Autoliv (NYSE:ALV) Releases Earnings Results

Autoliv (NYSE:ALV) posted its quarterly earnings results on Friday. The auto parts company reported $3.19 earnings per share (EPS) for the quarter, topping 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 company had revenue of $2.82 billion for the quarter, compared to the consensus estimate of $2.77 billion. During the same period last year, the firm posted $3.05 EPS. The company’s revenue for the quarter was up 7.7% on a year-over-year basis.

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 Trading Down 4.3%

NYSE:ALV opened at $120.94 on Friday. The stock has a market cap of $9.19 billion, a price-to-earnings ratio of 12.49, a PEG ratio of 0.78 and a beta of 1.32. The company has a debt-to-equity ratio of 0.54, a quick ratio of 0.70 and a current ratio of 0.95. Autoliv has a 1 year low of $75.49 and a 1 year high of $130.14. The business has a fifty day moving average of $121.89 and a 200-day moving average of $120.64.

Autoliv Increases Dividend

The firm also recently declared a quarterly dividend, which was paid on Wednesday, December 10th. Shareholders of record on Friday, November 21st were given a dividend of $0.87 per share. This is a boost from Autoliv’s previous quarterly dividend of $0.85. The ex-dividend date was Friday, November 21st. This represents a $3.48 dividend on an annualized basis and a yield of 2.9%. Autoliv’s payout ratio is presently 35.95%.

Wall Street Analysts Forecast Growth

Several equities research analysts recently weighed in on the stock. Wells Fargo & Company cut their target price on shares of Autoliv from $129.00 to $125.00 and set an “equal weight” rating on the stock in a report on Tuesday, December 9th. Deutsche Bank Aktiengesellschaft set a $133.00 price target on Autoliv in a research report on Friday, October 10th. Barclays boosted their price objective on Autoliv from $135.00 to $150.00 and gave the company an “overweight” rating in a research report on Friday, October 10th. UBS Group restated an “outperform” rating on shares of Autoliv in a research note on Monday, October 20th. Finally, Weiss Ratings reiterated a “buy (b)” rating on shares of Autoliv in a research note on Monday, December 29th. Ten research analysts have rated the stock with a Buy rating and six have assigned a Hold rating to the stock. Based on data from MarketBeat, the stock has a consensus rating of “Moderate Buy” and an average target price of $133.00.

Key Headlines Impacting 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

Hedge Funds Weigh In On Autoliv

A number of institutional investors and hedge funds have recently bought and sold shares of the stock. IFP Advisors Inc raised its position in shares of Autoliv by 110.3% during the 3rd quarter. IFP Advisors Inc now owns 204 shares of the auto parts company’s stock worth $25,000 after buying an additional 107 shares in the last quarter. Quarry LP bought a new position in shares of Autoliv in the third quarter valued at approximately $36,000. Johnson Financial Group Inc. acquired a new position in shares of Autoliv during the third quarter valued at approximately $37,000. Northwestern Mutual Wealth Management Co. raised its holdings in Autoliv by 35.9% during the third quarter. Northwestern Mutual Wealth Management Co. now owns 454 shares of the auto parts company’s stock worth $56,000 after purchasing an additional 120 shares in the last quarter. Finally, EverSource Wealth Advisors LLC lifted its position in Autoliv by 582.2% in the second quarter. EverSource Wealth Advisors LLC now owns 730 shares of the auto parts company’s stock worth $82,000 after purchasing an additional 623 shares during the period. Institutional investors own 69.57% of the company’s stock.

Autoliv Company Profile

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.