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Schaeffler Pre-close Call summary
Complete event summary combining all related documents: earnings call transcript, report, and slide presentation.Pre-close Call summary29 Jan, 2026
Executive summary
FY 2025 sales are expected at €24.3bn, within the €23–25bn guidance, with Q4 sales flat quarter-over-quarter.
EBIT margin for FY 2025 is around the midpoint of the 3–5% guidance, with Q4 margin lower than Q3 but higher than Q4 2024.
Free cash flow for FY 2025 is at the upper end of the €0–200mn guidance, supported by early OEM payments and a significant improvement over the prior year.
2025 was marked by market challenges, tariffs, and supply chain issues, but guidance was achieved.
Trading performance and revenue trends
Electrification/E-Mobility saw slight Q4 year-over-year growth, but FY sales at the lower end of guidance.
Powertrain & Chassis experienced a moderate Q4 sales decline year-over-year, with FY sales near the lower end of guidance due to phase-outs and a soft European market.
Vehicle Lifetime Solutions reported robust demand and mid single-digit growth in Q4 and FY, though at the lower end of guidance.
Bearings & Industrial Solutions faced a soft market, with Q4 sales slightly down year-over-year and FY sales slightly lower than the previous year, but within guidance.
Profitability and margins
Group EBIT margin for FY 2025 is around the midpoint of the 3–5% guidance range.
Electrification/E-Mobility Q4 EBIT margin improved year-over-year, supported by R&D reimbursements, but remained negative and within the lower half of guidance.
Powertrain & Chassis Q4 margin is lower year-over-year due to volume declines, with FY margin in the lower half of the 10–12% guidance.
Vehicle Lifetime Solutions and Bearings & Industrial Solutions maintained or improved margin profiles, safely within or above guidance.
E-Mobility path to >0% EBIT margin by 2028?
Drivers for 2028 FCF target of EUR 400-600mn?
PTC sales decline management to maintain margins?
Key FCF headwinds for 2026
E-Mobility profitability path to breakeven
Industrial market outlook for 2026
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Next Schaeffler earnings date
Q4 20253 Mar, 2026
Schaeffler
Next Schaeffler earnings date
Q4 20253 Mar, 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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