View ValuationSchaeffler 将来の成長Future 基準チェック /56Schaeffler利益と収益がそれぞれ年間104.9%と4.6%増加すると予測されています。EPS は年間 増加すると予想されています。自己資本利益率は 3 年後に26.6% 93.9%なると予測されています。主要情報104.9%収益成長率93.90%EPS成長率Auto Components 収益成長34.6%収益成長率4.6%将来の株主資本利益率26.64%アナリストカバレッジGood最終更新日15 Jul 2026今後の成長に関する最新情報更新なしすべての更新を表示Recent updatesReported Earnings • May 06First quarter 2026 earnings released: EPS: €0.06 (vs €0.09 in 1Q 2025)First quarter 2026 results: EPS: €0.06 (down from €0.09 in 1Q 2025). Revenue: €5.76b (down 2.7% from 1Q 2025). Net income: €60.0m (down 28% from 1Q 2025). Profit margin: 1.0% (down from 1.4% in 1Q 2025). Revenue is forecast to grow 4.4% p.a. on average during the next 3 years, compared to a 2.5% growth forecast for the Auto Components industry in Europe. Over the last 3 years on average, the company's share price growth rate has exceeded its earnings growth rate by 100 percentage points per year, which is a significant difference in performance.Upcoming Dividend • Apr 17Upcoming dividend of €0.30 per shareEligible shareholders must have bought the stock before 24 April 2026. Payment date: 28 April 2026. The company is not currently making a profit but it is cash flow positive. Trailing yield: 3.7%. Lower than top quartile of Austrian dividend payers (4.0%). In line with average of industry peers (3.6%).お知らせ • Mar 13Schaeffler AG, Annual General Meeting, Apr 23, 2026Schaeffler AG, Annual General Meeting, Apr 23, 2026, at 10:00 W. Europe Standard Time.Declared Dividend • Mar 05Dividend increased to €0.30Dividend of €0.30 is 20% higher than last year. Ex-date: 24th April 2026 Payment date: 28th April 2026 Dividend yield will be 3.9%, which is higher than the industry average of 2.3%. Sustainability & Growth Dividend is being paid despite the company being loss-making over the last 12 months. However, the dividend is covered by cash flows (74% cash payout ratio). The dividend has decreased over the past 10 years, indicating a lack of growth and stability in payments.お知らせ • Mar 05+ 1 more updateSchaeffler Announces Management ChangesThe supervisory board of German automotive supplier Schaeffler has appointed Jochen Schröder to its Executive Board, where he will oversee production, supply chain management and procurement. However, further restructuring is expected, as the company plans to merge the department with research and development in the longer term. Jochen Schröder (54) will join the Schaeffler executive board on 1 April 2026. In this role, he will take responsibility for the Production, Supply Chain Management and Procurement divisions, while also serving as Chief Operating Officer (COO). He will succeed Andreas Schick (55), who is leaving the company at his own request on 31 March 2026. Schröder’s influence on the board could expand further in the future. “The Supervisory Board also decided to look at combining the Chief Technology Officer function with the Chief Operating Officer function to reduce the size of the Board of Managing Directors and achieve efficiencies,” the company stated. As an e-mobility specialist, Schröder is a natural fit for this development. Schröder joined Schaeffler in 2018, where he initially took over the leadership of the newly established E-Mobility business division. Since October 2024, he has served as Regional CEO Europe and a member of the Executive Board of Schaeffler AG. Prior to this, he worked as CTO at Valeo-Siemens eAutomotive from 2016 onwards. He began his career at BMW AG in transmission development and held various leadership positions in the electrification of the powertrain until 2016, giving him extensive experience in powertrain development, which also qualifies him for the CTO role at Schaeffler. Schröder’s successor as Regional CEO Europe will be Rémy Triouleyre (48), who previously led the France subregion and simultaneously served as Global Key Account Manager with global customer responsibility for the Stellantis Group. Additionally, the Schaeffler executive board has decided that Xiangbin Chen (44) will assume the role of Regional CEO Greater China from 1 January 2027. He will succeed Yilin Zhang, who is set to retire at the end of 2026.Buy Or Sell Opportunity • Feb 28Now 24% undervaluedOver the last 90 days, the stock has risen 55% to €10.31. The fair value is estimated to be €13.50, however this is not to be taken as a buy recommendation but rather should be used as a guide only. Revenue has grown by 13% over the last 3 years. Meanwhile, the company became loss making.Buy Or Sell Opportunity • Feb 02Now 26% undervaluedOver the last 90 days, the stock has risen 46% to €9.88. The fair value is estimated to be €13.40, however this is not to be taken as a buy recommendation but rather should be used as a guide only. Revenue has grown by 13% over the last 3 years. Meanwhile, the company became loss making.