Overview
- Volvo reported Q4 net sales of SEK 123.8 billion, down 11%, citing about SEK 800 million in net tariff costs in the quarter and guiding roughly SEK 1 billion in Q1 2026, with the board proposing a total dividend of SEK 13 per share.
- Electrolux posted Q4 net sales of SEK 35,112 million with 2.0% organic growth and operating income of SEK 1,517 million driven by SEK 1.2 billion in cost efficiencies, proposed no dividend for 2025, and announced organizational and Group Management changes effective February 1.
- SKF delivered Q4 net sales of MSEK 21,969 and an adjusted operating margin of 11.8%, reaffirmed its Automotive separation with a targeted Nasdaq Stockholm listing in Q4 2026, and proposed a dividend of SEK 7.75 per share.
- SKF guided a negative currency impact of about MSEK 800 on Q1 2026 operating profit and noted tariff costs were largely compensated in Q4, with continued execution on footprint optimization.
- Autoliv recorded Q4 net sales of $2,817 million, an adjusted operating margin of 12.0%, near‑full tariff cost recovery in the quarter, record operating cash flow of $544 million, and increased shareholder returns via a $0.87 dividend and the repurchase of 1.26 million shares.