Tillkännagivande • 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. Reported Earnings • May 06
First 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 17
Upcoming dividend of €0.30 per share Eligible 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%). Tillkännagivande • 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. Declared Dividend • Mar 05
Dividend increased to €0.30 Dividend 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. Buy Or Sell Opportunity • Feb 28
Now 24% undervalued Over 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 02
Now 26% undervalued Over 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. Tillkännagivande • 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. New Risk • Dec 16
New major risk - Share price stability The 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. Tillkännagivande • 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. Tillkännagivande • 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 Reported Earnings • Aug 08
Second quarter 2025 earnings released Second 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 03
New major risk - Revenue and earnings growth Earnings 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 25
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 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 07
First quarter 2025 earnings released First 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. Tillkännagivande • 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. Upcoming Dividend • Apr 19
Upcoming dividend of €0.25 per share Eligible 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 31
Dividend of €0.25 announced Shareholders 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. Tillkännagivande • 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. Declared Dividend • Mar 13
Dividend of €0.25 announced Shareholders 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 06
Full 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. Tillkännagivande • 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 • Jan 22
New major risk - Share price stability The 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 16
New major risk - Shareholder dilution The 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 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 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). Tillkännagivande • Oct 15
Schaeffler AG to Report Q1, 2025 Results on May 07, 2025 Schaeffler AG announced that they will report Q1, 2025 results on May 07, 2025 Tillkännagivande • 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 Tillkännagivande • 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 
