Autoliv, Inc. is a leading developer, manufacturer, and supplier of passive safety systems for the automotive industry. The company focuses on creating life-saving solutions, including airbags, steering wheels, and seatbelts, to enhance vehicle occupant safety. With a global presence, Autoliv serves major car manufacturers and operates through a single reportable segment centered on passive safety products.
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Airbags and Steering Wheels - Develops and manufactures frontal-impact airbags, side-impact airbags, steering wheels, and related components to provide cushioning and protection during vehicle collisions.
- Sub-products: Includes inflator technologies and pedestrian protection systems.
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Seatbelt Products - Produces advanced seatbelt technologies, such as pretensioners and load limiters, designed to restrain and protect vehicle occupants during crashes.
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Mobility Safety Solutions - Offers innovative safety solutions, including battery cut-off switches, connected safety services, and safety systems for powered two-wheelers, aimed at enhancing safety in emerging mobility markets.
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- Based on your previous comments, can you provide a clearer estimate of the percentage of sales that are currently non-U.S. MCA compliant, and explain how worsening compliance issues could impact your margins going forward?
- With Europe showing strong outperformance this quarter, could you detail the specific factors behind this mix advantage and discuss whether these conditions are sustainable in light of evolving European regulations?
- Given the call-offs observed in early April, can you clarify if the pull forward effect is a temporary phenomenon or if OEMs might be stockpiling products, potentially reshaping your production dynamics in Mexico and Canada?
- As tariff uncertainties persist, to what extent might you adjust your capital allocation strategy and shareholder return initiatives if adverse macroeconomic developments materialize, and what criteria would drive such decisions?
- You’ve noted significant cost reductions through headcount cuts; can you elaborate on additional operational levers available and how these measures align with maintaining efficiency amid ongoing challenges like declining global light vehicle production?
Research analysts who have asked questions during AUTOLIV earnings calls.
Agnieszka Vilela
Nordea
5 questions for ALV
Colin Langan
Wells Fargo & Company
5 questions for ALV
Hampus Engellau
Handelsbanken Capital Markets
5 questions for ALV
Chris McNally
Evercore ISI
3 questions for ALV
Dan Levy
Barclays PLC
3 questions for ALV
Emmanuel Rosner
Wolfe Research
3 questions for ALV
Erik Pettersson-Golrang
SEB
3 questions for ALV
Jairam Nathan
Daiwa Capital Markets
3 questions for ALV
Edison Yu
Deutsche Bank
2 questions for ALV
George Galliers-Pratt
Goldman Sachs
2 questions for ALV
Mattias Holmberg
DNB Markets
2 questions for ALV
Vijay Rakesh
Mizuho
2 questions for ALV
Xin Yu
Deutsche Bank
2 questions for ALV
Elias Cohen
Neuberger Berman
1 question for ALV
Karl Bokvist
ABG Sundal Collier
1 question for ALV
Michael Aspinall
Jefferies
1 question for ALV
Michael Jacks
Bank of America
1 question for ALV
Tom Narayan
RBC Capital Markets
1 question for ALV
Trevor Young
Barclays
1 question for ALV
Competitors mentioned in the company's latest 10K filing.
| Company | Description |
|---|---|
ZF AG | One of the Company's largest competitors, it is a global leader in drive-line and chassis technology as well as in passive safety technologies and is one of the largest global automotive suppliers. |
Joyson Safety Systems (JSS) | A subsidiary of Ningbo Joyson Electronic Corp., JSS is the result of the merger between Key Safety Systems (KSS) and Takata Corporation after KSS acquired Takata in 2018. |
Tokai Rika | A 'keiretsu' (in-house) supplier for Toyota, primarily providing seatbelts. |
Toyoda Gosei | A 'keiretsu' (in-house) supplier for Toyota, primarily providing airbags and steering wheels. |
Mobis | A major supplier to Hyundai/Kia in South Korea, generally receiving a significant part of their business. |
FinDreams Technology | A subsidiary of BYD Auto, Ltd., which supplies passive safety systems with a high degree of vertical integration. Autoliv supplies components, especially inflators, to this entity. |
Nihon Plast | A competitor based in Japan, contributing to the remaining market share in passive safety. |
Ashimori | A competitor based in Japan, contributing to the remaining market share in passive safety. |
Yanfeng | A competitor based in China, contributing to the remaining market share in passive safety. |
Jinheng | A competitor based in China, contributing to the remaining market share in passive safety. |
Samsong | A competitor based in South Korea, contributing to the remaining market share in passive safety. |
Chris Cintos de Seguranca | A competitor based in South America, contributing to the remaining market share in passive safety. |
Recent press releases and 8-K filings for ALV.
