Schaeffler AG: directors' dealings · Germany · BaFin

About Schaeffler AG

Schaeffler AG is a German industrial group listed on Xetra/Frankfurt (DAX/MDAX/SDAX) and headquartered in Herzogenaurach, Germany. The company traces its origins to the Schaeffler brothers, Wilhelm and Georg Schaeffler, who founded the business in 1946. Over time, Schaeffler evolved from a precision-component maker into a broader motion-technology supplier, extending its expertise from basic mechanical parts to integrated systems for automotive and industrial customers. Today, the group is organized around four product-oriented divisions: E-Mobility, Powertrain & Chassis, Vehicle Lifetime Solutions, and Bearings & Industrial Solutions. In addition, Schaeffler reports an “Others” division that includes selected growth businesses, strategic functions operating as standalone entities, and end-of-life activities. This structure, effective from January 1, 2025, underlines the group’s repositioning as a global Motion Technology Company. Geographically, Schaeffler operates across four core regions: Europe, Americas, Greater China, and Asia/Pacific. Its product and service portfolio includes high-precision bearings, drivetrain components, chassis solutions, e-mobility systems, aftermarket and repair solutions, and industrial applications in areas such as wind energy, rail, aerospace, and aviation. Schaeffler’s competitive position rests on engineering depth, a globally diversified manufacturing footprint, and long-standing relationships with automotive OEMs, tier-one suppliers, and industrial clients. At the same time, the company remains exposed to cyclical end markets, supply-chain volatility, pricing pressure, and the integration workload associated with portfolio reshaping and restructuring. A key strategic development has been the integration of Vitesco Technologies, which Schaeffler continues to execute while seeking synergies and improving portfolio quality. Management has also emphasized a stronger focus on new growth fields, including humanoid robotics and defense, alongside continued industrial digitalization and technology partnerships. Recent disclosures indicate that 2025 was a year of improved operational momentum, with better profitability, stronger free cash flow, and a refreshed reporting structure. The company also highlighted strategic partnerships and an ambition to expand beyond the core business into new growth areas over the coming years. For equity investors, Schaeffler represents a diversified German industrial platform with meaningful transformation potential, but also with execution risk, integration complexity, and exposure to cyclical automotive and industrial demand. Its profile is therefore best read as a mid-cycle industrial turnaround and motion-technology consolidation story rather than a pure-play automotive supplier.