お知らせ • 11h
Schaeffler AG Revises Earnings Guidance for the Fiscal Year 2028 Schaeffler 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 • 23h
New minor risk - Share price stability The 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 21
Bain 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 13
Schaeffler AG, Annual General Meeting, Apr 23, 2026 Schaeffler AG, Annual General Meeting, Apr 23, 2026, at 10:00 W. Europe Standard Time. お知らせ • Jan 14
Schaeffler AG Announces Appointment of Maximilian Fiedler as Regional Chief Executive Officer Asia/Pacific, Effective January 1, 2026 Schaeffler 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 01
Schaeffler Expands its OPTIME Ecosystem Portfolio: Smart FAG OPTIME C4 Lubricator Now Available Schaeffler 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 • Aug 16
Schaeffler AG to Report Fiscal Year 2025 Results on Mar 03, 2026 Schaeffler AG announced that they will report fiscal year 2025 results on Mar 03, 2026 お知らせ • Apr 26
Schaeffler AG Announces Board Changes Schaeffler 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 14
Schaeffler AG, Annual General Meeting, Apr 24, 2025 Schaeffler AG, Annual General Meeting, Apr 24, 2025, at 10:00 W. Europe Standard Time. お知らせ • Mar 06
Schaeffler AG announces Annual dividend, payable on April 29, 2025 Schaeffler 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 16
New major risk - Shareholder dilution The 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 17
Now 20% undervalued The 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 10
Schaeffler AG to Report Fiscal Year 2024 Results on Mar 05, 2025 Schaeffler AG announced that they will report fiscal year 2024 results on Mar 05, 2025 お知らせ • May 28
Schaeffler AG to Report Nine Months, 2024 Results on Nov 05, 2024 Schaeffler AG announced that they will report nine months, 2024 results on Nov 05, 2024