Schaeffler(SHA0)株式概要シェフラーAGは、その子会社とともに、欧州、米州、中国、アジア太平洋地域で産業用部品およびシステムの開発、製造、販売を行っている。 詳細SHA0 ファンダメンタル分析スノーフレーク・スコア評価4/6将来の成長4/6過去の実績0/6財務の健全性2/6配当金1/6報酬当社が推定した公正価値より47.2%で取引されている 収益は年間91.35%増加すると予測されています リスク分析利払いは収益で十分にカバーされない 4.09%の配当は、利益やフリーキャッシュフローによって十分にカバーされていない German市場と比較した過去 3 か月間の株価の変動すべてのリスクチェックを見るSHA0 Community Fair Values Create NarrativeSee what others think this stock is worth. Follow their fair value or set your own to get alerts.NEW460,775 membersJoin community and earn perksGain real feedbackFrom our editorial team, personally. Not silence.Grow your followingReal investors. The kind who actually invest, not scroll past.Unlock free accessFree premium subscription for consistent and quality authors.Learn moreCreate NarrativeBLINRODA460,775 investors already sharing narrativesYour Fair Value€Current Price€7.2865.7% 割安 内在価値ディスカウントGrowth estimate overAnnual revenue growth rate5 Yearstime period%/yrDecreaseIncreasePastFuture-852m27b2016201920222025202620282031Revenue €27.4bEarnings €1.8bAdvancedSet Fair ValueView all narrativesSchaeffler AG 競合他社HELLA GmbH KGaASymbol: XTRA:HLEMarket cap: €7.8bAumovioSymbol: XTRA:AMV0Market cap: €3.6bSAF-HollandSymbol: XTRA:SFQMarket cap: €997.9mElringKlingerSymbol: XTRA:ZIL2Market cap: €338.3m価格と性能株価の高値、安値、推移の概要Schaeffler過去の株価現在の株価€7.2852週高値€11.9952週安値€5.00ベータ1.591ヶ月の変化-8.20%3ヶ月変化-20.35%1年変化44.88%3年間の変化34.07%5年間の変化-0.34%IPOからの変化-44.85%最新ニュースReported Earnings • Aug 05Second quarter 2026 earnings: EPS misses analyst expectationsSecond quarter 2026 results: EPS: €0.04 (up from €0.04 loss in 2Q 2025). Revenue: €5.90b (flat on 2Q 2025). Net income: €34.0m (up €74.0m from 2Q 2025). Profit margin: 0.6% (up from net loss in 2Q 2025). Revenue was in line with analyst estimates. Earnings per share (EPS) missed analyst estimates by 24%. Revenue is forecast to grow 4.3% p.a. on average during the next 3 years, compared to a 2.1% growth forecast for the Auto Components industry in Germany. Over the last 3 years on average, the company's share price growth rate has exceeded its earnings growth rate by 84 percentage points per year, which is a significant difference in performance.お知らせ • Aug 01Schaeffler AG Revises Earnings Guidance for the Fiscal Year 2028Schaeffler AG revised earnings guidance for the fiscal year 2028. For the year, due to significantly reduced market expectations, especially for passenger cars and light commercial vehicles, the company expects sales to be in the range between EUR 24.00 billion and EUR 26.00 billion (previously: EUR 27.00 billion and EUR 29.00 billion).New Risk • Jul 31New minor risk - Share price stabilityThe company's share price has been volatile over the past 3 months. It is more volatile than 75% of German stocks, typically moving 8.0% 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 Risk Interest payments are not well covered by earnings (0.5x net interest cover). Minor Risks Paying a dividend despite being loss-making. Share price has been volatile over the past 3 months (8.0% average weekly change).