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Schaeffler (SHA0) investor relations material
Schaeffler Q3 2026 TU earnings summary
Complete event summary combining all related documents: earnings call transcript, report, and slide presentation.Executive summary
Q3 sales were €5,814m, down 2.0% YoY on an FX-adjusted basis; EBIT before special items was €245m, with a 4.2% margin.
FY 2026 guidance and 2028 mid-term targets were reaffirmed amid challenging conditions and ongoing E-Mobility recovery and portfolio actions.
Humanoid order book reached €400m after two additional Chinese customers placed production orders.
Financial highlights
9M sales were €17,481m; EBIT before special items was €794m, with a 4.5% margin.
Free cash flow before M&A cash flows was +€260m in Q3 and -€40m for 9M.
E-Mobility actions carry ~€240m in one-off special-item charges, including ~€220m in Q3.
Outlook and guidance
FY 2026 guidance: sales €22.5–24.5bn, EBIT margin 3.5%–5.5% before special items, and free cash flow €100–300m before M&A cash flows.
2028 targets: sales €24–26bn, EBIT margin 6%–8%, and free cash flow €400–600m before M&A cash flows.
E-Mobility break-even remains a priority; capacity adjustments and portfolio optimization are expected to support profitability in coming years.
- Stable revenue and improved margins, but free cash flow declined due to restructuring.SHA0
Q2 2026 - Flat Q2 sales and improved margins keep full-year guidance on track amid market volatility.SHA0
Pre-close call - Poised for >10% humanoid market share by 2030, driven by innovation and global partnerships.SHA0
GS APAC Robotics conference presentation - Pursuing E-Mobility leadership and robotics growth, targeting €27–29B revenue by 2028.SHA0
Corporate presentation - Revenue up 1.0% at constant currency, EBIT margin improves, outlook confirmed amid challenges.SHA0
Q1 2026 - Q1 2026 delivered improved EBIT margin and stable FX-adjusted sales amid mixed market trends.SHA0
Pre-close call - EBIT margin improved to 4.0% as free cash flow rebounded and new growth areas advanced.SHA0
Q4 2025 (Media) - Resilient 2025 performance with improved margins, strong cash flow, and higher dividend.SHA0
Q4 2025 - Q3 2025 delivered higher margins, strong cash flow, and upgraded guidance.SHA0
Q3 2025
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