SAF-HOLLAND Reports Solid 2025 Profitability Amid Market Challenges

SAF-HOLLAND SE, a global supplier of trailer and truck components, reported preliminary results for fiscal year 2025 showing solid profitability despite challenging market conditions. Group sales declined approximately 8% to around EUR 1,734 million from EUR 1,876.7 million in the previous year, primarily due to reduced demand in original equipment markets in the Americas and APAC regions. The company's adjusted EBIT margin remained strong at 9.5%, compared to 10.1% in fiscal year 2024, with adjusted EBIT reaching approximately EUR 164 million.

The sales decline was partially offset by robust performance in the aftermarket business, which increased its share of consolidated sales to around 40%, corresponding to sales of approximately EUR 689 million. This segment's resilience helped counterbalance weaker demand in original equipment markets, where sales totaled around EUR 1,045 million or 60% of group sales. Alexander Geis, Chairman of the Management Board and CEO, emphasized that consistent cost management and structural adjustments enabled the company to maintain solid profitability in a difficult environment.

Regionally, the EMEA region maintained its position as the largest sales region, accounting for approximately 51% of group sales with revenue of around EUR 884 million. The Americas region experienced a significant 13% sales decline to approximately EUR 649 million, primarily due to investment restraint related to US tariff policy, yet still achieved an adjusted EBIT margin of 10.8%. The APAC region faced particularly challenging conditions with sales falling around 18% to approximately EUR 201 million, though it maintained double-digit profitability for the fourth consecutive year.

SAF-HOLLAND adjusted its investment activities in response to market conditions, with investments in property, plant, equipment and intangible assets totaling around EUR 52 million, representing an investment ratio of approximately 3.0% of group sales. Frank Lorenz-Dietz, Member of the Management Board and CFO, noted the company's focus on earnings quality and financial stability while continuing strategic initiatives. The company will publish final audited figures, including detailed segment information and a dividend proposal, in its annual report on March 19, 2026, with further information available at https://www.safholland.com.

The company's ability to maintain solid profitability despite significant market headwinds demonstrates the effectiveness of its diversified business model and operational discipline. The increased share of aftermarket business, which tends to be more resilient during economic cycles, provided crucial stability during a period of reduced original equipment demand. This strategic balance between original equipment and aftermarket segments, combined with disciplined cost management and regional diversification, positions SAF-HOLLAND to navigate ongoing market challenges while maintaining competitive margins.