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Schaeffler Annual Report 2018
Annual Report 2018 Mobility for tomorrow Staying in motion Company profile The SCHAEFFLER Group is a global automotive and industrial supplier. Top quality, outstanding technology, and exceptionally innovative spirit form the basis for the continued success of the company. By delivering high-precision components and systems in engine, transmission, and chassis applications, as well as rolling and plain bearing solutions for a large number of industrial applications, the Schaeffler Group is already shaping “Mobility for tomorrow” to a significant degree. Schaeffler Group at a glance Key figures Income statement (in € millions) 2018 2017 Change Revenue 14,241 14,021 1.6 % • at constant currency 3.9 % EBIT 1,354 1,528 -11.4 % • in % of revenue 9.5 10.9 -1.4 %-pts. EBIT before special items 1) 1,381 1,584 -12.8 % • in % of revenue 9.7 11.3 -1.6 %-pts. Net income 2) 881 980 -10.1 % Earnings per common non-voting share (basic/diluted, in €) 1.33 1.48 -10.1 % Statement of financial position (in € millions) 12/31/2018 12/31/2017 Change Total assets 12,362 11,537 7.2 % Shareholders’ equity 3) 4) 3,060 2,581 479 € millions • in % of total assets 24.8 22.4 2.4 %-pts. Net financial debt 2,547 2,370 7.5 % • Net financial debt to EBITDA ratio before special items 1) 1.2 1.0 • Gearing Ratio (Net financial debt to shareholders’ equity 3), in %) 83.2 91.8 -8.6 %-pts. Statement of cash flows (in € millions) 2018 2017 Change EBITDA 2,175 2,295 -5.2 % Cash flows from operating activities 1,606 1,778 -172 € millions Capital expenditures (capex) 5) 1,232 1,273 -41 € millions • in % of revenue (capex ratio) 8.7 9.1 -0.4 %-pts. -
Euro Stoxx® Total Market Index
EURO STOXX® TOTAL MARKET INDEX Components1 Company Supersector Country Weight (%) ASML HLDG Technology Netherlands 4.29 LVMH MOET HENNESSY Consumer Products & Services France 3.27 SAP Technology Germany 2.34 LINDE Chemicals Germany 2.26 TOTALENERGIES Energy France 1.89 SANOFI Health Care France 1.82 SIEMENS Industrial Goods & Services Germany 1.81 L'OREAL Consumer Products & Services France 1.73 ALLIANZ Insurance Germany 1.62 SCHNEIDER ELECTRIC Industrial Goods & Services France 1.35 AIR LIQUIDE Chemicals France 1.24 AIRBUS Industrial Goods & Services France 1.19 DAIMLER Automobiles & Parts Germany 1.17 IBERDROLA Utilities Spain 1.14 ENEL Utilities Italy 1.13 BNP PARIBAS Banks France 1.12 BASF Chemicals Germany 1.08 DEUTSCHE TELEKOM Telecommunications Germany 1.03 BCO SANTANDER Banks Spain 1.03 VINCI Construction & Materials France 1.01 DEUTSCHE POST Industrial Goods & Services Germany 1.01 Kering Retail France 1.00 ADYEN Industrial Goods & Services Netherlands 0.98 ANHEUSER-BUSCH INBEV Food, Beverage & Tobacco Belgium 0.97 ADIDAS Consumer Products & Services Germany 0.97 BAYER Health Care Germany 0.94 SAFRAN Industrial Goods & Services France 0.86 AXA Insurance France 0.83 ESSILORLUXOTTICA Health Care France 0.81 INTESA SANPAOLO Banks Italy 0.78 ING GRP Banks Netherlands 0.77 HERMES INTERNATIONAL Consumer Products & Services France 0.77 INFINEON TECHNOLOGIES Technology Germany 0.77 VOLKSWAGEN PREF Automobiles & Parts Germany 0.72 PHILIPS Health Care Netherlands 0.71 DANONE Food, Beverage & Tobacco France 0.69 Prosus Technology Netherlands -
Women-On-Board-Index
