Schaeffler Yönetim
Yönetim kriter kontrolleri 3/4
Şu anda CEO hakkında yeterli bilgiye sahip değiliz.
Anahtar bilgiler
Klaus Rosenfeld
İcra Kurulu Başkanı
€6.1m
Toplam tazminat
| CEO maaş yüzdesi | 24.51% |
| CEO görev süresi | 11.9yrs |
| CEO sahipliği | n/a |
| Yönetim ortalama görev süresi | 2.3yrs |
| Yönetim Kurulu ortalama görev süresi | 6.5yrs |
Son yönetim güncellemeleri
Recent updates
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.
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
| Tarih | Toplam Tazminat | Maaş | Şirket Kazançları |
|---|---|---|---|
| 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 |
Tazminat ve Piyasa: Klaus 'ın toplam tazminatı ($USD 7.10M ) German pazarındaki benzer büyüklükteki şirketler için ortalamadır ($USD 5.57M ).
Tazminat ve Kazançlar: Klaus şirketinin tazminatı, şirket kârsız olduğu sürece artırıldı.
CEO
Klaus Rosenfeld (59 yo)
11.9yrs
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
| İsim | Pozisyon | Görev süresi | Tazminat | Sahiplik |
|---|---|---|---|---|
| CEO, Member of Board of Managing Directors | 11.9yrs | €6.12m | Veri yok | |
| CFO & Member of Board of Managing Directors | less than a year | €1.45m | Veri yok | |
| CTO, Member of the Board of Managing Directors & Member of Executive Board | 6.6yrs | €3.07m | Veri yok | |
| Member of Executive Board & CEO of Powertrain & Chassis | 9.3yrs | €2.86m | Veri yok | |
| Member of Executive Board and CEO of Bearings & Industrial Solutions | 4.7yrs | €2.30m | Veri yok | |
| CEO Vehicle Lifetime Solutions | 4.3yrs | €2.89m | Veri yok | |
| Chief Human Resources Officer & Member of Board of Managing Directors | 2.3yrs | €2.40m | Veri yok | |
| Member of Executive Board & CEO of E-Mobility | 1.6yrs | €2.17m | Veri yok | |
| COO & Member of the Executive Board | less than a year | Veri yok | Veri yok | |
| Regional CEO Asia/Pacific | less than a year | Veri yok | Veri yok | |
| Head of Investor Relations (IR) | 1.9yrs | Veri yok | Veri yok | |
| Head of Group Communications & Public Affairs | no data | Veri yok | Veri yok |
2.3yrs
Ortalama Görev Süresi
56yo
Ortalama Yaş
Deneyimli Yönetim: SHA0 'un yönetim ekibi deneyimli olarak değerlendirilmektedir (ortalama görev süresi 2.3 yıldır).
Yönetim Kurulu Üyeleri
| İsim | Pozisyon | Görev süresi | Tazminat | Sahiplik |
|---|---|---|---|---|
| Independent Member of Supervisory Board | 7.1yrs | €91.00k | Veri yok | |
| Independent Member of Supervisory Board | 11.4yrs | €108.00k | Veri yok | |
| Independent Member of Supervisory Board | 11.4yrs | €108.00k | Veri yok | |
| Independent Member of Supervisory Board | 11.4yrs | €90.00k | Veri yok | |
| Employee Representative Member of the Supervisory Board | 2.1yrs | €122.00k | Veri yok | |
| Chairman of Supervisory Board | 11.4yrs | €179.00k | Veri yok | |
| Independent Member of Supervisory Board | 11.4yrs | €78.00k | Veri yok | |
| Employee Representative of Supervisory Board | 6yrs | €115.00k | Veri yok | |
| Independent Member of Supervisory Board | 1yr | €60.00k | Veri yok | |
| Employee Representative of Supervisory Board | 3.6yrs | €64.00k | Veri yok | |
| Employee Representative Member of Supervisory Board | 2.8yrs | €99.00k | Veri yok | |
| Employee Representative of Supervisory Board | 1.3yrs | €83.00k | Veri yok |
6.5yrs
Ortalama Görev Süresi
59.5yo
Ortalama Yaş
Deneyimli Yönetim Kurulu: SHA0 'nin yönetim kurulu üyeleri deneyimli olarak kabul edilir (ortalama görev süresi 6.5 yıldır).
Şirket Analizi ve Finansal Veri Durumu
| Veri | Son Güncelleme (UTC saati) |
|---|---|
| Şirket Analizi | 2026/05/22 03:43 |
| Gün Sonu Hisse Fiyatı | 2026/05/22 00:00 |
| Kazançlar | 2026/03/31 |
| Yıllık Kazançlar | 2025/12/31 |
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.
| Paket | Veri | Zaman Çerçevesi | Örnek ABD Kaynağı * |
|---|---|---|---|
| Şirket Finansalları | 10 yıl |
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| Analist Konsensüs Tahminleri | +3 yıl |
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| Piyasa Fiyatları | 30 yıl |
| |
| Sahiplik | 10 yıl |
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| Yönetim | 10 yıl |
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| Önemli Gelişmeler | 10 yıl |
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* 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 kullanacağınızı anlatan kılavuzlarımız ve Youtube'da eğitim videolarımız da bulunmaktadır.
Simply Wall St analiz modelini tasarlayan ve oluşturan dünya standartlarındaki ekip 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.
| Analist | Kurum |
|---|---|
| Romain Gourvil | Berenberg |
| Horst Schneider | BofA Global Research |
| Ross MacDonald | Citigroup Inc |