Trade Schaeffler AG - SHA CFD
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| Spread | 0.055 | ||||||||
|
Long position overnight fee
Long position overnight fee
Go to platform | -0.021388% | ||||||||
|
Short position overnight fee
Short position overnight fee
Go to platform | -0.000834% | ||||||||
| Overnight fee time | 21:00 (UTC) | ||||||||
| Min traded quantity | 1 | ||||||||
| Currency | EUR | ||||||||
| Margin | 5% | ||||||||
| Stock exchange | Germany | ||||||||
| Commission on trade | 0% |
*Information provided by Capital.com
Schaeffler AG ESG Risk Ratings
‘A’ score indicates excellent relative ESG performance and high degree of transparency in reporting material ESG data publicly
| Prev. Close* | 5.38 |
| Open* | 5.42 |
| 1-Year Change* | 13.39% |
| Day's Range* | 5.415 - 5.58 |
| 52 wk Range | 4.44-7.38 |
| Average Volume (10 days) | 238.82K |
| Average Volume (3 months) | 8.04M |
| Market Cap | 881.46M |
| P/E Ratio | 6.17 |
| Shares Outstanding | 666.00M |
| Revenue | 16.47B |
| EPS | 0.86 |
| Dividend (Yield %) | 8.47458 |
| Beta | 1.35 |
| Next Earnings Date | Nov 7, 2023 |
All data is provided by Refinitiv, except for data marked with an asterisk, which is *data provided by Capital.com
- Last Week
- Last Month
- Last Year
- Last two Years
- Max
- Daily
- Weekly
- Monthly
| Date | Close | Change | Change (%) | Open | High | Low |
|---|---|---|---|---|---|---|
| Sep 29, 2023 | 5.445 | 0.040 | 0.74% | 5.405 | 5.585 | 5.385 |
| Sep 28, 2023 | 5.380 | 0.180 | 3.46% | 5.200 | 5.380 | 5.195 |
| Sep 27, 2023 | 5.210 | 0.020 | 0.39% | 5.190 | 5.215 | 5.135 |
| Sep 26, 2023 | 5.140 | 0.000 | 0.00% | 5.140 | 5.200 | 5.085 |
| Sep 25, 2023 | 5.185 | -0.085 | -1.61% | 5.270 | 5.270 | 5.140 |
| Sep 22, 2023 | 5.260 | -0.045 | -0.85% | 5.305 | 5.305 | 5.205 |
| Sep 21, 2023 | 5.315 | -0.050 | -0.93% | 5.365 | 5.380 | 5.265 |
| Sep 20, 2023 | 5.415 | 0.065 | 1.21% | 5.350 | 5.450 | 5.350 |
| Sep 19, 2023 | 5.285 | -0.015 | -0.28% | 5.300 | 5.370 | 5.285 |
| Sep 18, 2023 | 5.340 | -0.030 | -0.56% | 5.370 | 5.380 | 5.290 |
| Sep 15, 2023 | 5.370 | 0.035 | 0.66% | 5.335 | 5.410 | 5.285 |
| Sep 14, 2023 | 5.360 | 0.020 | 0.37% | 5.340 | 5.365 | 5.260 |
| Sep 13, 2023 | 5.365 | 0.075 | 1.42% | 5.290 | 5.460 | 5.290 |
| Sep 12, 2023 | 5.375 | -0.005 | -0.09% | 5.380 | 5.400 | 5.320 |
| Sep 11, 2023 | 5.385 | 0.145 | 2.77% | 5.240 | 5.435 | 5.240 |
| Sep 8, 2023 | 5.265 | -0.020 | -0.38% | 5.285 | 5.305 | 5.200 |
| Sep 7, 2023 | 5.290 | -0.055 | -1.03% | 5.345 | 5.370 | 5.260 |
| Sep 6, 2023 | 5.340 | 0.000 | 0.00% | 5.340 | 5.380 | 5.280 |
| Sep 5, 2023 | 5.380 | 0.000 | 0.00% | 5.380 | 5.395 | 5.300 |
| Sep 4, 2023 | 5.400 | -0.040 | -0.74% | 5.440 | 5.470 | 5.385 |
Schaeffler AG Events
| Time (UTC) | Country | Event |
|---|---|---|
| Thursday, November 16, 2023 | ||
| Time (UTC) 10:59 | Country DE