WOMEN‐ON‐BOARD‐INDEX III Aufsichtsräte (Stand 30.06.2011) powered by FidAR Zahl Anteil WoB-Index Posit Zahl AR- Unternehmen Notierung Frauen Frauen nur ion Mitgl. AR AR Aufsichtsräte 1 Biotest AG SDAX 6 3 50% 50,00% 1 Douglas Holding AG MDAX 16 8 50% 50,00% 3 HAMBORNER REIT SDAX 10 4 40% 40,00% 4 Deutsche Bank AG DAX 20 7 35% 35,00% 5 Amadeus Fire AG SDAX 6 2 33% 33,33% 5 Bechtle AG TecDAX 12 4 33% 33,33% 5 Beiersdorf AG DAX 12 4 33% 33,33% 5 centrotherm photovoltaics AG TecDAX 3 1 33% 33,33% 5 TAG Immobilien AG SDAX 6 2 33% 33,33% 10 Deutsche Post AG DAX 20 6 30% 30,00% 10 GfK SE SDAX 10 3 30% 30,00% 12 Commerzbank AG DAX 20 5 25% 25,00% 12 Fielmann AG MDAX 16 4 25% 25,00% 12 Fraport AG MDAX 20 5 25% 25,00% 12 Henkel AG & Co. KGaA DAX 16 4 25% 25,00% 12 Kabel Deutschland Holding AG MDAX 12 3 25% 25,00% 12 Merck KGaA DAX 16 4 25% 25,00% 12 Software AG TecDAX 12 3 25% 25,00% 12 Symrise AG MDAX 12 3 25% 25,00% 20 Axel Springer AG MDAX 9 2 22% 22,22% 20 Q-CELLS SE TecDAX 9 2 22% 22,22% 20 Sky Deutschland AG MDAX 9 2 22% 22,22% 20 STADA Arzneimittel AG MDAX 9 2 22% 22,22% 24 comdirect bank AG SDAX 5 1 20% 20,00% 24 Deutsche Telekom AG DAX 20 4 20% 20,00% 24 Hawesko Holding AG SDAX 5 1 20% 20,00% 24 Münchener Rück AG DAX 20 4 20% 20,00% 24 RHÖN-KLINIKUM AG MDAX 20 4 20% 20,00% 24 Siemens AG DAX 20 4 20% 20,00% 30 Praktiker Bau- und Heimwerkermärkte MDAX 16 3 19% 18,75% 30 TUI AG MDAX 16 3 19% 18,75% 32 adidas AG DAX 12 2 17% 16,67% 32 ADVA AG Optical Networking TecDAX 6 1 17% 16,67% 32 AIXTRON SE TecDAX 6 1 17% 16,67% 32 BASF SE DAX 12 2 17% -
Twenty-Five Years of Motorsports at Schaeffler
IN POLE POSITION IN POLE POSITION IN INPOLE POLE Martin TomczykMartin Tomczykwins the 2011wins theDTM, 2011 a sensational DTM, a sensational achievement achievement that also thatshowcases also showcases the 2008 thePhoenix 2008 DTMPhoenix Audi. DTM Decorated Audi. Decorated in in SchaefflerSchaeffler colors, this colors, car allows this car Tomczyk allows toTomczyk earn his to firstearn hisDTM firsttitle andDTM title and underscoresunderscores the automotive the automotive supplier’s supplier’s commitment commitment to motorsports, to motorsports, which comeswhich full comes circle full after circle spanning after spanning two and a two half and decades a half ofdecades of sponsoringsponsoring with the LuK,with FAG,the LuK, and FAG,INA Group and INA logos. Group logos. POSITIONPOSITION In “In PoleIn Position”, “In Pole Position”, authors Jörg authors Walz Jörg and Walz Helge and Gerdes Helge take Gerdes a closer take a closer Focus Focusand Precision and Precision at the at Highest the Highest Level –Level – look at Schaeffler’slook at Schaeffler’s racing connection, racing connection, which began which with began rally withexpert rally expert Twenty-FiveTwenty-Five Years Yearsof Motorsports of Motorsports at Schaeffler at Schaeffler Armin SchwarzArmin andSchwarz developed and developed to include to programs include programs for the legendary for the legendary Dakar RallyDakar and Rally Formula and andFormula truck and racing. truck racing. Focus and Precision at the Highest Level – Twenty-Five of Motorsports Years at Schaeffler Focus and Precision at the Highest Level – Twenty-Five of Motorsports Years at Schaeffler Jörg Walz Helge Gerdes IN POLE POSITION Focus and Precision at the Highest Level – Twenty-Five Years of Motorsports at Schaeffler OPENING WORD Maria-Elisabeth Schaeffler MARIA-ELISABETH SCHAEFFLER PARTNER OF THE SCHAEFFLER GROUP 2 DEAR READERS, otorsports is unique in many ways, starting with a history that is virtually Mas old as the automobile itself. -
Disclosure of Conflict of Interest with Regards to Redistribution of MAINFIRST BANK AG Research Services