お知らせ • Jul 21Bain Capital, LP agreed to acquire SupplyOn AG from Aumovio SE (XTRA:AMV0), Robert Bosch GmbH, Schaeffler AG (XTRA:SHA0) and ZF Friedrichshafen AG.Bain Capital, LP agreed to acquire SupplyOn AG from Aumovio SE (XTRA:AMV0), Robert Bosch GmbH, Schaeffler AG (XTRA:SHA0) and ZF Friedrichshafen AG on July 20, 2026. The transaction is subject to customary closing conditions and regulatory approvals.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.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.最新情報をもっと見るRecent updatesReported Earnings • Aug 05Second quarter 2026 earnings: EPS misses analyst expectationsSecond quarter 2026 results: EPS: €0.04 (up from €0.04 loss in 2Q 2025). Revenue: €5.90b (flat on 2Q 2025). Net income: €34.0m (up €74.0m from 2Q 2025). Profit margin: 0.6% (up from net loss in 2Q 2025). Revenue was in line with analyst estimates. Earnings per share (EPS) missed analyst estimates by 24%. Revenue is forecast to grow 4.3% p.a. on average during the next 3 years, compared to a 2.1% growth forecast for the Auto Components industry in Germany. Over the last 3 years on average, the company's share price growth rate has exceeded its earnings growth rate by 84 percentage points per year, which is a significant difference in performance.お知らせ • Aug 01Schaeffler AG Revises Earnings Guidance for the Fiscal Year 2028Schaeffler AG revised earnings guidance for the fiscal year 2028. For the year, due to significantly reduced market expectations, especially for passenger cars and light commercial vehicles, the company expects sales to be in the range between EUR 24.00 billion and EUR 26.00 billion (previously: EUR 27.00 billion and EUR 29.00 billion).New Risk • Jul 31New minor risk - Share price stabilityThe company's share price has been volatile over the past 3 months. It is more volatile than 75% of German stocks, typically moving 8.0% 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 Risk Interest payments are not well covered by earnings (0.5x net interest cover). Minor Risks Paying a dividend despite being loss-making. Share price has been volatile over the past 3 months (8.0% average weekly change).お知らせ • Jul 21Bain Capital, LP agreed to acquire SupplyOn AG from Aumovio SE (XTRA:AMV0), Robert Bosch GmbH, Schaeffler AG (XTRA:SHA0) and ZF Friedrichshafen AG.Bain Capital, LP agreed to acquire SupplyOn AG from Aumovio SE (XTRA:AMV0), Robert Bosch GmbH, Schaeffler AG (XTRA:SHA0) and ZF Friedrichshafen AG on July 20, 2026. The transaction is subject to customary closing conditions and regulatory approvals.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.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.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.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.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.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 • 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 Risk Profit margins are more than 30% lower than last year (0.9% net profit margin).Buy Or Sell Opportunity • Oct 17Now 20% undervaluedThe stock has been flat over the last 90 days, currently trading at €4.80. The fair value is estimated to be €6.03, however this is not to be taken as a buy recommendation but rather should be used as a guide only. Revenue is forecast to grow by 64% in 2 years. Earnings are forecast to grow by 150% in the next 2 years.