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SKF AB Class A (SE:SKF.A)
:SKF.A
Earnings Data
Report Date
Apr 21, 2026Before Open (Confirmed)
Period Ending
2026 (Q1)Consensus EPS Forecast
3.53Last Year’s EPS
4.71Same Quarter Last Year
Based on 0 Analysts Ratings
Earnings Call Summary
Earnings Call Sentiment|Neutral
The call communicated a mix of resilience and challenge: strong margin performance, industrial outperformance, successful cost programs (rightsizing, world‑class manufacturing) and solid cash/ balance sheet metrics are clear positives. However, significant currency headwinds, one‑off separation costs, a weak Automotive business with low margins and near‑term dissynergies temper the outlook. Management has a concrete plan (including accelerating asset transfers and guiding an Automotive IPO in Q4 2026) and expects to largely mitigate tariffs via price/mix actions, but the recovery depends on macro and FX evolution. Overall the positives and negatives are roughly balanced.Company Guidance
Improved Adjusted Operating Margins
Adjusted operating margin improved to 12.7% for full year 2025 and 11.8% in Q4 2025, reflecting margin resilience despite challenging market conditions and currency headwinds.
Industrial Segment Outperformance
Industrial represented ~73% of Q4 net sales and ~96% of adjusted operating profit. Industrial reported organic growth just north of 2% in Q4 and an adjusted operating margin of 15.6% (up from 14.6% year‑over‑year).
Strong Cash Generation and Deleveraging
Net cash flow from operations for the full year was SEK 8.4 billion. Net debt excluding pension declined from SEK 7.5 billion to SEK 5.7 billion; net debt/EBITDA excluding pension improved to 0.5 and net debt/equity excluding pension fell to 10%.
Rightsizing and World-Class Manufacturing Savings
Rightsizing contributed ~SEK 190–200 million in Q4 and is expected to reach SEK 2.0 billion run rate by end‑2027 (linear phasing). The world‑class manufacturing program was finalized and delivered cumulative cost savings (target SEK 5 billion achieved), contributing to improved margins.
Maintained Dividend and Capital Allocation Discipline
Board proposes a maintained dividend of SEK 7.75 per share (45% of adjusted net profit), to be paid in two tranches, reflecting confidence in the balance sheet and cash generation.
Accelerated Automotive Separation Plan
Management identified an opportunity to accelerate phaseout of automotive contract manufacturing via asset transfers, strengthening starting positions for both businesses and planning the Automotive listing in Q4 2026 while staying within previously announced separation cost and CapEx envelopes.
SE:SKF.A Earnings History
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
SE:SKF.A Earnings-Related Price Changes
Report Date | Price 1 Day Before | Price 1 Day After | Percentage Change |
|---|---|---|---|
Jan 30, 2026 | kr252.00 | kr235.00 | -6.75% |
Oct 29, 2025 | kr257.00 | kr247.00 | -3.89% |
Jul 18, 2025 | kr229.00 | kr232.00 | +1.31% |
Apr 25, 2025 | kr184.50 | kr187.50 | +1.63% |
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 A (SE:SKF.A) report earnings?
SKF AB Class A (SE:SKF.A) is schdueled to report earning on Apr 21, 2026, Before Open (Confirmed).
What is SKF AB Class A (SE:SKF.A) earnings time?
SKF AB Class A (SE:SKF.A) earnings time is at Apr 21, 2026, 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.
What companies are reporting earnings today?
You can see a list of the companies which are reporting today on TipRanks earnings calendar.
What is the P/E ratio of SKF AB Class A stock?
The P/E ratio of SKF AB Class A is N/A.
What is SE:SKF.A EPS forecast?
SE:SKF.A EPS forecast for the fiscal quarter 2026 (Q1) is 3.53.