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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) investor relations material
SKF Q3 2025 earnings summary
Complete event summary combining all related documents: earnings call transcript, report, and slide presentation.Q3 2025 earnings summary29 Oct, 2025
Executive summary
Achieved a return to 2.0% organic sales growth after eight quarters of decline, led by the Industrial segment, while Automotive demand remained weak amid significant FX headwinds.
Adjusted operating margin improved to 12.3% from 11.9% year-over-year, reflecting strong cost control, commercial execution, and effective pricing.
Automotive business separation is progressing rapidly, with over 50% of volumes transferred to new legal entities and operational readiness for a mid-2026 listing; major milestones achieved in IT and legal separation, especially in India.
Cash flow from operating activities declined due to higher separation costs, working capital build-up, and FX effects.
Financial highlights
Net sales were SEK 22.5 billion, down 5.1% year-over-year, with organic growth of 2.0% and a 6.9% negative currency effect.
Adjusted operating profit was SEK 2,762 million (2,821 last year); operating profit was SEK 2 billion (2,526 last year), mainly due to increased one-off charges from separation and restructuring.
Gross margin decreased by 0.5 percentage points to 27.1%, but excluding one-off costs, improved by 0.4%.
Net profit for the quarter was SEK 1,127 (1,631 last year); basic EPS SEK 2.30 (3.40 last year).
Net cash flow from operating activities was SEK 1.8 billion, impacted by separation costs and working capital needs.
Outlook and guidance
Market demand for Q4 expected to remain similar to Q3, with organic sales guidance flat year-over-year.
Currency impact on Q4 operating profit estimated at -SEK 650 million.
Full-year tax rate guidance raised to 28%, driven by FX effects; CapEx guidance for the year reduced to SEK 4 billion.
Automotive separation: progress and value creation?
Explain Q3 cash flow decline drivers?
Industrial organic growth: key regional/segment drivers?
Automotive separation risks/critical path?
Impact of Section 232 tariffs on Q4 margin?
Outlook for Industrial volumes in Americas?
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CMD 202511 Nov, 2025
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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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