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Edge16 Oct 2026
Winner, Winner: The Chicken McNugget Story
How a 1940s breeding contest, a Cornell food scientist, and a hedge by Ray Dalio helped McDonald's turn the Chicken McNugget into a fast-food icon.
Schaeffler
Schaeffler (SHA0) investor relations material
Schaeffler Q3 2026 earnings summary
Complete event summary combining all related documents: earnings call transcript, report, and slide presentation.Q3 2026 earnings summary3 Nov, 2026
Executive summary
Q3 sales were €5,814m, down 2.0% at constant currency; adjusted EBIT margin was 4.2% and free cash flow before M&A was €260m.
9M revenue was €17,481m, down 0.4% at constant currency; adjusted EBIT rose 6.5% to €794m and adjusted margin increased to 4.5%.
2026 guidance was reaffirmed; a new performance program targets €300m in annual earnings gains from 2030.
Financial highlights
Q3 reported sales were €5,814m, down 0.2% year over year; FX-adjusted sales fell 2.0%.
Q3 adjusted gross margin was 20.7% versus 21.0%; adjusted EBIT was €245m versus €264m, with margin down 0.3 percentage points to 4.2%.
9M attributable net income was €11m versus a €244m loss; adjusted net income was €211m versus €55m, and EPS was €0.01 versus -€0.26.
Q3 free cash flow before M&A was €260m versus €175m; 9M was -€40m versus €47m.
Outlook and guidance
FY 2026 guidance: revenue €22.5–24.5bn, adjusted EBIT margin 3.5%–5.5%, and free cash flow before M&A €100–300m.
Division revenue guidance: E-Mobility €5.2–5.8bn; PTC €8.0–8.6bn; VLS €3.1–3.3bn; B&IS €6.2–6.7bn.
Division adjusted EBIT margin guidance: E-Mobility -15% to -13%; PTC 10%–12%; VLS 13.5%–15.5%; B&IS 7%–9%.
The 2028 mid-term targets were confirmed; global vehicle production is forecast to decline 1.7% in 2026.
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Latest events from Schaeffler
- Guidance reaffirmed amid E-Mobility charges and humanoid order-book growth to €400m.SHA0
Q3 2026 TU - Stable revenue and improved margins, but free cash flow declined due to restructuring.SHA0Q2 2026
- Flat Q2 sales and improved margins keep full-year guidance on track amid market volatility.SHA0Pre-close call
- Poised for >10% humanoid market share by 2030, driven by innovation and global partnerships.SHA0GS APAC Robotics conference presentation
- Pursuing E-Mobility leadership and robotics growth, targeting €27–29B revenue by 2028.SHA0Corporate presentation
- Revenue up 1.0% at constant currency, EBIT margin improves, outlook confirmed amid challenges.SHA0Q1 2026
- Q1 2026 delivered improved EBIT margin and stable FX-adjusted sales amid mixed market trends.SHA0Pre-close call
- Resilient 2025 performance with improved margins, strong cash flow, and higher dividend.SHA0Q4 2025
- Q3 2025 delivered higher margins, strong cash flow, and upgraded guidance.SHA0Q3 2025
Next Schaeffler earnings date
Q4 20263 Mar, 2027
Schaeffler
Next Schaeffler earnings date
Q4 20263 Mar, 2027
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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.