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Schaeffler Group: Business Overview, Financials & Competitive Analysis

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...

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Schaeffler Group OverviewStrategic ProfileCompetitive LandscapeIndustry ContextKey facts
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6/ 10Solid

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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Industry Automotive bearings and powertrain components
5 named competitors
3 recent developments
11 analyst dimensions
Synthesized from analyst-debate stress-testing across 11 dimensions and hundreds of data points. Methodology →
Cyborg Score recalibrated: July 20, 2026
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Schaeffler Group Overview

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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

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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

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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 Automotive bearings and powertrain components.

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)

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The top findings that survived the multi-agent debate for Schaeffler Group.

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Recent developments

Material events tracked by the AskCyborg corpus.

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Named competitors

Pulled from the analyst-debate framework. Click any competitor to see their Cyborg Score.

ZF FriedrichshafenPowertrain and chassis technology supplierVitesco TechnologiesElectrified powertrain systems and componentsSKFRolling and plain bearings, industrial solutionsTimkenBearings, gears, and power transmission systemsBoschAutomotive components and powertrain systems

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Industry context

Schaeffler Group operates in Automotive bearings and powertrain components. See how the rest of the sector scores on the Cyborg framework.

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Frequently asked questions

What does Schaeffler Group do?+
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...
What is Schaeffler Group's Cyborg Score?+
Schaeffler Group has a Cyborg Score of 6/10 (Solid). The score synthesizes business model, financials, leadership, competitive position, technology, marketing, and ESG dimensions across hundreds of data points.
Who are Schaeffler Group's main competitors?+
Named competitors include ZF Friedrichshafen, Vitesco Technologies, SKF, Timken. The full competitive landscape is in the AskCyborg report.
How can I get the full Schaeffler Group research report?+
Get the report plus analyst-debate audio at askcyborg.com -- no credit card required for preview access. Pro adds saved-company audio playlists and monitoring.
How current is the Schaeffler Group research?+
The Cyborg Score is recalibrated weekly. Recent developments are tracked continuously and surfaced in every report.

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