Schaeffler confirms 2026 guidance as Schaeffler stock gains 1.35 percent

Published on 10/29/2026 at 12:33 | Editorial responsibility: Rafael Müller, Editor-in-Chief AD HOC NEWS

Nine-month revenue reached EUR 17.50 billion versus EUR 17.70 billion in 2025. Schaeffler stock costs EUR 6.01 on October 29, 2026, 1.35 percent above the Xetra close.

Guidance and operating pressure

Revenue reached EUR 17.50 billion in the first nine months of 2026 versus EUR 17.70 billion a year earlier.
Schaeffler confirmed 2026 sales guidance of EUR 22.50 billion to EUR 24.50 billion and an EBIT margin of 3.50 percent to 5.50 percent.
Schaeffler stock trades at EUR 6.01 at 12:30 p.m. CEST at Lang & Schwarz on October 29, 2026, 1.35 percent above the Xetra close of October 28, 2026.

Schaeffler, DE000SHA0100, Illustration mit AI erstellt.

Schaeffler stock trades at EUR 6.01 at Lang & Schwarz on October 29, 2026 at 12:30 p.m. CEST, up 1.35 percent versus the Xetra close of October 28, 2026 at EUR 5.93. The company had confirmed its 2026 guidance after reporting preliminary nine-month revenue of EUR 17.50 billion versus EUR 17.70 billion in the prior-year period on October 13, 2026, according to Schaeffler.

Results show a mixed operating picture

The preliminary figures combine a 4.50 percent EBIT margin before special items for the first nine months with a 4.20 percent margin in the third quarter. The nine-month free cash flow before M&A cash flows was negative at EUR 40 million, while third-quarter free cash flow reached EUR 260 million.

E-Mobility remained the main pressure point. Revenue for the division rose to EUR 3.90 billion in the first nine months, but its EBIT margin before special items was minus 14.80 percent. Schaeffler also recognized approximately EUR 240 million in one-off impairments and provisions, including approximately EUR 220 million in the third quarter, mainly because of lower project volumes in China.

What does guidance imply for margins?

Schaeffler kept full-year 2026 sales guidance at EUR 22.50 billion to EUR 24.50 billion and the EBIT margin range at 3.50 percent to 5.50 percent. Its 2028 targets call for sales of EUR 24.00 billion to EUR 26.00 billion, an EBIT margin of 6.00 percent to 8.00 percent and free cash flow of EUR 400 million to EUR 600 million, according to the October 13 release.

Three dates frame the next step

On October 12, 2026, Schaeffler said it had completed an earnings improvement program involving approximately 1,800 additional partial-retirement contracts. On October 13, 2026, it reported EUR 17.50 billion in nine-month revenue and confirmed guidance. The company also said its humanoid robotics order book had reached EUR 400 million. These figures place cost control and new growth businesses alongside the immediate E-Mobility charge.

Next reporting date

The next scheduled reporting event is November 3, 2026, when Schaeffler plans to publish the final validated nine-month statement and hold its third-quarter earnings conference call, according to the company's investor-relations calendar. JPMorgan maintained a Neutral rating and an EUR 8.50 target on October 13, 2026, according to MarketScreener.

Stock stays near its yearly low

The EUR 6.01 Lang & Schwarz price is 1.35 percent above the EUR 5.93 Xetra close of October 28, 2026. The 52-week range was EUR 5.39 to EUR 11.89 as of October 28, 2026, leaving the stock 49.54 percent below its high.

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