Core Viewpoint - Martin Lundstedt, a current member of Autoliv's Board of Directors, will not stand for re-election, concluding his service at the 2026 Annual Stockholders Meeting [1] Group 1: Board Changes - Lundstedt has served on the Autoliv Board for five years and expressed his honor in contributing to the company's vision of saving lives [1] - Jan Carlson, Chairman of the Board, acknowledged Lundstedt's contributions and leadership during a dynamic period for the automotive industry [1] Group 2: Upcoming Annual Meeting - The 2026 Annual Stockholders Meeting is scheduled for May 7, 2026, and will be held in-person only [1] - The record date for stockholders entitled to vote at the meeting is set for March 11, 2026 [1] - Notices regarding the Annual Meeting will be sent to stockholders in late March [1] Group 3: Company Overview - Autoliv, Inc. is a leader in automotive safety systems, developing products like airbags and seatbelts for major automotive manufacturers [1] - In 2025, Autoliv's products saved approximately 40,000 lives and reduced around 600,000 injuries [1] - The company reported sales of $10.8 billion in 2025 and operates in 25 countries with 64,000 employees [1]

Autoliv publishes its Annual Report for 2025 [Accessibility Statement] Skip NavigationSTOCKHOLM, Feb. 19, 2026 /PRNewswire/ -- Autoliv, Inc. (NYSE: ALV) (SSE: ALIV.sdb), the worldwide leader in automotive safety systems, has filed its 2025 Annual Report on Form 10-K with the Securities and Exchange Commission (SEC).The Form 10-K is available at [www.sec.gov] and [www.autoliv.com]. Autoliv has filed the same report with the Swedish Financial Supervisory Authority - Finansinspektionen.Shareholders can receive ...

UNITED STATES SECURITIES AND EXCHANGE COMMISSION Washington, D.C. 20549 FORM 10-K ☒ ANNUAL REPORT PURSUANT TO SECTION 13 OR 15(d) OF THE SECURITIES EXCHANGE ACT OF 1934 For the fiscal year ended December 31, 2025 or ☐ TRANSITION REPORT PURSUANT TO SECTION 13 OR 15(d) OF THE SECURITIES EXCHANGE ACT OF 1934 For the transition period from _________ to _________ Commission file number: 001-12933 AUTOLIV, INC. (Exact name of registrant as specified in its charter) Delaware 51-0378542 (State or other jurisdiction ...

Company Overview - Autoliv, Inc. is a leading supplier of automotive safety systems with a global footprint and a diversified customer base among major car manufacturers [6] - The company generates revenue through the sale of safety system modules and components to automotive manufacturers worldwide, focusing on both OEM supply contracts and ongoing product innovation [8] - Autoliv's revenue for the trailing twelve months (TTM) is $10.81 billion, with a net income of $735 million and a dividend yield of 2.59% [4] Recent Developments - On February 2, Tweedy, Browne Co disclosed the sale of 31,740 shares of Autoliv, valued at approximately $3.79 million, reducing their stake to 400,924 shares [2][3] - The value of Tweedy, Browne's position in Autoliv decreased by $5.84 million due to the sale and market movements over the quarter [2] - Autoliv's shares were priced at $120.49 as of February 2, reflecting a 32% increase over the past year, outperforming the S&P 500 by 12.78 percentage points [3] Financial Performance - In the most recent quarterly release, Autoliv reported $2.82 billion in revenue, representing a 7.7% year-over-year increase, with operating cash flow reaching a record $544 million [10] - Full-year operating cash flow totaled $1.16 billion, supporting dividends, buybacks, and maintaining a leverage ratio well below management's 1.5x ceiling [10] Future Outlook - Management is guiding for roughly flat organic growth in 2026, with an adjusted operating margin expected to be between 10.5% and 11.0% [11] - A weaker first quarter is anticipated, with expectations for improvement later in the year, indicating a solid but not explosive growth outlook [11] Investment Perspective - Autoliv remains a meaningful position in Tweedy Browne's portfolio, representing nearly 4% of assets, alongside other high-conviction holdings [12] - The recent share price increase suggests a disciplined approach to risk management, as even strong companies may warrant partial profit-taking after significant gains [9][12]

