Schaeffler AG

XTRA:SHA0 Stock Report

Market Cap: €8.3b

Schaeffler Management

Management criteria checks 2/4

We currently do not have sufficient information about the CEO.

Key information

Klaus Rosenfeld

Chief executive officer

€6.1m

Total compensation

CEO salary percentage24.51%
CEO tenure12.1yrs
CEO ownershipn/a
Management average tenure2.5yrs
Board average tenure6.7yrs

Recent management updates

Recent updates

Narrative Update • Jun 23

SHA0: Edge AI Expansion Will Face Heightened Execution And Overvaluation Risk

Analysts have raised their Schaeffler price targets from about €9 to a range of roughly €9.20 to €13. This reflects updated views on valuation and expectations for growth and profitability, even as some ratings move to Hold.
Narrative Update • Jun 04

SHA0: Space And Humanoid Robotics Push Fairly Valued New Space Ambition

Analysts have raised their Schaeffler price target by €0.50, citing updated assumptions on the discount rate, revenue growth, profit margins and future P/E multiples that support a modestly higher valuation framework. What's in the News Schaeffler signed a memorandum of understanding with Spire Global to co develop space hardware subsystems, satellite platforms and sensing technologies for European defence, weather and security missions.
Narrative Update • May 03

SHA0: Humanoid Robotics Partnerships Will Support Future Index Re Rating Potential

Narrative Update The updated analyst price target for Schaeffler reflects a modest upward shift of €0.50 overall, as analysts factor in slightly higher revenue growth and profit margin assumptions, along with a small change in discount rate and future P/E expectations. Analyst Commentary Recent Street research on Schaeffler presents a mixed picture, with both upward and downward price target revisions and at least one downgrade in rating.
Narrative Update • Apr 19

SHA0: Humanoid Robotics Partnership Will Drive Future Index Re-Rating

The analyst price target for Schaeffler has been revised from €11.00 to €10.45, reflecting a combination of recent target increases from several banks and more cautious revisions that incorporate updated assumptions for discount rates, revenue growth, profit margins and future P/E levels. Analyst Commentary Recent Street research on Schaeffler combines both upbeat and cautious views, which together inform the revised €10.45 aggregate price target.
Narrative Update • Apr 04

SHA0: Index Adds And Robotics Push Will Face Heightened Execution Risk

Analyst price targets for Schaeffler have shifted, with a modest net increase of about €0.50. This reflects updated views on slightly stronger revenue growth, margins and P/E assumptions, as highlighted in recent mixed revisions from Citi, Deutsche Bank, UBS, JPMorgan and Jefferies.
Narrative Update • Mar 20

SHA0: Robotics Partnerships And MDAX Entry Will Face Execution Scrutiny

The analyst price target on Schaeffler has been revised to €8.50, reflecting updated views on discount rates, growth assumptions and future P/E expectations across recent research. Analyst Commentary Recent research around Schaeffler points to a more cautious tone, with the revised €8.50 price target sitting within a broader mix of target changes and rating moves across the Street.
Narrative Update • Mar 06

SHA0: Humanoid Robotics Partnership Will Drive Future Multiple Reassessment

The analyst price target for Schaeffler has moved to €11.00 from €7.50, as analysts balance recent target changes and rating shifts with updated views on fair value, discount rate assumptions, and future P/E expectations. Analyst Commentary Recent Street research on Schaeffler reflects a mix of constructive and cautious views, with bullish analysts focusing on where the current share price sits relative to their fair value estimates and P/E assumptions.
Narrative Update • Feb 20

SHA0: Robotics Execution Risks Will Limit Upside Despite Mixed Rating Revisions

Analysts have lifted their consolidated price target on Schaeffler by about €4, citing updated expectations for revenue growth, profitability and future P/E multiples reflected in recent research from several major banks. Analyst Commentary Recent research on Schaeffler has been mixed, with some large banks lifting price targets while others have turned more cautious on the stock.
Narrative Update • Feb 06

SHA0: Robotics Execution Risks Will Constrain Upside Despite Higher Fair Value Estimate

Analysts have raised their fair value estimate for Schaeffler from €5.00 to €6.50, citing Street research that highlights updated assumptions for growth, margins, and future P/E multiples, as reflected in recent price target changes from major banks. Analyst Commentary Recent Street research on Schaeffler reflects a mix of optimism and caution, with some major banks adjusting their stances and price targets in different directions.
Narrative Update • Jan 23

SHA0: Higher Price Goal Will Clash With Persistent Execution And Valuation Risks

Narrative Update on Schaeffler Analysts have lifted their price target on Schaeffler to €5.00 from €4.70, reflecting updated assumptions for discount rate, revenue growth, profit margin, and future P/E that support a slightly higher valuation framework. Analyst Commentary The latest research points to a more measured stance on Schaeffler, even with the price target now set at €5.00.
Narrative Update • Jan 08

