Report
Delphine Brault ...
  • Quentin Borie

SKF : Preview T2 2024 : le pire est derrière nous. Surperformance vs Sous-performance

>T2 2024e : dernier trimestre compliqué - Pour le T2 2024, nous anticipons un recul organique du CA de -6.3% (vs -7.3% précédemment et -5% attendu par le consensus), incluant +1.1% d’effet prix et -7.4% pour les volumes. Le groupe vise pour le T2 une baisse organique du CA « mid single digit ». Pour la division Industrial, nous anticipons un recul de -6% lors du T2 qui devrait marquer la fin : i/ de la phase de déstockage chez certains OEMs et ii/ de l’impact né...
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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