Aktiebolaget SKF
Tools & Accessories · Industrials
Analyst
BNP Paribas
Equibles does not estimate personal net worth.
Andreas Koski is recorded as Analyst at BNP Paribas. Andreas Koski has spoken on 4 earnings calls across 3 companies, most recently for Alfa Laval AB on July 21, 2026. Those appearances were for Aktiebolaget SKF, Alfa Laval AB and Epiroc Aktiebolag. The companies whose calls Andreas Koski spoke on are classified in the Industrials sector.
“And then jumping to data centers, you mentioned that your order run rate LTM is now 5 billion or so. I think that must mean that you had an order intake of more than 2 billion now in the second quarter.”
“Thank you and good afternoon. two questions on the margin so firstly on the ens margin i think the service share of sales was at its highest levels in a couple of years so i guess you had a margin supportive mix but based on the strong order intake in equipment we should see equipment grow as share of sales in the…”
“So my understanding is that you started to see stronger sales in March compared to the previous two months of the first quarter. So I just wonder why are you not being more positive in your outlook for the second quarter?”
“I also have a question on cost savings but not related to the right sizing program rather to the world-class manufacturing program that you've been running for I think five years now and when it was launched you said that you were going to save like 5 billion sec on COGS which implies that that has generated cost…”
BNP Paribas
Analyst
Transcript header (unverified)
Aktiebolaget SKF
Tools & Accessories · Industrials
Alfa Laval AB
Specialty Industrial Machinery · Industrials
Epiroc Aktiebolag
Farm & Heavy Construction Machinery · Industrials
Alfa Laval Q2-26 report
Alfa Laval AB
2026-04-29 - Epiroc Q1 2026 results
Epiroc Aktiebolag
SKF Q1 2026 Results
Aktiebolaget SKF
SKF Q4 2025 Results
Aktiebolaget SKF