What is the revenue and EPS growth rate for Autoliv year over year?

Did Autoliv beat or miss consensus estimates last quarter?

What were the key takeaways from Autoliv’s earnings call?

What were the key takeaways from Autoliv's earnings call?

What does Autoliv do and what are its main business segments?

What is Autoliv's latest dividend and current dividend yield?

What is the market's earnings forecast for Autoliv next quarter?

What is Autoliv's gross profit margin?

- **Q3 Record Performance**: $2.7B sales (+6% YoY), 10.3% operating margin, $271M adj. op. income.
- **China Dominance**: 90% of sales in Asia-Pacific, 23% growth with domestic OEMs vs. 5% LVP.
- **Strategic Wins**: JV with HSAE for safety electronics, 2nd R&D center in China.
- **Tariff Mitigation**: 75% of Q3 tariffs recovered, full recovery by year-end.
- **Shareholder Returns**: $0.85 dividend, $100M share buyback, 1.3x net debt ratio.
- **2026 Guidance**: 3% organic growth, 10-10.5% margin, 0.8-1.2% CapEx/sales.

**【CEO Summary Section】**
- **Record Q3 Sales**: Achieved $2.7 billion in net sales, up 6% YoY, driven by strong performance in China, India, and North America. 
- **China Growth**: Sales to domestic OEMs grew 23%, outpacing LVP by 8 percentage points. India contributed 1/3 of organic growth, with market share at 60%.
- **Strategic Investments**: 
  - JV with HSAE to develop advanced safety electronics.
  - 2nd R&D center in Wuhan to strengthen China partnerships.
  - Collaboration with Qatar to shape automotive safety standards.
- **Tariff Impact**: Recovered 75% of Q3 tariffs, expect full recovery by end of year. Unrecovered tariffs and dilutive effects reduced margin by 20bps.
- **Profitability**: Adjusted operating margin improved 70bps to 10.3%, driven by cost control and efficiency gains.
- **Shareholder Returns**: Increased dividend to $0.85/share and repurchased $100M in shares.

**【CFO Financial Commentary】**
- **Revenue**: Organic growth 4% (excluding tariffs), with 90% of sales in Asia-Pacific.
- **Profitability**: Adjusted operating income up 14% to $271M, gross margin improved 130bps to 19.3%.
- **Cash Flow**: Operating cash flow $258M (46% YoY increase), free cash flow $153M.
- **Leverage**: Net debt/EBITDA ratio 1.3x, below target of 1.5x.
- **Headwinds**: Higher depreciation ($40M) and lower engineering income ($30M) offset gains.

**【Q&A Highlights】**
- **China Market Mix**: Negative 2ppt impact from global OEM underperformance, but domestic OEMs outperformed by 5ppt.
- **India Expansion**: Content per vehicle rising from $120 to $170, with 5% of total sales.
- **Tariff Recovery**: Full compensation expected by Q4, no long-term impact on margins.
- **North America Risks**: Aluminum plant fire could affect Ford F-150 production (1% of sales).
- **2026 Outlook**: Guided for 3% organic growth, 10-10.5% operating margin, 0.8-1.2% CapEx/sales.
- **JV Benefits**: JV with HSAE to accelerate market entry for advanced safety tech.

Autoliv (ALV)-17 Oct 25-2025 Q3 Earnings call transcript

Revenue

Sales and Services Revenue

Financing Services Revenue

Other Revenue

Cost of Revenue

Cost of Goods and Services

Cost of Financing Services

Other Cost

Gross Profit

Other Operating Income

Operating Expenses

Selling, General and Administrative Expenses

Selling and Marketing Expenses

General and Administrative Expenses

Research and Development Expenses

Loss on Bad Debts

Loss on Impairment of Other Assets

Loss on Disposal of Assets

Other Operating Expenses

Operating Income

Non-Operating Income (Loss)

Income (Loss) from Affiliates

Income (Loss) from Associates

Income (Loss) from Joint ventures

Gain (Loss) on Other Investment

Gain (Loss) on Change in Fair Value

Gain (Loss) on Foreign Currency Exchange

Other Non-Operating Income (Loss)

Net Interest Expense

Interest Expense

Interest Income

Pretax Income From Continuing Operations

Income Tax Expense

Current Income Tax

Deferred Income Tax

Income Tax Adjustments

Net Income from Continuing Operations

Income from Discontinued Operations

Other Items Before Net Income

Net Income

Net Income Attributable to Minority Interests

Net Income Attributable to Owners of the Company

Preferred Stock Dividends

Other Adjustments

Net Income Attributable to Common Stockholders

Other Comprehensive Income

Total Comprehensive Income

Total Comprehensive Income Attributable to Minority Interests

Total Comprehensive Income Attributable to Owners of the Company

Basic EPS

Basic EPS from Continuing Operations

Basic EPS from Discontinued Operations

Diluted EPS

Diluted EPS from Continuing Operations

Diluted EPS from Discontinued Operations

ALV

ALV fundamentals

You can ask Aime