Disclosure of Conflict of Interest with regards to redistribution of MAINFIRST BANK AG research services Pursuant to Commission Delegated Regulation (EU) 2016/958 Persons who disseminate recommendations produced by a third party shall communicate to the persons receiving the recommendations all relationships and circumstances that may reasonably be expected to impair the objective presentation of the recommendation, including interests or conflicts of interest concerning any financial instrument or the issuer to which the recommendation, directly or indirectly, relates and in particular its own interests or indication of conflicts of interest as laid down in Article 5 and Article 6(1) and (2) of this regulation. Therefore Erste Securities Polska S.A. as distributor of investment research produced by MAINFIRST BANK AG discloses in the below table in its own interests or indication of conflicts of interest concerning any financial instrument or the issuer to which the recommendation, directly or indirectly, relates, if such exist. This disclosure is updated on current basis. Affiliates of Erste Securities Polska S.A. are not a party to the research services redistribution agreement with MAINFIRST BANK AG and therefore are not included in this disclosure. Affiliates companies of Erste Securities Polska S.A. as well as its representatives and employees may, to the extent permitted by law, have a position in the securities of (or options, warrants or rights with respect to, or interest in the financial instruments or other securities of) the issuer to which the recommendation, directly or indirectly, relates. Further, associated companies of ESP as well as representatives and employees may offer investment services to the such issuers or may take over management function in the issuers. -
Fact Sheet XXL Formula E Long Beach 2015
FACT SHEET XXL ROUND 6 FORMULA E LONG BEACH APRIL 4, 2015 SUSPENSE IN LONG BEACH The second race of the FIA Formula E Championship in the United States promises suspense galore: will a driver in the Schaeff ler colors be on podium again? INNOVATION MOBILITY FOR TOMORROW FIA Formula E How Schaeff ler successfully tackles technology p.8 the challenges of the future p.10 2 FACT SHEET XXL FIA FORMULA E 2014 / 2015 Editorial The US Formula E pre- miere three weeks ago in Miami hit the bull’s eye: an enthusiastic trackside crowd, millions of TV viewers and Daniel Abt on podium as another driver sporting the Schaeffler colors. The suc- cess of the series and our team whets our appetite for more – now and in the future. As an innovation leader and the exclusive technology part- ner of the German team our engineers develop the ideas for tomorrow’s mobility – for the road and now for the race track as well. Enjoy the race weekend here at Long Beach. Teaming up for a new era of motorsport Schaeffler is on the FIA Formula E grid as the exclusive Technology Partner of Team ABT Sportsline and featured with its logo on the cars of Daniel Abt and Lucas di Grassi Jörg Walz Head of Communications and Marketing Formula E marks the start car races are held with race Schaeffler Automotive of a new generation of mo- cars powered strictly by elec- torsport. For the first time, tricity. The identical single- Contact Contents Schaeffler AG Schaeffler and FIA Formula E ............................................................ -
Inmotion Issue 9 December 2011
