Schaeffler plans to double profits by focusing on electric cars and robots

Automatically Profitable Schaeffler Believes in Profit Opportunities Through Humanoid Robots

2025-09-17 Source: dpa 1 min Reading Time

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The automotive and industrial supplier Schaeffler aims to double its operating profit in the coming years, it says. Read here how this is expected to work with robot components ...

The parts are already in place! The Schaeffler Group continues to plan and looks quite optimistically into the future. One component intended to expand success in the long term is humanoid robots. Schaeffler decision-makers see good growth prospects in this market ...(Image: Schaeffler) — The parts are already in place! The Schaeffler Group continues to plan and looks quite optimistically into the future. One component intended to expand success in the long term is humanoid robots. Schaeffler decision-makers see good growth prospects in this market ...
(Image: Schaeffler)

To double its corporate earnings, Schaeffler aims to focus on its electric vehicle division, which was significantly expanded through the acquisition of Vitesco in 2024. This area is expected to reach operational profitability and generate strong revenue growth. Schaeffler also anticipates that the recently weak business with traditional rolling bearing systems and general industry will recover soon. For the future, CEO Klaus Rosenfeld sees great opportunities, including supplying sensors and motors to manufacturers of humanoid robots. Following the news, the Schaeffler share continued its strong performance since the beginning of the year.

This is What the Schaeffler CEO Expects Regarding Humanoid Robots

When it comes to humanoid robots, Rosenfeld points to start-ups working on the technology, as well as ambitious major players like the U.S. electric car pioneer Tesla and various Chinese robot manufacturers. Humanoid robots supported by artificial intelligence software have recently sparked investor excitement—not least because Tesla CEO Elon Musk has high expectations for the technology's future. Rosenfeld stated an ambition for 2035 to achieve revenue of around $37 billion USD, with approximately ten percent of that coming from areas where Schaeffler currently has no foothold, such as the supplier sector for such robots. However, Schaeffler already offers suitable electronics, bearings, sensors, and motors—all of which are essential for high-precision robots. Schaeffler also plans to slightly expand its lucrative spare parts division (Vehicle Lifetime Solutions), which is currently the company's profit gem and is expected to remain so.

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