SKF B

SKF will form a joint venture in China with robot components manufacturer Leaderdrive and will hold 60% of the shares. The joint venture is to produce high-precision gearbox components for joints of humanoid robots and begin operations at the end of 2026. The initial target is the Chinese market, with later use of SKF’s international sales network for Europe, Japan and the USA. The announcement drove the stock up about 3.9% to 258.6 SEK and signals a strategic repositioning of SKF into technology-driven end markets. » More on de.investing.com

At the annual general meeting on 21 April 2026, SKF Group confirmed a dividend of SEK 7.75 for 2025; the total payout is SEK 3.53 billion, 3.34% above the previous year. The shares trade ex-dividend on 22 April 2026; the dividend yield for 2025 is 3.15% (previous year 3.73%). FactSet analysts expect a slightly lower dividend of SEK 7.66 for 2026, which would imply an estimated yield of 3.19%. » More on finanzen.net

SKF reported net sales of SEK 22.0 billion in Q4 2025 and an adjusted operating margin of 11.8%, while organic growth stagnated at 0.0%. The industrial business compensated for continued weakness in the automotive segment, which lost revenue share and margin. The stock fell after the results; the company is accelerating the planned spin-off of the Automotive division with a targeted listing in Q4 2026, a move that will entail one-off costs and capacity adjustments. For 2026, SKF expects higher capex (around SEK 5 billion), adverse currency effects and a similar market environment in Q1 2026. » More on de.investing.com