Autoliv, Inc. (NYSE:ALV) posted upbeat fourth-quarter earnings on Friday.The company reported fourth-quarter adjusted earnings per share of $3.19, beating the analyst consensus estimate of $2.90. Quarterly sales of $2.817 billion outpaced the Street view of $2.772 billion."We reached new record high sales for a quarter and a full year, driven mainly by strong growth in India and with Chinese OEMs," said CEO Mikael Bratt. "Sales to COEMs grew by almost 40% in the quarter and by 23% for the full year. Our org ...

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, ...

Key Takeaways ALV reported Q4 adjusted EPS of $3.19 on $2.82B sales, up year over year.Autoliv sees record 2025 sales, near-44% share, and strong China and India growth from new launches.ALV flags 2026 headwinds from raw materials and capex, but targets 10.5-11% adjusted margin.Autoliv, Inc. (ALV) , a global leader in automotive safety, reported fourth-quarter 2025 adjusted earnings of $3.19 per share, which rose from $3.05 reported in the year-ago quarter. The company reported net sales of $2.82 billion in ...

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].

Autoliv (NYSE:ALV) Q4 2025 Earnings call January 30, 2026 08:00 AM ET Company ParticipantsAgnieszka Vilela - Managing DirectorAnders Trapp - VP of Investor RelationsFredrik Westin - EVP of Finance and CFOMikael Bratt - President and CEOWinnie Dong - Director of Equity ResearchConference Call ParticipantsColin Langan - Automotive and Mobility AnalystEmmanuel Rosner - Senior Autos and Auto Technology AnalystHampus Engellau - Equity Analyst Capital Goods and Head of Sector Research Nordic EquitiesJairam Nathan ...

Autoliv (NYSE:ALV) Q4 2025 Earnings call January 30, 2026 08:00 AM ET Company ParticipantsAgnieszka Vilela - Managing DirectorAnders Trapp - VP of Investor RelationsFredrik Westin - CFOMikael Bratt - President and CEOWinnie Dong - Director of Equity ResearchConference Call ParticipantsColin M. Langan - Automotive and Mobility AnalystEmmanuel Rosner - AnalystHampus Engellau - Equity Analyst Capital Goods and Head of Sector Research Nordic EquitiesJairam Nathan - Research AnalystTom Narayan - Lead Equity Anal ...

Autoliv (NYSE:ALV) Q4 2025 Earnings call January 30, 2026 08:00 AM ET Speaker9Good day, and thank you for standing by. Welcome to the Autoliv fourth quarter 2025 financial results conference call. At this time, all participants are in a listen-only mode. After the speaker's presentation, there will be a question and answer session. To ask a question during the session, you will need to press star one one on your telephone. You will then hear an automated message advising your hand is raised. To withdraw you ...

分组1 - Autoliv, Inc. reported quarterly earnings of $3.19 per share, exceeding the Zacks Consensus Estimate of $2.86 per share, and showing an increase from $3.05 per share a year ago, resulting in an earnings surprise of +11.75% [1] - The company achieved revenues of $2.82 billion for the quarter ended December 2025, surpassing the Zacks Consensus Estimate by 2.25%, and up from $2.62 billion year-over-year [2] - Autoliv has consistently outperformed consensus EPS and revenue estimates over the last four quarters [2] 分组2 - The stock has gained approximately 6.5% since the beginning of the year, compared to the S&P 500's gain of 1.8% [3] - The current consensus EPS estimate for the upcoming quarter is $2.21 on revenues of $2.67 billion, and for the current fiscal year, it is $10.69 on revenues of $11.08 billion [7] - The Zacks Industry Rank for Automotive - Original Equipment is currently in the bottom 35% of over 250 Zacks industries, indicating potential challenges for stock performance [8]