Schaeffler

What Schaeffler does

Schaeffler is a global motion technology company headquartered in Herzogenaurach, Germany, publicly listed on the Frankfurt Stock Exchange (ticker: SHA) and family-controlled through IFA (Industrie-Holding GmbH). The company designs and manufactures precision components and systems spanning bearings, drivetrain and chassis components, e-mobility power electronics, and—most recently—humanoid robotics actuators. The 2023 merger with Vitesco Technologies integrated power electronics, inverters (including SiC technology), and vehicle software capabilities, creating a combined entity with approximately €25 billion in projected annual revenue, roughly 120,000 employees, 44 R&D centers, and 100+ manufacturing facilities across 100+ countries. Core product divisions include E-Mobility (SuperBox 4in1 integrated power modules, magnet-free EV systems, SiC inverter bricks), Powertrain & Chassis, Vehicle Lifetime Solutions (aftermarket spanning the LuK, INA, and FAG brands—€2.3 billion in 2023), Bearings & Industrial Solutions (rail, wind, aerospace, off-road), Special Machinery (including pellet-based 3D printing), and Digital Products.

Revenue is generated primarily through B2B hardware sales to automotive OEMs, industrial customers, and the independent aftermarket, supplemented by an emerging Robot-as-a-Service revenue stream tied to humanoid robot deployment. The company serves a broad customer base including major Chinese automakers (SAIC-GM, BYD, Changan, FAW, Great Wall), Western OEMs (Ford, BMW, Mercedes-Benz), industrial customers across rail and wind, and a network of 11,500+ aftermarket sales partners. Go-to-market combines direct enterprise field sales, channel distributors, regional digital platforms (Koovers in India, ETC in China, REPXPERT for workshops), and strategic co-development partnerships with robotics players (Humanoid, Hexagon, Neura, Agility, Leju, VinDynamics) and software/semiconductor firms (ThunderSoft, ROHM, onsemi, NVIDIA). Q1 2026 results showed a 4.7% EBIT margin beating the 4.3% consensus, with €155 million in free cash flow materially ahead of a negative €267 million estimate, while full-year 2026 sales guidance stands at €22.5–24.5 billion.

Name

Schaeffler

Legal name

Schaeffler Technologies AG & Co. KG

Website

https://schaeffler.hu

Company type

Public

Founded year

1949

Operating status

Operating

Headcount range

1,001–5,000 employees

Short description

Schaeffler is a Germany-based, publicly-listed motion technology company (Frankfurt: SHA) that manufactures bearings, drivetrain and e-mobility components, and humanoid robotics actuators for automotive OEMs, industrial customers, and a global aftermarket of 11,500+ distributors.

Ownership category

akta.pro rank

Product category

Automotive Components & Industrial Bearings

NAICS

Motor Vehicle Parts Manufacturing (3363), Speed Changer, Industrial High-Speed Drive, and Gear Manufacturing (333612), Motor Vehicle Steering and Suspension Components (except Spring) Manufacturing (336330), Motor Vehicle Brake System Manufacturing (336340)

SIC

Ball & Roller Bearings (3562), Wholesale-Motor Vehicles & Motor Vehicle Parts & Supplies (5010), Wholesale-Motor Vehicle Supplies & New Parts (5013)

akta.pro primary industry

Clutch, Torque Converter & Flywheel Manufacturing (IMACAHAI)

Keywords

• Automotive components
• Industrial bearings
• E-mobility solutions
• Motion technology
• Powertrain systems

Headquarters

HQ city

Szombathely

HQ country

Hungary

HQ region

Europe

Offices11 records

Markets served

GTM type

B2B

Offering type

Hardware or Manufacturing

Cost components

Operations, Personnel, Supply Chain, Technology or R&D, Infrastructure, Marketing or Sales

Revenue model

1. Automotive Components: Original equipment components for automotive manufacturers including bearings, drivetrain, chassis, and e-mobility systems
2. Vehicle Lifetime Solutions (Aftermarket): Spare parts and service solutions for passenger vehicles, commercial vehicles, and tractors through global distribution network
3. Humanoid Robotics Components: Actuators and components for humanoid robots supplied to robotics manufacturers under multi-year contracts
4. Industrial Bearings & Solutions: Bearings and motion technology solutions for industrial applications including wind, rail, aerospace, and manufacturing
5. Robot-as-a-Service: Deployment of humanoid robots in customer facilities under service contracts combining hardware deployment with ongoing support

Pricing tiers

Go-to-market motion2 records

Distribution channels6 records

Marketing channels6 records

Core offering

Schaeffler is a global motion technology company that manufactures and sells automotive components, industrial bearings, e-mobility solutions, powertrain and chassis systems, and aftermarket spare parts under the INA, LuK, and FAG brands. The company supplies original equipment to automotive OEMs, industrial customers across wind, rail, aerospace, and manufacturing sectors, and operates a global aftermarket distribution network with 11,500+ sales partners and over 70 sales offices.

