Schaeffler generates 17.5 billion euros in revenue in nine months; profit margin rises in Bearings & Industrial Solutions

Schaeffler reported revenue of 17.48 billion euros for the first nine months of 2026, close to the prior year at constant currency, and an EBIT margin before special items of 4.5 percent; the Bearings & Industrial Solutions margin rose to 8.9 percent.

Güç Aktarım Published: November 5, 2026 11:21 am · Updated: November 11, 2026 5:21 pm · 2 min read

Contents

Margin increase in Bearings & Industrial Solutions
Regional picture and cash flow
Annual targets confirmed

Bearing and motion technology manufacturer Schaeffler generated revenue of 17.48 billion euros in the first nine months of 2026. According to the company’s statement from Herzogenaurach on 3 November 2026, revenue was close to the same period of the previous year at constant currency, while EBIT before special items rose 6.5 percent to 794 million euros and the margin increased from 4.2 percent to 4.5 percent.

Margin increase in Bearings & Industrial Solutions

Bearings & Industrial Solutions, the division most closely followed from a power transmission perspective, grew by 1.1 percent at constant currency in nine months to revenue of 4.80 billion euros. The division’s EBIT before special items rose from 373 million euros to 426 million euros; its profit margin increased from 7.8 percent to 8.9 percent.

On the automotive side, revenue in the Powertrain & Chassis division fell 4.6 percent at constant currency to 6.30 billion euros, with a margin of 10.8 percent. Vehicle Lifetime Solutions reported revenue of 2.42 billion euros with growth of 1.8 percent and a margin of 15.1 percent. Revenue in the E-Mobility division increased 4.6 percent to 3.87 billion euros, while the division recorded negative EBIT of 571 million euros; the company reported impairments and provisions of around 240 million euros in this division, of which 220 million euros were recognised as special items in the third quarter.

Regional picture and cash flow

According to the statement, revenue at constant currency fell 0.4 percent in Europe and rose 0.5 percent in the Americas; Asia/Pacific grew 7.3 percent, while Greater China declined 7.9 percent.

Free cash flow before M&A cash flows was minus 40 million euros in nine months (prior year: 47 million euros); in the third quarter alone it reached 260 million euros. Net income attributable to shareholders was 11 million euros after special items of 201 million euros (prior year: minus 244 million euros). Net financial debt was reported at 5.30 billion euros, with a leverage ratio of 2.3 times EBITDA before special items. The group had 108,004 employees as of 30 September 2026.

Annual targets confirmed

Schaeffler confirmed its full-year guidance for 2026 and its medium-term targets for 2028. Commenting on the results, CEO Klaus Rosenfeld said the Schaeffler Group achieved solid results in a challenging market environment in the first nine months.