The earnings call reflected a mixed sentiment. While the company showcased strong operational resilience and growth in the industrial segment, challenges in the automotive sector and significant restructuring costs posed notable concerns.

Company Guidance -

Q3 2025

During the Q2 2025 earnings call, SKF reported a slight organic sales decline of 0.2% but achieved a strong adjusted operating margin of 13.3%, an improvement from the previous year, despite facing significant FX headwinds. Net sales for the quarter were just over SEK 23 billion, with net cash flow rising to SEK 2.8 billion from SEK 2.2 billion last year. The industrial business, which accounted for 72% of sales and 89% of adjusted operating profit, showed a positive organic growth of 2.4%, while the automotive business, contributing 28% of sales and 11% of profit, experienced a 6.2% organic decline. The company is progressing with its rightsizing program, which aims to reduce 1,700 staff positions, netting 1,200, and anticipates SEK 2 billion in savings by 2027. The program's restructuring charge is SEK 2 billion, with the cash impact expected mainly in 2026. SKF's strategic initiatives, including pricing, portfolio management, and cost efficiencies, are credited for the resilient margin performance. The company continues to drive its automotive separation and enhance competitiveness in the industrial segment, with a particular focus on commercial excellence and operational efficiencies.

Strong Operating Margin Amid Difficult Conditions

The company achieved a strong adjusted operating margin of 13.3%, up from the previous year, despite tough market conditions and significant FX headwinds.

Improved Cash Flow

Net cash flow improved significantly to SEK 2.8 billion, up from SEK 2.2 billion the previous year.

Positive Growth in Industrial Business

The industrial business saw a positive organic growth of 2.4%, driven by strong demand in Asia and improvements in aerospace, lubrication, and magnetics.

Effective Cost Management

The company maintained cost efficiency and was able to offset tariff impacts through pricing strategies and improved supplier management.

Strong Performance in Aerospace Segment

The aerospace segment saw a CAGR of 12% from 2022 to 2025, with an improvement in adjusted operating margin by 8 percentage points.

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

Daily Earnings Calendar >

SKFRY Earnings History

Report Date	Fiscal Quarter	Forecast / EPS	Last Year's EPS	EPS YoY Change	Slides	Play Transcript
Oct 29, 2025	2025 (Q3)	0.33 / -	0.38	―	―	―
Jul 18, 2025	2025 (Q2)	0.45 / 0.12	0.492	-76.22% (-0.38)
Apr 25, 2025	2025 (Q1)	0.40 / 0.49	0.441	10.20% (+0.04)
Jan 31, 2025	2024 (Q4)	0.29 / 0.38	0.346	9.83% (+0.03)
Oct 30, 2024	2024 (Q3)	0.34 / 0.38	0.404	-5.94% (-0.02)
Jul 18, 2024	2024 (Q2)	0.42 / 0.49	0.522	-5.75% (-0.03)
Apr 26, 2024	2024 (Q1)	0.39 / 0.44	0.463	-4.75% (-0.02)
Jan 31, 2024	2023 (Q4)	0.34 / 0.35	0.291	18.90% (+0.05)
Oct 27, 2023	2023 (Q3)	0.36 / 0.40	0.26	55.38% (+0.14)
Jul 19, 2023	2023 (Q2)	0.45 / 0.52	0.283	84.45% (+0.24)

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.

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 2025 (Q3) is 0.33.

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