Schaeffler 過去の業績
過去 基準チェック /06
Schaefflerの収益は年間平均-53.7%の割合で減少していますが、 Auto Components業界の収益は年間 減少しています。収益は年間11.8% 11.6%割合で 増加しています。
主要情報
-53.70%
収益成長率
-60.12%
EPS成長率
| Auto Components 業界の成長 | 17.28% |
| 収益成長率 | 11.63% |
| 株主資本利益率 | -13.18% |
| ネット・マージン | -1.92% |
| 次回の業績アップデート | 05 Aug 2026 |
最近の業績更新
Recent updates
ナラティブの更新 • 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.ナラティブの更新 • 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.
ナラティブの更新 • 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.ナラティブの更新 • 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.ナラティブの更新 • 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.ナラティブの更新 • 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.ナラティブの更新 • 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.ナラティブの更新 • 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.ナラティブの更新 • 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.
ナラティブの更新 • 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.ナラティブの更新 • 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.ナラティブの更新 • 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.ナラティブの更新 • 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.ナラティブの更新 • 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.ナラティブの更新 • 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.ナラティブの更新 • 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.ナラティブの更新 • 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.
新しいナラティブ • 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.収支内訳
収支内訳
Schaeffler の稼ぎ方とお金の使い方。LTMベースの直近の報告された収益に基づく。
収益と収入の歴史
| 日付 | 収益 | 収益 | G+A経費 | 研究開発費 |
|---|---|---|---|---|
| 31 Mar 26 | 23,332 | -447 | 2,586 | 1,540 |
| 31 Dec 25 | 23,492 | -424 | 2,550 | 1,582 |
| 30 Sep 25 | 23,627 | -1,094 | 2,448 | 1,583 |
| 30 Jun 25 | 21,757 | -852 | 2,281 | 1,396 |
| 31 Mar 25 | 20,027 | -780 | 2,150 | 1,214 |
| 31 Dec 24 | 18,188 | -632 | 2,075 | 987 |
| 30 Sep 24 | 16,276 | 111 | 1,931 | 801 |
| 30 Jun 24 | 16,381 | 306 | 1,900 | 786 |
| 31 Mar 24 | 16,246 | 412 | 1,845 | 771 |
| 31 Dec 23 | 16,313 | 309 | 1,797 | 768 |
| 30 Sep 23 | 16,289 | 498 | 1,746 | 781 |
| 30 Jun 23 | 16,469 | 574 | 1,772 | 775 |
| 31 Mar 23 | 16,203 | 549 | 1,769 | 770 |
| 31 Dec 22 | 15,809 | 557 | 1,735 | 768 |
| 30 Sep 22 | 15,296 | 620 | 1,690 | 763 |
| 30 Jun 22 | 14,386 | 542 | 1,622 | 762 |
| 31 Mar 22 | 14,050 | 657 | 1,554 | 759 |
| 31 Dec 21 | 13,852 | 756 | 1,535 | 748 |
| 30 Sep 21 | 13,971 | 714 | 1,509 | 723 |
| 30 Jun 21 | 14,031 | 396 | 1,465 | 705 |
| 31 Mar 21 | 12,868 | -7 | 1,399 | 684 |
| 31 Dec 20 | 12,589 | -428 | 1,394 | 684 |
| 30 Sep 20 | 12,552 | -588 | 1,399 | 721 |
| 30 Jun 20 | 12,773 | -206 | 1,472 | 760 |
| 31 Mar 20 | 14,086 | 105 | 1,550 | 812 |
| 31 Dec 19 | 14,427 | 428 | 1,575 | 849 |
| 30 Sep 19 | 14,366 | 604 | 1,588 | 840 |
| 30 Jun 19 | 14,274 | 648 | 1,572 | 847 |
| 31 Mar 19 | 14,312 | 780 | 1,563 | 852 |
| 31 Dec 18 | 14,241 | 881 | 1,531 | 847 |
| 30 Sep 18 | 14,255 | 951 | 1,501 | 862 |
| 30 Jun 18 | 14,168 | 1,001 | 1,472 | 862 |
| 31 Mar 18 | 13,998 | 939 | 1,452 | 858 |
| 31 Dec 17 | 14,021 | 980 | 1,451 | 846 |
| 30 Sep 17 | 13,841 | 978 | 1,436 | 822 |
| 30 Jun 17 | 13,672 | 850 | 1,432 | 801 |
| 31 Mar 17 | 13,569 | 885 | 1,415 | 779 |
| 31 Dec 16 | 13,338 | 859 | 1,388 | 751 |
| 30 Sep 16 | 13,198 | 742 | 1,373 | 729 |
| 30 Jun 16 | 13,170 | 776 | 1,369 | 701 |
| 31 Mar 16 | 13,183 | 677 | 1,375 | 681 |
| 31 Dec 15 | 13,179 | 591 | 1,369 | 673 |
| 30 Sep 15 | 13,058 | 736 | 1,383 | 659 |
| 30 Jun 15 | 12,855 | 753 | 1,360 | 658 |
質の高い収益: SHA0は現在利益が出ていません。
利益率の向上: SHA0は現在利益が出ていません。
フリー・キャッシュフローと収益の比較
過去の収益成長分析
収益動向: SHA0は利益が出ておらず、過去 5 年間で損失は年間53.7%の割合で増加しています。
成長の加速: SHA0の過去 1 年間の収益成長を 5 年間の平均と比較することはできません。現在は利益が出ていないためです。
収益対業界: SHA0は利益が出ていないため、過去 1 年間の収益成長をAuto Components業界 ( -9% ) と比較することは困難です。
株主資本利益率
高いROE: SHA0は現在利益が出ていないため、自己資本利益率 ( -13.18% ) はマイナスです。
総資産利益率
使用総資本利益率
過去の好業績企業の発掘
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 | 2026/05/22 16:08 |
| 終値 | 2026/05/22 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 |
| |
| アナリストのコンセンサス予想 | +プラス3年 |
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| 市場価格 | 30年 |
| |
| 所有権 | 10年 |
| |
| マネジメント | 10年 |
| |
| 主な進展 | 10年 |
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* 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
本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、レポートの使用方法に関するガイドやYoutubeのチュートリアルも掲載しています。
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 Gourvil | Berenberg |
| Horst Schneider | BofA Global Research |
| Ross MacDonald | Citigroup Inc |