お知らせ • Oct 15+ 2 more updatesSchaeffler AG to Report First Half, 2025 Results on Aug 06, 2025Schaeffler AG announced that they will report first half, 2025 results on Aug 06, 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株主還元SHA0DE Auto ComponentsDE 市場7D-5.3%-2.5%-0.7%1Y44.9%-3.8%2.6%株主還元を見る業界別リターン: SHA0過去 1 年間で-3.8 % の収益を上げたGerman Auto Components業界を上回りました。リターン対市場: SHA0過去 1 年間で2.6 % の収益を上げたGerman市場を上回りました。価格変動Is SHA0's price volatile compared to industry and market?SHA0 volatilitySHA0 Average Weekly Movement7.6%Auto Components Industry Average Movement5.8%Market Average Movement5.1%10% most volatile stocks in DE Market13.0%10% least volatile stocks in DE Market2.7%安定した株価: SHA0の株価は、 German市場と比較して過去 3 か月間で変動しています。時間の経過による変動: SHA0の weekly volatility ( 8% ) は過去 1 年間安定していますが、依然としてGermanの株式の 75% よりも高くなっています。会社概要設立従業員CEO(最高経営責任者ウェブサイト1946108,912Klaus Rosenfeldwww.schaeffler.comシェフラーAGは、その子会社とともに、欧州、米州、中国、アジア太平洋地域で産業用アプリケーション向けのコンポーネントやシステムの開発、製造、販売を行っています。オートモーティブテクノロジー部門は、電動モーター、アクスルトランスミッション、アクスルドライブ、パワーエレクトロニクス、ハイブリッドモジュール、電気機械・油圧アクチュエーター、熱管理モジュール、トルクコンバーター、ハイブリッドダンパー、クラッチ、可変バルブトレインシステム、バルブラッシュ調整エレメント、バランサーシャフト、カムシャフト位相調整システム、タイミングドライブ、フロントエンド補機ドライブなど、乗用車や商用車に使用されるパワートレイン電動化用の機械、メカトロニクス、電子部品やシステムを提供しています。この部門は、ホイールベアリング、ボールベアリング、ニードルローラーベアリングなどの転がり軸受アプリケーションと製品、およびステアリングやその他のシャーシアプリケーション用の機械部品とメカトロニクスシステムを提供しています。オートモーティブアフターマーケット部門では、LuK、INA、FAGのブランド名で小型商用車、トラック・バス、オフロード分野向けの部品や修理ソリューション、REPXPERTブランドで修理工場向けのサービスを提供しています。産業用部門は、回転・リニアベアリングソリューション、ドライブテクノロジーコンポーネントとシステム、センサーベースの状態監視システムなどのサービスソリューションを開発・製造しています。同部門は、風力、原材料、航空宇宙、鉄道、オフロード、二輪車、パワートランスミッション、産業オートメーション分野の顧客にサービスを提供している。以前はINA Beteiligungsgesellschaft mit beschränkter Haftungとして知られていたが、2014年10月に社名をシェフラーAGに変更した。同社は1946年に設立され、ドイツのヘルツォーゲンアウラッハに本社を置いている。シェフラーAGはIHO Verwaltungs GmbHの子会社である。もっと見るSchaeffler AG 基礎のまとめSchaeffler の収益と売上を時価総額と比較するとどうか。SHA0 基礎統計学時価総額€6.94b収益(TTM)-€374.00m売上高(TTM)€23.31b0.3xP/Sレシオ-18.5xPER(株価収益率SHA0 は割高か?公正価値と評価分析を参照収益と収入最新の決算報告書(TTM)に基づく主な収益性統計SHA0 損益計算書(TTM)収益€23.31b売上原価€18.96b売上総利益€4.35bその他の費用€4.73b収益-€374.00m直近の収益報告Jun 30, 2026次回決算日Nov 03, 2026一株当たり利益(EPS)-0.40グロス・マージン18.67%純利益率-1.60%有利子負債/自己資本比率270.5%SHA0 の長期的なパフォーマンスは?過去の実績と比較を見る配当金4.1%現在の配当利回り-75%配当性向View Valuation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2026/08/19 16:58終値2026/08/19 00:00収益2026/06/30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 • Aug 05Second quarter 2026 earnings: EPS misses analyst expectationsSecond quarter 2026 results: EPS: €0.04 (up from €0.04 loss in 2Q 2025). Revenue: €5.90b (flat on 2Q 2025). Net income: €34.0m (up €74.0m from 2Q 2025). Profit margin: 0.6% (up from net loss in 2Q 2025). Revenue was in line with analyst estimates. Earnings per share (EPS) missed analyst estimates by 24%. Revenue is forecast to grow 4.3% p.a. on average during the next 3 years, compared to a 2.1% growth forecast for the Auto Components industry in Germany. Over the last 3 years on average, the company's share price growth rate has exceeded its earnings growth rate by 84 percentage points per year, which is a significant difference in performance.
