Schaeffler Förvaltning
Förvaltning kriterier kontrolleras 2/4
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Viktig information
Klaus Rosenfeld
Verkställande direktör
€6.1m
Total ersättning
| VD-lön i procent | 24.51% |
| Anställning som VD | 12.1yrs |
| Ägande av VD | n/a |
| Ledningens genomsnittliga anställningstid | 2.5yrs |
| Styrelsens genomsnittliga mandatperiod | 6.7yrs |
Senaste uppdateringar av ledningen
Recent updates
Uppdatering av berättelse • Jul 07
SHA0: Robotics Margins And Mixed Ratings Will Shape A More Balanced Outlook
Analysts have raised their fair value estimate for Schaeffler to €9.43 from €7.10, reflecting a range of updated price targets from €9.20 to €13 as they reassess the stock’s valuation and earnings outlook. Analyst Commentary Recent research on Schaeffler highlights a mix of optimism and caution, with updated price targets and rating changes reflecting differing views on valuation, growth prospects and execution risk.
Uppdatering av berättelse • 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.
Uppdatering av berättelse • 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.Uppdatering av berättelse • 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.Uppdatering av berättelse • 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.Uppdatering av berättelse • 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.Uppdatering av berättelse • 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.Uppdatering av berättelse • 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.Uppdatering av berättelse • 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.Uppdatering av berättelse • 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.Uppdatering av berättelse • 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.Uppdatering av berättelse • 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.Uppdatering av berättelse • 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.Uppdatering av berättelse • 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.Uppdatering av berättelse • 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.Uppdatering av berättelse • 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.Uppdatering av berättelse • 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.Uppdatering av berättelse • 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.Uppdatering av berättelse • 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.Uppdatering av berättelse • 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.
Ny berättelse • 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.Analys av ersättningar till VD
| Datum | Total ersättning | Lön | Företagets resultat |
|---|---|---|---|
| Mar 31 2026 | n/a | n/a | -€447m |
| Dec 31 2025 | €6m | €2m | -€424m |
| Sep 30 2025 | n/a | n/a | -€1b |
| Jun 30 2025 | n/a | n/a | -€852m |
| Mar 31 2025 | n/a | n/a | -€780m |
| Dec 31 2024 | €3m | €1m | -€632m |
| Sep 30 2024 | n/a | n/a | €111m |
| Jun 30 2024 | n/a | n/a | €306m |
| Mar 31 2024 | n/a | n/a | €412m |
| Dec 31 2023 | €3m | €1m | €309m |
| Sep 30 2023 | n/a | n/a | €498m |
| Jun 30 2023 | n/a | n/a | €574m |
| Mar 31 2023 | n/a | n/a | €549m |
| Dec 31 2022 | €3m | €1m | €557m |
| Sep 30 2022 | n/a | n/a | €620m |
| Jun 30 2022 | n/a | n/a | €542m |
| Mar 31 2022 | n/a | n/a | €657m |
| Dec 31 2021 | €4m | €1m | €756m |
| Sep 30 2021 | n/a | n/a | €714m |
| Jun 30 2021 | n/a | n/a | €396m |
| Mar 31 2021 | n/a | n/a | -€7m |
| Dec 31 2020 | €5m | €1m | -€428m |
| Sep 30 2020 | n/a | n/a | -€588m |
| Jun 30 2020 | n/a | n/a | -€206m |
| Mar 31 2020 | n/a | n/a | €105m |
| Dec 31 2019 | €4m | €1m | €428m |
Ersättning vs marknad: Klaus s total kompensation ($USD 6.99M ) är över genomsnittet för företag av liknande storlek på German marknaden ($USD 2.74M ).
Ersättning vs inkomst: Ersättningen för Klaus har ökat samtidigt som företaget är olönsamt.
VD OCH KONCERNCHEF
Klaus Rosenfeld (60 yo)
12.1yrs
Anställning
€6,120,000
Kompensation
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...