ISSUE 9 - DECEMBER 2011 Major new investment at Llanelli plant IN THIS ISSUE… 3 6 10 12 Innovation Minister tours Getting to the ‘Magic’ Award Schaeffler stand slopes safely bearings COVER STORY Major investment in Llanelli SCHAEFFLER POSITIVE SIGNS IN A RECEIVES 2011 CHALLENGING YEAR SUPPLIER AWARD FROM It gives me great pleasure to PORSCHE welcome you to the last issue of GERMAN LUXURY CAR MAKER PORSCHE HAS AWARDED THE SCHAEFFLER In Motion for GROUP ITS 2011 SUPPLIER AWARD IN RECOGNITION OF THE CONTINUED 2011. SUCCESSFUL COLLABORATION BETWEEN THE TWO COMPANIES. Globally, it has The most important components in Porsche’s latest valve train components were first tested in the Porsche been another variable valve control system, the Porsche VarioCam Plus, 917 Le Mans racing car. challenging but were amongst Schaeffler products praised by Porsche In the mid-1980s, as Porsche launched its technologically positive year for the Schaeffler Group, during the award ceremony. with many encouraging signs of growth advanced Porsche 959 model, Schaeffler was again selected as one of the company’s high-tech development and investment in all regions around the Prof. Peter Pleus, President of Schaeffler Group partners. One of the developments was Schaeffler’s world. It is therefore all the more pleasing Automotive, passed the 2011 Supplier Award on to hydraulic chain tensioner which proved to be extremely for me and my fellow directors to witness Schaeffler’s Engine Systems Business team. “We are very effective in what was considered the most innovative the significant investment tha t is being proud of this award because it is recognition of our sports car of its time. -
Ball Bearings and Parts Thereof from France, Germany, and Italy
Federal Register / Vol. 76, No. 164 / Wednesday, August 24, 2011 / Notices 52937 Dated: August 18, 2011. Kingdom: Preliminary Results of bearing is covered by one of the orders. Gregory W. Campbell, Antidumping Administrative and The orders cover all the subject bearings Director, Subsidies Enforcement Office, Changed-Circumstances Reviews, 76 FR and parts thereof (inner race, outer race, Import Administration. 22372 (April 21, 2011) (Preliminary cage, rollers, balls, seals, shields, etc.) [FR Doc. 2011–21671 Filed 8–23–11; 8:45 am] Results).1 outlined above with certain limitations. BILLING CODE 3510–DS–P We invited interested parties to With regard to finished parts, all such comment on the Preliminary Results. parts are included in the scope of the We received case and rebuttal briefs orders. For unfinished parts, such parts DEPARTMENT OF COMMERCE from various parties to the proceedings. are included if they have been heat- No hearing was requested for the treated or if heat treatment is not International Trade Administration administrative reviews. required to be performed on the part. [A–427–801, A–428–801, A–475–801] The Department has conducted these Thus, the only unfinished parts that are administrative reviews in accordance not covered by the orders are those that Ball Bearings and Parts Thereof From with section 751 of the Tariff Act of will be subject to heat treatment after France, Germany, and Italy: Final 1930, as amended (the Act). importation. The ultimate application of a bearing also does not influence Results of Antidumping Administrative Scope of the Orders and Changed Circumstances Reviews whether the bearing is covered by the The products covered by the orders orders. -
Online-Appendix Zu
