View ValuationSchaeffler 향후 성장Future 기준 점검 5/6Schaeffler (는) 각각 연간 103.7% 및 4.8% 수익과 수익이 증가할 것으로 예상됩니다. EPS는 연간 103.6% 만큼 성장할 것으로 예상됩니다. 자기자본이익률은 3년 후 26.5% 로 예상됩니다.핵심 정보103.7%이익 성장률103.60%EPS 성장률Auto Components 이익 성장35.9%매출 성장률4.8%향후 자기자본이익률26.54%애널리스트 커버리지Good마지막 업데이트10 Jun 2026최근 향후 성장 업데이트업데이트 없음모든 업데이트 보기Recent 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%).공시 • 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.공시 • 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.공시 • 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.공시 • 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.공시 • 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, 2026공시 • 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.공시 • 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.공시 • 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.공시 • 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).공시 • Oct 15Schaeffler AG to Report Q1, 2025 Results on May 07, 2025Schaeffler AG announced that they will report Q1, 2025 results on May 07, 2025공시 • 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, 2025공시 • 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, 2024이익 및 매출 성장 예측WBAG:SHA1 - 애널리스트 향후 추정치 및 과거 재무 데이터 (EUR Millions)날짜매출이익자유현금흐름영업현금흐름평균 애널리스트 수12/31/202826,4871,0984642,189812/31/202724,9646665251,8811012/31/202623,541143301,16683/31/202623,332-4473301,291N/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/A6/30/201512,855753N/A1,351N/A더 보기애널리스트 향후 성장 전망수입 대 저축률: SHA1 은 향후 3년 동안 수익을 낼 것으로 예상되며, 이는 절약률(2.3%)보다 빠른 성장으로 간주됩니다.수익 vs 시장: SHA1 (는) 향후 3년 동안 평균 시장 성장보다 높은 수익을 올릴 것으로 예상됩니다.고성장 수익: SHA1 향후 3년 내에 수익을 낼 것으로 예상됩니다.수익 대 시장: SHA1 의 수익(연간 4.8%)이 Austrian 시장(연간 4.4%)보다 빠르게 성장할 것으로 예상됩니다.고성장 매출: SHA1 의 수익(연간 4.8%)은 연간 20%보다 느리게 증가할 것으로 예상됩니다.주당순이익 성장 예측향후 자기자본이익률미래 ROE: SHA1의 자본 수익률은 3년 후 26.5%로 높을 것으로 예상됩니다.성장 기업 찾아보기7D1Y7D1Y7D1YAutomobiles 산업의 고성장 기업.View Past Performance기업 분석 및 재무 데이터 상태데이터최종 업데이트 (UTC 시간)기업 분석2026/06/14 03:20종가2026/06/12 00:00수익2026/03/31연간 수익2025/12/31데이터 소스당사의 기업 분석에 사용되는 데이터는 S&P Global Market Intelligence LLC에서 제공됩니다. 아래 데이터는 이 보고서를 생성하기 위해 분석 모델에서 사용됩니다. 데이터는 정규화되므로 소스가 제공된 후 지연이 발생할 수 있습니다.패키지데이터기간미국 소스 예시 *기업 재무제표10년손익계산서현금흐름표대차대조표SEC 양식 10-KSEC 양식 10-Q분석가 컨센서스 추정치+3년재무 예측분석가 목표주가분석가 리서치 보고서Blue Matrix시장 가격30년주가배당, 분할 및 기타 조치ICE 시장 데이터SEC 양식 S-1지분 구조10년주요 주주내부자 거래SEC 양식 4SEC 양식 13D경영진10년리더십 팀이사회SEC 양식 10-KSEC 양식 DEF 14A주요 개발10년회사 공시SEC 양식 8-K* 미국 증권에 대한 예시이며, 비(非)미국 증권에는 해당 국가의 규제 서식 및 자료원을 사용합니다.별도로 명시되지 않는 한 모든 재무 데이터는 연간 기간을 기준으로 하지만 분기별로 업데이트됩니다. 이를 TTM(최근 12개월) 또는 LTM(지난 12개월) 데이터라고 합니다. 자세히 알아보기.분석 모델 및 스노우플레이크이 보고서를 생성하는 데 사용된 분석 모델에 대한 자세한 내용은 당사의 Github 페이지에서 확인하실 수 있습니다. 또한 보고서 활용 방법에 대한 가이드와 YouTube 튜토리얼도 제공합니다.Simply Wall St 분석 모델을 설계하고 구축한 세계적 수준의 팀에 대해 알아보세요.산업 및 섹터 지표산업 및 섹터 지표는 Simply Wall St가 6시간마다 계산하며, 프로세스에 대한 자세한 내용은 Github에서 확인할 수 있습니다.분석가 소스Schaeffler AG는 21명의 분석가가 다루고 있습니다. 이 중 10명의 분석가가 우리 보고서에 입력 데이터로 사용되는 매출 또는 수익 추정치를 제출했습니다. 분석가의 제출 자료는 하루 종일 업데이트됩니다.분석가기관Romain GourvilBerenbergHorst SchneiderBofA Global ResearchRoss MacDonaldCitigroup Inc18명의 분석가 더 보기
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%).
공시 • 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.
공시 • 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.
공시 • 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.
공시 • 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.
공시 • 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
공시 • 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.
공시 • 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.
공시 • 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.
공시 • 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).
공시 • 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
공시 • 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
공시 • 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