Schaeffler AG has released the transcript of its Q4 2025 Pre-Close Call, where the company provided an update on its expected financial performance ahead of its full year 2025 results announcement scheduled for March 3, 2026. The event was attended by Head of Investor Relations Heiko Eber, along with analysts from Deutsche Bank, Citi, Bank of America, Jefferies, and JP Morgan. During the call, management indicated that Q4 sales are expected to be flat compared to the previous quarter, while full-year sales are projected to be lower than the previous year but remain within the guidance range of €23 to €25 billion. The company also noted that "Q4 adjusted EBIT will be clearly higher than Q4 2024, but lower than in the prior quarter," with full-year profitability expected to be around the midpoint of the guidance. Key topics discussed included the resilience of Schaeffler’s supply chain, the impact of OEM production trends, and the outlook for the E-Mobility division amid shifting strategies by American carmakers. Management explained, "If one critical part is missing, the OEM will not build cars. If they don't build cars, they don't buy our parts. So we're carefully monitoring it, but the impact for Schaeffler is rather limited." The session also featured a Q&A segment, where analysts inquired about margins and divisional performance. The full transcript can be accessed through the link below.
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