| Event Schaeffler AG Capital Markets Update 2023 Schaeffler AG Capital Markets Update 2023Forecast -Previous - |
| Wednesday, March 6, 2024 | ||
| Time (UTC) 07:00 | Country DE
| Event Q4 2023 Schaeffler AG Earnings Release Q4 2023 Schaeffler AG Earnings ReleaseForecast -Previous - |
- Annual
- Quarterly
| 2022 | 2021 | 2020 | 2019 | 2018 | |
|---|---|---|---|---|---|
| Total revenue | 15809 | 13852 | 12589 | 14427 | 14241 |
| Revenue | 15809 | 13852 | 12589 | 14427 | 14241 |
| Cost of Revenue, Total | 12230 | 10412 | 9690 | 10844 | 10558 |
| Gross Profit | 3579 | 3440 | 2899 | 3583 | 3683 |
| Total Operating Expense | 14835 | 12632 | 12738 | 13637 | 12887 |
| Selling/General/Admin. Expenses, Total | 1735 | 1517 | 1372 | 1531 | 1492 |
| Research & Development | 768 | 748 | 684 | 849 | 847 |
| Interest Expense (Income) - Net Operating | 134 | 42 | 41 | 101 | 6 |
| Unusual Expense (Income) | 938 | 340 | 48 | ||
| Other Operating Expenses, Total | -32 | -87 | 13 | -28 | -64 |
| Operating Income | 974 | 1220 | -149 | 790 | 1354 |
| Interest Income (Expense), Net Non-Operating | -126 | -110 | -161 | -108 | -147 |
| Other, Net | 4 | 12 | -58 | -46 | -12 |
| Net Income Before Taxes | 852 | 1122 | -368 | 636 | 1195 |
| Net Income After Taxes | 584 | 774 | -419 | 440 | 895 |
| Minority Interest | -27 | -19 | -9 | -12 | -14 |
| Net Income Before Extra. Items | 557 | 755 | -428 | 428 | 881 |
| Net Income | 557 | 755 | -428 | 428 | 881 |
| Income Available to Common Excl. Extra. Items | 557 | 756 | -428 | 428 | 881 |
| Income Available to Common Incl. Extra. Items | 557 | 756 | -428 | 428 | 881 |
| Diluted Net Income | 557 | 756 | -428 | 428 | 881 |
| Diluted Weighted Average Shares | 671.084 | 669.027 | 666 | 666 | 666 |
| Diluted EPS Excluding Extraordinary Items | 0.83 | 1.13 | -0.64264 | 0.64264 | 1.32282 |
| Dividends per Share - Common Stock Primary Issue | 0.45 | 0.5 | 0.25 | 0.45 | 0.55 |
| Diluted Normalized EPS | 0.91682 | 1.1465 | 0.53634 | 1.05815 | 1.35431 |
| Total Adjustments to Net Income | 0 | 1 |
| Jun 2023 | Mar 2023 | Dec 2022 | Sep 2022 | Jun 2022 | |
|---|---|---|---|---|---|
| Total revenue | 4056 | 4152 | 4019 | 4242 | 3790 |
| Revenue | 4056 | 4152 | 4019 | 4242 | 3790 |
| Cost of Revenue, Total | 3170 | 3167 | 3126 | 3258 | 2958 |
| Gross Profit | 886 | 985 | 893 | 984 | 832 |
| Total Operating Expense | 3773 | 3908 | 3795 | 3926 | 3604 |
| Selling/General/Admin. Expenses, Total | 441 | 461 | 453 | 447 | 434 |
| Research & Development | 192 | 205 | 196 | 182 | 188 |
| Other Operating Expenses, Total | -30 | 75 | 17 | 28 | 13 |
| Operating Income | 283 | 244 | 224 | 316 | 186 |
| Interest Income (Expense), Net Non-Operating | -45 | -47 | -17 | -37 | -37 |
| Net Income Before Taxes | 238 | 198 | 206 | 279 | 149 |
| Net Income After Taxes | 145 | 136 | 146 | 176 | 119 |
