Schaeffler posts nine‑month revenue of €17.5 bn, confirms guidance after €240 m E‑Mobility charge

Schaeffler AG reported nine‑month 2026 revenue of €17.5 bn, slightly below the €17.7 bn target, and a Q3 EBIT margin of 4.2% versus 4.5% for the first nine months. The company recorded a one‑off €240 m charge in its E‑Mobility division and free cash flow before M&A of €260 m. Management confirmed the full‑year 2026 guidance and mid‑term 2028 targets despite the charge.

The company’s confirmation of its 2026 guidance signals that the €240 m charge is expected to be a one‑time hit, leaving the outlook unchanged (the company says). However, the lower margin and special charge may pressure near‑term earnings and cash flow for investors.

Sources