Schaeffler 2026 Outlook | Profits, Share Price & Analysis

Schaeffler

XTRA:SHA0

€ 7,29

+ €0,10 (1,39%)

7,29 €

+€0,10 (1,39%)

End-of-day quote: 03/26/2026

Schaeffler Stock Value

Analysts currently see XTRA:SHA0 at the level of Outperform.

Outperform

Schaeffler Company Info

EPS Growth 5Y

-33,90%

Market Cap

€6,89 B

Long-Term Debt

€5,14 B

Quarterly earnings

05/07/2026 (E)

Dividend

€0,30

Dividend Yield

4,17%

Founded

1946

Industry

Consumer Discretionary

Country

Germany

Website

Schaeffler

ISIN Number

DE000SHA0100

Website

http://www.schaeffler.com

Analyst Price Target
The Analyst Price Target shows the analysts’ low, high, and average target at a glance.

€8,50

16.6%

Last Update: 03/26/2026

Analysts: 11

Highest Price Target €11,00

Average Price Target €8,50

Lowest Price Target €6,50

In the last five quarters, Schaeffler’s Price Target has risen from €4,57 to €6,20 - a 35,67% increase. Three analysts predict that Schaeffler’s share price will increase in the coming year, reaching €8,50. This would represent an increase of 16,60%.

Top growth stocks in the consumer discretionary sector (5Y.)

What does Schaeffler do?

Schaeffler AG is a global automotive and industrial supplier, recognized for its high-precision components and systems that enhance the overall functionality and efficiency of utilization in automobiles and industrial machinery. Business Segments The company operates three primary business segments: Automotive Technologies, Automotive Aftermarket, and Industrial. Automotive Technologies This segment plays a pivotal role in the global automotive supply chain. The company provides innovative s...

Business Segments

The company operates three primary business segments: Automotive Technologies, Automotive Aftermarket, and Industrial.

Automotive Technologies

This segment plays a pivotal role in the global automotive supply chain. The company provides innovative solutions that enhance engine efficiency, driving comfort, and safety. Equipped with a range of products including transmission systems, electric drives, and chassis components, this segment focuses on the significant transition towards electromobility, exemplifying the company's responsiveness to industry shifts.

Automotive Aftermarket

This business unit caters to the needs of the automotive aftermarket by providing high-quality products and services that enhance vehicle performance and lifespan. It covers a broad spectrum of applications, supplying automotive spare parts, repairs, and maintenance solutions. The Automotive Aftermarket serves workshops, retailers, and end customers, emphasizing the company's goal of ensuring sustainability in vehicle maintenance.

Industrial

In this segment, the company addresses the demands of the industrial sector with products and services encompassing bearings, linear technology, and drive technology. It delivers solutions tailored to industries such as aerospace, machine tools, and renewable energies. The focus here is on optimizing efficiency and reliability in applications across multiple sectors, including heavy industry and manufacturing.

Business Strategy

The company adopts a comprehensive business strategy that emphasizes innovation, operational excellence, and sustainability. A cornerstone of this strategy is its commitment to Research and Development, positioning the company as a leader in developing groundbreaking technologies in automotive and industrial applications.

The integration of electromobility solutions and digitalization across its operational framework marks a key component of the company's forward-looking strategy. By investing significantly in future technologies, the company aims to enhance its product portfolio and capture emerging market trends.

Sustainability is also paramount in the company's strategic outlook. Efforts are directed towards minimizing environmental impact by adopting cleaner production processes and creating energy-efficient products. The focus on a circular economy aligns with global sustainability goals, fostering innovation in recycling and sustainable materials.

Furthermore, the company is keen on enhancing customer engagement, employing tailored solutions and services that meet specific customer needs. The strategy emphasizes responsiveness to market changes, ensuring that the company remains agile and competitive in a fast-paced industrial landscape.

Products and Services

The products and services offered by the company are diverse and designed to meet various industry requirements. The automotive division provides components crucial for vehicle performance, including bearings, clutches, and transmission systems. These products are geared towards both traditional combustion engines and electric vehicle technologies, ensuring adaptability as the industry transitions.

In the Automotive Aftermarket segment, the services include supply of spare parts, maintenance solutions, and technical support to workshops and end consumers. This division emphasizes quality assurance and reliability, enabling vehicle operators to achieve optimal performance and longevity.

The industrial segment boasts a wide array of products such as rolling bearings, linear guides, and automation solutions. These offerings cater to multiple industries, thereby reinforcing the company's standing as a versatile supplier capable of addressing distinct market challenges.

Geographical Markets Served

The company serves a wide array of geographical markets, effectively distributing its products and services on a global scale. Major regions include Europe, the Americas, and Asia-Pacific, where the company has established a significant operational footprint.

In Europe, the company maintains a strong presence with multiple manufacturing facilities and research centers, ensuring robust support for its customer base. The Americas are a vital market segment, with product demands driven primarily by automotive and industrial sectors in countries such as the United States and Brazil.

The Greater China market has become increasingly important, with growing investments geared towards expanding local manufacturing capabilities and addressing rising consumer demands. Similarly, the Asia-Pacific region, including countries like India and South Korea, represents a focus area for enhancing market penetration and product distribution.

Seasonality

The company experiences some degree of seasonality in its operations, particularly influenced by the automotive sector's demand cycles. Typically, the demand for automotive products sees peaks aligned with new model introductions and automotive production schedules, leading to variations in revenue generation throughout the year.

