Business description: Schaeffler AG

Schaeffler AG is a Germany-based company primarily engaged in the manufacture of automotive parts. The Company’s activities are divided into three segments: Automotive Technologies (AT), Automotive aftermarket and Industrial. The AT has four business divisions (BD): E-mobility and chassis BD develops and manufactures mechanical and mechatronic, electrical components and systems for powertrains, offers solutions for hybrid and all electrical vehicles, for steering and other chassis applications respectively ; Engine & transmission systems BD produces and develops components and sub systems for engine and transmission applications in passenger and commercial vehicles; bearings BD provides rolling bearing applications and products; Automotive aftermarket is responsible for spare parts, repair and maintenance for engines, transmissions, and others. Industrial segment is for rotary and linear bearing solutions and for sensor-based condition monitoring systems along with hydrogen solutions.

Number of employees: 100,697

Sales by Activity: Schaeffler AG

Fiscal Period: December 2021 (EUR) 2022 (EUR) 2023 (EUR) 2024 (EUR) 2025 (EUR)

Powertrain&Chassis

- - - - 8.9B

E-Mobility

- - - - 5.02B

Automotive Technologies

8.44B 9.5B 9.77B 6.96B -

Bearings & Industrial Solutions

3.57B 4.27B 4.29B 6.57B 6.37B

Vehicle Lifetime Solutions

1.85B 2.04B 2.25B 2.58B 3.04B

Others

- - - 2.08B 171M

Geographical breakdown of sales: Schaeffler AG

Fiscal Period: December 2021 (EUR) 2022 (EUR) 2023 (EUR) 2024 (EUR) 2025 (EUR)

Europe (Excluding Germany)

3.72B 4.26B 4.73B 5.49B 7.02B

China

3.24B 3.56B 3.3B 3.44B 4.02B

Germany

2.11B 2.3B 2.5B 2.66B 3.9B

U.S.

1.84B 2.22B 2.22B 2.57B 3.51B

Asia/Pacific

1.92B 2.12B 2.16B 2.46B 3.22B

Americas (Excluding U.S.)

977M 1.31B 1.35B 1.52B 1.81B

Greater China (Excluding China)

51M 53M 56M 46M 17M

Executive Committee: Schaeffler AG

Manager TitleAgeSince
Chief Executive Officer 60 2014-05-31
Director of Finance/CFO - 2025-09-30
Chief Operating Officer - 2026-03-31
Chief Tech/Sci/R&D Officer 62 2019-09-30
Comptroller/Controller/Auditor 65 -

Composition of the Board of Directors: Schaeffler AG

Director TitleAgeSince
Chairman 62 2014-11-30
Director/Board Member 68 2014-11-30
Director/Board Member 61 2014-11-30
Director/Board Member 66 2014-11-30
Director/Board Member 60 2019-04-23
Director/Board Member 47 2020-05-07
Director/Board Member 49 2022-09-30
Director/Board Member 52 -
Director/Board Member - 2025-04-23
Director/Board Member 66 2025-04-23

Shareholders: Schaeffler AG

NameEquities%Valuation
79.2 %
748,348,635 79.2 % 6 083 M €
State Street Global Advisors France SA
0.0706 %
666,928 0.0706 % 5 M €
FPM Frankfurt Performance Management AG
0.0684 %
646,000 0.0684 % 5 M €
Monega Kapitalanlagegesellschaft mbH
0.055 %
519,800 0.055 % 4 M €
IRIVEST Investment Managers
0.0442 %
417,272 0.0442 % 3 M €

Holdings: Schaeffler AG

NameEquities%Valuation
115,863,235 74.13% 4 697 M $

Company details: Schaeffler AG

Schaeffler AG

Industriestrasse 1-3

91074, Herzogenaurach

+49 9132 82 0

http://www.schaeffler.com
address Schaeffler AG(SHA0)

Group companies: Schaeffler AG

NameCategory and Sector
Metal Fabrication
Metal Fabrication
Metal Fabrication
Metal Fabrication
Metal Fabrication

Other Auto, Truck & Motorcycle Parts

Change 5d. change 1-year change 3-years change Capi.($)
+0.06%+9.09%+115.18%+25.78% 9.4B
+3.25%+2.23%+415.64%+512.18% 49.07B
-0.94%+0.91%+11.92%+4.94% 33.32B
-1.64%+7.28%+72.48%+84.21% 25.49B
+2.33%+4.88%+11.18%+77.83% 22.56B
+0.35%+6.97%+90.95%+19.75% 17.16B
-0.21%+2.56%+0.88%+1.52% 15.72B
-0.66%+1.82%+29.01%+61.36% 15.44B
+1.30%+1.05%+41.28%+167.24% 13.98B
+1.82%+5.33%+22.02%-40.91% 12.94B
Average +0.59%+3.65%+81.05%+91.39% 21.51B
Weighted average by Cap. +0.83%+2.87%+124.88%+151.39%
Trader
Investor
Global
Quality
ESG MSCI
BBB
Sell
Consensus
Buy
Mean consensus
OUTPERFORM
Number of Analysts
11
Last Close Price
8.440EUR
Average target price
8.705EUR
Spread / Average Target
+3.13%

Quarterly revenue - Rate of surprise