# Schaeffler Reaffirms 2026 Outlook Despite E-Mobility One-Off Special Charges

- URL: https://stocks.freetheai.org/news/schaeffler-reaffirms-2026-outlook-despite-e-mobility-one-off-special-charges-d44880
- Published: 2026-10-13T07:17:03Z
- Category: earnings; sentiment: mixed; impact: medium
- Symbols: [NSE:SCHAEFFLER](https://stocks.freetheai.org/symbols/NSE-SCHAEFFLER)
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Schaeffler AG (NSE:SCHAEFFLER) published preliminary financial results for the first nine months of 2026, recording revenue of 17.5 billion euros, down slightly from 17.7 billion euros in the same period last year. Its adjusted operating profit margin rose to 4.5 percent from 4.2 percent. Third-quarter revenue held steady at 5.8 billion euros, while the quarter's adjusted operating margin dipped to 4.2 percent.

The automotive and industrial supplier recorded approximately 240 million euros in special charges, primarily during the third quarter, within its E-Mobility unit. These charges reflect surplus production equipment from declining project volumes with European vehicle manufacturers in China. Despite these costs, the group confirmed its full-year financial guidance for 2026 and its mid-term targets for 2028, pointing to structural cost adjustments aimed at boosting profitability in future years. Meanwhile, order intake in its humanoid robotics sector expanded to roughly 400 million euros.

Investors will look for final validated numbers when the company releases its full interim financial statement on November 3, 2026. Management is also holding an executive briefing on October 13, 2026, to provide further details on division performance and restructuring measures.

## Key points

- Schaeffler Group generated 17.5 billion euros in revenue during the first nine months of 2026, down from 17.7 billion euros a year earlier.
- Adjusted operating profit margin for the nine-month period improved to 4.5 percent compared to 4.2 percent in the prior year period.
- The company recognized about 240 million euros in special charges within its E-Mobility division due to reduced European automaker demand in China.
- Orders in the humanoid robotics business reached approximately 400 million euros following new customer wins in Greater China.
- Full-year guidance for 2026 and mid-term targets for 2028 remain unchanged across all divisions.

## Questions and answers

### What were Schaeffler revenue and margin figures for the first nine months of 2026?

Schaeffler reported 17.5 billion euros in revenue for the first nine months of 2026, compared to 17.7 billion euros in the prior-year period. Its adjusted EBIT margin improved to 4.5 percent from 4.2 percent.

### Why did Schaeffler record special charges in its E-Mobility division?

The company took about 240 million euros in special charges due to lower vehicle production volumes from European automakers, particularly in China, which left some production equipment surplus to requirements.

### Did Schaeffler change its financial guidance for 2026?

No, Schaeffler confirmed its 2026 full-year financial guidance and its 2028 mid-term performance targets across the group and its individual divisions.