SKF : Les risques liés à la réalisation de la guidance 2024 nous semblent surestimés
>T2 2024 : une marge toujours résiliente malgré le recul du chiffre d’affaires - SKF a publié, jeudi matin, des résultats T2 2024 globalement en ligne avec les attentes au niveau de l’EBIT ajusté. Le chiffre d’affaires était en recul organique de 6.6% (vs css à -5.2%). Bien que non quantifiés par SKF, nous estimons que les volumes étaient en recul significatif (~-9%) avec un effet prix/mix toujours positif (~+2.5%). La marge d’EBIT ajusté était en recul de 30 pb yoy à...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.
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.
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