Autoliv (NYSE:ALV) Posts Quarterly Earnings Results

Autoliv (NYSE:ALV) posted its earnings results on Friday. The auto parts company reported $3.19 earnings per share for the quarter, beating analysts’ consensus estimates of $2.85 by $0.34, FiscalAI reports. Autoliv had a net margin of 7.09% and a return on equity of 31.22%. The firm had revenue of $2.82 billion during the quarter, compared to analyst estimates of $2.77 billion. During the same period last year, the firm posted $3.05 earnings per share. Autoliv’s revenue for the quarter was up 7.7% compared to the same quarter last year.

Here are the key takeaways from Autoliv’s conference call:

• Record financials: Autoliv reported record sales and EPS, generated $734 million in free operating cash flow for 2025, surpassed $1 billion in operating income for the year, reduced leverage to 1.1x, and returned about $590 million to shareholders.
• Outperformance in Asia: Q4 sales to Chinese OEMs surged nearly 40% and India drove nearly half of Autoliv’s organic growth, and the company expects to outperform global light vehicle production by ~1 percentage point in 2026.
• Margins and guidance: Q4 adjusted operating margin declined to 12% (?140 bps) though full?year margin was 10.3%; 2026 guidance targets ~10.5–11% with planned efficiency gains offset by an estimated ~$30 million raw?material headwind (mainly gold), higher depreciation and a notably weaker Q1 expected.
• Product and order momentum: Autoliv announced a foldable steering wheel for Tensor’s robo?car (targeted for late?2026 volume), reinforced partnerships (including Qualcomm), won mobility?safety and new?automaker orders (?one?third of order intake), and secured its first Chinese?OEM production order in Europe.

Autoliv Stock Down 4.3%

Shares of Autoliv stock opened at $120.94 on Friday. Autoliv has a 1-year low of $75.49 and a 1-year high of $130.14. The company has a market capitalization of $9.19 billion, a PE ratio of 12.49, a P/E/G ratio of 0.78 and a beta of 1.32. The company has a debt-to-equity ratio of 0.54, a current ratio of 0.95 and a quick ratio of 0.70. The business has a 50-day moving average of $121.89 and a 200-day moving average of $120.60.

Autoliv Increases Dividend

The business also recently declared a quarterly dividend, which was paid on Wednesday, December 10th. Investors of record on Friday, November 21st were issued a $0.87 dividend. The ex-dividend date was Friday, November 21st. This represents a $3.48 annualized dividend and a yield of 2.9%. This is an increase from Autoliv’s previous quarterly dividend of $0.85. Autoliv’s payout ratio is currently 35.95%.

Analyst Ratings Changes

Several research analysts recently issued reports on the stock. Deutsche Bank Aktiengesellschaft set a $133.00 target price on shares of Autoliv in a report on Friday, October 10th. Barclays raised their target price on Autoliv from $135.00 to $150.00 and gave the stock an “overweight” rating in a research note on Friday, October 10th. Evercore ISI boosted their price objective on shares of Autoliv from $140.00 to $150.00 and gave the company an “outperform” rating in a report on Monday, November 24th. Berenberg Bank set a $134.00 price target on shares of Autoliv in a research report on Tuesday, October 21st. Finally, Weiss Ratings reissued a “buy (b)” rating on shares of Autoliv in a research report on Monday, December 29th. Ten investment analysts have rated the stock with a Buy rating and six have assigned a Hold rating to the company’s stock. Based on data from MarketBeat, the company presently has an average rating of “Moderate Buy” and a consensus price target of $133.00.

Institutional Investors Weigh In On Autoliv

Several institutional investors have recently bought and sold shares of the stock. IFP Advisors Inc lifted its holdings in shares of Autoliv by 110.3% during the third quarter. IFP Advisors Inc now owns 204 shares of the auto parts company’s stock valued at $25,000 after purchasing an additional 107 shares during the last quarter. Quarry LP bought a new stake in Autoliv in the 3rd quarter valued at $36,000. Johnson Financial Group Inc. bought a new stake in Autoliv in the third quarter valued at $37,000. Northwestern Mutual Wealth Management Co. increased its holdings in Autoliv by 35.9% during the 3rd quarter. Northwestern Mutual Wealth Management Co. now owns 454 shares of the auto parts company’s stock valued at $56,000 after purchasing an additional 120 shares in the last quarter. Finally, Advisory Services Network LLC acquired a new stake in shares of Autoliv in the 3rd quarter valued at $84,000. Institutional investors and hedge funds own 69.57% of the company’s stock.

Trending Headlines about Autoliv

Here are the key news stories impacting Autoliv this week:

• Positive Sentiment: Q4 results beat expectations — Autoliv reported adjusted EPS of $3.19 (above consensus) and revenue of about $2.82B, with year-over-year revenue up ~7.7%. Strong results reduce near-term execution risk. Autoliv Surpasses Q4 Estimates
• Positive Sentiment: Margins and profitability were solid — Q4 adjusted operating margin was 12.0% and the company reported a double-digit adjusted operating margin profile, with ROE above 30%, highlighting strong margin capture on new product launches. Autoliv Financial Report Oct–Dec 2025
• Neutral Sentiment: Management materials and full call transcript are available for deeper read-through — useful for assessing segment trends, product wins and buyback/capital allocation commentary. Q4 2025 Earnings Call Transcript
• Neutral Sentiment: Analyst comparisons and metric breakdowns are published — coverage summarizes how key metrics stacked vs. Street estimates and prior-year results for investors wanting model inputs. How Key Metrics Compare to Wall Street
• Negative Sentiment: Conservative 2026 outlook weighed on sentiment — management guided to roughly 0% organic sales growth for 2026 (and only ~1% positive FX headwind) plus an adjusted operating margin target of ~10.5–11.0%, below Q4’s 12% adjusted margin, which may imply margin pressure versus the quarter and cap near-term upside. Reuters: Q4 profit matches, 2026 margin guidance
• Negative Sentiment: Market reaction: elevated intraday volume and selling — despite the beat, investors appear focused on the muted organic-growth guidance and lower FY margin outlook, which likely drove the stock downward. MarketBeat earnings summary and trading note

About Autoliv

Autoliv Inc (NYSE: ALV) is a leading global supplier of automotive safety systems, specializing in the design, development and manufacture of passive and active safety products. Its core product portfolio includes airbags, seatbelts, steering wheels, restraint control modules and pedestrian protection systems. In recent years, the company has also expanded into active safety technologies, offering radar, camera and sensor solutions that support advanced driver assistance systems (ADAS) and autonomous driving applications.

Founded in 1997 following the spin-off of Electrolux’s automotive safety business, Autoliv has evolved into a multinational organization with a presence in over 27 countries.