SHA0: Raised Price Goal And Execution Risks Will Shape Future Returns

Narrative Update Analysts have raised their price target on Schaeffler to €5.00 from €4.00, citing updated assumptions on fair value, discount rate, revenue growth, profit margins and future P/E that are reflected in recent Street research. Analyst Commentary Street research points to a slightly more constructive stance on Schaeffler, with the latest published price target of €5.00 framed within a Hold view.
Narrative Update • Dec 21

SHA0: Margin Gains From Robotics Partnership Will Likely Prove Unsustainable

Analysts have nudged their price target on Schaeffler modestly higher, citing incremental improvements in fair value to EUR 7.10. This is driven by slightly faster expected revenue growth, a small uplift in profit margins, and a marginally lower discount rate.
Narrative Update • Dec 07

SHA0: Margin Outlook And Robotics Partnership Will Support Balanced Medium Term Upside

Analysts have nudged their price target on Schaeffler higher to EUR 5.00 from EUR 4.70, reflecting slightly stronger fair value expectations, underpinned by modest improvements in growth assumptions and a lower perceived discount rate. Analyst Commentary Bullish analysts view the incremental price target increase as a signal that execution risks have eased slightly.
Narrative Update • Nov 23

SHA0: Margin Outlook Will Strengthen Amid Site Consolidation and Technology Partnerships

Analysts have raised their price target for Schaeffler, increasing it from EUR 4.70 to EUR 5.00. They cited updated financial forecasts and improved margin expectations as reasons for the adjustment.
Narrative Update • Nov 05

SHA0: Expectations Will Improve Amid New Product Launches and Site Consolidation Plans

Analysts have increased their price target for Schaeffler from $5.98 to $6.32, citing improved revenue growth and profitability expectations. What's in the News Schaeffler Group USA Inc.
Narrative Update • Oct 22

Analysts Lift Schaeffler Price Target as Valuation Rises Despite Revised Growth Outlook

Analysts have raised their price target for Schaeffler from €5.87 to €5.98. This reflects marginally improved valuation metrics, despite slight downward revisions to revenue growth and profit margin forecasts.
Narrative Update • Oct 08

E-Mobility And Energy Efficiency Will Drive Future Transformation

Narrative Update: Schaeffler Price Target Revised Analysts have modestly increased their price target for Schaeffler, raising it from €5.78 to €5.87. They cite incremental improvements in fair value and valuation metrics, despite slight softening in revenue growth and profit margin expectations.
Narrative Update • Sep 18

E-Mobility And Energy Efficiency Will Drive Future Transformation

Despite a reduction in consensus revenue growth forecasts from 7.7% to 7.0%, Schaeffler’s future P/E has risen from 4.79x to 5.16x, supporting a modest increase in fair value with the analyst price target now at €5.78. What's in the News Schaeffler and ROHM Semiconductor began mass production of a high-voltage inverter brick with SiC MOSFETs, targeting a major Chinese automaker; the product offers high power density and allows vehicles with 800V systems to charge at 400V stations at 800V speeds.
Narrative Update • Aug 30

E-Mobility And Energy Efficiency Will Drive Future Transformation

A modest decline in Schaeffler's discount rate alongside a slight increase in its projected future P/E ratio suggests improved sentiment around the company's risk and growth outlook, resulting in the consensus price target rising from €5.38 to €5.54. What's in the News Schaeffler AG confirmed group revenue guidance for 2025 in the range of EUR 23.0 billion to EUR 25.0 billion.
User avatar
New Narrative • Dec 15

Decisive Moves In E-Mobility And Operational Efficiency To Power Revenue And Margin Growth

Strategic cost synergies and operational efficiencies are expected to improve earnings and net margins, bolstering future financial performance.

CEO Compensation Analysis

How has Klaus Rosenfeld's remuneration changed compared to Schaeffler's earnings?
DateTotal CompensationSalaryCompany Earnings
Mar 31 2026n/an/a

-€447m

Dec 31 2025€6m€2m

-€424m

Sep 30 2025n/an/a

-€1b

Jun 30 2025n/an/a

-€852m

Mar 31 2025n/an/a

-€780m

Dec 31 2024€3m€1m

-€632m

Sep 30 2024n/an/a

€111m

Jun 30 2024n/an/a

€306m

Mar 31 2024n/an/a

€412m

Dec 31 2023€3m€1m

€309m

Sep 30 2023n/an/a

€498m

Jun 30 2023n/an/a

€574m

Mar 31 2023n/an/a

€549m

Dec 31 2022€3m€1m

€557m

Sep 30 2022n/an/a

€620m

Jun 30 2022n/an/a

€542m

Mar 31 2022n/an/a

€657m

Dec 31 2021€4m€1m

€756m

Sep 30 2021n/an/a

€714m

Jun 30 2021n/an/a

€396m

Mar 31 2021n/an/a

-€7m

Dec 31 2020€5m€1m

-€428m

Sep 30 2020n/an/a

-€588m

Jun 30 2020n/an/a

-€206m

Mar 31 2020n/an/a

€105m

Dec 31 2019€4m€1m

€428m

Compensation vs Market: Klaus's total compensation ($USD7.00M) is above average for companies of similar size in the German market ($USD2.74M).

