (durata media dell'incarico 2.4 anni).
Membri del Consiglio di amministrazione
| Nome | Posizione | Mandato | Compensazione | Proprietà |
|---|---|---|---|---|
| Independent Member of Supervisory Board | 7.2yrs | €91.00k | Nessun dato | |
| Independent Member of Supervisory Board | 11.5yrs | €108.00k | Nessun dato | |
| Independent Member of Supervisory Board | 11.5yrs | €108.00k | Nessun dato | |
| Independent Member of Supervisory Board | 11.5yrs | €90.00k | Nessun dato | |
| Employee Representative Member of the Supervisory Board | 2.2yrs | €122.00k | Nessun dato | |
| Chairman of Supervisory Board | 11.5yrs | €179.00k | Nessun dato | |
| Independent Member of Supervisory Board | 11.5yrs | €78.00k | Nessun dato | |
| Employee Representative of Supervisory Board | 6.1yrs | €115.00k | Nessun dato | |
| Independent Member of Supervisory Board | 1.1yrs | €60.00k | Nessun dato | |
| Employee Representative of Supervisory Board | 3.7yrs | €64.00k | Nessun dato | |
| Employee Representative Member of Supervisory Board | 2.8yrs | €99.00k | Nessun dato | |
| Employee Representative of Supervisory Board | 1.4yrs | €83.00k | Nessun dato |
6.6yrs
Durata media
60.5yo
Età media
Consiglio di amministrazione esperto: I membri del consiglio di amministrazione di SHA0 sono considerati esperti (durata media dell'incarico 6.6 anni).
Analisi aziendale e situazione dei dati finanziari
| Dati | Ultimo aggiornamento (ora UTC) |
|---|---|
| Analisi dell'azienda | 2026/06/09 07:19 |
| Prezzo dell'azione a fine giornata | 2026/06/09 00:00 |
| Utili | 2026/03/31 |
| Utili annuali | 2025/12/31 |
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.
| Pacchetto | Dati | Tempistica | Esempio Fonte USA * |
|---|---|---|---|
| Dati finanziari della società | 10 anni |
| |
| Stime di consenso degli analisti | +3 anni |
|
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| Prezzi di mercato | 30 anni |
| |
| Proprietà | 10 anni |
| |
| Gestione | 10 anni |
| |
| Sviluppi principali | 10 anni |
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* 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 guide su come utilizzare i nostri report e 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.
| Analista | Istituzione |
|---|---|
| Romain Gourvil | Berenberg |
| Horst Schneider | BofA Global Research |
| Ross MacDonald | Citigroup Inc |