Schaeffler AG

XTRA:SHA0 Stok Raporu

Piyasa değeri: €6.4b

Schaeffler Yönetim

Yönetim kriter kontrolleri 2/4

Şu anda CEO hakkında yeterli bilgiye sahip değiliz.

Anahtar bilgiler

Klaus Rosenfeld

İcra Kurulu Başkanı

€6.1m

Toplam tazminat

CEO maaş yüzdesi24.51%
CEO görev süresi12.3yrs
CEO sahipliğin/a
Yönetim ortalama görev süresi2.7yrs
Yönetim Kurulu ortalama görev süresi6.9yrs

Son yönetim güncellemeleri

Recent updates

Anlatı Güncellemesi • Aug 21

SHA0: Future Cost Cuts And Mixed Ratings Will Support A More Balanced Outlook

The updated analyst price target for Schaeffler moves modestly lower to €9.03 from €9.43. This reflects recent Street research that trims fair value assumptions while still pointing to mixed views on valuation and earnings potential.
Anlatı Güncellemesi • Aug 07

SHA0: Lowered Expectations And Cost Cuts Will Support Future Upside Potential

The latest Narrative Update on Schaeffler reflects a lower analyst price target of €11.94 from €12.74, as analysts factor in a reduced fair value estimate alongside more cautious assumptions for revenue growth, profit margins, and future P/E multiples, despite a wider range of views across recent Citi, UBS and Kepler Cheuvreux research. Analyst Commentary Recent Street research on Schaeffler shows a mix of views, with some clear pockets of optimism.
Anlatı Güncellemesi • Jul 22

SHA0: Lower Expectations And Space Ambitions Will Support Renewed Upside Potential

The analyst price target for Schaeffler has been raised from €10.45 to €12.74. This reflects updated views from analysts who point to adjusted expectations after recent share price moves, valuation considerations and higher price targets from several firms.
Anlatı Güncellemesi • 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.
Anlatı Güncellemesi • 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.
Anlatı Güncellemesi • 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.
Anlatı Güncellemesi • 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.
Anlatı Güncellemesi • 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.
Anlatı Güncellemesi • 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.
Anlatı Güncellemesi • 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.
Anlatı Güncellemesi • 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.
Anlatı Güncellemesi • 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.
Anlatı Güncellemesi • 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.
Anlatı Güncellemesi • 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.
Anlatı Güncellemesi • 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.
Anlatı Güncellemesi • 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.
Anlatı Güncellemesi • 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.
Anlatı Güncellemesi • 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.
Anlatı Güncellemesi • 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.
Anlatı Güncellemesi • 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.
Anlatı Güncellemesi • 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.
Anlatı Güncellemesi • 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.
Anlatı Güncellemesi • 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.
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Yeni Anlatı • 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 Tazminat Analizi

Klaus Rosenfeld'un ücretlendirmesi Schaeffler'un kazancına kıyasla nasıl değişti?
TarihToplam TazminatMaaşŞirket Kazançları
Jun 30 2026n/an/a

-€374m

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

Tazminat ve Piyasa: Klaus 'nin toplam tazminatı ($USD 7.06M ), German pazarındaki benzer büyüklükteki şirketler için ortalamanın üzerindedir ($USD 2.70M ).

Tazminat ve Kazançlar: Klaus şirketinin tazminatı, şirket kârsız olduğu sürece artırıldı.

CEO

Klaus Rosenfeld (60 yo)

12.3yrs
Görev süresi
€6,120,000
Tazminat

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...

Liderlik Ekibi

İsimPozisyonGörev süresiTazminatSahiplik
Klaus Rosenfeld
CEO, Member of Board of Managing Directors12.3yrs€6.12mVeri yok
Christophe Hannequin
CFO & Member of Board of Managing Directors1yr€1.45mVeri yok
Uwe Wagner
CTO, Member of the Board of Managing Directors & Member of Executive Board6.9yrs€3.07mVeri yok
Matthias Zink
Member of Executive Board & CEO of Powertrain & Chassis9.7yrs€2.86mVeri yok
Sascha Zaps
Member of Executive Board and CEO of Bearings & Industrial Solutions5yrs€2.30mVeri yok
Jens Schuler
CEO Vehicle Lifetime Solutions4.7yrs€2.89mVeri yok
Astrid Fontaine
Chief Human Resources Officer & Member of Board of Managing Directors2.7yrs€2.40mVeri yok
Thomas Stierle
Member of Executive Board & CEO of E-Mobility1.9yrs€2.17mVeri yok
Jochen Schroder
COO & Member of the Executive Boardless than a yearVeri yokVeri yok
Maximilian Fiedler
Regional CEO Asia/Pacificless than a yearVeri yokVeri yok
Heiko Eber
Head of Investor Relations (IR)2.3yrsVeri yokVeri yok
Axel Lüdeke
Head of Group Communications & Public Affairsno dataVeri yokVeri yok
2.7yrs
Ortalama Görev Süresi
57yo
Ortalama Yaş

Deneyimli Yönetim: SHA0 'un yönetim ekibi deneyimli olarak değerlendirilmektedir (ortalama görev süresi 2.7 yıldır).

