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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.
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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.

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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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