| Minority Interest | -7 | -6 | -6 | -7 | -7 |
| Net Income Before Extra. Items | 138 | 130 | 140 | 169 | 112 |
| Net Income | 138 | 130 | 140 | 169 | 112 |
| Income Available to Common Excl. Extra. Items | 138 | 129 | 140 | 169 | 113 |
| Income Available to Common Incl. Extra. Items | 138 | 129 | 140 | 169 | 113 |
| Diluted Net Income | 138 | 129 | 140 | 169 | 113 |
| Diluted Weighted Average Shares | 657.143 | 678.947 | 666.595 | 676 | 706.25 |
| Diluted EPS Excluding Extraordinary Items | 0.21 | 0.19 | 0.21002 | 0.25 | 0.16 |
| Dividends per Share - Common Stock Primary Issue | 0 | 0 | 0.45 | 0 | 0 |
| Diluted Normalized EPS | 0.19609 | 0.20416 | 0.22384 | 0.28639 | 0.1747 |
| Total Adjustments to Net Income | -1 | 0 | 1 | ||
| Interest Expense (Income) - Net Operating | 0 | 0 | 3 | 11 | 11 |
| Other, Net | 1 | -1 | 0 |
- Annual
- Quarterly
| 2022 | 2021 | 2020 | 2019 | 2018 | |
|---|---|---|---|---|---|
| Total Current Assets | 7104 | 7170 | 6399 | 5483 | 5534 |
| Cash and Short Term Investments | 1150 | 1879 | 1868 | 760 | 898 |
| Cash & Equivalents | 1063 | 1822 | 1758 | 668 | 801 |
| Short Term Investments | 87 | 57 | 110 | 92 | 97 |
| Total Receivables, Net | 2925 | 2608 | 2477 | 2511 | 2374 |
| Accounts Receivable - Trade, Net | 2573 | 2326 | 2217 | 2196 | 2048 |
| Total Inventory | 2796 | 2495 | 1881 | 2132 | 2183 |
| Other Current Assets, Total | 233 | 188 | 173 | 80 | 79 |
| Total Assets | 14284 | 14364 | 13509 | 12870 | 12362 |
| Property/Plant/Equipment, Total - Net | 4829 | 4956 | 5048 | 5548 | 5318 |
| Property/Plant/Equipment, Total - Gross | 16569 | 16015 | 15171 | 15181 | 14370 |
| Accumulated Depreciation, Total | -11740 | -11059 | -10124 | -9633 | -9052 |
| Goodwill, Net | 540 | 365 | 357 | 606 | 530 |
| Intangibles, Net | 376 | 132 | 113 | 122 | 97 |
| Long Term Investments | 165 | 235 | 146 | 201 | 189 |
| Note Receivable - Long Term | 38 | 78 | 38 | 44 | 50 |
| Other Long Term Assets, Total | 1232 | 1428 | 1408 | 866 | 644 |
| Total Current Liabilities | 4372 | 4683 | 3686 | 3680 | 3522 |
| Accounts Payable | 2339 | 2068 | 1704 | 1732 | 1967 |
| Accrued Expenses | 285 | 257 | 222 | 280 | 292 |
| Notes Payable/Short Term Debt | 0 | 0 | 0 | 0 | 0 |
| Current Port. of LT Debt/Capital Leases | 117 | 597 | 93 | 218 | 160 |
| Other Current Liabilities, Total | 1631 | 1761 | 1667 | 1450 | 1103 |
| Total Liabilities | 10268 | 11311 | 11580 | 10048 | 9389 |
| Total Long Term Debt | 3400 | 3390 | 4163 | 3170 | 3188 |
| Long Term Debt | 3238 | 3231 | 4028 | 3026 | 3188 |
| Deferred Income Tax | 192 | 169 | 177 | 137 | 131 |
| Minority Interest | 125 | 112 | 93 | 95 | 87 |
| Other Liabilities, Total | 2179 | 2957 | 3461 | 2966 | 2461 |
| Total Equity | 4016 | 3053 | 1929 | 2822 | 2973 |
| Common Stock | 666 | 666 | 666 | 666 | 666 |
| Additional Paid-In Capital | 2348 | 2348 | 2348 | 2348 | 2348 |