Online-Appendix zu „Impact of Weather on the Stock Market Returns of Different Industries in Germany“ Astrid Schulte-Huermann WHU – Otto Beisheim School of Management Junior Management Science 5(3) (2020) 295-311 Appendix Appendix A. List of companies included in each sector Financials Telecommunication Technology Consumer Non- Industrials Healthcare Basic Materials Consumer Cyclicals Utilities Cyclicals ALLIANZ SE DT TELEKOM N INFINEON TECH BEIERSDORF DEUTSCHE POST BAYER N AG BASF SE ADIDAS N RWE DEUTSCHE BANK 1&1 DRILLISCH SAP SE BAYWA N DT LUFTHANSA A FRESENIUS MEDI HEIDELBERGCEMEBAY MOT WERKE ENCAVIS DT BOERSE N FREENET N AG BECHTLE KWS SAAT SIEMENS N FRESENIUS SE HENKEL AG&CO V CONTINENTAL AG E ON MUENCH. RUECK UNITED INTERNE DIALOG SEMICON SUEDZUCKER WIRE CARD MERCK KGAA LINDE PLC DAIMLER AG N AAREAL BANK NEMETSCHEK AIRBUS SE CARL ZEISS MED THYSSENKRUPP A VOLKSWAGEN VZ ALSTRIA OFF RE SOFTWARE DUERR AG EVOTEC AURUBIS A SPRINGER SE COMMERZBANK ADVA OPTICAL N FRAPORT GERRESHEIMER FUCHS PETRO VZ FIELMANN DEUTSCHE WOHNE AIXTRON NA GEA GROUP MORPHOSYS K+S AG NA HUGO BOSS N DT EUROSHOP NA CANCOM SE HOCHTIEF QIAGEN NV LANXESS PROSIEBENSAT1 HANNOVER RUECK COMPUGROUP MED MTU AERO ENGIN SARTORIUS VZ SYMRISE AG PUMA TAG IMMOBILIEN ISRA VISION AMADEUS FIRE DRAEGERWERK VZ WACKER CHEMIE RHEINMETALL ADLER REAL ES S&T AG BERTRANDT RHOEN KLINIKUM KLOECKNER + CO RTL GROUP DIC ASSET SMA SOLAR TECH BILFINGER SALZGITTER BOR. DORTMUND DT BETEIL AG TAKKT CEWE STIFTUNG SGL CARBON CECONOMY GRENKE XING DEUTZ CTS EVENTIM HAMBORNER REIT ZOOPLUS DR HOENLE HORNBACH HYPOPORT AG HAMBURGER HAFE RATIONAL PATRIZIA IMMOB HEIDELBERG DRU SAF HOLLAND SA WUESTENR&WUERT INDUS HOLDING STEINHOFF JENOPTIK JUNGHEINRICH V KOENIG & BAUER KRONES AG LEONI AG N NORDEX PFEIFFER VACUU SIXT SE VOSSLOH AG WACKER NEUSON WASHTEC Company data retrieved from Thomson Reuters Datastream, 2019 40 Appendix B. -
Audi in Formula E 2017/2018
Audi MediaCenter Communications Motorsport Stefan Moser Tel: +49 841 89-35550 E-mail: [email protected] www.audi-mediacenter.com/en September 2017 MOTORSPORT INFORMATION Audi in Formula E 2017/2018 ► e-tron 2 ► Audi in Formula E 2017/2018 4 ► Interview: Head of Audi Motorsport Dieter Gass 6 ► Daniel Abt 8 ► Lucas di Grassi 11 ► Audi e-tron FE04 15 ► Technical data 17 ► Team Audi Sport ABT Schaeffler 18 ► Interview with Allan McNish 20 ► Audi Sport 22 ► ABT 23 ► Schaeffler 24 ► FIA Formula E 25 ► Regulations 27 ► 2017/2018 season 29 ► Race calendar 30 ► Statistics 42 ► Partners 43 ► Audi motorsport history 46 ► Contacts 49 Fuel consumption of the models named 50 The stated features/trim levels, data and prices refer to the model range offered in Germany, subject to changes and errors. 1/50 Audi MediaCenter e-tron Heading for the future on electric power Progress feels electric: Audi commits to electric mobility – at the end of 2017 on the race track with a factory-backed team of its own in Formula E, and from 2018 onward with the e-tron and numerous other production models on the road. Audi has a clear vision for the future. As early as by 2025, one in three Audi cars delivered is planned to be an electric vehicle. Even before this date, the portfolio of the brand with the four rings will include more than 20 electric and plug-in hybrid vehicles – spread across all segments and all models. Motorsport, once again, is assuming a pioneering role in this context. For nearly 40 years, Audi has been active in motorsport on the highest level in order to test new technologies for production. -
Oesa Member List
