Autoliv (NYSE:ALV) Issues Earnings Results, Beats Estimates By $0.34 EPS

by · The Markets Daily

Autoliv (NYSE:ALV – Get Free Report) released its quarterly earnings data on Friday. The auto parts company reported $3.19 earnings per share for the quarter, beating the consensus estimate 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 for the quarter, compared to analyst estimates of $2.77 billion. During the same quarter in the prior year, the business earned $3.05 EPS. The company’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 Performance

ALV traded down $6.70 on Friday, hitting $119.73. The company had a trading volume of 749,965 shares, compared to its average volume of 706,901. The stock has a market cap of $9.10 billion, a price-to-earnings ratio of 12.40, a price-to-earnings-growth 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 company’s fifty day moving average price is $121.81 and its 200 day moving average price is $120.58. Autoliv has a 1-year low of $75.49 and a 1-year high of $130.14.

Autoliv Increases Dividend

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

Analysts Set New Price Targets

ALV has been the topic of a number of research reports. Wolfe Research set a $143.00 price target on shares of Autoliv in a research note on Monday, January 12th. Deutsche Bank Aktiengesellschaft set a $133.00 target price on Autoliv in a research note on Friday, October 10th. Morgan Stanley set a $140.00 target price on Autoliv in a research report on Wednesday, November 26th. TD Cowen reiterated a “buy” rating on shares of Autoliv in a report on Monday, October 20th. Finally, Weiss Ratings reissued a “buy (b)” rating on shares of Autoliv in a research note on Monday, December 29th. Ten analysts have rated the stock with a Buy rating and six have assigned a Hold rating to the company’s stock. According to MarketBeat.com, Autoliv currently has an average rating of “Moderate Buy” and an average target price of $133.00.

Read Our Latest Analysis on ALV

Hedge Funds Weigh In On Autoliv

A number of institutional investors have recently modified their holdings of ALV. Integrated Wealth Concepts LLC bought a new stake in shares of Autoliv during the 1st quarter worth $412,000. NewEdge Advisors LLC lifted its position in Autoliv by 11.2% during the 1st quarter. NewEdge Advisors LLC now owns 3,242 shares of the auto parts company’s stock worth $287,000 after acquiring an additional 326 shares during the last quarter. Jones Financial Companies Lllp boosted its holdings in Autoliv by 3,361.1% during the first quarter. Jones Financial Companies Lllp now owns 10,591 shares of the auto parts company’s stock valued at $937,000 after acquiring an additional 10,285 shares during the period. Goldman Sachs Group Inc. grew its position in shares of Autoliv by 88.5% in the first quarter. Goldman Sachs Group Inc. now owns 191,465 shares of the auto parts company’s stock valued at $16,935,000 after purchasing an additional 89,918 shares during the last quarter. Finally, Cetera Investment Advisers grew its position in shares of Autoliv by 5.1% in the second quarter. Cetera Investment Advisers now owns 5,497 shares of the auto parts company’s stock valued at $615,000 after purchasing an additional 268 shares during the last quarter. Institutional investors own 69.57% of the company’s stock.

About Autoliv

(Get Free Report)

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.

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