SSKFExecutive Cockpit

Control Tower

The apex — one cross-enterprise command center. Sense what changed, decide the highest-impact moves, act across every domain.

AB SKF (SKF Group) · FY2025 (Jan–Dec 2025, audited anchor)
World's largest bearing maker today — clear #1 in industrial bearings
37,271 employees · 90+ sites · 130 countries
Executive read· the answer, then the moves

SEK 2.2 bn of profit and SEK 1.6 bn of cash are in play across the enterprise right now — concentrated in SEK 27.1 bn of revenue on the Vertevo separation & transformation path and SEK 2.4 bn of AR over 60 days late. Run the ranked queue top-down: grow aftermarket attach, bank the rightsizing savings, then free the trapped cash — at 0.8× leverage the fortress balance sheet turns it into optionality, not deleveraging.

2 of 6 headline metrics improving vs prior · still off target: Adjusted Operating Profit SEK 11.7 bn vs SEK 12.2 bn, Aftermarket & Services Revenue SEK 33.5 bn vs SEK 36.0 bn, DSO (Days Sales Outstanding) 65d vs 60d

Do now — ranked by urgency
  1. 1
    Save the at-risk aftermarket & OEM contract bookWatch
    Why it matters

    ≈ SEK 1.2 bn prize — the aftermarket & growth move with the highest SEK impact in its domain.

    What's driving it
    • Aftermarket & Growth · defend
    • SEK 1.2 bn at stake
    FYI

    Owner: Commercial · Key Accounts

  2. 2
    Reported −7.2% is currency, not demandWatch
    Why it matters

    Quote organic for demand and reported for scale; hold tariff-compensating pricing discipline.

    What's driving it
    • Growth split
    • Signal: Alert
    FYI

    FY2025 sales fell 7.2% reported but organic was only −0.4% — currency −6.6% (USD/SEK −16.5%). H1 2026 organic already +1.9%.

  3. 3
    NSK–NTN merger would displace SKF as #1 by revenueWatch
    Why it matters

    Press the industrial-bearings lead: aftermarket depth, technology and regionalization — word superlatives carefully.

    What's driving it
    • Competitive position
    • Signal: Alert
    FYI

    Basic agreement 12 May 2026; joint holding company targeted for Oct 2027 (~24% combined share, press estimate; regulatory risk remains).

  4. 4
    Collect the aged AR; pull DSO to the 60-day targetOpportunity
    Why it matters

    ≈ SEK 1.3 bn prize — the financial move with the highest SEK impact in its domain.

    What's driving it
    • Financial · cash
    • SEK 1.3 bn at stake
    FYI

    Owner: CFO · Treasury

🏭 Operate the factories & supply chainStep 1 of 5 · sense the cross-enterprise signalsAI AgentsAll journeys
🌐 Enterprise 360 modules· on Control TowerBrowse all 31 views ▾
● LiveBuilt forPresident & CEO· run the whole company liveExec team· one prioritized action queueBoard· state, risk and what's moving

The single pane that sits over every 360. It reads them all across the towers — Aftermarket & Growth, Financial, Separation & Programs, Sourcing, Pricing & Regionalization — ranks the moves by SEK impact, and shows what changed: SEK 2.2 bn of profit and SEK 1.6 bn of cash in play across the enterprise right now.

Data backing: every governed domain — kpi · ar · segment · order book · orders · factories · alert · signal
LiveState of the enterprise
Net sales
SEK 91.6 bn
organic +1.9%
Adj op margin
12.7%
adj · tgt 17%
Aftermarket & svcs
SEK 33.5 bn
37% of sales
DSO
65d
tgt 60d
Net debt/adj EBITDA
0.8x
fortress · cov 3.0x
Employees
37,271
−3.8% rightsizing
Sense

What changed — external signals

News & Nasdaq/press triggers that create demand or risk.

Q2 2026: organic +1.4%, adjusted margin 13.9% — separation on track for Q4 2026 listing · Automotive (SKF Vertevo) · 2026-07-17
China industrial demand recovering — Q2 2026 organic +3.2% in China & NEA · China & Northeast Asia · 2026-07-17
Leaderdrive partnership — precision joints & bearings for humanoid robots · Bearing Solutions · 2026-07-10
NSK and NTN agree to merge under a joint holding company — target Oct 2027 · NSK–NTN (competitors) · 2026-05-12
AGM splits the FY2025 dividend: SEK 4.00 (April) + SEK 3.75 (October) · AB SKF (Group) · 2026-04-21
Market Intelligence →
Sense

Smart alerts

AI-detected, persona-routed across the enterprise.

Reported −7.2% is currency, not demand
CEO · Growth split
Watch
Separation on track for Q4 2026
CEO · Separation readiness
Opp
Fortress balance sheet at 0.8×
CFO · Net Debt / Adj EBITDA
Opp
IAC guidance BSEK −2.5 to −3.0 for 2026
CFO · Items affecting comparability
Watch
DSO 65 vs 60 target — NWC 30.4% of sales
CFO · DSO
Watch
NSK–NTN merger would displace SKF as #1 by revenue
BOARD · Competitive position
Watch