Core Viewpoint - Autoliv, Inc. reported strong fourth-quarter earnings, exceeding analyst expectations in both adjusted earnings per share and quarterly sales, driven by significant growth in India and with Chinese OEMs [1][2]. Financial Performance - The company posted fourth-quarter adjusted earnings per share of $3.19, surpassing the consensus estimate of $2.90 [1]. - Quarterly sales reached $2.817 billion, exceeding the expected $2.772 billion [1]. - For fiscal 2025, Autoliv reported sales of $10.82 billion and guided for flat organic sales growth in fiscal 2026, projecting revenue of approximately $10.8 billion, which is below Wall Street's estimate of $11.18 billion [3]. Growth Drivers - CEO Mikael Bratt highlighted record high sales for both the quarter and the full year, primarily driven by nearly 40% growth in sales to COEMs for the quarter and 23% for the full year [2]. - The company achieved close to 100% recovery of tariff costs in Q4 and over 80% for the full year [2]. Challenges - Autoliv noted that ongoing supply-chain volatility has negatively impacted production efficiency and profitability, with last-minute changes in customer call-offs affecting operational planning [2]. - The company anticipates some improvement in 2026, despite ongoing tariff uncertainties [2]. Analyst Ratings - Evercore ISI Group analyst Chris McNally maintained an Outperform rating on Autoliv but lowered the price target from $150 to $145 [4]. - RBC Capital analyst Tom Narayan also maintained an Outperform rating while reducing the price target from $146 to $141 [4].

Key Takeaways ALV posted Q4 adjusted EPS of $3.19, beating estimates, while net sales rose 7.7% year over year.Autoliv's organic sales grew 4.2% on new product launches, though adjusted margin fell to 12%.ALV saw Airbags sales hit $1.90B, China revenues up 9.8%, and generated $434M in free cash flow.Autoliv Inc. (ALV) reported fourth-quarter 2025 adjusted earnings of $3.19 per share, which beat the Zacks Consensus Estimate of $2.85 and rose 5% year over year. The company reported net sales of $2.82 billion, ...

Core Viewpoint - Autoliv, Inc. reported strong fourth-quarter earnings and sales growth, driven by significant market share in automotive safety and robust performance in high-growth regions like China and India, despite facing inflationary pressures and rising material costs [1][2][9]. Financial Performance - Adjusted earnings per share for Q4 2025 were $3.19, up from $3.05 in the same quarter last year [1]. - Net sales reached $2.82 billion, an increase from $2.62 billion year-over-year [1]. Market Position and Growth - Autoliv's global market share in 2025 was nearly 44%, a rise of approximately 5 percentage points since 2018 [3]. - Sales to Chinese OEMs increased by nearly 40% in the quarter, while India contributed nearly half of the global organic growth [3]. - The company anticipates outperforming light vehicle production in China and India in 2026, with sales projected to exceed industry production by about 1 percentage point [3]. Strategic Initiatives - Autoliv is forming a joint venture with Hangsheng Electric to develop advanced safety electronics for the Chinese market, with a 40% stake in the venture [4]. - A strategic agreement with CATARC aims to advance automotive safety standards through collaboration in R&D and testing [4]. Cost Management and Margins - The company is progressing on a structural cost reduction program, achieving approximately $100 million of the planned $130 million in savings [5]. - Adjusted operating margin is expected to improve to 10.5-11% in 2026, compared to 10.3% in the previous year [5]. Financial Health and Shareholder Actions - Long-term debt decreased to $1.57 billion from $1.77 billion, with a long-term debt-to-capitalization ratio of 40% [6]. - The fourth-quarter dividend was raised by 24% to 87 cents, and a stock repurchase program authorizes up to $2.5 billion in buybacks through 2029 [6]. Challenges and Outlook - North America faces inflationary pressures, with a forecasted 2% decline in light vehicle production in 2026 [7]. - Raw material costs, particularly for gold, are expected to rise, impacting margins with an estimated $30 million headwind in 2026 [8]. - A decline in Chinese light vehicle production is anticipated, contributing to a nearly 4% year-over-year drop in global production [10]. Conclusion - Autoliv's solid earnings growth, strong market position, and exposure to high-growth regions enhance its prospects, supported by new product launches and strategic partnerships [12].

