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 ...

Earnings Call Presentation 4th Quarter 2025 January 30, 2026 January 30, 2026 ALV – Q4 2025 Earnings Call and Webcast Copyright Autoliv Inc., All Rights Reserved Public Safe Harbor Statement* This report contains statements that are not historical facts but rather forward-looking statements within the meaning of the Private Securities Litigation Reform Act of 1995. Such forward- looking statements include those that address activities, events or developments that Autoliv, Inc. or its management believes or ...

Core Insights - The company reported record high net sales of $2,817 million in Q4 2025, representing a 7.7% increase year-over-year, with organic sales growth of 4.2% [1][2][3] - Operating income decreased by 9.6% to $319 million, while adjusted operating income fell by 3.6% to $337 million, primarily due to lower customer compensations and engineering income [2][3] - The company expects around 0% organic sales growth and an adjusted operating margin of 10.5-11.0% for the full year 2026 [1][9] Financial Performance - Q4 2025 net sales were $2,817 million, up from $2,616 million in Q4 2024, marking a 7.7% increase [2] - Full year 2025 net sales reached $10,815 million, a 4.1% increase from $10,390 million in 2024 [2] - Operating cash flow for Q4 2025 was $544 million, a 30% increase from $420 million in Q4 2024, contributing to a full year operating cash flow of $1,157 million [3][6] Regional Performance - Organic sales growth outperformed global light vehicle production (LVP) in all regions, with significant growth in China (5.3pp above LVP) and Asia ex. China (4.8pp above LVP) [3][5] - Sales to Chinese OEMs (COEMs) grew nearly 40% in Q4 2025 and 23% for the full year, indicating strong market performance [3][5] Profitability Metrics - The operating margin for Q4 2025 was 11.3%, down from 13.5% in Q4 2024, while the adjusted operating margin was 12.0%, down from 13.4% [2][3] - Return on capital employed (ROCE) was reported at 30.3%, with adjusted ROCE at 31.8%, reflecting a decrease from previous periods [4] Shareholder Returns - The company paid a dividend of $0.87 per share, a 2.4% increase from Q3 2025, and repurchased 1.26 million shares [3][8] - The ability to deliver attractive shareholder returns remains strong, with record high operating cash flow and free operating cash flow for both the quarter and the full year [6][8] Strategic Developments - The company has strengthened its position in China through investments and strategic agreements, with 30% of order intake in 2025 coming from COEMs [7] - The company anticipates continued strong sales performance with COEMs in 2026, supported by new product launches and market strategies [3][5]

Core Viewpoint - CCL Industries is set to acquire Advanced Safety Technologies (ALT Technologies) for approximately $32 million in an all-cash, debt-free transaction, with the deal expected to close in the second quarter of 2026, pending regulatory approvals [1][2]. Group 1: Acquisition Details - The acquisition will establish a new automotive safety business unit within CCL Design, enhancing CCL's capabilities in the airbag industry [2]. - ALT Technologies specializes in producing components for automotive airbags, including covers, wraps, seals, and durable labels for automotive and industrial clients [2][3]. - The transaction is valued at around $32 million and is structured as an all-cash, debt-free deal [1]. Group 2: Financial Performance - For the 12 months ending November 30, 2025, ALT reported sales of approximately $67 million and an adjusted EBITDA margin of 11.3% [3]. - ALT Technologies has been operational for over 20 years, focusing on die-cut, self-adhesive, and printed components for demanding environments in the automotive and industrial sectors [3]. Group 3: Operational Footprint - ALT Technologies operates manufacturing sites in the Netherlands, Romania, China, and Mexico, maintaining a global production presence [3][4]. - The company's product portfolio includes safety labels, traceability tags, occupant safety parts, adhesive functional components, flexible circuits, electronics protection items, and electromagnetic interference shielding solutions [4]. Group 4: Strategic Fit - CCL Industries' CEO Geoffrey Martin emphasized the long-standing relationship with ALT and its management, indicating confidence in ALT's leadership and market position [2]. - ALT Technologies' CEO Jean-Luc Verstraeten expressed belief that CCL Industries is well-positioned to support ALT's next development phase, leveraging additional industry experience and a global footprint [5].