Compensation vs Earnings: Klaus's compensation has increased whilst the company is unprofitable.

CEO

Klaus Rosenfeld (60 yo)

12.1yrs
Tenure
€6,120,000
Compensation

Mr. Klaus Rosenfeld serves as Member of the Supervisory Board at Aumovio SE since 2025. He serves as Chief Executive Officer and Managing Director at IHO Verwaltungs GmbH (alternative name Schaeffler Verwa...

Leadership Team

NamePositionTenureCompensationOwnership
Klaus Rosenfeld
CEO, Member of Board of Managing Directors12.1yrs€6.12mno data
Christophe Hannequin
CFO & Member of Board of Managing Directorsless than a year€1.45mno data
Uwe Wagner
CTO, Member of the Board of Managing Directors & Member of Executive Board6.8yrs€3.07mno data
Matthias Zink
Member of Executive Board & CEO of Powertrain & Chassis9.5yrs€2.86mno data
Sascha Zaps
Member of Executive Board and CEO of Bearings & Industrial Solutions4.8yrs€2.30mno data
Jens Schuler
CEO Vehicle Lifetime Solutions4.5yrs€2.89mno data
Astrid Fontaine
Chief Human Resources Officer & Member of Board of Managing Directors2.5yrs€2.40mno data
Thomas Stierle
Member of Executive Board & CEO of E-Mobility1.8yrs€2.17mno data
Jochen Schroder
COO & Member of the Executive Boardless than a yearno datano data
Maximilian Fiedler
Regional CEO Asia/Pacificless than a yearno datano data
Heiko Eber
Head of Investor Relations (IR)2.1yrsno datano data
Axel Lüdeke
Head of Group Communications & Public Affairsno datano datano data
2.5yrs
Average Tenure
57yo
Average Age

Experienced Management: SHA0's management team is considered experienced (2.5 years average tenure).

Board Members

NamePositionTenureCompensationOwnership
Sabine Bendiek
Independent Member of Supervisory Board7.3yrs€91.00kno data
Siegfried Wolf
Independent Member of Supervisory Board11.6yrs€108.00kno data
Robin Stalker
Independent Member of Supervisory Board11.6yrs€108.00kno data
Holger Engelmann
Independent Member of Supervisory Board11.6yrs€90.00kno data
Horst Ott
Employee Representative Member of the Supervisory Board2.3yrs€122.00kno data
Georg F. Schaeffler
Chairman of Supervisory Board11.6yrs€179.00kno data
Tong Zhang
Independent Member of Supervisory Board11.6yrs€78.00kno data
Thomas Hohn
Employee Representative of Supervisory Board6.2yrs€115.00kno data
Ulrike Hasbargen
Independent Member of Supervisory Board1.2yrs€60.00kno data
Alexander Putz
Employee Representative of Supervisory Board3.8yrs€64.00kno data
Ulrich Schopplein
Employee Representative Member of Supervisory Board2.9yrs€99.00kno data
Maja Reusch
Employee Representative of Supervisory Board1.5yrs€83.00kno data
6.7yrs
Average Tenure
60.5yo
Average Age

Experienced Board: SHA0's board of directors are considered experienced (6.7 years average tenure).

Company Analysis and Financial Data Status

DataLast Updated (UTC time)
Company Analysis2026/07/06 03:44
End of Day Share Price 2026/07/03 00:00
Earnings2026/03/31
Annual Earnings2025/12/31

Data Sources

The data used in our company analysis is from S&P Global Market Intelligence LLC. The following data is used in our analysis model to generate this report. Data is normalised which can introduce a delay from the source being available.

PackageDataTimeframeExample US Source *
Company Financials10 years
  • Income statement
  • Cash flow statement
  • Balance sheet
Analyst Consensus Estimates+3 years
  • Forecast financials
  • Analyst price targets
Market Prices30 years
  • Stock prices
  • Dividends, Splits and Actions
Ownership10 years
  • Top shareholders
  • Insider trading
Management10 years
  • Leadership team
  • Board of directors
Key Developments10 years
  • Company announcements

* Example for US securities, for non-US equivalent regulatory forms and sources are used.

Unless specified all financial data is based on a yearly period but updated quarterly. This is known as Trailing Twelve Month (TTM) or Last Twelve Month (LTM) Data. Learn more.

Analysis Model and Snowflake

Details of the analysis model used to generate this report is available on our Github page, we also have guides on how to use our reports and tutorials on Youtube.

Learn about the world class team who designed and built the Simply Wall St analysis model.

Industry and Sector Metrics

Our industry and section metrics are calculated every 6 hours by Simply Wall St, details of our process are available on Github.

Analyst Sources

Schaeffler AG is covered by 21 analysts. 10 of those analysts submitted the estimates of revenue or earnings used as inputs to our report. Analysts submissions are updated throughout the day.

AnalystInstitution
Romain GourvilBerenberg
Horst SchneiderBofA Global Research
Ross MacDonaldCitigroup Inc