Product overview

Schaeffler is a global motion technology company organized into six core product divisions: E-Mobility (electric powertrain solutions), Powertrain & Chassis (drivetrain and suspension), Vehicle Lifetime Solutions (aftermarket - spanning Repair & Maintenance Solutions, Platform Business, Specialty Business, and Emerging Business divisions, encompassing the LuK, INA, and FAG brands), Bearings & Industrial Solutions (industrial bearings across wind, solar, rail, power transmission, off-road, automation, raw materials, aerospace, and two-wheeled sectors), Special Machinery (custom machinery including 3D printing), and Digital Products. The company also develops specialized components for humanoid robotics including actuators and planetary gearboxes through multiple partnerships. Key industrial bearing products include FAG TAROL and WJ/WJP axlebox bearings for rail, Insutect A and hybrid electrically insulated bearings, and railway traction shaft bearings. Electric powertrain innovations feature the SuperBox 4in1 integrated power module, magnet-free systems, and SiC inverter technology. The REPXPERT platform provides workshop services, training, and technical support for the aftermarket business.

Differentiator

Problem solved

Functional benefit

Brands

• REPXPERT: Schaeffler's aftermarket service brand providing technical training, service hotline, repair instructions, and special tools for workshops
• Schaeffler Vehicle Lifetime Solutions (VLS)
• Schaeffler Akadémia
• X-life
• Neuraverse

Products and services

• E-Mobility
• Powertrain & Chassis

Quantifiable outcome

• Q1 2026 EBIT margin of 4.7% exceeded analyst expectations of 4.3%
• +3 more outcomes

Named customers17 records

Segments6 records

Ideal customer profiles4 records

Technology focussed Yes

API detail

Has API

No

API docs

API detail

Core technology

AI maturity

App detail

Feature7 records

Partnerships

14 partnerships are on record, tiered minor and core.

• FestominorStrategic or Co-development Partner · 12 June 2026Cooperation agreement to strengthen dual training at Schaeffler Debrecen. First among Festo's industrial partners in Hungary to offer dedicated pneumatic and electropneumatic education and examination at Schaeffler's training workshop. Students receive free training in Festo Didactic laboratory and earn industrial certificates upon completion.
• ThunderSoftcoreStrategic or Co-development Partner · 22 May 2026Strategic partnership to jointly develop a central computing platform for next-generation vehicle architectures targeting software-defined and AI-defined vehicles. Combines Schaeffler's automotive electronic systems expertise with ThunderSoft's central vehicle software platforms and operating systems. Initial rollout targets Asia-Pacific and European regions with future expansion to China and North America.
• University of TorontominorStrategic or Co-development Partner · 19 May 2026Partnership with OVIN Incubators leveraging U of T's research expertise in critical minerals, AI, energy grid optimization, and battery technology to commercialize Ontario-made intellectual property into new ventures.
• HumanoidcoreStrategic or Co-development Partner · 13 May 2026Major deal to deploy at least 1,000 humanoid robots in Schaeffler factories starting late 2026, completing full deployment by 2032. Includes seven-digit actuator supply agreement covering over half of Humanoid's joint actuator demand through 2031. Phase one deployment across Herzogenaurach and Schweinfurt facilities from December 2026.
• VinDynamicscoreStrategic or Co-development Partner · 28 April 2026Strategic partnership with Vietnamese humanoid robotics company within Vingroup focusing on design and supply of planetary gearboxes for robotic actuators. First partnership with a humanoid robot manufacturer in Asia-Pacific region. Companies will jointly gather robot and application performance data for actuator design improvement and future digital services including predictive maintenance and condition monitoring.
• Hexagon RoboticscoreStrategic or Co-development Partner · 24 April 2026Partnership to supply high-precision rotary actuators for humanoid robots while deploying at least 1,000 AEON humanoid robots across Schaeffler factories over seven years. Deal combines component supply with direct deployment, turning Schaeffler's own production facilities into live test beds for physical AI and industrial humanoid automation.
• OVIN IncubatorsminorStrategic or Co-development Partner · 1 April 2026Strategic partnership to advance innovation across automotive and mobility sectors in Ontario, Canada. Schaeffler engages with network of startups, academic institutions, and industry partners to accelerate development of software-defined vehicles, battery technology, electric aviation, and humanoid robotics. Leverages global footprint and industrialization expertise to test and validate emerging technologies.
• Agility RoboticsminorStrategic or Co-development Partner · 17 March 2026Digit humanoid robot deployed at Schaeffler factory in Cheraw, South Carolina operating a stamping press. Human contractor monitors robot during eight-hour shifts within plexiglass enclosure per safety regulations. Economic model targets $2-3 per hour robot cost versus $20 per hour for human workers.
• Leju RoboticscoreStrategic or Co-development Partner · 8 March 2026First cooperation with a Chinese entity in humanoid robotics field. Partnership aims to advance humanoid robot applications in industrial settings including factory inspection, equipment operations, logistics, and human-robot collaboration. Plans to integrate mid-four-digit number of humanoid robots into own production by 2035.
• Neura RoboticscoreStrategic or Co-development Partner · 4 November 2025Technology partnership to jointly develop and manufacture key components for humanoid robots including compact, lightweight actuators for long-term industrial use. Integration of Neura Robotics' robots into Schaeffler's global production network with target deployment of mid-four-digit humanoid systems by 2035. Joint use of real production data connected to Neura's Neuraverse ecosystem for physical AI capabilities.
• Alliant PowerminorChannel Partner/ Reseller/ Distributor · 30 October 2025First aftermarket distributor for Schaeffler's original equipment NOx sensors to the heavy-duty market. Makes OE-quality NOx sensors accessible to broader aftermarket through Alliant Power's extensive distribution network for independent repair shops, fleets, and diesel equipment owners.
• ROHMcoreTechnology or Integration · 5 September 2025Mass production partnership for high-voltage SiC inverter brick for EVs designed for a major Chinese electric vehicle manufacturer. Inverter supports high battery voltages and currents enabling compact and powerful power modules with rapid deployment features. Partnership aims to enhance SiC power semiconductor supply and efficiency.
• OnsemicoreTechnology or Integration · 28 July 2025Expanded collaboration providing EliteSiC MOSFETs for traction inverter used in global carmaker's plug-in hybrid electric vehicle platform. EliteSiC technology offers lowest on-state resistance enabling longer driving range and improved reliability.
• Vitesco TechnologiescoreOEM/ Whitelabel/ Licensing Partner · 1 January 2020Integration of Vitesco Technologies into Schaeffler creating combined company with ~€25 billion annual revenue, ~120,000 employees, 44 R&D centers, and 100+ manufacturing facilities. Unites motion technology with power electronics and vehicle software capabilities. Products now include electronic products from Vitesco integration.