お知らせ • Jan 14Schaeffler AG Announces Appointment of Maximilian Fiedler as Regional Chief Executive Officer Asia/Pacific, Effective January 1, 2026Schaeffler AG announced the appointment of Maximilian Fiedler, aged 38, as Regional Chief Executive Officer Asia/Pacific, effective January 1, 2026. In this role, he will also be part of the Executive Board of Schaeffler Group, representing the region. Mr. Fiedler has been serving as the Chief Financial Officer Region Asia/Pacific since 2022. In June 2025, Maximilian Fiedler assumed the position as Regional CEO Asia/Pacific on a temporary basis in addition to his role as CFO Asia/Pacific. Mr. Fiedler has been with Schaeffler since 2012 and has held several senior leadership roles, including Head of External Reporting for Schaeffler Group and Chief Financial Officer for Schaeffler Mexico. Before joining Schaeffler, Mr. Fiedler was Treasury Manager for HeidelbergCement AG.New Risk • Dec 16New major risk - Share price stabilityThe company's share price has been highly volatile over the past 3 months. It is more volatile than 90% of Austrian stocks, typically moving 5.2% a week. This is considered a major risk. Share price volatility increases the risk of potential losses in the short-term as the stock tends to have larger drops in price more frequently than other stocks. It may also indicate the stock is highly sensitive to market conditions or economic conditions rather than being sensitive to its own business performance, which may also be inconsistent. Currently, the following risks have been identified for the company: Major Risks Interest payments are not well covered by earnings (1.4x net interest cover). Share price has been highly volatile over the past 3 months (5.2% average weekly change). Minor Risk Paying a dividend despite being loss-making.お知らせ • Oct 01Schaeffler Expands its OPTIME Ecosystem Portfolio: Smart FAG OPTIME C4 Lubricator Now AvailableSchaeffler Group USA Inc. announced that Rolling bearings depend on optimal lubrication to ensure long-term, reliable operation. In practice, however, manual rel lubrication is still part of the daily routine for many maintenance teams, and errors in this process remain one of the leading causes of bearing failures. This is precisely where Schaeffler, the Motion Technology Company, provides solutions with its lubricators. The latest development in the portfolio, the FAG OPTIME C4, is capable of simultaneously supplying several lubrication points while storing a greater quantity of lubricant. For maintenance teams, this opens up broader application possibilities in servicing their machinery fleet. As a multi-point lubricator, the FAG OPTime C4 features four outlets that can be programmed independently of one another. This allows a single lubricator to supply up to four lubrication points individually. As a result, only one device needs to be purchased, configured, and maintained to cover several points. In addition, both the outlet pressure and the fill volume of the lubricant cartridges are significantly higher. The FAG OPTIME C4 delivers an outlet pressure of 70 bar (1,015 psi), allowing lubricant to be transported over longer distances and reaching lubrication points that cannot be fitted with a lubricator nearby. In combination with Schaeffler's OPTIME app (available in the Apple App Store and on Google Play), the FAG OPTIME C 4 ensures that incorrect lubrication can be safely avoided, whether caused by too much or too little lubricant, the wrong lubricant, contamination, clogged lubricant lines, or empty cartridges. Schaeffler's OPTime Ecosystem comprises a range of solutions for condition monitoring and smart lubrication. In late 2021, the portfolio was expanded with the introduction of the OPTIME C1 lubricator, enabling smart lubrication management for the first time. The new FAG OPTIME C4 now adds an even more flexible and powerful option to the lineup. Solutions within the OPTIME Ecosystem are cost-efficient, wireless, app-controlled, scalable, and suitable for a wide variety of drive systems. The FAG OPTIMEC4 will be available to order starting September 25, 2025, in most countries across Europe, North and South America, and the Asia-Pacific region.お知らせ • Sep 26+ 2 more updatesSchaeffler AG to Report Q1, 2026 Results on May 05, 2026Schaeffler AG announced that they will report Q1, 2026 results on May 05, 2026お知らせ • Aug 16Schaeffler AG to Report Fiscal Year 2025 Results on Mar 03, 2026Schaeffler AG announced that they will report fiscal year 2025 results on Mar 03, 2026Reported Earnings • Aug 08Second quarter 2025 earnings releasedSecond quarter 2025 results: €0.04 loss per share. Revenue: €5.92b (up 41% from 2Q 2024). Net loss: €40.0m (down 221% from profit in 2Q 2024). Revenue is forecast to grow 6.2% p.a. on average during the next 3 years, compared to a 2.8% growth forecast for the Auto Components industry in Europe. Over the last 3 years on average, the company's share price growth rate has exceeded its earnings growth rate by 89 percentage points per year, which is a significant difference