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Company Research15 Apr 2024
The Industrial Machinery, Supplies, and Components Industry
Explore the industrial machinery industry's growth, driven by technology, sustainability, and digital transformation, impacting global economic development.
SKF
SKF (SKF) investor relations material
SKF Q4 2025 earnings summary
Complete event summary combining all related documents: earnings call transcript, report, and slide presentation.Q4 2025 earnings summary30 Jan, 2026
Executive summary
Adjusted operating margin improved year-over-year to 12.7%, driven by strong cost management and commercial execution, despite significant currency headwinds and flat organic growth.
Industrial segment showed organic growth and margin improvement, while Automotive remained weak but is progressing toward separation, with listing planned for Q4 2026.
Strategic focus remains on long-term value creation and new financial targets for both businesses post-separation.
Automotive separation is ahead of schedule, with additional asset and production line transfers planned.
Net profit and EPS declined year-over-year due to currency headwinds and one-time costs.
Financial highlights
FY 2025 net sales were SEK 91.6 billion, with Q4 net sales at SEK 22 billion and flat organic growth; Industrial up 2.3%, Automotive down 5.8%.
Adjusted operating margin was 12.7% for the year and 11.8% in Q4.
Net cash flow from operations was SEK 8.4 billion for the year and SEK 2.7 billion in Q4, both down year-over-year due to separation costs.
Dividend of SEK 7.75 per share proposed, to be paid in two tranches.
Gross margin for Q4 at 25.7%, down from 27.7% year-over-year.
Outlook and guidance
Q1 2026 market demand expected to remain at Q4 levels, with organic sales to strengthen somewhat year-over-year.
Currency impact on Q1 2026 operating profit estimated at SEK -800 million year-over-year.
FY 2026 tax rate expected at 28%, CapEx guided at SEK 5 billion, and one-off items related to separation and optimization at SEK 2.5–3 billion.
What drives the Automotive listing delay to Q4 2026?
Industrial's path to >19% adjusted operating margin?
Quantify total IAC cash flow impact for 2025-2026
How does asset transfer improve both businesses?
Net impact of rightsizing vs. dissynergies in Q1?
2026 pricing strategy: general increases or targeted?
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Statutory loss reported, seeds business repositioned, new CEO appointed, all resolutions passed.
Next SKF earnings date
Q1 202621 Apr, 2026
SKF
Next SKF earnings date
Q1 202621 Apr, 2026
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Frequently asked questions
AB SKF engages in the design, development, and manufacture of bearings, seals, lubrication systems, and services. It operates through the following segments: bearing operations and systems; vehicle components; oilfield services; technical products; and service support. The bearing operations and systems segment includes the RB bearing unit, a Swedish production unit for ball bearings; the rod-end bearing unit, an operation located in Karlskoga, as well as its related companies in Japan, China, Italy and Brazil. AB SKF is based in Gothenburg, Sweden.
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