Full Year 2025 Schaeffler AG Earnings Call Transcript

Mar 3, 2026 / 11:00 AM GMT

Release Date Price: $9.15 (-22.13%)

Transcript

Key Points

Positve

Schaeffler AG (SFFLY) reported an improvement in gross margin from 19.1% to 19.9%, indicating better profitability.
The company achieved a free cash flow better than expected, driven by disciplined capital allocation.
Schaeffler AG (SFFLY) maintained a strong order intake in the immobility sector, with a book-to-bill ratio of 1.3 times.
The company is making progress in its restructuring measures, which are expected to deliver results a year earlier than planned.
Schaeffler AG (SFFLY) is expanding its growth opportunities in humanoids, defense, and space sectors, indicating a diversified growth strategy.

Negative

Sales for 2025 were slightly below the previous year, indicating challenges in revenue growth.
The company faced a drop in gross margin in Q4 due to market-driven capacity adjustments and impairments.
There is a risk of supply chain disruptions due to geopolitical tensions, which could impact operations.
The immobility division reported a negative gross margin in Q4, highlighting ongoing challenges in achieving profitability.
Schaeffler AG (SFFLY) faces a high tax rate due to suboptimal tax structures, impacting net income.

Refinitiv StreetEvents Event Transcript
E D I T E D V E R S I O N

SHA0n.DE - Schaeffler AG
Full Year 2025 Schaeffler AG Earnings Call
Mar 03, 2026 / 11:00AM GMT

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Presentation
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Unidentified_1 [1]
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Ladies and gentlemen, welcome to the annual Analyst and Investor Conference 2025.

I'm Moritz the cos coal operator.

I would like to remind you that all participants will be nursed only mode and the conference is being recorded.

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The conference must not be recorded for publication or broadcast.

At this time, it's my pleasure to hand over to Haiko

EBITDA Adolfinvestor relations.

Please go ahead, sir.

Thank you very much

Ladies and gentlemen, I'm very

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