Scale indicators24 records

Recent moves6 records

Expansion highlights7 records

Broad incumbents

• Robert Bosch GmbH: Largest global automotive supplier with broad portfolio spanning powertrain, chassis, e-mobility, and industrial technology. Directly comparable to Schaeffler on EV inverters, drivetrain components, and industrial motion technology, with much larger scale and broader product range.

Direct peers

• ZF Friedrichshafen AG: Major German automotive supplier specializing in drivetrain, chassis, and active safety systems. Closely comparable to Schaeffler's Powertrain & Chassis division and a direct competitor on transmissions, driveline components, and e-mobility solutions for global OEMs.
• Continental AG: Global automotive supplier with overlapping portfolio in drivetrain components, chassis systems, and aftermarket parts. Comparable on ICE-to-EV transition exposure and similar Tier 1 supplier dynamics with European OEMs.
• BorgWarner Inc. US-headquartered automotive supplier focused on drivetrain and e-mobility solutions. Direct peer to Schaeffler's Powertrain & Chassis and E-Mobility divisions, with similar electrification pivot strategy and exposure to clutch/torque management products.
• Valeo SA: French automotive supplier with strong presence in powertrain electrification, thermal management, and visibility systems. Comparable on EV components and similar position as European Tier 1 supplier transitioning to electrified portfolios.
• SKF Group: Swedish bearing and seals manufacturer with similar product portfolio in ball/roller bearings for automotive, industrial, wind, and rail applications. Closest direct competitor on Schaeffler's FAG bearing brand and industrial bearings business.
• Denso Corporation: Japanese Tier 1 automotive supplier with broad electrification and powertrain component portfolio. Comparable to Schaeffler's E-Mobility division on EV inverters, power electronics, and OEM relationships with global automakers.
• Timken Company: US-based bearings and power transmission manufacturer with strong industrial and rail bearing portfolio. Comparable to Schaeffler's industrial bearings business especially in rail axlebox and wind turbine applications.

Emerging players

• NXP Semiconductors NV: Semiconductor company with automotive processing and electrification focus, partnering on power electronics and central vehicle computing platforms. Comparable to Schaeffler-Vitesco's power electronics and software-defined vehicle architecture ambitions through the ThunderSoft central computing partnership.
• Agility Robotics: US humanoid robotics startup deploying Digit robots in Schaeffler factories (Cheraw, SC). Both a Schaeffler customer and a partner in validating humanoid robot deployments in industrial settings, with Schaeffler supplying precision actuators and components.

Market position

Strengths5 records

Weaknesses5 records

Competitive moat6 records

Key risks5 records

Key highlights7 records

Customer concentration

• Xtwitter.com/schaefflergroup
• YouTubeyoutube.com/user/SchaefflerGlobal
• Facebookfacebook.com/schaefflergroup
• LinkedInlinkedin.com/company/schaeffler-savaria-kft.
• Instagraminstagram.com/schaefflergroup

Revenue estimate

Valuation estimate

Number of profiles

Profiles10 records

Subsidiaries10 records

Funding overview

Funding rounds

Investors

Funding detail is available on the Subscription and Enterprise plan.Contact sales →

M&A

Investments

M&A and investment is available on the Subscription and Enterprise plan.Contact sales →

Frequently asked questions about Schaeffler