in performance.New Risk • Jul 03New major risk - Revenue and earnings growthEarnings have declined by 1.4% per year over the past 5 years. This is considered a major risk. Ultimately, shareholders want to see a good return on their investment and that generally comes from sharing in the company's profits. If profits are declining over an extended period, then in most cases the share price will decline over time unless the company can turn around its fortunes. A trend of falling earnings can be very difficult to turn around. If the company is well already established it may also be a sign the company has matured and is in decline. In addition, if the company pays dividends it will also likely need to reduce or cut them, striking a dual blow to total shareholder returns. Currently, the following risks have been identified for the company: Major Risks Interest payments are not well covered by earnings (2.4x net interest cover). Earnings have declined by 1.4% per year over the past 5 years. Shareholders have been substantially diluted in the past year (42% increase in shares outstanding). Minor Risk Paying a dividend despite being loss-making.New Risk • Jun 25New minor risk - Share price stabilityThe company's share price has been volatile over the past 3 months. It is more volatile than 75% of Austrian stocks, typically moving 5.9% a week. This is considered a minor risk. Share price volatility indicates the stock is highly sensitive to market conditions or economic conditions rather than being sensitive to its own business performance, which may also be inconsistent. It also increases the risk of potential losses in the short term as the stock tends to have larger drops in price more frequently than other stocks. Currently, the following risks have been identified for the company: Major Risks Interest payments are not well covered by earnings (2.4x net interest cover). Shareholders have been substantially diluted in the past year (42% increase in shares outstanding). Minor Risks Paying a dividend despite being loss-making. Share price has been volatile over the past 3 months (5.9% average weekly change).Reported Earnings • May 07First quarter 2025 earnings releasedFirst quarter 2025 results: EPS: €0.09. Revenue: €5.92b (up 45% from 1Q 2024). Net income: €83.0m (down 64% from 1Q 2024). Profit margin: 1.4% (down from 5.7% in 1Q 2024). The decrease in margin was driven by higher expenses. Revenue is forecast to grow 8.5% p.a. on average during the next 3 years, compared to a 3.1% growth forecast for the Auto Components industry in Europe.お知らせ • Apr 26Schaeffler AG Announces Board ChangesSchaeffler AG at its Annual General Meeting held on 24 April 2025, all shareholder representatives in the Supervisory Board were also newly elected. In the course of this election, three new members joined the Supervisory Board for the shareholders’ side: Susanne Heckelsberger, Manfred Eibeck and KR Joachim Hirsch. The election of the three former Vitesco Supervisory Board members complies with the Business Combination Agreement concluded with Vitesco in November 2023 to adjust the composition of the Supervisory Board to reflect the company’s requirements after the merger. At the end of the Annual General Meeting, Hanna Köhler, Susanne Lau, Jürgen Schenk, Helga Schönhoff and Markus Zirkel stepped down from the Supervisory Board.Upcoming Dividend • Apr 19Upcoming dividend of €0.25 per shareEligible shareholders must have bought the stock before 25 April 2025. Payment date: 29 April 2025. The company is not currently making a profit but it is cash flow positive. Trailing yield: 6.8%. Within top quartile of Austrian dividend payers (5.6%). Higher than average of industry peers (4.1%).Declared Dividend • Mar 31Dividend of €0.25 announcedShareholders will receive a dividend of €0.25. Ex-date: 25th April 2025 Payment date: 29th April 2025 Dividend yield will be 6.6%, which is higher than the industry average of 2.3%. Sustainability & Growth Dividend is being paid despite the company being loss-making over the last 12 months. However, the dividend is covered by cash flows (55% cash payout ratio). The dividend has decreased over the past 96 years, indicating a lack of growth and stability in payments.お知らせ • Mar 14Schaeffler AG, Annual General Meeting, Apr 24, 2025Schaeffler AG, Annual General Meeting, Apr 24, 2025, at 10:00 W. Europe Standard Time.Declared Dividend • Mar 13Dividend of €0.25 announcedShareholders will receive a dividend of €0.25. Ex-date: 25th April 2025 Payment date: 29th April 2025 Dividend yield will be 6.0%, which is higher than the industry average of 2.3%. Sustainability & Growth Dividend is being paid despite the company being loss-making over the last 12 months. However, the dividend is covered by cash flows (55% cash payout ratio). The dividend has decreased over the past 96 years, indicating a lack of growth and stability in payments.Reported Earnings • Mar 06Full year 2024 earnings released: €0.86 loss per share (vs €0.46 profit in FY 2023)Full year 2024 results: €0.86 loss per share (down from €0.46 profit in FY 2023). Revenue: €18.2b (up 12% from FY 2023). Net loss: €632.0m (down 305% from profit in FY 2023). Revenue is forecast to grow 9.8% p.a. on average during the next 3 years, compared to a 3.6% growth forecast for the Auto Components industry in Europe. Over the last 3 years on average, the company's share price growth rate has exceeded its earnings growth rate by 63 percentage points per year, which is a significant difference in performance.