お知らせ • Aug 01Schaeffler AG Revises Earnings Guidance for the Fiscal Year 2028Schaeffler AG revised earnings guidance for the fiscal year 2028. For the year, due to significantly reduced market expectations, especially for passenger cars and light commercial vehicles, the company expects sales to be in the range between EUR 24.00 billion and EUR 26.00 billion (previously: EUR 27.00 billion and EUR 29.00 billion).
New Risk • Jul 31New minor risk - Share price stabilityThe company's share price has been volatile over the past 3 months. It is more volatile than 75% of German stocks, typically moving 8.0% 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 Risk Interest payments are not well covered by earnings (0.5x net interest cover). Minor Risks Paying a dividend despite being loss-making. Share price has been volatile over the past 3 months (8.0% average weekly change).
お知らせ • Jul 21Bain Capital, LP agreed to acquire SupplyOn AG from Aumovio SE (XTRA:AMV0), Robert Bosch GmbH, Schaeffler AG (XTRA:SHA0) and ZF Friedrichshafen AG.Bain Capital, LP agreed to acquire SupplyOn AG from Aumovio SE (XTRA:AMV0), Robert Bosch GmbH, Schaeffler AG (XTRA:SHA0) and ZF Friedrichshafen AG on July 20, 2026. The transaction is subject to customary closing conditions and regulatory approvals.
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.
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.
Reported Earnings • Aug 05Second quarter 2026 earnings: EPS misses analyst expectationsSecond quarter 2026 results: EPS: €0.04 (up from €0.04 loss in 2Q 2025). Revenue: €5.90b (flat on 2Q 2025). Net income: €34.0m (up €74.0m from 2Q 2025). Profit margin: 0.6% (up from net loss in 2Q 2025). Revenue was in line with analyst estimates. Earnings per share (EPS) missed analyst estimates by 24%. Revenue is forecast to grow 4.3% p.a. on average during the next 3 years, compared to a 2.1% growth forecast for the Auto Components industry in Germany. Over the last 3 years on average, the company's share price growth rate has exceeded its earnings growth rate by 84 percentage points per year, which is a significant difference in performance.
お知らせ • Aug 01Schaeffler AG Revises Earnings Guidance for the Fiscal Year 2028Schaeffler AG revised earnings guidance for the fiscal year 2028. For the year, due to significantly reduced market expectations, especially for passenger cars and light commercial vehicles, the company expects sales to be in the range between EUR 24.00 billion and EUR 26.00 billion (previously: EUR 27.00 billion and EUR 29.00 billion).
New Risk • Jul 31New minor risk - Share price stabilityThe company's share price has been volatile over the past 3 months. It is more volatile than 75% of German stocks, typically moving 8.0% 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 Risk Interest payments are not well covered by earnings (0.5x net interest cover). Minor Risks Paying a dividend despite being loss-making. Share price has been volatile over the past 3 months (8.0% average weekly change).
お知らせ • Jul 21Bain Capital, LP agreed to acquire SupplyOn AG from Aumovio SE (XTRA:AMV0), Robert Bosch GmbH, Schaeffler AG (XTRA:SHA0) and ZF Friedrichshafen AG.Bain Capital, LP agreed to acquire SupplyOn AG from Aumovio SE (XTRA:AMV0), Robert Bosch GmbH, Schaeffler AG (XTRA:SHA0) and ZF Friedrichshafen AG on July 20, 2026. The transaction is subject to customary closing conditions and regulatory approvals.
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.
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.
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.
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
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.
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.
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 • 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 Risk Profit margins are more than 30% lower than last year (0.9% net profit margin).
Buy Or Sell Opportunity • Oct 17Now 20% undervaluedThe stock has been flat over the last 90 days, currently trading at €4.80. The fair value is estimated to be €6.03, however this is not to be taken as a buy recommendation but rather should be used as a guide only. Revenue is forecast to grow by 64% in 2 years. Earnings are forecast to grow by 150% in the next 2 years.
お知らせ • Oct 15+ 2 more updatesSchaeffler AG to Report First Half, 2025 Results on Aug 06, 2025Schaeffler AG announced that they will report first half, 2025 results on Aug 06, 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