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Schaeffler
Schaeffler (SHA0) investor relations material
Schaeffler Q4 2025 earnings summary
Complete event summary combining all related documents: earnings call transcript, report, and slide presentation.Q4 2025 earnings summary3 Mar, 2026
Executive summary
Delivered resilient performance in a volatile environment, with FY 2025 revenue at EUR 23.5 billion, down 0.6% year-over-year, but improved adjusted gross and EBIT margins driven by restructuring and operational efficiency.
Free cash flow before M&A reached EUR 266 million, significantly above prior year and guidance, supporting a proposed dividend increase to EUR 0.30 per share.
Integration and portfolio optimization continued, including sale of turbocharger business in China and closure of Ultra Precision Drives in Germany.
Growth initiatives in humanoids, defense, and space sectors advanced, with new partnerships, innovation factory, and MOUs signed.
High one-off restructuring and impairment costs led to a reported net loss of EUR 424 million, despite positive adjusted net income.
Financial highlights
Adjusted gross margin improved to 19.9% (reported 18.4% due to one-off losses), up from 19.1% year-over-year.
EBIT margin before special items rose to 4.0% from 3.5% year-over-year, with EBIT before special items at EUR 936 million.
Free cash flow before M&A was EUR 266 million, exceeding expectations.
Dividend proposal of EUR 0.30 per share, a EUR 0.05 increase over the previous year.
Leverage ratio improved to 2.1x, with liquidity at EUR 5.1 billion.
Outlook and guidance
FY 2026 guidance: sales EUR 22.5–24.5 billion, EBIT margin 3.5–5.5%, free cash flow EUR 100–300 million.
E-Mobility expected to grow, Powertrain & Chassis to decline, VLS and Bearings & Industrial Solutions to show some growth.
CEO priorities include closing EBIT break-even gap in E-Mobility and advancing growth in Humanoids, Defense, and Space.
No meaningful top-line impact from new growth activities in 2026; focus remains on operational improvements.
Market assumptions: global light vehicle production to decline by 0.4% in 2026, car parc growth 2.0–2.5%, industrial production growth 2.5–3.0%.
E-Mobility breakeven timeline
Future capex strategy
Remaining synergy realization
E-Mobility EBIT margin improvement rate
New growth areas: how to achieve 10% by 2035
Expected duration of special item impacts
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Next Schaeffler earnings date
Q1 20265 May, 2026
Schaeffler
Next Schaeffler earnings date
Q1 20265 May, 2026
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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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