Ledningsgrupp
| Namn | Position | Anställning | Kompensation | Ägarskap |
|---|---|---|---|---|
| CEO, Member of Board of Managing Directors | 12.1yrs | €6.12m | inga uppgifter | |
| CFO & Member of Board of Managing Directors | less than a year | €1.45m | inga uppgifter | |
| CTO, Member of the Board of Managing Directors & Member of Executive Board | 6.8yrs | €3.07m | inga uppgifter | |
| Member of Executive Board & CEO of Powertrain & Chassis | 9.5yrs | €2.86m | inga uppgifter | |
| Member of Executive Board and CEO of Bearings & Industrial Solutions | 4.8yrs | €2.30m | inga uppgifter | |
| CEO Vehicle Lifetime Solutions | 4.5yrs | €2.89m | inga uppgifter | |
| Chief Human Resources Officer & Member of Board of Managing Directors | 2.5yrs | €2.40m | inga uppgifter | |
| Member of Executive Board & CEO of E-Mobility | 1.8yrs | €2.17m | inga uppgifter | |
| COO & Member of the Executive Board | less than a year | inga uppgifter | inga uppgifter | |
| Regional CEO Asia/Pacific | less than a year | inga uppgifter | inga uppgifter | |
| Head of Investor Relations (IR) | 2.1yrs | inga uppgifter | inga uppgifter | |
| Head of Group Communications & Public Affairs | no data | inga uppgifter | inga uppgifter |
2.5yrs
Genomsnittlig anställningstid
57yo
Genomsnittlig ålder
Erfaren ledning: SHA0 s ledningsgrupp anses vara erfaren ( 2.5 års genomsnittlig anställningstid).
Styrelseledamöter
| Namn | Position | Anställning | Kompensation | Ägarskap |
|---|---|---|---|---|
| Independent Member of Supervisory Board | 7.3yrs | €91.00k | inga uppgifter | |
| Independent Member of Supervisory Board | 11.6yrs | €108.00k | inga uppgifter | |
| Independent Member of Supervisory Board | 11.6yrs | €108.00k | inga uppgifter | |
| Independent Member of Supervisory Board | 11.6yrs | €90.00k | inga uppgifter | |
| Employee Representative Member of the Supervisory Board | 2.3yrs | €122.00k | inga uppgifter | |
| Chairman of Supervisory Board | 11.6yrs | €179.00k | inga uppgifter | |
| Independent Member of Supervisory Board | 11.6yrs | €78.00k | inga uppgifter | |
| Employee Representative of Supervisory Board | 6.2yrs | €115.00k | inga uppgifter | |
| Independent Member of Supervisory Board | 1.2yrs | €60.00k | inga uppgifter | |
| Employee Representative of Supervisory Board | 3.8yrs | €64.00k | inga uppgifter | |
| Employee Representative Member of Supervisory Board | 2.9yrs | €99.00k | inga uppgifter | |
| Employee Representative of Supervisory Board | 1.5yrs | €83.00k | inga uppgifter |
6.7yrs
Genomsnittlig anställningstid
60.5yo
Genomsnittlig ålder
Erfaren styrelse: SHA0 s styrelse anses vara erfaren ( 6.7 års genomsnittlig mandatperiod).
Företagsanalys och finansiella data Status
| Uppgifter | Senast uppdaterad (UTC-tid) |
|---|---|
| Analys av företag | 2026/07/09 09:30 |
| Aktiekurs vid dagens slut | 2026/07/09 00:00 |
| Intäkter | 2026/03/31 |
| Årlig intjäning | 2025/12/31 |
Datakällor
Den data som används i vår företagsanalys kommer från S&P Global Market Intelligence LLC. Följande data används i vår analysmodell för att generera denna rapport. Data är normaliserade vilket kan medföra en fördröjning från det att källan är tillgänglig.
| Paket | Uppgifter | Tidsram | Exempel US-källa |
|---|---|---|---|
| Företagets finansiella ställning | 10 år |
| |
| Analytikernas konsensusuppskattningar | +3 år |
|
|
| Marknadspriser | 30 år |
| |
| Ägarskap | 10 år |
| |
| Förvaltning | 10 år |
| |
| Viktiga utvecklingstendenser | 10 år |
|
* Exempel för amerikanska värdepapper, för icke-amerikanska värdepapper används motsvarande regelverk och källor.
Om inget annat anges är all finansiell data baserad på en årsperiod men uppdateras kvartalsvis. Detta kallas data för efterföljande tolv månader (TTM) eller senaste tolv månader (LTM). Lär dig mer om detta.
Analysmodell och snöflinga
Detaljer om analysmodellen som används för att skapa denna rapport finns på vår Github-sida; vi har också guider om hur du använder våra rapporter och handledningar på Youtube.
Lär dig mer om det team i världsklass som utformade och byggde analysmodellen Simply Wall St.
Industri- och sektormått
Våra bransch- och sektionsmått beräknas var sjätte timme av Simply Wall St, detaljer om vår process finns tillgängliga på Github.
Källor för analytiker
Schaeffler AG bevakas av 21 analytiker. 10 av dessa analytiker lämnade de uppskattningar av intäkter eller resultat som användes som indata till vår rapport. Analytikernas inskickade estimat uppdateras löpande under dagen.
| Analytiker | Institution |
|---|---|
| Romain Gourvil | Berenberg |
| Horst Schneider | BofA Global Research |
| Ross MacDonald | Citigroup Inc |