Core Viewpoint - Autoliv Inc. is set to release its Financial Report for Q4 2025 on January 30, 2026, at 12:00 CET, with a teleconference scheduled for the same day [1][2]. Group 1 - The Q4 2025 Earnings Call will take place on January 30, 2026, from 14:00 to 15:00 CET, featuring Mikael Bratt, President & CEO, as the main speaker [2]. - Participants can join the call via webcast or phone, with registration required for phone attendance to obtain a personal pin code [2]. - An audio replay of the conference will be available until January 30, 2027, along with a transcript accessible on the company's investor relations website [2].

As filed with the Securities and Exchange Commission on December 15, 2025 Registration No. 333- UNITED STATES SECURITIES AND EXCHANGE COMMISSION Washington, D.C. 20549 Form F-1 REGISTRATION STATEMENT UNDER THE SECURITIES ACT OF 1933 SaverOne 2014 Ltd. (Exact Name of Registrant as Specified in its Charter) Not Applicable (Translation of Registrant's Name into English) State of Israel 7371 Not Applicable (State or other jurisdiction of incorporation or organization) (Primary Standard Industrial Classification ...

Core Viewpoint - Autoliv, Inc. is positioned as a leading player in the automotive safety industry, with a focus on innovation and safety systems, which enhances its reputation among automotive manufacturers globally [1] Performance Summary - Over the past 30 days, Autoliv's stock (ALV) has gained 1.06%, indicating a steady upward trend and reflecting investor confidence [2][6] - The stock has seen a decline of 5.81% in the last 10 days, which may present a buying opportunity for investors [2][6] Growth Potential - The stock price is projected to increase by 16.15%, suggesting that it is currently undervalued and has significant room for appreciation [3][6] - Market analysis and future earnings projections support the growth potential of Autoliv, making it an attractive option for investors [3] Fundamental Strength - Autoliv has a Piotroski Score of 8, indicating robust financial health and the ability to capitalize on future growth opportunities [4][6] - A high Piotroski Score reflects the company's effective management of financial resources and profit generation capabilities [4] Analyst Expectations - Analysts have set a target price of $136.22 for ALV, indicating expectations of the stock's fair market value and potential upside for investors [5]

Market Overview - Volatility has returned to Wall Street, with major indexes experiencing their worst day in over a month due to a significant tech selloff [1][3] - The Dow and S&P 500 each declined by 1.7%, while the Nasdaq fell by 2.3%, moving below their recent all-time closing highs [3] Economic Concerns - Uncertainties regarding the economy's health have been rising, contributing to investor caution [1] - Skepticism is growing about the likelihood of another interest rate cut by the Federal Reserve this year, with current market pricing indicating a 50.1% chance of a quarter percentage point cut in December, down from 62.5% [5][6] Dividend-Paying Stocks - In light of market volatility, investors may consider dividend-paying stocks for steady income and capital protection [2] - Three notable stocks that have recently declared dividend increases are: - **Pan American Silver Corp. (PAAS)**: Declared a dividend of $0.14 per share, with a dividend yield of 1.25% and a payout ratio of 26% [8][10] - **Amkor Technology, Inc. (AMKR)**: Declared a dividend of $0.08 per share, with a dividend yield of 0.96% and a payout ratio of 26% [11][10] - **Autoliv, Inc. (ALV)**: Declared a dividend of $0.87 per share, with a dividend yield of 2.73% and a payout ratio of 35% [13][10] Industry Insights - The tech sector has been a primary driver of market performance, fueled by enthusiasm for artificial intelligence (AI) [4] - Significant investments are being made in AI, leading to concerns about the valuation of AI stocks [5]

Group 1 - The article does not provide any specific information or insights regarding a company or industry [1]