Schaeffler

Schaeffler reported a gross margin improvement of 100 basis points in Q2 2026 and an EBIT margin of 4.5% (prior year 3.5%), while nominal revenue fell 4.3% due to currency effects; on a currency-adjusted basis revenue was virtually unchanged. Management confirmed the 2026 outlook with expected free cash flow of €100–300m and adjusted the mid‑term targets for 2028 to a lower revenue goal but unchanged EBIT and free cash flow targets. New growth areas such as humanoid robotics and defense are increasingly part of the strategy, while e‑mobility remains challenging. Investors reacted positively: the shares rose 15.54% premarket to $7.66. » More on de.investing.com

Schaeffler will publish results for the latest quarter on August 5, 2026; one analyst expects an EPS of €0.053 per share after −€0.040 in the year‑ago quarter. That analyst estimates revenue at €5.88 billion versus €5.92 billion a year earlier. For the current fiscal year, 8 analysts on average forecast an EPS of €0.369 and 10 analysts forecast revenue of €23.63 billion. » More on finanzen.net

Schaeffler has lowered its mid-term revenue guidance and now expects sales of €24–26 billion for 2028 (consensus: about €26.5 billion). The stock fell roughly 12.4% after the forecast cut, even though EBIT margin and free cash flow were confirmed. Traders called the price collapse partly excessive given the confirmed profitability metrics. » More on finanzen.net