OESA MEMBER LIST OESA Supplier Members Brose North America, Inc. Federal-Mogul Holdings Corporation C. Thorrez Industries Feintool U.S. Operations, Inc. A Berger Cadillac Casting, Inc. FIAMM Technologies LLC A. Raymond Tinnerman Manufacturing Cadillac Products Automotive Company Ficosa North America Corporation A.P. Plasman, Inc. Cannon Automotive Solutions Flex AAM Castings Carcoustics Tech Center North America, Flexfab, Inc. ABC Group Inc. Flexitech, Inc. Acument Global Technologies, Inc. Carlex Glass America LLC Freudenberg North America ADAC Automotive Cascade Engineering Automotive FTE Automotive USA, Inc. Adient US LLC Americas Futuris Automotive (US), Inc. Advanced Technology Emission Celanese Gates Corporation Solutions, Inc. Centracore LLC Gedia Michigan Advantage Engineering Inc. Charter Automotive, LLC Gehring, L.P. ADVICS North America Chassix Gemini Group AGM Automotive, Inc. Chrysan Industries, Inc. General Cable Corporation AGS Automotive Systems Clarion Corporation of America Gentex Corporation Air International Thermal Systems - NA Clips and Clamps Industries Gentherm AISIN Technical Center of America, Inc. Coastal Automotive GG Cables and Wires USA, Inc. AISIN World Corp. of America Continental Ghafari, Inc. Akebono Brake Corporation Continental Structural Plastics, Inc. GHSP All-Rite Spring Company Cooper Standard Gibbs Die Casting Alpha Sintered Metals LLC Covestro LLC Gill Industries ALPS Electric (North America), Inc. Crowne Group LLC Gil-Mar Manufacturing Company ALT America, Inc. CSM Manufacturing GKN Driveline North America Altair Engineering, Inc. Dakkota Integrated Systems, LLC GKN Sinter Metals American Axle & Manufacturing, Inc. Dana Incorporated GNS America (AAM) Danlaw, Inc. Godfrey and Wing, Inc. Anchor Danly Datwyler Sealing Solutions Grand Rapids Controls Company LLC Anchor Manufacturing Group, Inc. Dayco Products, LLC Grote Industries, Inc. -
Volkswagen, BMW Feel Pinch As Suppliers Struggle to Keep Pace - Bloomberg Page 1 of 3
Volkswagen, BMW Feel Pinch as Suppliers Struggle to Keep Pace - Bloomberg Page 1 of 3 Volkswagen, BMW Feel Pinch as Suppliers Struggle to Keep Pace By Chris Reiter and Andreas Cremer - Jan 27, 2011 Volkswagen AG , Porsche SE and Bayerische Motoren Werke AG are feeling the pinch of tight component supplies as parts-makers struggle to keep pace with resurgent vehicle demand. Volkswagen, Europe’s biggest automaker, will halt production at its main factory in Wolfsburg, Germany, on Jan. 31, because of a shortage of engines and other parts. BMW, the world’s biggest luxury-car maker, Porsche and Daimler AG ’s Mercedes-Benz also said supply constraints leave them with little wiggle room. “The problem we have is that other businesses we’re dependent on closed capacity” during the recession, Lars Holmqvist, chief executive of European auto suppliers association Clepa, said in a telephone interview from Brussels. “Electronics are particularly tight. It’s a real problem and it’s growing.” Booming demand for German cars in China and the U.S., the world’s two biggest auto markets, shows no signs of abating. Volkswagen aims to increase deliveries this year 5 percent after record sales of 7.14 million vehicles in 2010. BMW and Daimler are boosting 2011 capacity to keep up with demand, which in turn puts pressure on suppliers to invest scarce capital. “Suppliers are under a lot of strain” because of the upfront financing required to increase production, said Christoph Stuermer, a Frankfurt-based analyst at IHS Automotive. “Some suppliers are getting to the point that they just can’t produce parts” without help from carmakers.