- Autoliv reported record-breaking Q3 2025 sales and earnings, with net sales increasing 6% year-over-year to approximately €2.7 billion and adjusted operating margin rising 70 basis points to 10%. Adjusted diluted EPS grew 26% or by $0.48, marking the ninth consecutive quarter of growth.
- The company maintained a strong financial position with €258 million in operating cash flow and a low leverage ratio of 1.3 times. This supported increased shareholder returns, including a quarterly dividend of $0.85 per share and $100 million in share repurchases during the quarter.
- Autoliv is strategically expanding in China with investments in a second R&D center and a joint venture with HSAE for advanced safety electronics, alongside significant organic growth in India. The company also successfully recovered approximately 75% of Q3 tariff costs.
- For the full year 2025, Autoliv expects organic sales to increase by around 3% and projects an adjusted operating margin in the middle of its 10% to 10.5% guided range, with operating cash flow anticipated to be around USD $1.2 billion.
- Autoliv reported a record-breaking Q3 2025, with consolidated net sales exceeding $2.7 billion (a 6% increase year-over-year) and adjusted operating income rising 14% to $271 million. The company also achieved record earnings per share, increasing 26% or $0.48.
- The company increased its quarterly dividend to $0.85 per share and remains committed to $300 to $500 million in annual stock repurchases.
- Strategic expansion in China includes investing in a second R&D center, a partnership with CATARC, and a joint venture with HSAE for advanced safety electronics.
- For the full year 2025, Autoliv expects organic sales to increase by around 3%, an adjusted operating margin of 10% to 10.5%, and operating cash flow of approximately $1.2 billion. Despite an anticipated challenging Q4 2025, the company foresees higher sales and continued outperformance, especially in China.
- Autoliv reported record Q3 2025 financial results, with net sales of $2,706 million and diluted EPS increasing 31% to $2.28.
- The company's profitability significantly improved, achieving a 9.9% operating margin and a 46% increase in operating cash flow during Q3 2025.
- Autoliv increased its dividend by 21% to $0.85 per share and repurchased 0.84 million shares for $100 million in the quarter, while reaffirming its full-year 2025 guidance for an adjusted operating margin of around 10-10.5% and organic sales growth of around 3%.
- Autoliv Inc. reported record Q2 2025 financial results, with net sales of $2,714 million and diluted earnings per share (EPS) of $2.16, marking a 27% increase year-over-year.
- The company achieved 3.4% organic sales growth in Q2 2025, outperforming global Light Vehicle Production (LVP) growth by 0.7 percentage points.
- Profitability significantly improved, with an adjusted operating margin of 9.3%, driven by organic sales growth and successful cost reductions, including a 5% decrease in total headcount.
- Autoliv reiterated its full-year 2025 guidance for around 3% organic sales growth and around 10-10.5% adjusted operating margin, having recovered approximately 80% of tariff costs in Q2 2025.
- The company announced a new share repurchase program of up to $2.5 billion through 2029 and increased its Q3 2025 dividend by 21% to $0.85 per share.
- Capital Markets Day event outlined the company’s strategy for profitability, sustainable growth, and enhanced shareholder returns.
- The Board approved a new stock repurchase program of up to $2.5 billion to be executed from July 2025 through December 2029.
- A quarterly dividend was increased to $0.85 per share for Q3 2025, with anticipated average annual repurchases between $300–500 million through 2029.
- The board of directors approved the one-year renewal of Autoliv’s €3,000,000,000 guaranteed Euro Medium Term Note programme on March 12, 2025.
- This renewal enables the company to tap capital markets for future note issuances, with such notes being unconditionally guaranteed by its subsidiary, Autoliv ASP, Inc..