お知らせ • Mar 06Schaeffler AG announces Annual dividend, payable on April 29, 2025Schaeffler AG announced Annual dividend of EUR 0.2500 per share payable on April 29, 2025, ex-date on April 25, 2025 and record date on April 28, 2025.New Risk • Jan 22New major risk - Share price stabilityThe company's share price has been highly volatile over the past 3 months. It is more volatile than 90% of Austrian stocks, typically moving 6.6% a week. This is considered a major risk. Share price volatility increases the risk of potential losses in the short-term as the stock tends to have larger drops in price more frequently than other stocks. It may also indicate the stock is highly sensitive to market conditions or economic conditions rather than being sensitive to its own business performance, which may also be inconsistent. Currently, the following risks have been identified for the company: Major Risks Interest payments are not well covered by earnings (2.3x net interest cover). Share price has been highly volatile over the past 3 months (6.6% average weekly change). Dividend is not well covered by earnings and cash flows. Payout ratio: 295% Cash payout ratio: 128% Shareholders have been substantially diluted in the past year (42% increase in shares outstanding). Minor Risk Profit margins are more than 30% lower than last year (0.9% net profit margin).New Risk • Jan 16New major risk - Shareholder dilutionThe company's shareholders have been substantially diluted in the past year. Increase in shares outstanding: 42% This is considered a major risk. Shareholder dilution occurs when there is an increase in the number of shares on issue that is not proportionally distributed between all shareholders. Often due to the company raising equity capital or some options being converted into stock. All else being equal, if there are more shares outstanding then each existing share will be entitled to a lower proportion of the company's total earnings, thus reducing earnings per share (EPS). While dilution might not always result in lower EPS (like if the company is using the capital to fund an EPS accretive acquisition) in a lot cases it does, along with lower dividends per share and less voting power at shareholder meetings. Currently, the following risks have been identified for the company: Major Risks Interest payments are not well covered by earnings (2.3x net interest cover). Dividend is not well covered by earnings and cash flows. Payout ratio: 295% Cash payout ratio: 128% Shareholders have been substantially diluted in the past year (42% increase in shares outstanding). Minor Risks Share price has been volatile over the past 3 months (5.7% average weekly change). Profit margins are more than 30% lower than last year (0.9% net profit margin).New Risk • Nov 16New major risk - Shareholder dilutionThe company's shareholders have been substantially diluted in the past year. Increase in shares outstanding: 469% This is considered a major risk. Shareholder dilution occurs when there is an increase in the number of shares on issue that is not proportionally distributed between all shareholders. Often due to the company raising equity capital or some options being converted into stock. All else being equal, if there are more shares outstanding then each existing share will be entitled to a lower proportion of the company's total earnings, thus reducing earnings per share (EPS). While dilution might not always result in lower EPS (like if the company is using the capital to fund an EPS accretive acquisition) in a lot cases it does, along with lower dividends per share and less voting power at shareholder meetings. Currently, the following risks have been identified for the company: Major Risks Interest payments are not well covered by earnings (2.3x net interest cover). Dividend is not well covered by earnings and cash flows. Payout ratio: 295% Cash payout ratio: 128% Shareholders have been substantially diluted in the past year (469% increase in shares outstanding). Minor Risks Share price has been volatile over the past 3 months (5.6% average weekly change). Profit margins are more than 30% lower than last year (0.9% net profit margin).