| Retained Earnings (Accumulated Deficit) | 1218 | 988 | 393 | 931 | 866 |
| Unrealized Gain (Loss) | -5 | -2 | -2 | -2 | |
| Other Equity, Total | -211 | -947 | -1476 | -1121 | -907 |
| Total Liabilities & Shareholders’ Equity | 14284 | 14364 | 13509 | 12870 | 12362 |
| Total Common Shares Outstanding | 666 | 666 | 666 | 666 | 666 |
| Capital Lease Obligations | 162 | 159 | 135 | 144 |
| Mar 2023 | Dec 2022 | Sep 2022 | Jun 2022 | Mar 2022 | |
|---|---|---|---|---|---|
| Total Current Assets | 7286 | 7104 | 7552 | 6988 | 7127 |
| Cash and Short Term Investments | 994 | 1268 | 1157 | 826 | 1362 |
| Cash & Equivalents | 799 | 1063 | 977 | 681 | 1243 |
| Short Term Investments | 195 | 205 | 180 | 145 | 119 |
| Total Receivables, Net | 2822 | 2618 | 2971 | 2685 | 2499 |
| Accounts Receivable - Trade, Net | 2780 | 2573 | 2922 | 2627 | 2447 |
| Total Inventory | 2983 | 2796 | 3005 | 2998 | 2795 |
| Other Current Assets, Total | 487 | 422 | 419 | 479 | 471 |
| Total Assets | 15197 | 14284 | 14742 | 14105 | 14354 |
| Property/Plant/Equipment, Total - Net | 4825 | 4829 | 4918 | 4903 | 4902 |
| Intangibles, Net | 1592 | 916 | 651 | 640 | 629 |
| Long Term Investments | 205 | 223 | 346 | 275 | 290 |
| Note Receivable - Long Term | 11 | 11 | 11 | 11 | 11 |
| Other Long Term Assets, Total | 1278 | 1201 | 1264 | 1288 | 1395 |
| Total Current Liabilities | 5319 | 4372 | 4761 | 4384 | 4375 |
| Accounts Payable | 2485 | 2339 | 2503 | 2385 | 2382 |
| Notes Payable/Short Term Debt | 0 | 0 | 0 | 0 | 0 |
| Current Port. of LT Debt/Capital Leases | 920 | 117 | 139 | 62 | 54 |
| Other Current Liabilities, Total | 1914 | 1916 | 2119 | 1937 | 1939 |
| Total Liabilities | 11106 | 10268 | 10610 | 10326 | 10814 |
| Total Long Term Debt | 3110 | 3400 | 3403 | 3405 | 3395 |
| Long Term Debt | 2942 | 3238 | 3229 | 3228 | 3235 |
| Capital Lease Obligations | 168 | 162 | 174 | 177 | 160 |
| Deferred Income Tax | 263 | 192 | 191 | 194 | 204 |
| Minority Interest | 130 | 125 | 132 | 121 | 119 |
| Other Liabilities, Total | 2284 | 2179 | 2123 | 2222 | 2721 |
| Total Equity | 4091 | 4016 | 4132 | 3779 | 3540 |
| Common Stock | 666 | 666 | 666 | 666 | 666 |
| Additional Paid-In Capital | 2348 | 2348 | 2348 | 2348 | 2348 |
| Retained Earnings (Accumulated Deficit) | 1347 | 1218 | 1078 | 909 | 1124 |
| Other Equity, Total | -265 | -211 | 42 | -142 | -596 |
| Total Liabilities & Shareholders’ Equity | 15197 | 14284 | 14742 | 14105 | 14354 |
| Total Common Shares Outstanding | 666 | 666 | 666 | 666 | 666 |
| Unrealized Gain (Loss) | -5 | -5 | -2 | -2 | -2 |
- Annual
- Quarterly
| 2022 | 2021 | 2020 | 2019 | 2018 | |
|---|---|---|---|---|---|
| Net income/Starting Line | 974 | 1264 | -143 | 790 | 1354 |
| Cash From Operating Activities | 1139 | 1273 | 1255 | 1578 | 1606 |
