The earnings call showed a resilient performance with strong operating margins and positive growth in the industrial segment. However, challenges remain, particularly in the automotive sector, with flat overall organic sales and significant staff reductions. The company is navigating FX and tariff pressures, but uncertainties around the automotive separation process persist.
Company Guidance -
Q3 2025
In the Q2 2025 earnings call, the company provided detailed guidance on its financial performance and strategic initiatives. Net sales were over SEK 23 billion, reflecting an organic sales decline of 0.2%, though in absolute terms, sales declined by almost 10% due to significant FX headwinds. Despite challenging market conditions, the adjusted operating margin slightly improved to 13.3%, with strong contributions from pricing, portfolio management, and cost efficiency. The company reported a robust net cash flow of SEK 2.8 billion, a notable increase from SEK 2.2 billion the previous year. Regionally, the industrial business saw organic growth across all areas, with particularly strong growth in China and Northeast Asia at 4.3%, and India and Southeast Asia at 5%. Conversely, the automotive sector faced a 6.2% decline, primarily in Europe and the Americas. Looking forward, the company anticipates relatively unchanged organic sales in Q3 and plans to continue offsetting tariff impacts through pricing strategies. The rightsizing program announced earlier is expected to generate SEK 2 billion in savings by 2027, with a restructuring charge of SEK 2 billion taken this quarter.
Strong Operating Margin Despite Market Challenges
Adjusted operating margin improved to 13.3% from the same quarter last year, despite tough market conditions and significant FX headwinds.
Positive Organic Growth in Industrial Segment
The industrial business reported a positive organic growth of 2.4%, driven by growth in Asia and timing-related factors in Europe.
Strong Net Cash Flow
Net cash flow was strong at SEK 2.8 billion, up from SEK 2.2 billion in the same quarter last year.
Aerospace Business Growth
The aerospace segment experienced a CAGR of 12% from 2022 to 2025, with an 8 percentage point improvement in adjusted operating margin.
SKF AB (SKFRY) Earnings, Revenues Date & History
The upcoming earnings date is based on a company’s previous reporting, and may be updated when the actual date is announced
The table shows recent earnings report dates and whether the forecast was beat or missed. See the change in forecast and EPS from the previous year.
Beat
Missed
SKFRY Earnings-Related Price Changes
Report Date
Price 1 Day Before
Price 1 Day After
Percentage Change
Jul 18, 2025
$23.20
$23.99
+3.41%
Apr 25, 2025
$19.08
$19.21
+0.68%
Jan 31, 2025
$20.16
$19.79
-1.84%
Oct 30, 2024
$18.58
$18.91
+1.78%
Earnings announcements can affect a stock’s price. This table shows the stock's price the day before and the day after recent earnings reports, including the percentage change.
FAQ
When does SKF AB Class B (SKFRY) report earnings?
SKF AB Class B (SKFRY) is schdueled to report earning on Oct 29, 2025, Before Open (Confirmed).
What is SKF AB Class B (SKFRY) earnings time?
SKF AB Class B (SKFRY) earnings time is at Oct 29, 2025, Before Open (Confirmed).
Where can I see when companies are reporting earnings?
You can see which companies are reporting today on our designated earnings calendar.