お知らせ • Oct 15Schaeffler AG to Report Q1, 2025 Results on May 07, 2025Schaeffler AG announced that they will report Q1, 2025 results on May 07, 2025お知らせ • Oct 10Schaeffler AG to Report Fiscal Year 2024 Results on Mar 05, 2025Schaeffler AG announced that they will report fiscal year 2024 results on Mar 05, 2025お知らせ • May 28Schaeffler AG to Report Nine Months, 2024 Results on Nov 05, 2024Schaeffler AG announced that they will report nine months, 2024 results on Nov 05, 2024業績と収益の成長予測WBAG:SHA1 - アナリストの将来予測と過去の財務データ ( )EUR Millions日付収益収益フリー・キャッシュフロー営業活動によるキャッシュ平均アナリスト数12/31/202826,4221,0974652,059812/31/202724,9066645261,8081012/31/202623,641143301,16693/31/202623,332-4473301,291N/A12/31/202523,492-4243811,355N/A9/30/202523,627-1,0944181,429N/A6/30/202521,757-8524181,412N/A3/31/202520,027-7804501,435N/A12/31/202418,188-6324331,390N/A9/30/202416,2761113321,250N/A6/30/202416,3813063101,247N/A3/31/202416,2464123321,271N/A12/31/202316,3133094101,348N/A9/30/202316,2894984781,384N/A6/30/202316,4695745531,432N/A3/31/202316,2035492401,096N/A12/31/202215,8095573481,139N/A9/30/202215,296620178916N/A6/30/202214,386542163898N/A3/31/202214,0506574991,194N/A12/31/202113,8527566051,276N/A9/30/202113,9717148951,530N/A6/30/202114,0313961,0051,605N/A3/31/202112,868-76071,208N/A12/31/202012,589-4286211,254N/A9/30/202012,552-5886111,314N/A6/30/202012,773-2066401,391N/A3/31/202014,0861059161,751N/A12/31/201914,427428N/A1,578N/A9/30/201914,366604N/A1,617N/A6/30/201914,274648N/A1,470N/A3/31/201914,312780N/A1,523N/A12/31/201814,241881N/A1,606N/A9/30/201814,255951N/A1,645N/A6/30/201814,1681,001N/A1,792N/A3/31/201813,998939N/A1,829N/A12/31/201714,021980N/A1,778N/A9/30/201713,841978N/A1,687N/A6/30/201713,672850N/A1,605N/A3/31/201713,569885N/A1,856N/A12/31/201613,338859N/A1,876N/A9/30/201613,198742N/A1,765N/A6/30/201613,170776N/A1,727N/A3/31/201613,183677N/A1,394N/A12/31/201513,179591N/A1,372N/A9/30/201513,058736N/A1,402N/Aもっと見るアナリストによる今後の成長予測収入対貯蓄率: SHA1は今後 3 年間で収益性が向上すると予測されており、これは 貯蓄率 ( 2.3% ) よりも高い成長率であると考えられます。収益対市場: SHA1今後 3 年間で収益性が向上すると予想されており、これは市場平均を上回る成長と考えられます。高成長収益: SHA1今後 3 年以内に収益を上げることが予想されます。収益対市場: SHA1の収益 ( 4.6% ) Austrian市場 ( 4.6% ) よりも速いペースで成長すると予測されています。高い収益成長: SHA1の収益 ( 4.6% ) 20%よりも低い成長が予測されています。一株当たり利益成長率予想将来の株主資本利益率将来のROE: SHA1の 自己資本利益率 は、3年後には高くなると予測されています ( 26.6 %)成長企業の発掘7D1Y7D1Y7D1YAutomobiles 業界の高成長企業。View Past Performance企業分析と財務データの現状データ最終更新日（UTC時間）企業分析2026/07/15 19:19終値2026/07/15 00:00収益2026/03/31年間収益2025/12/31データソース企業分析に使用したデータはS&P Global Market Intelligence LLC のものです。本レポートを作成するための分析モデルでは、以下のデータを使用しています。データは正規化されているため、ソースが利用可能になるまでに時間がかかる場合があります。パッケージデータタイムフレーム米国ソース例会社財務10年損益計算書キャッシュ・フロー計算書貸借対照表SECフォーム10-KSECフォーム10-Qアナリストのコンセンサス予想+プラス3年予想財務アナリストの目標株価アナリストリサーチレポートBlue Matrix市場価格30年株価配当、分割、措置ICEマーケットデータSECフォームS-1所有権10年トップ株主インサイダー取引SECフォーム4SECフォーム13Dマネジメント10年リーダーシップ・チーム取締役会SECフォーム10-KSECフォームDEF 14A主な進展10年会社からのお知らせSECフォーム8-K* 米国証券を対象とした例であり、非米国証券については、同等の規制書式および情報源を使用。特に断りのない限り、すべての財務データは1年ごとの期間に基づいていますが、四半期ごとに更新されます。これは、TTM（Trailing Twelve Month）またはLTM（Last Twelve Month）データとして知られています。詳細はこちら。分析モデルとスノーフレークこのレポートを生成するために使用した分析モデルの詳細は、当社のGitHubページでご覧いただけます。また、レポートの活用方法に関するガイドやYouTubeのチュートリアルも用意しています。シンプリー・ウォールストリート分析モデルを設計・構築した世界トップクラスのチームについてご紹介します。業界およびセクターの指標私たちの業界とセクションの指標は、Simply Wall Stによって6時間ごとに計算されます。アナリスト筋Schaeffler AG 10 これらのアナリストのうち、弊社レポートのインプットとして使用した売上高または利益の予想を提出したのは、 。アナリストの投稿は一日中更新されます。21 アナリスト機関Romain GourvilBerenbergHorst SchneiderBofA Global ResearchRoss MacDonaldCitigroup Inc18 その他のアナリストを表示
Reported Earnings • May 06First quarter 2026 earnings released: EPS: €0.06 (vs €0.09 in 1Q 2025)First quarter 2026 results: EPS: €0.06 (down from €0.09 in 1Q 2025). Revenue: €5.76b (down 2.7% from 1Q 2025). Net income: €60.0m (down 28% from 1Q 2025). Profit margin: 1.0% (down from 1.4% in 1Q 2025). Revenue is forecast to grow 4.4% p.a. on average during the next 3 years, compared to a 2.5% growth forecast for the Auto Components industry in Europe. Over the last 3 years on average, the company's share price growth rate has exceeded its earnings growth rate by 100 percentage points per year, which is a significant difference in performance.
Upcoming Dividend • Apr 17Upcoming dividend of €0.30 per shareEligible shareholders must have bought the stock before 24 April 2026. Payment date: 28 April 2026. The company is not currently making a profit but it is cash flow positive. Trailing yield: 3.7%. Lower than top quartile of Austrian dividend payers (4.0%). In line with average of industry peers (3.6%).
お知らせ • Mar 13Schaeffler AG, Annual General Meeting, Apr 23, 2026Schaeffler AG, Annual General Meeting, Apr 23, 2026, at 10:00 W. Europe Standard Time.
Declared Dividend • Mar 05Dividend increased to €0.30Dividend of €0.30 is 20% higher than last year. Ex-date: 24th April 2026 Payment date: 28th April 2026 Dividend yield will be 3.9%, which is higher than the industry average of 2.3%. Sustainability & Growth Dividend is being paid despite the company being loss-making over the last 12 months. However, the dividend is covered by cash flows (74% cash payout ratio). The dividend has decreased over the past 10 years, indicating a lack of growth and stability in payments.
