Schaeffler confirms guidance: Schaeffler stock sits 52.17 percent below 52-week high

Published on 10/27/2026 at 13:04 | Editorial responsibility: Rafael Müller, Editor-in-Chief AD HOC NEWS

Nine-month revenue was EUR 17.50 billion versus EUR 17.70 billion in 2025. Schaeffler stock costs EUR 5.73 on October 27, 2026, 0.70 percent above Xetra close.

Guidance and valuation

Schaeffler confirmed its 2026 outlook on October 13, 2026.
The nine-month EBIT margin before special items reached 4.50 percent versus 4.20 percent in the prior-year period.
Schaeffler stock trades at EUR 5.73 at 1:02 p.m. CEST at Lang & Schwarz on October 27, 2026, 0.70 percent above the Xetra close of October 26, 2026.
Jefferies maintained its Buy rating and EUR 8.70 target on October 13, 2026.

Schaeffler, DE000SHA0100, Illustration mit AI erstellt.

Schaeffler stock (ISIN DE000SHA0100) was trading at EUR 5.73 at Lang & Schwarz on October 27, 2026 at 1:02 p.m. CEST, up 0.70 percent versus the Xetra close of October 26, 2026 at EUR 5.69. The latest company update confirmed the 2026 outlook while highlighting a sharper split between improving industrial activities and continuing E-Mobility charges.

Guidance holds after nine months

On October 13, 2026, Schaeffler reported preliminary revenue of EUR 17.50 billion for the first nine months of 2026, compared with EUR 17.70 billion in the prior-year period. The EBIT margin before special items improved to 4.50 percent from 4.20 percent, while nine-month free cash flow before mergers and acquisitions stood at minus EUR 40.00 million versus plus EUR 47.00 million.

The same release showed a mixed quarterly picture. Third-quarter EBIT margin before special items was 4.20 percent against 4.50 percent a year earlier, but quarterly free cash flow reached EUR 260.00 million compared with EUR 175.00 million in the prior-year period. Schaeffler confirmed its full-year 2026 guidance and its 2028 targets.

What does the margin show?

The nine-month margin sits at the midpoint of the company guidance range of 3.50 percent to 5.50 percent. That comparison matters because revenue declined 1.13 percent year over year, calculated from EUR 17.70 billion to EUR 17.50 billion, while profitability before special items moved higher.

E-Mobility remains the main pressure point. Its nine-month revenue rose to EUR 3.90 billion from EUR 3.70 billion, but its EBIT margin before special items was minus 14.80 percent, compared with minus 17.80 percent in the prior-year period. The release also described one-off E-Mobility charges of EUR 240.00 million, mostly recognized in the third quarter.

Three dated developments

On October 12, 2026, Schaeffler listed the completion of its earnings improvement program with 1,800 additional partial-retirement contracts. On October 13, 2026, the company reported EUR 17.50 billion in nine-month revenue. On October 13, 2026, it confirmed full-year revenue guidance of EUR 22.50 billion to EUR 24.50 billion, as reported by Investing.com.

Dates for the next results

The next substantiated reporting date is November 3, 2026, when Schaeffler is scheduled to publish its final nine-month statement. The company also scheduled an analyst and investor call for November 3, 2026, according to its investor-relations calendar.

Target remains above the market

On October 13, 2026, Jefferies maintained its Buy rating and EUR 8.70 price target, according to MarketScreener. The target is 51.83 percent above the Lang & Schwarz price, calculated from EUR 8.70 and EUR 5.73. Schaeffler's market capitalization was EUR 5.4 billion, and its 52-week range was EUR 5.37 to EUR 11.98 as of October 27, 2026.

Stock stays near its yearly low

The current EUR 5.73 quote is 6.70 percent above the 52-week low and 52.17 percent below the 52-week high. For investors, the central issue is whether confirmed guidance can coexist with a recovery in E-Mobility margins after the EUR 240.00 million charge. Schaeffler stock was trading at EUR 5.73 at Lang & Schwarz on October 27, 2026 at 1:02 p.m. CEST, 0.70 percent above the Xetra close of October 26, 2026 at EUR 5.69. The further course of trading is shown by the continuously updated real-time quote of Schaeffler stock.