Report
Delphine Brault ...
  • Quentin Borie

SKF : La guidance 2024 nous semble ambitieuse

>T4 2023 : 8% au-dessus des attentes au niveau de l’EBIT, grâce à Industrial - SKF a publié hier matin des résultats T4 2023 supérieurs aux attentes avec un recul organique de 1.9% (vs css à -2.9%) et une marge d’EBIT opérationnel de 12% en hausse de 200 pb (vs css à 10.9%). Les volumes sont en recul significatif, à près de 7% selon nous, avec un effet prix toujours positif (légèrement inférieur à 5% d’après les commentaires du management). La division Industrial...
Underlying
SKF AB Class B

AB SKF is the parent company of the SKF Group, which supplies products, solutions and services within rolling bearings, seals, mechatronics, services and lubrication systems. Services include technical support, maintenance services, condition monitoring, asset optimization, engineering consultancy and training. Co.'s business areas are: SKF Industrial Market - Strategic Industries, which includes bearings and bearing accessories and lubrication systems; SKF Industrial Market - Regional Sales and Service, which develops SKF Solution Factory facilities providing engineering capability; and SKF Automotive, which develops and manufactures bearings, seals and related products and services.

Provider
Oddo BHF
Oddo BHF

​Oddo Securities provides securities brokerage and research services. The company offers equity, economic, and derivatives research and credit analysis services. It focuses on insurance, automotive, building materials, pharmaceuticals, telecommunications, information technology, and agri-food industries.

Analysts
Delphine Brault

Quentin Borie

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