お知らせ • Mar 05+ 1 more updateSchaeffler Announces Management ChangesThe supervisory board of German automotive supplier Schaeffler has appointed Jochen Schröder to its Executive Board, where he will oversee production, supply chain management and procurement. However, further restructuring is expected, as the company plans to merge the department with research and development in the longer term. Jochen Schröder (54) will join the Schaeffler executive board on 1 April 2026. In this role, he will take responsibility for the Production, Supply Chain Management and Procurement divisions, while also serving as Chief Operating Officer (COO). He will succeed Andreas Schick (55), who is leaving the company at his own request on 31 March 2026. Schröder’s influence on the board could expand further in the future. “The Supervisory Board also decided to look at combining the Chief Technology Officer function with the Chief Operating Officer function to reduce the size of the Board of Managing Directors and achieve efficiencies,” the company stated. As an e-mobility specialist, Schröder is a natural fit for this development. Schröder joined Schaeffler in 2018, where he initially took over the leadership of the newly established E-Mobility business division. Since October 2024, he has served as Regional CEO Europe and a member of the Executive Board of Schaeffler AG. Prior to this, he worked as CTO at Valeo-Siemens eAutomotive from 2016 onwards. He began his career at BMW AG in transmission development and held various leadership positions in the electrification of the powertrain until 2016, giving him extensive experience in powertrain development, which also qualifies him for the CTO role at Schaeffler. Schröder’s successor as Regional CEO Europe will be Rémy Triouleyre (48), who previously led the France subregion and simultaneously served as Global Key Account Manager with global customer responsibility for the Stellantis Group. Additionally, the Schaeffler executive board has decided that Xiangbin Chen (44) will assume the role of Regional CEO Greater China from 1 January 2027. He will succeed Yilin Zhang, who is set to retire at the end of 2026.
Buy Or Sell Opportunity • Feb 28Now 24% undervaluedOver the last 90 days, the stock has risen 55% to €10.31. The fair value is estimated to be €13.50, however this is not to be taken as a buy recommendation but rather should be used as a guide only. Revenue has grown by 13% over the last 3 years. Meanwhile, the company became loss making.
Buy Or Sell Opportunity • Feb 02Now 26% undervaluedOver the last 90 days, the stock has risen 46% to €9.88. The fair value is estimated to be €13.40, however this is not to be taken as a buy recommendation but rather should be used as a guide only. Revenue has grown by 13% over the last 3 years. Meanwhile, the company became loss making.
お知らせ • Jan 14Schaeffler AG Announces Appointment of Maximilian Fiedler as Regional Chief Executive Officer Asia/Pacific, Effective January 1, 2026Schaeffler AG announced the appointment of Maximilian Fiedler, aged 38, as Regional Chief Executive Officer Asia/Pacific, effective January 1, 2026. In this role, he will also be part of the Executive Board of Schaeffler Group, representing the region. Mr. Fiedler has been serving as the Chief Financial Officer Region Asia/Pacific since 2022. In June 2025, Maximilian Fiedler assumed the position as Regional CEO Asia/Pacific on a temporary basis in addition to his role as CFO Asia/Pacific. Mr. Fiedler has been with Schaeffler since 2012 and has held several senior leadership roles, including Head of External Reporting for Schaeffler Group and Chief Financial Officer for Schaeffler Mexico. Before joining Schaeffler, Mr. Fiedler was Treasury Manager for HeidelbergCement AG.
New Risk • Dec 16New major risk - Share price stabilityThe company's share price has been highly volatile over the past 3 months. It is more volatile than 90% of Austrian stocks, typically moving 5.2% a week. This is considered a major risk. Share price volatility increases the risk of potential losses in the short-term as the stock tends to have larger drops in price more frequently than other stocks. It may also indicate the stock is highly sensitive to market conditions or economic conditions rather than being sensitive to its own business performance, which may also be inconsistent. Currently, the following risks have been identified for the company: Major Risks Interest payments are not well covered by earnings (1.4x net interest cover). Share price has been highly volatile over the past 3 months (5.2% average weekly change). Minor Risk Paying a dividend despite being loss-making.
お知らせ • Oct 01Schaeffler Expands its OPTIME Ecosystem Portfolio: Smart FAG OPTIME C4 Lubricator Now AvailableSchaeffler Group USA Inc. announced that Rolling bearings depend on optimal lubrication to ensure long-term, reliable operation. In practice, however, manual rel lubrication is still part of the daily routine for many maintenance teams, and errors in this process remain one of the leading causes of bearing failures. This is precisely where Schaeffler, the Motion Technology Company, provides solutions with its lubricators. The latest development in the portfolio, the FAG OPTIME C4, is capable of simultaneously supplying several lubrication points while storing a greater quantity of lubricant. For maintenance teams, this opens up broader application possibilities in servicing their machinery fleet. As a multi-point lubricator, the FAG OPTime C4 features four outlets that can be programmed independently of one another. This allows a single lubricator to supply up to four lubrication points individually. As a result, only one device needs to be purchased, configured, and maintained to cover several points. In addition, both the outlet pressure and the fill volume of the lubricant cartridges are significantly higher. The FAG OPTIME C4 delivers an outlet pressure of 70 bar (1,015 psi), allowing lubricant to be transported over longer distances and reaching lubrication points that cannot be fitted with a lubricator nearby. In combination with Schaeffler's OPTIME app (available in the Apple App Store and on Google Play), the FAG OPTIME C 4 ensures that incorrect lubrication can be safely avoided, whether caused by too much or too little lubricant, the wrong lubricant, contamination, clogged lubricant lines, or empty cartridges. Schaeffler's OPTime Ecosystem comprises a range of solutions for condition monitoring and smart lubrication. In late 2021, the portfolio was expanded with the introduction of the OPTIME C1 lubricator, enabling smart lubrication management for the first time. The new FAG OPTIME C4 now adds an even more flexible and powerful option to the lineup. Solutions within the OPTIME Ecosystem are cost-efficient, wireless, app-controlled, scalable, and suitable for a wide variety of drive systems. The FAG OPTIMEC4 will be available to order starting September 25, 2025, in most countries across Europe, North and South America, and the Asia-Pacific region.