| Cash From Operating Activities | 990 | 966 | 1260 | 980 | 821 |
| Non-Cash Items | -7 | 2 | 6 | -8 | -3 |
| Cash Taxes Paid | 328 | 348 | 316 | 222 | 355 |
| Cash Interest Paid | 115 | 120 | 121 | 95 | 94 |
| Changes in Working Capital | -818 | -959 | 132 | -184 | -566 |
| Cash From Investing Activities | -990 | -716 | -642 | -1147 | -1384 |
| Capital Expenditures | -791 | -671 | -633 | -1045 | -1232 |
| Other Investing Cash Flow Items, Total | -199 | -45 | -9 | -102 | -152 |
| Cash From Financing Activities | -891 | -527 | 526 | -572 | -111 |
| Financing Cash Flow Items | -7 | -4 | -3 | -3 | -2 |
| Total Cash Dividends Paid | -328 | -162 | -295 | -361 | -361 |
| Issuance (Retirement) of Stock, Net | |||||
| Issuance (Retirement) of Debt, Net | -556 | -361 | 824 | -208 | 252 |
| Foreign Exchange Effects | -10 | 34 | -50 | 8 | -8 |
| Net Change in Cash | -752 | 64 | 1089 | -133 | 103 |
| Mar 2023 | Dec 2022 | Sep 2022 | Jun 2022 | Mar 2022 | |
|---|---|---|---|---|---|
| Net income/Starting Line | 244 | 974 | 750 | 434 | 247 |
| Cash From Operating Activities | 156 | 1139 | 646 | 170 | 199 |
| Cash From Operating Activities | 249 | 990 | 731 | 488 | 245 |
| Non-Cash Items | -5 | -7 | -4 | -3 | 0 |
| Cash Taxes Paid | 92 | 328 | 240 | 162 | 74 |
| Cash Interest Paid | 41 | 115 | 54 | 51 | 44 |
| Changes in Working Capital | -332 | -818 | -831 | -749 | -293 |
| Cash From Investing Activities | -893 | -990 | -667 | -404 | -231 |
| Capital Expenditures | -221 | -791 | -550 | -331 | -156 |
| Other Investing Cash Flow Items, Total | -672 | -199 | -117 | -73 | -75 |
| Cash From Financing Activities | 480 | -891 | -855 | -913 | -559 |
| Financing Cash Flow Items | 1 | -8 | |||
| Issuance (Retirement) of Debt, Net | 480 | -556 | -519 | -577 | -559 |
| Foreign Exchange Effects | -7 | -10 | 32 | 20 | 12 |
| Net Change in Cash | -264 | -752 | -844 | -1127 | -579 |
| Total Cash Dividends Paid | -336 | -336 | -328 |
| Investor Name | Investor Type | Percent Outstanding | Shares Held | Shares change | Holdings Date | Turnover Rating |
|---|---|---|---|---|---|---|
| BDT Capital Partners, LLC | Private Equity | 25 | 41500000 | 0 | 2023-06-23 | LOW |
| Union Investment Privatfonds GmbH | Investment Advisor | 8.9504 | 14857605 | 1113617 | 2023-03-31 | MED |
| Schroder Investment Management Ltd. (SIM) | Investment Advisor/Hedge Fund | 5.1183 | 8496383 | -161215 | 2023-06-30 | LOW |
| La Financière de l'Echiquier | Investment Advisor | 1.5819 | 2625948 | 350677 | 2023-03-31 | MED |
| Bankinter, S.A. (Madrid) | Bank and Trust | 1.0619 | 1762745 | 0 | 2022-12-31 | LOW |
| BlackRock Institutional Trust Company, N.A. | Investment Advisor | 1.0424 | 1730447 | 30369 | 2023-07-31 | LOW |
| March Asset Management, S.G.I.I.C., S.A.U. | Investment Advisor | 0.6194 | 1028251 | -110678 | 2023-03-31 | MED |