Yönetim Kurulu Üyeleri

İsimPozisyonGörev süresiTazminatSahiplik
Sabine Bendiek
Independent Member of Supervisory Board7.4yrs€91.00kVeri yok
Siegfried Wolf
Independent Member of Supervisory Board11.8yrs€108.00kVeri yok
Robin Stalker
Independent Member of Supervisory Board11.8yrs€108.00kVeri yok
Holger Engelmann
Independent Member of Supervisory Board11.8yrs€90.00kVeri yok
Horst Ott
Employee Representative Member of the Supervisory Board2.4yrs€122.00kVeri yok
Georg F. Schaeffler
Chairman of Supervisory Board11.8yrs€179.00kVeri yok
Tong Zhang
Independent Member of Supervisory Board11.8yrs€78.00kVeri yok
Thomas Hohn
Employee Representative of Supervisory Board6.3yrs€115.00kVeri yok
Ulrike Hasbargen
Independent Member of Supervisory Board1.3yrs€60.00kVeri yok
Alexander Putz
Employee Representative of Supervisory Board3.9yrs€64.00kVeri yok
Ulrich Schopplein
Employee Representative Member of Supervisory Board3.1yrs€99.00kVeri yok
Maja Reusch
Employee Representative of Supervisory Board1.7yrs€83.00kVeri yok
6.9yrs
Ortalama Görev Süresi
60.5yo
Ortalama Yaş

Deneyimli Yönetim Kurulu: SHA0 'nin yönetim kurulu üyeleri deneyimli olarak kabul edilir (ortalama görev süresi 6.9 yıldır).

Şirket Analizi ve Finansal Veri Durumu

VeriSon Güncelleme (UTC saati)
Şirket Analizi2026/09/15 01:40
Gün Sonu Hisse Fiyatı2026/09/15 00:00
Kazançlar2026/06/30
Yıllık Kazançlar2025/12/31

Veri Kaynakları

Şirket analizimizde kullanılan veriler S&P Global Market Intelligence LLC'den alınmıştır. Bu raporu oluşturmak için analiz modelimizde aşağıdaki veriler kullanılmıştır. Veriler normalize edilmiştir, bu da kaynağın mevcut olmasından kaynaklanan bir gecikmeye neden olabilir.

PaketVeriZaman ÇerçevesiÖrnek ABD Kaynağı *
Şirket Finansalları10 yıl
  • Gelir tablosu
  • Nakit akış tablosu
  • Bilanço
Analist Konsensüs Tahminleri+3 yıl
  • Finansal tahminler
  • Analist fiyat hedefleri
Piyasa Fiyatları30 yıl
  • Hisse senedi fiyatları
  • Temettüler, Bölünmeler ve Eylemler
Sahiplik10 yıl
  • En büyük hissedarlar
  • İçeriden öğrenenlerin ticareti
Yönetim10 yıl
  • Liderlik ekibi
  • Yönetim Kurulu
Önemli Gelişmeler10 yıl
  • Şirket duyuruları

* ABD menkul kıymetleri için örnek, ABD dışı için eşdeğer düzenleyici formlar ve kaynaklar kullanılmıştır.

Belirtilmediği sürece tüm finansal veriler yıllık bir döneme dayanmaktadır ancak üç ayda bir güncellenmektedir. Bu, İzleyen On İki Ay (TTM) veya Son On İki Ay (LTM) Verileri olarak bilinir. Daha fazla bilgi edinin.

Analiz Modeli ve Kar Tanesi

Bu raporu oluşturmak için kullanılan analiz modelinin ayrıntılarına Github sayfamızdan ulaşabilirsiniz; ayrıca raporlarımızı nasıl kullanacağınıza dair kılavuzlarımız ve YouTube’da eğitim videolarımız da bulunmaktadır.

Simply Wall St analiz modelini tasarlayan ve oluşturan hakkında bilgi edinin.

Endüstri ve Sektör Metrikleri

Sektör ve bölüm metriklerimiz Simply Wall St tarafından her 6 saatte bir hesaplanmaktadır, sürecimizin ayrıntıları Github'da mevcuttur.

Analist Kaynakları

Schaeffler AG 21 Bu analistlerden 10, raporumuzun girdisi olarak kullanılan gelir veya kazanç tahminlerini sunmuştur. Analistlerin gönderimleri gün boyunca güncellenmektedir.

AnalistKurum
Romain GourvilBerenberg
Horst SchneiderBofA Global Research
Ross MacDonaldCitigroup Inc