Michael Aspinall's questions to Autoliv Inc (ALV) leadership • Q2 2025
Question
Michael Aspinall from Jefferies asked about Autoliv's competitive positioning relative to other safety suppliers in terms of U.S. production footprint amidst tariffs. He also inquired if the tariff situation has led customers to ask Autoliv to take on more volume.
Answer
CEO Mikael Bratt asserted that Autoliv is well-positioned with a strong regionalized footprint, particularly in the USMCA region, which he believes is strong relative to competitors. He added that while they work with customers on short-term solutions, long-term decisions about shifting volume would require more clarity on the tariff environment, which is currently lacking.