The cockpit aligned to how a person actually works a decision — ordered paths from a starting question to an outcome. Pick a role, follow the steps; every page shows where you are and what's next.
The SKF thesis: compound the industrial core and its >50%-recurring aftermarket while the Vertevo separation lands — the four pillars, the value levers, how the group is performing, the P&L & cash, the segment margin journey, and the re-rating it creates.
Grow the intelligent, less-cyclical engines — condition monitoring & services, magnetic solutions for high-speed and data-centre demand, aerospace and new energy: where the demand signals are, the portfolio & capex moves behind them, the segments they lift, the contract book, and the margin they add.
Earnings to cash to value: the consolidated P&L (adjusted 12.7% vs reported 8.5%), currency and working capital, the fortress 0.8× balance sheet and its post-spin optionality, segment economics, and the listed-company valuation view.
Is the separation compounding shareholder value: the data mesh behind the numbers, the three lenses, the footprint, the carve-out & margin levers, and the market-cap / EV bridge into the planned Q4 2026 Vertevo listing.
Win where the demand is and make the supply resilient: orders & demand by region, distributor & OEM accounts, quotes and contracts, aftermarket agreements & repeat demand, delivery from a region-for-region footprint, and order → cash.
Sense → decide → act across the factory and logistics network: the towers, the agents that act, delivery & contract health, the workforce, and steel & sourcing risk.
The SKF thesis: compound the industrial core and its >50%-recurring aftermarket while the Vertevo separation lands — the four pillars, the value levers, how the group is performing, the P&L & cash, the segment margin journey, and the re-rating it creates.
Grow the intelligent, less-cyclical engines — condition monitoring & services, magnetic solutions for high-speed and data-centre demand, aerospace and new energy: where the demand signals are, the portfolio & capex moves behind them, the segments they lift, the contract book, and the margin they add.
Earnings to cash to value: the consolidated P&L (adjusted 12.7% vs reported 8.5%), currency and working capital, the fortress 0.8× balance sheet and its post-spin optionality, segment economics, and the listed-company valuation view.
Is the separation compounding shareholder value: the data mesh behind the numbers, the three lenses, the footprint, the carve-out & margin levers, and the market-cap / EV bridge into the planned Q4 2026 Vertevo listing.
Win where the demand is and make the supply resilient: orders & demand by region, distributor & OEM accounts, quotes and contracts, aftermarket agreements & repeat demand, delivery from a region-for-region footprint, and order → cash.
Sense → decide → act across the factory and logistics network: the towers, the agents that act, delivery & contract health, the workforce, and steel & sourcing risk.