Seasonality may also affect specific industrial applications, depending on economic climate and market demand fluctuations. Despite these seasonal impacts, the company strives to maintain stable financial performance by implementing proactive inventory management and market response strategies.

Customers, Categories

The company serves a diverse customer base across automotive and industrial sectors. Prominent customers include leading automotive manufacturers, aerospace companies, and various industrial enterprises. The company's widespread portfolio meets the needs of tens of thousands of customers globally, with a focus on providing personalized service and support across numerous sectors.

Key customer categories range from original equipment manufacturers (OEMs) to aftermarket suppliers and industrial partners, all of which benefit from the company's high-quality products and technical expertise. The extensive customer network highlights the organization's capability to cater to varied requirements, ensuring lasting customer relationships and satisfaction.

Sales and Marketing

The company employs a multi-channel sales and marketing approach, utilizing both direct and indirect methods to reach its diverse customer base effectively. The sales strategy includes a combination of direct engagements with large OEMs and partnerships with distributors, ensuring broad market coverage.

Marketing efforts are directed towards enhancing brand visibility and customer engagement through various channels, including digital marketing, trade shows, and industry publications. The company invests in customer relationship management systems to streamline communication and strengthen customer relationships.

History

The company was founded in 1946. The company was incorporated in 2014. The company was formerly known as INA Beteiligungsgesellschaft mit beschränkter Haftung and changed its name to Schaeffler AG in October 2014.

Schaeffler Questions and Answers

Which sectors generate sales and which are the top 3 markets?

**Revenue distribution by sectors:** - Automotive business: approx. 60% - Industrial business: approx. 30% - Aftermarket business: approx. 10% **TOP 3 markets and their percentage shares:** - Europe: approx. 45% - Asia/Pacific: approx. 30% - North America: approx. 20% Schaeffler AG generates the m...

At which locations are the company’s products manufactured?

**Production Sites:** - **Germany:** Several plants, including Herzogenaurach (headquarters), Schweinfurt, and Bühl. - **Europe:** Plants in France, Spain, Great Britain, Hungary, and Romania. - **Asia:** Production facilities in China, India, South Korea, and Japan. - **America:** Plants in the USA...

What strategy does Schaeffler pursue for future growth?

**Revenue Growth:** Estimated 4-6% annually (2025-2027, based on industry trends) **Investments in E-Mobility:** Over 500 million euros (2023-2025) **Digitalization and Automation:** Increase in investments by 20% (2024) Schaeffler AG is pursuing a multi-track growth strategy focusing on strength...

Which raw materials are imported and from which countries?

**Main raw materials:** Steel, aluminum, plastics **Countries of origin:** Germany, China, USA, Brazil Schaeffler AG, as a leading automotive and industrial supplier, imports a variety of raw materials to manufacture their products. The most important materials include steel, aluminum, and various...

How strong is the company’s competitive advantage?

**Market share in the automotive sector:** 12% (2024, estimate) **R&D expenses as a percentage of revenue:** 6.8% (2024) **EBIT margin:** 9.5% (2024) Schaeffler AG has a significant competitive advantage stemming from its strong position in the automotive sector. With an estimated market sh...

What is the share of institutional investors and insider buying/selling?

**Institutional Investor Share:** Approximately 60% (estimated for 2025 based on historical data) **Insider Buys/Sells:** No significant transactions in the last quarter (estimated for 2025) The institutional investor share at Schaeffler AG traditionally stands at around 60%, indicating the trust...

What percentage market share does Schaeffler have?

**Market share of Schaeffler AG:** Estimate 5-7% (2025, based on historical data and market trends) **Top competitors and their market shares:** 1. **Robert Bosch GmbH:** Estimate 15-20% 2. **Continental AG:** Estimate 10-12% 3. **ZF Friedrichshafen AG:** Estimate 8-10% 4. **Valeo SA:** Estimate 6-...

Is Schaeffler stock currently a good investment?

**Revenue Growth:** 8% (2024) **EBIT Margin:** 9.5% (2024) **R&D Expenses:** 7% of revenue (2024) In 2024, Schaeffler AG achieved a revenue growth of 8%, driven by strong demand in the automotive and industrial applications sectors. The EBIT margin of 9.5% indicates that the company opera...

Does Schaeffler pay a dividend – and how reliable is the payout?

**Dividend Yield:** 3.5% (2024, estimated) **Payout Ratio:** 40% (2024, estimated) Schaeffler AG has pursued a consistent dividend policy in recent years, with the payout ratio typically ranging from 30% to 40% of net profit. This suggests that the company aims to return a portion of its profits...

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Schaeffler Stock Value

Schaeffler Company Info

Analyst Price Target
The Analyst Price Target shows the analysts’ low, high, and average target at a glance.

Top growth stocks in the consumer discretionary sector (5Y.)

What does Schaeffler do?

Schaeffler Questions and Answers

Offer & Services

Service & Collaboration

Company & Legal

New support ticket

Explore

Schaeffler Stock Value

Schaeffler Company Info

Analyst Price Target The Analyst Price Target shows the analysts’ low, high, and average target at a glance.

Top growth stocks in the consumer discretionary sector (5Y.)

What does Schaeffler do?

Schaeffler Questions and Answers

Offer & Services

Service & Collaboration

Company & Legal

Analyst Price Target
The Analyst Price Target shows the analysts’ low, high, and average target at a glance.