Report
Delphine Brault ...
  • Quentin Borie

SKF : Preview T3 : les risques sur la guidance nous semblent intégrés

>T3 2024 : CA en léger recul organique (-1.1%) et marge d’EBIT ajusté de 11.7% - Pour le T3 2024, nous anticipons un recul organique du CA de 1.1% (css à -3%), incluant +1.1% d’effet prix/mix et -2.2% pour les volumes. Le groupe vise pour le T3 un CA stable en organique.Pour la division Industrial, nous anticipons une légère croissance organique (1%) lors du T3. Pour rappel, le T3 2023 était le premier trimestre i/ de la phase de déstockage chez certains OEM (agr...
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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