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Investor Relations14 Oct 2025
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Schaeffler (SHA0) investor relations material
Schaeffler Pre-Close Call summary
Complete event summary combining all related documents: earnings call transcript, report, and slide presentation.Pre-Close Call summary14 Oct, 2025
Executive summary
Q3 2025 sales reached EUR 5,922 mn, showing a slight decrease both quarter-on-quarter and year-on-year, with EBIT margin before special items at 3.5%, slightly above the midpoint of full-year guidance.
Free cash flow improved significantly quarter-on-quarter, moving from EUR -364 mn in Q3 2024 to EUR 27 mn in Q3 2025.
E-Mobility sales remained flat, with a focus on project execution and ramp-ups, aiming for break-even by 2028.
Powertrain & Chassis experienced a positive top line in Greater China, offsetting softness in Europe, with sales decline driven by phase-out of non-core business.
Vehicle Lifetime Solutions saw high demand in Americas and Asia, with Europe remaining soft; sales slightly down quarter on quarter but up year over year.
Trading performance and revenue trends
Sales were flattish or slightly down across most divisions, with regional variations such as positive trends in Greater China and the Americas.
E-Mobility and Powertrain & Chassis divisions experienced slight sales declines, mainly due to phase-out businesses.
Bearings & Industrial Solutions saw a slight sales decrease quarter-on-quarter but higher sales year-on-year, driven by demand in the Americas.
Vehicle Lifetime Solutions sales were higher year over year, driven by strong Americas demand.
Powertrain & Chassis top line improved in China but was weak in Europe, mainly due to phase-out of non-core business.
Profitability and margins
EBIT margin before special items remained at 3.5% for Q3 2025, consistent with the previous quarter and above the midpoint of guidance.
Divisional EBIT margins improved year-on-year and quarter-on-quarter, with Vehicle Lifetime Solutions and Bearings & Industrial Solutions maintaining double-digit margins.
E-Mobility margin benefited from operational excellence and optimized launches, though it remained negative but improved year-on-year.
Powertrain & Chassis and Bearings & Industrial Solutions maintained double-digit margins, supported by productivity and self-help measures.
How does Q3 EBIT margin align with FY guidance?
Why is B&IS Q3 EBIT margin stated as higher?
What is the impact of phase-out on PTC sales?
E-Mobility project execution for 2028 breakeven?
Productivity measures to double EBIT by 2028?
Ford F-150 supplier fire: Schaeffler impact?
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Next Schaeffler earnings date
Q3 20254 Nov, 2025
Next Schaeffler earnings date
Q3 20254 Nov, 2025
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Frequently asked questions
Schaeffler AG produces a broad portfolio of automotive and industrial products and serves customers through the world's largest sales and service network. The company is organized into three business divisions: Automotive, Industrial and Discrete. The company supplies linear and angular components, miniature bearings and components, ring drives, power transmission components, and clutches; as well as sensors, mechatronics, magnetic components, and software. The company was founded in 1946 and is headquartered in Herzogenaurach, Germany.
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