Schaeffler AG
Schaeffler / INA / FAG / LuK
Schaeffler AG is the world's leading integrated manufacturer of precision bearings, power transmission systems, and chassis components, founded in 1946 in Herzogenaurach, Germany. With annual revenue of approximately €23.49 billion, the company operates 200+ manufacturing locations across 50+ countries, employing approximately 83,000 people. Schaeffler's unparalleled vertical integration — from proprietary bearing steel formulation through precision grinding and assembly — creates a manufacturing ecosystem spanning the entire precision mechanical component value chain.
Strengths: Extreme vertical integration across 200+ facilities controlling everything from bearing steel cleanliness to sub-micron raceway geometry. E-Mobility division achieved 7.0% organic growth in 2025 with EV component revenue exceeding €5 billion, making Schaeffler the #1 independent supplier of EV drivetrain bearings. Three-brand strategy (INA for industrial, FAG for premium automotive, LuK for clutch/transmission) provides category-leading positions across automotive, industrial, and aerospace markets. Strategic investment in humanoid robot joint actuator technology positions the company for next-generation automation demand. FY2025 adjusted EBIT of €936 million at 4.0% margin demonstrates operational resilience.
Weaknesses: High fixed-cost manufacturing base creates significant operating leverage risk, with 4.0% EBIT margin substantially below the historical 8-11% range. Heavy automotive dependence (approximately 60% of revenue) exposes Schaeffler to ICE-to-EV transition risks, with traditional powertrain revenues declining 5.2% in 2025. Complex continental European manufacturing cost base faces structural competitiveness challenges relative to Asian and Eastern European producers in mid-range segments.Read MoreShow Less
Strengths: Extreme vertical integration across 200+ facilities controlling everything from bearing steel cleanliness to sub-micron raceway geometry. E-Mobility division achieved 7.0% organic growth in 2025 with EV component revenue exceeding €5 billion, making Schaeffler the #1 independent supplier of EV drivetrain bearings. Three-brand strategy (INA for industrial, FAG for premium automotive, LuK for clutch/transmission) provides category-leading positions across automotive, industrial, and aerospace markets. Strategic investment in humanoid robot joint actuator technology positions the company for next-generation automation demand. FY2025 adjusted EBIT of €936 million at 4.0% margin demonstrates operational resilience.
Weaknesses: High fixed-cost manufacturing base creates significant operating leverage risk, with 4.0% EBIT margin substantially below the historical 8-11% range. Heavy automotive dependence (approximately 60% of revenue) exposes Schaeffler to ICE-to-EV transition risks, with traditional powertrain revenues declining 5.2% in 2025. Complex continental European manufacturing cost base faces structural competitiveness challenges relative to Asian and Eastern European producers in mid-range segments.
Listed market data
SHA · XETRA · weeklyHistory →- Market cap
- $6.3 B
- Share price
- EUR 5.66
- 1Y change
- -15.4%
- Recent change
- -5.2%
- Since first close
- -57.4%
- Revenue (TTM)
- $27.2 B
11-02 → 11-03
from 2015-10
Financial history
Full market history- 2026-11EUR 5.66$6.3 B-2.9%
- 2026-10EUR 5.83$5.5 B0.0%
- 2026-09EUR 5.83$5.5 B-8.8%
- 2026-08EUR 6.39$6 B-13.4%
- 2026-07EUR 7.38$7 B+4.1%
- 2026-06EUR 7.09$6.7 B-16.4%
- 2026-05EUR 8.48$8 B-19.7%
- 2026-04EUR 10.56$10 B+30.7%
- 2026-03EUR 8.08$7.6 B+14.5%
- 2026-02EUR 7.05$6.7 B-31.9%
- 2026-01EUR 10.36$9.8 B+3.9%
- 2025-12EUR 9.98$9.4 B—
Ownership & Control
Shareholding as of 2026-06-30- Controlling entity
- Publicly held — no controlling shareholder disclosed
- Company type
- Brand & Manufacturer
- Insiders
- 79.17%
- Institutions
- 7.42%(145 holders)
- Free float
- 35.64%
Percentages are of total shares outstanding, aggregated from 13F-style filings via Yahoo Finance. Institutional figures reflect US-filed positions and may undercount owners filing elsewhere. No figure is shown where none is disclosed.
In the press
All coverage →5 latest headlines- ‘Humanoids Making Humanoids’ as Schaeffler Opens Lighthouse Factory in China - AI Insidertheaiinsider.tech2026-10-20
- Jefferies keeps EUR 8.70 target for Schaeffler stock - ad-hoc-news.dewww.ad-hoc-news.de2026-10-20
- Schaeffler AG : Deutsche Bank sticks Neutral - www.marketscreener.comwww.marketscreener.com2026-10-14
- Schaeffler AG (SHA0.SG) Q3 FY2026 TU earnings call transcript - Yahoo Financefinance.yahoo.com2026-10-13
- Sascha Zaps' Contract as CEO Bearings & Industrial Solutions at Schaeffler Extendedfinance.yahoo.com2026-10-01
• Wheel bearings, hub units, and wheel bearing modules
• Engine bearings, connecting rod bearings, and valve train components
• Transmission bearings, needle roller bearings, and synchronizer components
• Chassis and steering bearings for passenger cars and commercial vehicles
Electric Vehicle Drivetrain — Core Business
• High-speed e-motor bearings with ceramic hybrid elements for 800V architectures
• Thermal management modules and electric coolant pumps
• Electric axle drive systems with integrated bearing and sealing solutions
• Rotor shaft bearings for 20,000+ RPM EV motors
Industrial Bearings & Power Transmission — Core Business
• Rolling bearings up to 4.25m diameter for wind turbine main shafts
• Split spherical roller bearings for steel mills and cement kilns
• Linear guidance systems profiled rail and ball screw drives for machine tools
• Aerospace and heavy machinery plain bearings and rod ends
Automotive Clutch & Transmission Systems LuK — Core Business
• Dual-mass flywheels DMF for manual and dual-clutch transmissions
• Torque converters and lock-up clutches for automatic transmissions
• Clutch release systems for automated manual transmissions
• 48V mild-hybrid belt-drive starter generators and hybrid modules
Quick Facts
Headquarters
Herzogenaurach, Bavaria, Germany
Founded
1946
Employees
83,000
Revenue
€23.5 B (~$25.8B, FY2025)
Market cap
$6.3 B
Factories
200+ manufacturing locations in 50+ countries
Presence
Global presence across Europe, Americas, and Asia-Pacific with the most vertically integrated bearing and precision component manufacturing network
Categories
24 categories · scroll for more
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Data Sources & Methodology
This corporate profile is compiled from publicly available sources including company annual reports, SEC/regulatory filings, official press releases, and verified third-party industry databases. Financial figures reflect the most recent fiscal year disclosures and are cross-validated across multiple independent references.
VerityRank Score is calculated using a proprietary multi-dimensional model evaluating market presence, financial strength, operational scale, innovation capacity, and brand influence. Individual dimension scores are normalized against industry peers and updated quarterly.
Disclaimer: This profile is for informational purposes only. VerityRank makes no warranties regarding completeness or timeliness. This content does not constitute investment advice or endorsement.
Key references: Official Website , Schaeffler FY2025 Press Releases
Wikipedia: Schaeffler Group
Schaeffler FY2025 Earnings Presentation
Gasgoo: Schaeffler Financial Analysis