| MFS Investment Management | Investment Advisor/Hedge Fund | 0.5054 | 838894 | 0 | 2023-06-30 | LOW |
| JPMorgan Asset Management U.K. Limited | Investment Advisor/Hedge Fund | 0.4763 | 790716 | -101685 | 2023-07-31 | LOW |
| First Trust Advisors L.P. | Investment Advisor | 0.4263 | 707623 | 37138 | 2023-07-31 | MED |
| Lingohr & Partner Asset Management GmbH | Investment Advisor | 0.3048 | 506016 | 0 | 2023-06-30 | LOW |
| Mackenzie Financial Corporation | Investment Advisor/Hedge Fund | 0.3004 | 498739 | 106661 | 2023-03-31 | LOW |
| Anima SGR S.p.A. | Investment Advisor | 0.275 | 456497 | 456497 | 2022-12-31 | LOW |
| Amundi Deutschland GmbH | Investment Advisor | 0.2473 | 410590 | -2639 | 2023-07-31 | HIGH |
| Nuveen LLC | Pension Fund | 0.2466 | 409335 | 301603 | 2023-07-31 | LOW |
| FPM Frankfurt Performance Management AG | Investment Advisor | 0.2181 | 362000 | -3000 | 2023-04-30 | LOW |
| PIMCO (US) | Investment Advisor/Hedge Fund | 0.1993 | 330920 | 0 | 2023-07-31 | MED |
| LSV Asset Management | Investment Advisor | 0.1989 | 330200 | 0 | 2023-06-30 | LOW |
| AllianceBernstein L.P. | Investment Advisor/Hedge Fund | 0.1984 | 329412 | 0 | 2023-06-30 | LOW |
| Santander Asset Management | Investment Advisor | 0.1891 | 313903 | 313903 | 2023-03-31 | MED |
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Schaeffler Company profile
About Schaeffler AG
Schaeffler AG is a Germany-based company primarily engaged in the manufacture of automotive parts. Its activities are divided into two business segments: Automotive and Industrial. The Automotive segment comprises four subdivisions: Engine Systems, such as rolling bearing solutions, products for belt and chain drives, as well as valve train components; Transmission Systems, torsion and vibration dampers, clutches and double clutch systems, torque converters, bearing solutions and gearshift components; Chassis Systems, such as wheel bearings, steering components and power-assisted steering systems; and Automotive Aftermarket, offering repair service, among others. The Industrial segment is managed based on regions: Europe, Americas, Greater China and Asia/Pacific. The Company is also active in the field of digitalization of production.
Financial summary
BRIEF: For the fiscal year ended 31 December 2021, Schaeffler AG revenues increased 10% to EUR13.85B. Net income applicable to common stockholders totaled EUR756M vs. loss of EUR428M. Revenues reflect Automotive Technologies segment increase of 8% to EUR8.44B, Industrial segment increase of 14% to EUR3.57B, Europe segment increase of 8% to EUR5.82B, China (Country) segment increase of 12% to EUR3.29B.
| Industry: | Auto, Truck & Motorcycle Parts (NEC) |
Industriestraße 1-3
HERZOGENAURACH
BAYERN 91074
DE
Income Statement
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News
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