お知らせ • Sep 26+ 2 more updatesSchaeffler AG to Report Q1, 2026 Results on May 05, 2026Schaeffler AG announced that they will report Q1, 2026 results on May 05, 2026
お知らせ • Aug 16Schaeffler AG to Report Fiscal Year 2025 Results on Mar 03, 2026Schaeffler AG announced that they will report fiscal year 2025 results on Mar 03, 2026
Reported Earnings • Aug 08Second quarter 2025 earnings releasedSecond quarter 2025 results: €0.04 loss per share. Revenue: €5.92b (up 41% from 2Q 2024). Net loss: €40.0m (down 221% from profit in 2Q 2024). Revenue is forecast to grow 6.2% p.a. on average during the next 3 years, compared to a 2.8% growth forecast for the Auto Components industry in Europe. Over the last 3 years on average, the company's share price growth rate has exceeded its earnings growth rate by 89 percentage points per year, which is a significant difference in performance.
New Risk • Jul 03New major risk - Revenue and earnings growthEarnings have declined by 1.4% per year over the past 5 years. This is considered a major risk. Ultimately, shareholders want to see a good return on their investment and that generally comes from sharing in the company's profits. If profits are declining over an extended period, then in most cases the share price will decline over time unless the company can turn around its fortunes. A trend of falling earnings can be very difficult to turn around. If the company is well already established it may also be a sign the company has matured and is in decline. In addition, if the company pays dividends it will also likely need to reduce or cut them, striking a dual blow to total shareholder returns. Currently, the following risks have been identified for the company: Major Risks Interest payments are not well covered by earnings (2.4x net interest cover). Earnings have declined by 1.4% per year over the past 5 years. Shareholders have been substantially diluted in the past year (42% increase in shares outstanding). Minor Risk Paying a dividend despite being loss-making.
New Risk • Jun 25New minor risk - Share price stabilityThe company's share price has been volatile over the past 3 months. It is more volatile than 75% of Austrian stocks, typically moving 5.9% a week. This is considered a minor risk. Share price volatility indicates the stock is highly sensitive to market conditions or economic conditions rather than being sensitive to its own business performance, which may also be inconsistent. It also increases the risk of potential losses in the short term as the stock tends to have larger drops in price more frequently than other stocks. Currently, the following risks have been identified for the company: Major Risks Interest payments are not well covered by earnings (2.4x net interest cover). Shareholders have been substantially diluted in the past year (42% increase in shares outstanding). Minor Risks Paying a dividend despite being loss-making. Share price has been volatile over the past 3 months (5.9% average weekly change).
Reported Earnings • May 07First quarter 2025 earnings releasedFirst quarter 2025 results: EPS: €0.09. Revenue: €5.92b (up 45% from 1Q 2024). Net income: €83.0m (down 64% from 1Q 2024). Profit margin: 1.4% (down from 5.7% in 1Q 2024). The decrease in margin was driven by higher expenses. Revenue is forecast to grow 8.5% p.a. on average during the next 3 years, compared to a 3.1% growth forecast for the Auto Components industry in Europe.
お知らせ • Apr 26Schaeffler AG Announces Board ChangesSchaeffler AG at its Annual General Meeting held on 24 April 2025, all shareholder representatives in the Supervisory Board were also newly elected. In the course of this election, three new members joined the Supervisory Board for the shareholders’ side: Susanne Heckelsberger, Manfred Eibeck and KR Joachim Hirsch. The election of the three former Vitesco Supervisory Board members complies with the Business Combination Agreement concluded with Vitesco in November 2023 to adjust the composition of the Supervisory Board to reflect the company’s requirements after the merger. At the end of the Annual General Meeting, Hanna Köhler, Susanne Lau, Jürgen Schenk, Helga Schönhoff and Markus Zirkel stepped down from the Supervisory Board.
Upcoming Dividend • Apr 19Upcoming dividend of €0.25 per shareEligible shareholders must have bought the stock before 25 April 2025. Payment date: 29 April 2025. The company is not currently making a profit but it is cash flow positive. Trailing yield: 6.8%. Within top quartile of Austrian dividend payers (5.6%). Higher than average of industry peers (4.1%).
Declared Dividend • Mar 31Dividend of €0.25 announcedShareholders will receive a dividend of €0.25. Ex-date: 25th April 2025 Payment date: 29th April 2025 Dividend yield will be 6.6%, which is higher than the industry average of 2.3%. Sustainability & Growth Dividend is being paid despite the company being loss-making over the last 12 months. However, the dividend is covered by cash flows (55% cash payout ratio). The dividend has decreased over the past 96 years, indicating a lack of growth and stability in payments.
