Q3 2025 Schaeffler AG Earnings Call Transcript
Key Points
- Schaeffler AG (SFFLY) reported a sales growth of 1.3% in Q3 2025, indicating resilience in a soft market environment.
- The company achieved a gross margin of 20.3%, showing an improvement from the previous year's 19.1%, excluding a one-off SAP license depreciation.
- EBIT margin improved to 4.5%, nearly 1 percentage point better than Q3 2024, reflecting enhanced operational efficiency.
- Free cash flow was positive at EUR 175 million in Q3, leading to an upgrade in the company's free cash flow guidance.
- Strong growth was observed in the Americas and Asia Pacific regions, particularly in the E-Mobility segment, which saw an 18.4% increase in new contracts.
- EPS was negative due to one-off restructuring costs and the depreciation of SAP licenses, although it was positive on an adjusted basis.
- The Powertrain & Chassis division experienced a slight sales decline, with Europe showing a weaker performance at -1.6%.
- The Vehicle Lifetime Solutions segment reported lower growth compared to previous quarters, aligning with market trends.
- The Bearings & Industrial Solutions segment faced headwinds, although guidance was slightly improved to 6% to 8%.
- The company is managing through a semiconductor shortage, particularly related to the Nexperia situation, which poses ongoing supply chain challenges.
Ladies and gentlemen, welcome to the Schaeffler Group Q3 2025 earnings conference call. I'm Sergen the chorus call operator.
I would like to remind you that all participants will be in listen-only mode and the conference being recorded. (Operator Instructions)
The conference must not be recorded for publication or broadcast. At this time, it's my pleasure to hand over to Heiko Eber, Head of Investor Relations. Please go ahead.
Thank you, operator. Ladies and gentlemen, I'm very happy to welcome you to today's call on the financial results Q3 2025. The press release, the following presentation, and our interim statement have been published today at 8:00 AM CET on our Investor Relations homepage. And for sure, after the meeting, we will provide the recording and the transcript of this webcast.
As a quick reminder, please note that all figures for 2024 are pro forma figures unless they are marked separately as reported figures, and the mentioned pro forma figures 2024 and related
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