Schaeffler Group: Business Overview, Financials & Competitive Analysis
Schaeffler Group scores 6/10 on the AskCyborg Cyborg Score (Solid). Schaeffler trades at a structural discount to peers amid a profitable core business turnaround coupled with e-mobility scaling risks and deleveraging needs. Schaeffler shows resilience with positive Q1 2026 momentum (1.0% constant-currency revenue growth, 5.0% EBIT margin up from 4.7%), strong core division performance, and disciplined capital allocation. However, elevated.
What is Schaeffler Group's industry? Schaeffler Group (schaeffler.com) operates in Bearings. AskCyborg classifies Schaeffler Group under Bearings in its company registry.
Schaeffler Group is a global motion technology company that develops and manufactures high-precision bearings, components, and systems for automotive and industrial applications. With approximately 110,000 employees a...
Cyborg Score thesis
Schaeffler trades at a structural discount to peers amid a profitable core business turnaround coupled with e-mobility scaling...
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Get Current Report FreeSchaeffler Group Overview
Pro stress-test →Schaeffler Group is a global motion technology company that develops and manufactures high-precision bearings, components, and systems for automotive and industrial applications. With approximately 110,000 employees across 250+ locations in 55 countries, it is one of the world's largest family-owned companies. The group operates through four divisions: E-Mobility, Powertrain & Chassis, Vehicle Lifetime Solutions, and Bearings & Industrial Solutions.
Strategic Profile
Pro stress-test →Schaeffler is positioned as a diversified automotive supplier undergoing a structural transition toward electrification, with growing exposure to e-mobility and emerging markets like humanoid robotics and defense. The company's strategic advantage lies in its broad portfolio spanning conventional powertrains, electric drivetrains, and aftermarket services, enabling it to capture value across the automotive technology transition. Strong double-digit EBIT margins in core divisions offset e-mobility losses as the company scales EV component production.
Competitive Landscape
Pro stress-test →Schaeffler competes with major global automotive suppliers and bearing manufacturers across multiple market segments. Direct competitors in powertrain/chassis components include ZF Friedrichshafen, Vitesco (formerly Schaeffler's e-mobility joint venture), and Bosch. In industrial bearings, the company faces competition from SKF (Sweden), Timken (USA), and regional players. Differentiation is driven by technology breadth, geographic footprint, and e-mobility portfolio maturity as the industry electrifies.
Industry Context
Schaeffler Group operates in Bearings.
Key facts
Founded: 1946 · Headquarters: Herzogenaurach, Germany · Employees: 109,549 (as of March 31, 2026) · Revenue: $27B (trailing twelve months as of July 3, 2026); €23.5B for full-year 2025 · Market cap: $9.6B (as of July 3, 2026)