お知らせ • Mar 14Schaeffler AG, Annual General Meeting, Apr 24, 2025Schaeffler AG, Annual General Meeting, Apr 24, 2025, at 10:00 W. Europe Standard Time.
Declared Dividend • Mar 13Dividend of €0.25 announcedShareholders will receive a dividend of €0.25. Ex-date: 25th April 2025 Payment date: 29th April 2025 Dividend yield will be 6.0%, which is higher than the industry average of 2.3%. Sustainability & Growth Dividend is being paid despite the company being loss-making over the last 12 months. However, the dividend is covered by cash flows (55% cash payout ratio). The dividend has decreased over the past 96 years, indicating a lack of growth and stability in payments.
Reported Earnings • Mar 06Full year 2024 earnings released: €0.86 loss per share (vs €0.46 profit in FY 2023)Full year 2024 results: €0.86 loss per share (down from €0.46 profit in FY 2023). Revenue: €18.2b (up 12% from FY 2023). Net loss: €632.0m (down 305% from profit in FY 2023). Revenue is forecast to grow 9.8% p.a. on average during the next 3 years, compared to a 3.6% growth forecast for the Auto Components industry in Europe. Over the last 3 years on average, the company's share price growth rate has exceeded its earnings growth rate by 63 percentage points per year, which is a significant difference in performance.
お知らせ • Mar 06Schaeffler AG announces Annual dividend, payable on April 29, 2025Schaeffler AG announced Annual dividend of EUR 0.2500 per share payable on April 29, 2025, ex-date on April 25, 2025 and record date on April 28, 2025.
New Risk • Jan 22New major risk - Share price stabilityThe company's share price has been highly volatile over the past 3 months. It is more volatile than 90% of Austrian stocks, typically moving 6.6% a week. This is considered a major risk. Share price volatility increases the risk of potential losses in the short-term as the stock tends to have larger drops in price more frequently than other stocks. It may also indicate the stock is highly sensitive to market conditions or economic conditions rather than being sensitive to its own business performance, which may also be inconsistent. Currently, the following risks have been identified for the company: Major Risks Interest payments are not well covered by earnings (2.3x net interest cover). Share price has been highly volatile over the past 3 months (6.6% average weekly change). Dividend is not well covered by earnings and cash flows. Payout ratio: 295% Cash payout ratio: 128% Shareholders have been substantially diluted in the past year (42% increase in shares outstanding). Minor Risk Profit margins are more than 30% lower than last year (0.9% net profit margin).
New Risk • Jan 16New major risk - Shareholder dilutionThe company's shareholders have been substantially diluted in the past year. Increase in shares outstanding: 42% This is considered a major risk. Shareholder dilution occurs when there is an increase in the number of shares on issue that is not proportionally distributed between all shareholders. Often due to the company raising equity capital or some options being converted into stock. All else being equal, if there are more shares outstanding then each existing share will be entitled to a lower proportion of the company's total earnings, thus reducing earnings per share (EPS). While dilution might not always result in lower EPS (like if the company is using the capital to fund an EPS accretive acquisition) in a lot cases it does, along with lower dividends per share and less voting power at shareholder meetings. Currently, the following risks have been identified for the company: Major Risks Interest payments are not well covered by earnings (2.3x net interest cover). Dividend is not well covered by earnings and cash flows. Payout ratio: 295% Cash payout ratio: 128% Shareholders have been substantially diluted in the past year (42% increase in shares outstanding). Minor Risks Share price has been volatile over the past 3 months (5.7% average weekly change). Profit margins are more than 30% lower than last year (0.9% net profit margin).
New Risk • Nov 16New major risk - Shareholder dilutionThe company's shareholders have been substantially diluted in the past year. Increase in shares outstanding: 469% This is considered a major risk. Shareholder dilution occurs when there is an increase in the number of shares on issue that is not proportionally distributed between all shareholders. Often due to the company raising equity capital or some options being converted into stock. All else being equal, if there are more shares outstanding then each existing share will be entitled to a lower proportion of the company's total earnings, thus reducing earnings per share (EPS). While dilution might not always result in lower EPS (like if the company is using the capital to fund an EPS accretive acquisition) in a lot cases it does, along with lower dividends per share and less voting power at shareholder meetings. Currently, the following risks have been identified for the company: Major Risks Interest payments are not well covered by earnings (2.3x net interest cover). Dividend is not well covered by earnings and cash flows. Payout ratio: 295% Cash payout ratio: 128% Shareholders have been substantially diluted in the past year (469% increase in shares outstanding). Minor Risks Share price has been volatile over the past 3 months (5.6% average weekly change). Profit margins are more than 30% lower than last year (0.9% net profit margin).
お知らせ • Oct 15Schaeffler AG to Report Q1, 2025 Results on May 07, 2025Schaeffler AG announced that they will report Q1, 2025 results on May 07, 2025
お知らせ • Oct 10Schaeffler AG to Report Fiscal Year 2024 Results on Mar 05, 2025Schaeffler AG announced that they will report fiscal year 2024 results on Mar 05, 2025
お知らせ • May 28Schaeffler AG to Report Nine Months, 2024 Results on Nov 05, 2024Schaeffler AG announced that they will report nine months, 2024 results on Nov 05, 2024