Schaeffler AG: Positive Start in 2026 with Focus on E-Mobility

Schaeffler AG has entered 2026 on a strong footing despite global economic challenges. The company reported a revenue of EUR 5.8 billion, marking a 1.0% increase from the previous year on a constant-currency basis, with an improved EBIT margin of 5.0%, up from 4.7%. This sets a positive tone for its ambitious 2028 goals, focusing primarily on the E-Mobility division.

The E-Mobility segment showed a significant year-on-year margin improvement from -23.1% to -17.8%, driven by increased volumes and enhanced operational efficiencies. Despite this progress, the division aims to reach breakeven by 2028, requiring an annual margin improvement of about 5 percentage points.

Other divisions, such as Powertrain & Chassis, Vehicle Lifetime Solutions, and Bearings & Industrial Solutions, have also shown resilience, with positive developments aligning with the 2028 targets. However, the success of the overall strategy largely hinges on the E-Mobility division's continued progress.