View Future GrowthSchaeffler 過去の業績過去 基準チェック /06Schaeffler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 • 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すべての更新を表示Recent updates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DB:SHA0 収益、費用、利益 ( )EUR Millions日付収益収益G+A経費研究開発費31 Mar 2623,332-4472,5861,54031 Dec 2523,492-4242,5501,58230 Sep 2523,627-1,0942,4481,58330 Jun 2521,757-8522,2811,39631 Mar 2520,027-7802,1501,21431 Dec 2418,188-6322,07598730 Sep 2416,2761111,93180130 Jun 2416,3813061,90078631 Mar 2416,2464121,84577131 Dec 2316,3133091,79776830 Sep 2316,2894981,74678130 Jun 2316,4695741,77277531 Mar 2316,2035491,76977031 Dec 2215,8095571,73576830 Sep 2215,2966201,69076330 Jun 2214,3865421,62276231 Mar 2214,0506571,55475931 Dec 2113,8527561,53574830 Sep 2113,9717141,50972330 Jun 2114,0313961,46570531 Mar 2112,868-71,39968431 Dec 2012,589-4281,39468430 Sep 2012,552-5881,39972130 Jun 2012,773-2061,47276031 Mar 2014,0861051,55081231 Dec 1914,4274281,57584930 Sep 1914,3666041,58884030 Jun 1914,2746481,57284731 Mar 1914,3127801,56385231 Dec 1814,2418811,53184730 Sep 1814,2559511,50186230 Jun 1814,1681,0011,47286231 Mar 1813,9989391,45285831 Dec 1714,0219801,45184630 Sep 1713,8419781,43682230 Jun 1713,6728501,43280131 Mar 1713,5698851,41577931 Dec 1613,3388591,38875130 Sep 1613,1987421,37372930 Jun 1613,1707761,36970131 Mar 1613,1836771,37568131 Dec 1513,1795911,36967330 Sep 1513,0587361,38365930 Jun 1512,8557531,360658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 ( -9.9% ) 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7D1Y7D1Y7D1YAutomobiles 、過去の業績が好調な企業。View Financial Health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2026/05/27 23:55終値2026/05/27 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 GourvilBerenbergHorst SchneiderBofA Global ResearchRoss MacDonaldCitigroup Inc18 その他のアナリストを表示
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 • 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
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