Group 1 - Autoliv Inc (NYSE:ALV) is recognized as one of the best auto parts stocks by hedge funds, with analysts providing mixed ratings and price target adjustments [1][3]. - Baird analyst Luke Junk reaffirmed a Neutral rating for Autoliv, raising the price target from $133 to $137, reflecting a cautious outlook amid supply chain disruptions affecting auto affordability [1][2]. - Wolfe Research's Emmanuel Rosner maintained an Outperform rating but lowered the price target from $149 to $143, indicating a potential upside of over 13% from the current level despite the revision [3]. Group 2 - Rosner anticipates that Autoliv's management may provide 2026 guidance that could exceed Wall Street consensus, projecting adjusted operating margins of approximately 11%, compared to the consensus estimate of 10.8% [4]. - Autoliv is the largest global supplier of automotive safety systems, offering products such as airbags, seatbelts, and pedestrian protection solutions, primarily serving car manufacturers [5].

Core Viewpoint - Autoliv Inc. has reported strong financial results for Q4 2025, exceeding market expectations and demonstrating competitive strength in the automotive safety systems industry [1] Financial Performance - Earnings per share (EPS) for Q4 2025 was $3.19, surpassing the estimated $2.85, resulting in an 11.75% earnings surprise [2][6] - Revenue reached approximately $2.82 billion, exceeding estimates and marking a 2.25% revenue surprise, with a 7.7% increase from $2.62 billion in the same quarter the previous year [3][6] - Operating margin for the quarter was 11.3%, with an adjusted operating margin of 12.0% [4][6] Growth and Projections - Autoliv anticipates around 0% organic sales growth in 2026, with a positive foreign exchange effect of approximately 1% on net sales [4] - The company projects an adjusted operating margin between 10.5% and 11.0% for the upcoming year [4] Market Valuation - The price-to-earnings (P/E) ratio is approximately 12.84, and the price-to-sales ratio stands at about 0.91 [5] - The enterprise value to sales ratio is around 1.10, and the enterprise value to operating cash flow ratio is approximately 11.30 [5] - Autoliv maintains a debt-to-equity ratio of 0.86 and a current ratio of 0.95, indicating a moderate level of debt and liquidity [5]

Core Insights - Autoliv reported record sales, cash flow, and earnings per share for both the fourth quarter and full year 2025, driven by strong growth with Chinese OEMs and in India, while anticipating margin expansion in 2026 despite a softer light-vehicle production outlook [5][4]. Financial Performance - Fourth-quarter sales increased 8% year-over-year to over $2.8 billion, marking the highest quarterly level in the company's history [4]. - Gross profit rose by $22 million year-over-year, although gross margin declined by 70 basis points [1]. - Adjusted operating income decreased 4% year-over-year to $337 million, with an adjusted operating margin of 12.0%, down 140 basis points [3]. - For the full year, net sales reached $10.8 billion, up 4% from 2024, and adjusted operating income rose 11% to $1.1 billion, improving the adjusted operating margin to 10.3% [7]. Cash Flow and Shareholder Returns - Fourth-quarter operating cash flow increased by 30% year-over-year to $544 million, while free operating cash flow rose to $434 million from $288 million a year earlier [2]. - The company returned approximately $590 million to shareholders through dividends and buybacks in 2025, raising the quarterly dividend from $0.70 to $0.87 per share [12]. Market Environment and Regional Growth - Global light vehicle production reached its highest level for any quarter on record, with a 1.3% increase in the fourth quarter, driven by stronger-than-expected production in China and India [8][10]. - Autoliv outperformed global light vehicle production by 3 percentage points in the quarter, with particularly strong performance in Asia, excluding China [10]. Operational Efficiency - The company achieved significant operational efficiency improvements, including lower logistics and labor costs, contributing to gross profit [6]. - Autoliv has realized $100 million of a $130 million structural cost savings plan, with expectations to achieve the remaining savings in the coming years [17]. 2026 Outlook - Autoliv anticipates flat organic sales for 2026, with growth in China, India, and South America offset by lower sales in North America and Europe [15]. - The company expects an adjusted operating margin of around 10.5% to 11% and operating cash flow of about $1.2 billion for 2026 [15]. Business Developments - Autoliv announced an agreement with Tensor to develop the first foldable steering wheel for robo cars, targeted for volume production in late 2026 [20]. - The company secured its first order with a Chinese OEM for vehicle production in Europe, establishing a customer relationship [20].