Jan 30 (Reuters) - SKF AB SKFb.ST:
SKF Q4 SALES SEK 21,969 MILLION VERSUS. ESTIMATE SEK 22,677 MILLION
SKF Q4 ADJUSTED EBIT SEK 2,588 MILLION VERSUS. ESTIMATE SEK 2,591 MILLION
SKF Q4 ADJUSTED EBIT MARGIN 11.8% VERSUS. ESTIMATE 11.4%
SKF Q4 BASIC EPS SEK 1.25
DIVIDEND OF SEK 7.75 PER SHARE TO BE PAID IN TWO INSTALMENTS
Q1 2026: WE EXPECT MARKET DEMAND TO REMAIN AT SIMILAR LEVELS AS IN Q4
OUTLOOK 2026: CURRENCY IMPACT ON OPERATING PROFIT: AROUND MSEK -800, YEAR-OVER-YEAR, BASED ON EXCHANGE RATES AS PER 31 DECEMBER 2025
SAYS THROUGHOUT 2025, WE NAVIGATED PERSISTENTLY SOFT MARKET CONDITIONS AND GEOPOLITICAL UNCERTAINTY, INCLUDING TARIFF-RELATED IMPACTS
GUIDANCE FY 2026 : TAX LEVEL EXCLUDING EFFECTS RELATED TO DIVESTED BUSINESSES AND SEPARATION OF AUTOMOTIVE BUSINESS: AROUND 28%
GUIDANCE FY 2026: ADDITIONS TO PROPERTY, PLANT AND EQUIPMENT: AROUND BSEK 5
GUIDANCE FY 2026: ITEMS AFFECTING COMPARABILITY RELATED TO AUTOMOTIVE SEPARATION AND FOOTPRINT OPTIMIZATION: BSEK -2.5 TO -3
SAYS ORGANIC SALES IN AUTOMOTIVE BUSINESS CONTINUED TO DECREASE WITH EVEN MORE CHALLENGING MARKET CONDITIONS, PARTICULARLY IN EUROPE AND AMERICAS
SAYS THE NEGATIVE SYNERGIES RELATED TO THE AUTOMOTIVE SEPARATION ARE EXPECTED TO KICK IN FROM THE BEGINNING OF 2026
SAYS TARIFF COSTS WERE ONCE AGAIN LARGELY COMPENSATED FOR
SAYS AT CURRENT LEVELS, OUR AMBITION IS TO DO SO ALSO IN Q1 ALTHOUGH THE GEOPOLITICAL TURMOIL INEVITABLY AMPLIFIES OVERALL UNCERTAINTY
SAYS WE PLAN TO LIST THE AUTOMOTIVE BUSINESS AT NASDAQ STOCKHOLM DURING Q4 2026
Source text: ID:nWkr4VPKsG
Further company coverage: [SKFb.ST]
(Gdansk Newsroom)
((gdansk.newsroom@thomsonreuters.com;))