SKF Needs Growth to Support Margins, Which Could Be Tough -- Market Talk

Dow Jones

2025/11/12

0918 GMT - SKF's near-term margin is partly underpinned by headcount reduction, but it also requires the Swedish manufacturing company to drive growth in key segments, which could be harder given macro and trade uncertainty, Deutsche Bank analyst John Kim writes. Highlights of SKF's investor day include evidence of market outperformance on revenue growth in segments like aerospace and margin opportunities within the industrial unit from lubricants and bearings, Kim says. Lowlights include disappointing margins and higher restructuring costs. The timeline for separation of the automotive business remains intact, Kim says. Shares trade flat at 241 Swedish kronor. (dominic.chopping@wsj.com)

(END) Dow Jones Newswires

November 12, 2025 04:18 ET (09:18 GMT)

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