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SKF AB Class B (SKFRY)
OTHER OTC:SKFRY
Earnings Data
Report Date
Apr 21, 2026Before Open (Confirmed)
Period Ending
2026 (Q1)Consensus EPS Forecast
0.4Last Year’s EPS
0.49Same Quarter Last Year
Based on 0 Analysts Ratings
Earnings Call Summary
Earnings Call Sentiment|Neutral
The call presents a mixed but constructive picture: SKF demonstrated clear operational and margin resilience (improved adjusted margins, Industrial outperformance, completion of a SEK 5bn manufacturing program, progress on rightsizing and deleveraging) while facing material near-term headwinds from weak Automotive demand, significant FX impacts that depressed reported sales (~10.6% FX drag in Q4) and separation-related one-off costs and dissynergies that will weigh on near-term cash flow. Management articulated a credible plan and timeline for the Automotive spin (Q4 2026) and reiterated longer-term savings targets, but the balance between rightsizing savings and separation dissynergies in 2026 introduces execution risk. Overall the positives and negatives are roughly balanced.Company Guidance
Improved Adjusted Operating Margins
Adjusted operating margin improved to 11.8% in Q4 and to 12.7% for full-year 2025, reflecting stronger margin resilience despite challenging markets and FX headwinds.
Industrial Segment Outperformance
Industrial represented ~73% of Q4 net sales and ~96% of adjusted operating profit; reported organic growth just north of 2% in Q4 and an adjusted operating margin of 15.6% (up from 14.6% year-over-year).
Completion of World-Class Manufacturing Program
World-class manufacturing program delivered on its SEK 5 billion cost-savings ambition and continues to generate carryover benefits into 2026.
Rightsizing Program Progress
Rightsizing generated roughly SEK 190 million benefit in Q4; target remains an incremental SEK 2.0 billion run-rate savings by end of 2027, with linear delivery expected over 2026–2027.
Strong Cash Generation and Deleveraging
Operating cash flow for full-year 2025 was SEK 8.4 billion; net debt excluding pensions fell from SEK 7.5 billion to SEK 5.7 billion; net debt/EBITDA (ex. pension) ~0.5 and adjusted ROCE stable at 14.3%.
Maintained Dividend and Shareholder Return
Board proposed maintained dividend of SEK 7.75 per share (to be paid in two tranches), representing c.45% of adjusted net profit, signaling confidence in the balance sheet and cash generation.
Strategic Progress on Automotive Separation
Separation program is on track with strong momentum; SKF identified an asset-transfer approach to accelerate reduction of contract manufacturing and now plans an Automotive listing in Q4 2026.
SKFRY 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
SKFRY Earnings-Related Price Changes
Report Date | Price 1 Day Before | Price 1 Day After | Percentage Change |
|---|---|---|---|
Jan 30, 2026 | $28.41 | $26.28 | -7.52% |
Oct 29, 2025 | $27.22 | $26.26 | -3.52% |
Jul 18, 2025 | $23.20 | $23.99 | +3.37% |
Apr 25, 2025 | $19.09 | $19.21 | +0.64% |
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 Apr 21, 2026, Before Open (Confirmed).
What is SKF AB Class B (SKFRY) earnings time?
SKF AB Class B (SKFRY) 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 SKFRY EPS forecast?
SKFRY EPS forecast for the fiscal quarter 2026 (Q1) is 0.4.