Company
Company
Company desk
Industrials
Swedish manufacturer of heat transfer, separation and fluid-handling equipment for energy, food and marine markets.
ALFA · daily bars · evidence marks
HISTORICAL BEHAVIOUR
T−60 → T0 → T+35
THIS PRINT · HISTORICAL OUTCOMES · NOT A FORECAST
Carl Fredrik Ekström · buy · 2026-09-10
+0,5 %
T+1 abs · +0,2 % vs OMX
+1,9 %
T+5 abs · +0,5 % vs OMX
+2,7 %
T+20 abs · +4,0 % vs OMX
—
T+60 abs
—
T+120 abs
Yahoo OHLC (Tier-3 / unofficial) when that is the bar source — not a licensed close.
Event replay uses prepared studies and bars already on the desk — not a forecast.
SAME-CLASS COHORT · NOT A FORECAST
n=504Leadership buys · tracked universe
+1,0 % median T+5 vs OMXS30
+1,5 % median T+20 vs OMXS30
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AI research detail
This research surface is included with a Pro plan when paywall enforcement is enabled. No urgency — the desk remains usable without it.
Price and event windows provide context only and do not establish causation.
Market data source: Free OHLC fallback (Yahoo Finance) — Yahoo Finance, unofficial end-of-day prices (Tier-3). Not a licensed feed.
Company identity & filings
What printed
The 30-day window contains six announcement events and six filing records, representing three distinct releases carried in Swedish and English. On 5 October 2026, Alfa Laval announced the initiation of full integration of Desmet, with the stated aim of strengthening the oils, fats and biofuel segments. On 14 October, it issued an announcement concerning the Nomination Committee for the 2027 AGM. On 27 October, it published the interim report for 1 July–30 September 2026. The records establish what was released and when, but not the interim report's financial content or the Desmet integration's commercial execution.
Illustrative archive visual — precedent, not a forecast
Yahoo OHLC is unofficial (Tier-3). Historical behaviour, not a forecast.
Alfa Laval: 0 reported insider trades in 14 days
No earlier multi-person cluster on this issuer in the lookback.
Median T+20 vs OMXS30: +0,1 % (n=261)
Yahoo OHLC is unofficial (Tier-3). Historical behaviour, not a forecast.
Earlier multi-person PDMR windows on this issuer · not a forecast
No multi-person PDMR clusters in the lookback on this issuer.
Built from FI PDMR prints with the same cluster thresholds as Today. Overlapping windows are collapsed. Research tools only — not investment advice.
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Company research deep dive
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composite
Event-driven volatility
0.38 · multi-window · 1d ago · Q 80
narrative-velocity
Attention increasing
0.98 · 72h vs 30d baseline · 1d ago · Q 95
market-activity
Mixed evidence
-0.13 · 5/20/60d · 1d ago · Q 60
corporate-events
Event-driven volatility
2.27 · 30d · 1d ago · Q 84
insider-activity
Building evidence
0.09 · 90d · 1d ago · Q 49
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AI research detail
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36 sourced events
EVENT DENSITY · LAST 45 DAYS · ONE LANE PER REGISTER
Density of sourced events by day × category — not a recommendation signal.
Same sector · separate lanes · 30d
PDMR · Flaggning · Blankning stay in separate lanes — not a ranking. Missing series show as —.
Blankning, Flaggning and Swedish funds are not combined.
Net shorts (Blankning)
No significant positions.
Ownership (Flaggning)
2 notices
0 buy · 2 sell · 0 other
Swedish funds (FI fondinnehav)
143 funds
35,6 mdr across reporting funds · as of 2026-06-30 · 143 Swedish funds held ALFA LAVAL
Weight is share of that fund’s AUM, not of Alfa Laval. Not a flaggningsmeddelande.
FI fondinnehav →FLAGGNING · HISTORICAL BEHAVIOUR · NOT FUND BOOK
Alecta Tjänstepension Ömsesidigt · sell · 2024-11-27 · 5.0%
Alecta 5% sell-side flaggning is supplied; Alfa Laval attribution is unverified
FI Flaggning threshold notices only — not fund book (n=2 on this issuer). Universe sample is small; medians need n≥10.
Universe Flaggning sample is small (issuer complete n=2) — no cohort median.
FI Flaggning notices as ticks on a date line — not a holding pie, not fundinnehav, not PDMR.
FI Flaggningsmeddelanden. Years with no notice stay blank. The % on a tick is the post-trade figure on that notice — not percent owned.
FI PDMR register · disclosed activity only
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Historical match detail
This research surface is included with a Pro plan when paywall enforcement is enabled. No urgency — the desk remains usable without it.
Disclosed filings and registers — not inferred
Invitation to Alfa Laval's second quarter conference call
REPORT SUMMARY · neutral
Alfa Laval issued an invitation to its second quarter conference call, filed as an interim-report announcement via the issuer IR channel on 18 June 2026. The available evidence covers only the call invitation itself; no Q2 results figures, guidance, capital actions, or outlook language are present in the supplied record. Because the underlying results content is not in evidence, this summary is limited to describing the procedural announcement.
