Schaeffler Ag · XETR:SHA0

Schaeffler — Citi Humanoid Update (January 2026)

11 slides from Schaeffler's conference presentation, Jan 12, 2026

  1. Slide 1: Schaeffler: Powering Humanoid Motion

    Schaeffler: Powering Humanoid Motion Dave Kehr – President of Humanoid Robotics January 12th, 2026 Copyright Schaeffler AG, 2025 – All rights reserved. |

  2. Slide 2: Schaeffler Supports the Entire Humanoid Lifecycle

    Schaeffler Supports the Entire Humanoid Lifecycle SYSTEM & INTEGRATOR & COMPONENT INDUSTRIALIZATION Special SUPPLIER Start-Up PARTNER We provide an integrated motion portfolio Machine Schaeffler Special Machinery and our for humanoids with bearings joints drives Builders global plants turn pilots in

  3. Slide 3: 2025 Reflections: A Fast Start

    2025 Reflections: A Fast Start Established global “Internal Start Up” in January 2025 • 40+ system engineers already dedicated to start up - Speed is key • Leveraging thousands of specialized engineers internally – unmatched competence Schaeffler’s Motion Technology Achieved high level of customer e

  4. Slide 4: Schaeffler & Humanoids at CES 2026: A Resounding Success

    Schaeffler & Humanoids at CES 2026: A Resounding Success • Schaeffler displayed multiple motion technologies • Extensive Humanoid component/systems portfolio on display • Humanoid partner onsite with use case demonstration • Significant foot traffic thru Schaeffler booth High interest in Schaeffler

  5. Slide 5: Outlook – Humanoids Business Will Support Diversifying Schaeffler's business portfolio

    Outlook – Humanoids Business Will Support Diversifying Schaeffler’s business portfolio Development of annual humanoid sales until 2035 1 Exploiting according new growth opportunities at Schaeffler USD T humanoids 80.000 10.000 Status Quo 2024 Strategic Ambition 2035 in EUR bn in EUR bn 80.000 8.000

  6. Slide 6: Schaeffler's core competence products already account for at least 50% of Humanoid BOM

    Schaeffler’s core competence products already account for at least 50% of Humanoid BOM Reference to the humanoid product portfolio Schaeffler’s holistic system understanding is the foundation to establish a strong position in the humanoid market Sustain motion Repair & Monitoring Services Vision Sys

  7. Slide 7: Schaeffler's Extensive Humanoid Product Portfolio

    Schaeffler’s Extensive Humanoid Product Portfolio • Industry is still quickly innovating • Prototypes available for entire humanoid motion technology portfolio available1 • Reducing prototype lead times critical • Many of these prototypes are at customers • Most valuable feedback thru testing at cus

  8. Slide 8: Schaeffler's Humanoid Product Roadmap

    Schaeffler’s Humanoid Product Roadmap 8 Motion Families First Generations Already Available Products in Advanced Development * Initial focus on core expertise in actuators/components; Advance development in adjacent technologies ongoing * Focused on dexterous hand components & systems, not the compl

  9. Slide 9: Schaeffler's humanoid activities gaining traction globally

    Schaeffler’s humanoid activities gaining traction globally – Establishment in the humanoid ecosystem • Investment of 10 mn $ by Schaeffler Invest • Completed Proof of Concept • Taicang Humanoid Lighthouse Factory as a USA in November 2024​ in a Schaeffler plant Cooperation Platform for a Humanoid Ec

  10. Slide 10: Q&A

  11. Slide 11: SCHAEFFLER

    SCHAEFFLER

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