Schaeffler confirms 2026 guidance as charges hit Schaeffler stock

Published on 10/25/2026 at 12:39 | Editorial responsibility: Rafael Müller, Editor-in-Chief AD HOC NEWS

Schaeffler reports EUR 17.50 billion in nine-month 2026 revenue versus EUR 17.70 billion. For Schaeffler stock, E-Mobility charges total EUR 240 million.

Charges and operating milestones

Schaeffler announced EUR 240 million in E-Mobility special charges on October 13, 2026.
First nine-month revenue reached EUR 17.50 billion versus EUR 17.70 billion in the prior-year period.
Schaeffler stock closed at EUR 5.39 on October 23, 2026.
Jefferies kept its Buy rating and EUR 8.70 target on October 13, 2026.
Humanoid robotics orders reached EUR 400 million in the third quarter of 2026.

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Schaeffler stock (ISIN DE000SHA0100) faces EUR 240 million in one-off E-Mobility charges after the company released preliminary third-quarter and nine-month figures on October 13, 2026. According to Schaeffler, full-year 2026 guidance and the mid-term targets for 2028 were confirmed.

Charges reshape E-Mobility

The special charges include EUR 220 million recognized in the third quarter of 2026. Schaeffler said the impairments and provisions were linked mainly to lower volumes for European automaker projects in China and would reduce overcapacity.

The financial picture is mixed rather than uniformly weak. Revenue for the first nine months of 2026 was EUR 17.50 billion, down from EUR 17.70 billion in the prior-year period, while the EBIT margin before special items improved to 4.50 percent from 4.20 percent. In the third quarter, however, the same margin fell to 4.20 percent from 4.50 percent.

What does EUR 240 million mean?

The charge is intended to improve future E-Mobility profitability, while the division still reported a special-items EBIT margin of minus 14.80 percent for the first nine months of 2026. Schaeffler also reported EUR 400 million in humanoid robotics orders after adding two customers in Greater China during the third quarter.

Jefferies kept its Buy rating and EUR 8.70 price target on October 13, 2026, according to Zonebourse. The target is EUR 3.31 above the last Xetra close, a comparison that leaves the analyst view dependent on execution in E-Mobility and the wider automotive cycle.

November 3 results date

Schaeffler's next dated event is the publication of its final nine-month 2026 interim statement on November 3, 2026. The company also scheduled its Q3 2026 earnings conference call for that date at 10:00 a.m. CET on its investor-relations page.

Stock stays below EUR 6.00

The last Xetra close was EUR 5.39 on October 23, 2026. The 52-week range was EUR 5.37 to EUR 11.98, while market capitalization stood at EUR 5.1 billion on October 25, 2026.

The further course of trading is shown by the continuously updated real-time quote of Schaeffler stock.