Bulletin from the Annual General Meeting of Alfa Laval AB (publ)
Alfa Laval AB (publ) Interim report 1 January - 31 March 2026
REPORT SUMMARY · neutral
The only evidence available is the existence of an Alfa Laval AB (publ) interim report for the period 1 January – 31 March 2026, published via the issuer's IR channel on 2026-04-22. No figures, segment results, order intake, margin commentary, guidance or capital actions are disclosed in the provided evidence record. As a result, the substantive content of the release cannot be characterised from this evidence set.
Alfa Laval's annual and sustainability report for 2025 published
Invitation to Alfa Laval's first quarter conference call
REPORT SUMMARY · neutral
The release is an invitation to Alfa Laval's first quarter conference call, framed as an interim-report announcement. The evidence record contains no disclosed results figures, guidance, or capital actions beyond the call invitation itself.
Annual General Meeting in Alfa Laval AB (publ)
Alfa Laval launches FreeWaterLoop to support efficient data center cooling
Alfa Laval (publ) Fourth quarter and full year 2025
REPORT SUMMARY · neutral
The provided evidence confirms Alfa Laval (publ) published an interim report covering the fourth quarter and full year 2025 on 2026-02-03, sourced via Issuer IR through MFN. No substantive figures (revenue, order intake, EBITA, margin, outlook, or capital actions) are present in the supplied evidence record, so this desk summary is limited to filing metadata only.
Board · management · open first, ended tagged. PDMR related parties omitted.
Management
Chief Financial Officer (CFO)
Board
Detected via 3 evidence records
Named by the issuer or a sourced headline — never invented.
18 NovAnnouncement
Save the date for the Alfa Laval Capital Markets Day on 18 November 2026
Issuer IR via MFN (press rooms)
Open source →Evidence-linked synthesis — every claim cites a source
Devil’s-advocate readings produced with this brief — disclosed activity only, not a recommendation.
Disclosed activity
The strong Q3 order intake is a broad positive operating signal.Unsupported inference
4 sources · latest 1d agomultiple sources
Unsupported inferenceDisclosed activity in tension
Management explicitly indicated that Q4 could be worse and flagged lower Q4 demand.Unsupported inference This does not negate the Q3 result, but it limits the forward read-through from the order beat.Unsupported inference
4 sources · latest 1d agomultiple sources
Unsupported inferenceDisclosed activity
The 27 October report represented a broad earnings beat.Unsupported inference
4 sources · latest 1d agomultiple sources
Unsupported inferenceDisclosed activity in tension
Contemporaneous coverage characterized Alfa Laval as in line with expectations, while the quantified surprise was order intake; adjusted EBITA was 3,364 mkr.Unsupported inference The reported beat therefore appears narrower than the order headline alone suggests.Unsupported inference
4 sources · latest 1d agomultiple sources
Unsupported inferenceDisclosed activity
Management's forward outlook provides a reliable anchor after the Q3 surprise.Unsupported inference
4 sources · latest 1d agomultiple sources
Unsupported inferenceDisclosed activity in tension
Management had warned of weaker Q3 demand, but demand and orders were broadly stronger than expected, and management acknowledged that the forecast was wrong.Unsupported inference This weakens confidence in treating the new Q4 outlook as a precise base case.Unsupported inference
4 sources · latest 1d agomultiple sources
Unsupported inferenceReported to FI: buy of 1000 Quantity Alfa Laval AB at 547,49 kr. Nature: open-market.
35573 mkr across 143 funds · largest Swedbank Robur Sverige (4.58 % of that fund)
35573 mkr across 143 funds · largest Swedbank Robur Sverige (4.58 % of that fund)
Reported to FI: buy of 553 Quantity Alfa Laval AB at 542 kr. Nature: open-market.
Member of the Board of Directors
Member of the Board of Directors
Disclosed activity
The stronger operating signal removes the valuation objection.Unsupported inference
4 sources · latest 1d agomultiple sources
Unsupported inferenceDisclosed activity in tension
Post-report commentary explicitly described the shares as expensive or not cheap even while saying a premium was deserved, and a pre-report article had already highlighted the elevated bar set by the previous quarter's order beat.Unsupported inference
4 sources · latest 1d agomultiple sources
Unsupported inferenceDisclosed activity
Current order strength provides sufficient support for a strong 2027 scenario.Unsupported inference
4 sources · latest 1d agomultiple sources
Unsupported inferenceDisclosed activity in tension
The 2027 statement is commentary about possible conditions rather than quantified guidance, while the explicit near-term company signal points to lower Q4 demand.Unsupported inference The order beat alone therefore does not establish the longer-horizon scenario.Unsupported inference
4 sources · latest 1d agomultiple sources
Unsupported inferenceDisclosed activity
The share reaction confirms a uniformly positive market assessment.Unsupported inference
4 sources · latest 1d agomultiple sources
Unsupported inferenceDisclosed activity in tension
The shares were reported down at the open but turned up later and were described as a report winner around midday.Unsupported inference Price discovery was therefore two-sided within the session.Unsupported inference
4 sources · latest 1d agomultiple sources
Unsupported inference