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Schaeffler AG

6.24+8.1%1Y · EUR

Schaeffler AG develops, manufactures, and sells components and systems for industrial applications across Europe, the Americas, China, and Asia Pacific. It operates through four divisions: E-Mobility, Powertrain & Chassis, Vehicle Lifetime Solutions, and Bearings & Industrial Solutions. The company has strategic technology partnerships with Hexagon Robotics for high-precision strain wave and planetary gear actuators, and with Spire Global, Inc. for space hardware subsystems, satellite platforms, and advanced RF and environmental sensing capabilities. Formerly known as INA Beteiligungsgesellschaft mit beschränkter Haftung, it changed its name to Schaeffler AG in October 2014 and was founded in 1946.

Price · split & dividend adjusted
News & notes moving SHA0.XETRA
France
Defense & Geopolitical Fragmentation▲

France ramps up military drone production in partnership with auto industry

The French government is stepping up efforts to produce military drones by leveraging the production capacity of the automotive industry. At least six defence-automotive partnerships have been announced this year, involving major players such as Renault, Valeo, and Forvia. Renault plans to mass-produce the Toutatis kamikaze drone with Thales from 2027 at a rate of 1,000 units per month, while Forvia is considering building capacity to manufacture 1,000 interceptor drones per month. Drone maker Delair is teaming up with Schaeffler to set up a production line capable of around 100 drones per day by November. If these plans materialise, total annual production capacity could reach 60,000 units, though that would still fall short of the production scale in Ukraine and Russia.
About megatrends
Defense & Geopolitical Fragmentation › Loitering Munitions & Combat UAS ▲Supply
Delair · Demand · Positive Core subject: Delair teams with Schaeffler to build drone production line, directly boosting its business.
HO.PA · Demand · Positive Partnering with Renault to mass-produce Toutatis drone, securing significant production orders.
RNL.PA · Demand · Positive Plans to mass-produce Toutatis drone with Thales, creating substantial demand for Renault's manufacturing.
SHA0.XETRA · Demand · Positive Partnership with Delair to set up drone production line, boosting demand for Schaeffler's components.
FR.PA · Demand · Positive Involved in defence-automotive partnerships for drone production, increasing demand for Valeo's products.
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Reuters·61dRead more →
Germany
SHA0.XETRA▼

Schaeffler to cut 1,300 jobs in Germany

Schaeffler AG, a major German automotive parts supplier, is set to reduce its workforce in the country by around 1,300 people, or about 1.2 percent of total staff, through an expanded early retirement programme to cope with persistently weak demand in the automotive industry, especially in the electric vehicle market. The company said the programme will result in special expenses of around 51 million euros this year, but cost savings are expected to materialise from 2027 onwards. Chief Executive Officer Klaus Rosenfeld said the headcount reduction plan will be phased in over four years and is not a short-term measure. Although the electric drive systems business saw higher revenue, it remained loss-making in the first half of the year as demand for electric vehicles was still lower than expected.
SHA0.XETRA · Demand · Negative Weak automotive and EV demand drives job cuts and losses in electric drive systems.
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Money & Banking·62dRead more →
Defense & Geopolitical Fragmentation▲

Bain Capital acquires SupplyOn

Bain Capital has agreed to acquire SupplyOn, a supply chain collaboration platform serving the automotive, aerospace and defence, and other advanced manufacturing sectors across Europe, from its shareholders Aumovio, Bosch, Schaeffler and ZF. SupplyOn operates a technology platform connecting more than 200 large manufacturers and tier-1 suppliers with over 140,000 suppliers globally, enabling collaboration across sourcing, purchasing, quality management, logistics, invoicing, and ESG compliance. Bain Capital will work with SupplyOn's management to strengthen product investment, including new AI capabilities, and increase sales and marketing focus to accelerate customer adoption, particularly in the defence sector. The firm noted that European supply chain digitalization remains significantly underpenetrated and committed to maintaining SupplyOn's European operational footprint, data residency, and governance structure. Financial terms were not disclosed, and the transaction is subject to customary closing conditions and regulatory approvals.
About megatrends
Defense & Geopolitical Fragmentation › Defense Software & C4ISR Technology
Cloud & Digital Infrastructure › Horizontal SaaS Competition
SupplyOn · Capital · Positive SupplyOn is being acquired by Bain Capital, which plans to invest in AI and sales to accelerate growth.
AMV0.XETRA · Capital · Positive Aumovio is selling its stake in SupplyOn, likely receiving proceeds from the acquisition.
SHA0.XETRA · Capital · Positive Schaeffler is selling its stake in SupplyOn, likely receiving proceeds from the acquisition.
Bosch · Capital · Positive Bosch is selling its stake in SupplyOn, likely receiving proceeds from the acquisition.
ZF Friedrichshafen AG · Capital · Positive ZF is selling its stake in SupplyOn, likely receiving proceeds from the acquisition.
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Just Auto·78dRead more →