Curated News
By: NewsRamp Editorial Staff
February 18, 2026
SAF-HOLLAND Posts Solid 2025 Profit Despite Sales Dip in Challenging Markets
TLDR
- SAF-HOLLAND's resilient aftermarket business and cost management secured a solid 9.5% EBIT margin despite market challenges, offering stability advantages.
- SAF-HOLLAND's sales declined 8% to EUR 1.73B due to weak original equipment demand, offset by aftermarket growth to 40% share and disciplined cost adjustments.
- SAF-HOLLAND's focus on aftermarket parts ensures reliable commercial vehicle operation globally, supporting transportation infrastructure and economic stability during market fluctuations.
- SAF-HOLLAND maintained double-digit margins in Americas and APAC regions despite sales drops, demonstrating operational resilience across diverse global markets.
Impact - Why it Matters
This news matters because it highlights the resilience of a key player in the global commercial vehicle supply chain during economic uncertainty. For investors, SAF-HOLLAND's ability to maintain a near-double-digit EBIT margin despite an 8% sales decline demonstrates strong operational management and a robust business model, potentially signaling stability in a volatile sector. For the industry, the shift toward a higher aftermarket share (40% of sales) reflects a strategic adaptation to cyclical downturns, which could influence competitors' approaches. Consumers and businesses reliant on truck and trailer components may see this as an indicator of supply chain reliability, as the company's cost adjustments and investment discipline help ensure continued product availability. Broader economic implications include insights into regional market health, such as the impact of US tariff policy on the Americas and weak demand in APAC, offering clues about global trade and investment trends. Ultimately, this report underscores the importance of diversification and agility in manufacturing, with lessons for stakeholders navigating similar challenges in 2026 and beyond.
Summary
SAF-HOLLAND SE, a global leader in trailer and truck components, has released preliminary unaudited results for fiscal year 2025, revealing a challenging year marked by significant market headwinds. The company reported group sales of approximately EUR 1,734 million, an 8% decline from the previous year's EUR 1,876.7 million, primarily driven by weak demand in the original equipment (OE) markets, especially in the Americas and APAC regions. Despite this sales drop, the company demonstrated resilience, maintaining an adjusted EBIT margin of 9.5%, down slightly from 10.1% the prior year. Key players include Chairman and CEO Alexander Geis, who highlighted the strength of their business model, and CFO Frank Lorenz-Dietz, who emphasized earnings quality and financial stability. The aftermarket business proved to be a crucial stabilizer, with its share of sales rising to around 40% (EUR 689 million), offsetting declines in the OE trailer and truck segments, which accounted for 48% and 12% of sales, respectively.
Regionally, the EMEA region emerged as the highest-revenue area, increasing its share to 51% of group sales (EUR 884 million) and maintaining robust profitability with an 8.2% adjusted EBIT margin. In contrast, the Americas region faced a sharp 13% sales decline to EUR 649 million due to investment restraint linked to US tariff policy, yet it achieved a strong 10.8% adjusted EBIT margin. The APAC region was hit hardest, with sales falling 18% to EUR 201 million amid weak demand in India and Southeast Asia, but it still posted a solid 10.8% adjusted EBIT margin. The company adjusted its investment volume to around EUR 52 million, focusing on efficiency gains and strategic initiatives like integrating the Gunite product portfolio and preparing a new site in Rowlett, Texas. SAF-HOLLAND will publish final audited figures, including a sustainability report and outlook for 2026, on March 19, 2026, with a conference call for investors and analysts, as detailed in the original release on www.newmediawire.com.
The news underscores SAF-HOLLAND's operational agility in a tough economic climate, leveraging its diverse product portfolio—including axle systems, fifth wheels, and brake systems under brands like SAF, Holland, and Haldex—to navigate market volatility. With around 5,600 employees worldwide, the company's ability to sustain profitability through cost management and a growing aftermarket segment signals its competitive edge in the commercial vehicle industry. Investors and stakeholders can look forward to more insights from the upcoming annual report, which will provide a comprehensive view of the company's performance and future strategies in this dynamic sector.
Source Statement
This curated news summary relied on content disributed by NewMediaWire. Read the original source here, SAF-HOLLAND Posts Solid 2025 Profit Despite Sales Dip in Challenging Markets
