Autoliv, Inc. (ALV) SEC Filings & Earnings Calls
EquiReason read 16 Autoliv, Inc. SEC filings in the last 12 months. Latest: 10-Q on 2026-10-23 — Autoliv reported Q3 2026 results with net sales of $2,693M (-0.5% YoY), adjusted operating margin of 9.7% (-30bps YoY), and diluted EPS of $2.13 (-6.8% YoY)..
Source: SEC EDGAR filings · figures as of 2026-09-30 · read by EquiReason
- Market cap
- 8.3B
- P/E TTM
- 13.8
- Dividend yield
- 3.0%
- 52-week
- —
- Next earnings
- 23 Oct, in -1 days
Every filing, read
last 12 months · SECWhat happened, the numbers inside, guidance and risks. The original is one click away.
23 Oct 202610-QAutoliv reported Q3 2026 results with net sales of $2,693M (-0.5% YoY), adjusted operating margin of 9.7% (-30bps YoY), and diluted EPS of $2.13 (-6.8% YoY).earningsopen
Figures in the filing · each found in the filing text
| Net sales · Q3-2026 | $2.69B | -0% y/y |
| Gross profit · Q3-2026 | $496M | -5% y/y |
| Gross margin · Q3-2026 | 18.4% | |
| Operating income · Q3-2026 | $254M | -5% y/y |
| Operating margin · Q3-2026 | 9.4% | |
| Adjusted operating margin · Q3-2026 | 9.7% | |
| Net income attributable to controlling interest · Q3-2026 | $155M | -11% y/y |
| Diluted earnings per share · Q3-2026 | $2.13 | -7% y/y |
| Operating cash flow · Q3-2026 | $239M | -7% y/y |
| Free operating cash flow · Q3-2026 | $124M | -19% y/y |
Guidance
FY2026 adjusted operating margin guided to around 10.5% (low end of prior range of 10.5-11%)
Full year 2026 adjusted operating margin expectation narrowed to around 10.5%, the low end of the range of around 10.5-11%, due to increased cost headwinds. Organic sales growth and operating cash flow guidance unchanged.
Risks flagged
Stellantis Recall Lawsuit
“The Company currently estimates a range of $ 0 to $ 209 million with respect to this potential loss, expects a substantial portion of a potential loss would be covered by insurance, and no accrual has been made.” · word for word
BMW Antitrust Complaint
“BMW filed a complaint against the Company in Germany claiming damages of € 63 million plus interest (for a total claim of approximately € 95 million) related to the conduct at issue in the EC investigation” · word for word
ARC Inflator Class Action and NHTSA Recall
“The Company has determined pursuant to ASC 450 that a loss is reasonably possible with respect to the ARC Inflator Class Action. However, the Company continues to evaluate this matter, no accrual has been made, and no estimated range of potential loss can be determined at this time.” · word for word
Geopolitical and Tariff Uncertainty
“The continued significant uncertainty in the geopolitical environment and future changes in tariffs and trade restrictions may lead to more negative call-off volatility.” · word for word
23 Oct 20268-K · 2.02, 7.01Autoliv Q3 2026: net sales $2,693M (-0.5% reported, -1.1% organic); adj. operating margin 9.7% (down 0.3pp); diluted EPS $2.13 (-6.8%); FY guidance adj. op margin narrowed to ~10.5% (low end of 10.5-11%); cash flow solid; shareholder returnearningsopen
Figures in the filing · each found in the filing text
| Net sales · Q3-2026 | $2.69B | -0% y/y |
| Organic sales growth · Q3-2026 | -1.1% | |
| Adjusted operating margin · Q3-2026 | 9.7% | |
| Diluted EPS · Q3-2026 | $2.13 | -7% y/y |
| Operating cash flow · Q3-2026 | $239M | -7% y/y |
| Free operating cash flow · Q3-2026 | $124M | -19% y/y |
| Dividend per share · Q3-2026 | $0.87 | |
| Share repurchases · Q3-2026 | $150M | +50% y/y |
| Leverage ratio · Q3-2026 | $1.30 | |
| Return on capital employed · Q3-2026 | 24.1% |
Guidance
FY26 adjusted operating margin narrowed to ~10.5% from 10.5-11%; organic sales growth ~0% unchanged; OCF ~$1.2B unchanged; FX impact ~2.5% positive unchanged
FY 2026 guidance: organic sales ~0% (unchanged), adj. op margin narrowed to ~10.5% (low end of prior 10.5-11% range) due to increased cost headwinds; OCF ~$1.2B unchanged; management tone cautious but notes strong Q4 expected.
Risks flagged
Raw material cost headwinds: $42M in Q3, ~$120M estimated for FY 2026, pressuring margins.
“Raw material price changes had a negative impact on our profitability in the third quarter, with a gross impact of around $42 million. For the full year 2026, we currently estimate a gross impact of around $120 million from higher raw material prices.” · word for word
Tariff costs: net negative impact ~$6M in Q3, ~20bps dilution on operating margin for FY 2026; uncertainty on future recovery.
“The tariffs imposed in 2025 negatively impacted our profitability... net negative impact after compensation of around $6 million... For the full year 2026, we estimate the tariff-related dilution on operating margin will be similar to the around 20 bps experienced for full year 2025.” · word for word
Geopolitical uncertainty: hostilities in Persian Gulf, trade restrictions, supply chain risks could further impact demand and costs.
“Ongoing geopolitical developments, including hostilities in and around the Persian Gulf, have increased uncertainty in the global economic environment. These conditions may affect supply chains, commodity prices, customer demand, and broader market stability.” · word for word
Call-off volatility: expected to be slightly improved vs 2025 but could worsen due to tariffs and trade restrictions.
“We expect call-off volatility for the full year 2026 on average to be slightly improved compared to 2025. However, the continued significant uncertainty in the geopolitical environment and future changes in tariffs and trade restrictions may lead to more negative call-off volatility.” · word for word
17 Jul 202610-QAutoliv announced discontinuation of manufacturing operations in Türkiye, with total restructuring charges of approximately $142 million, $90 million recognized in Q2 2026.open
Figures in the filing · each found in the filing text
| Net sales · Q2-2026 | $2.80B | +3% y/y |
| Gross profit · Q2-2026 | $509M | +2% y/y |
| Gross margin · Q2-2026 | 18.2% | |
| Operating income · Q2-2026 | $192M | -22% y/y |
| Operating margin · Q2-2026 | 6.8% | |
| Adjusted operating margin · Q2-2026 | 9.6% | |
| Net income attributable to controlling interest · Q2-2026 | $100M | -40% y/y |
| Diluted earnings per share · Q2-2026 | $1.35 | -38% y/y |
| Operating cash flow · Q2-2026 | $434M | +57% y/y |
| Free operating cash flow · Q2-2026 | $340M | +109% y/y |
Guidance
FY2026 guidance: organic sales growth around 0%, adjusted operating margin around 10.5-11%, operating cash flow around $1.2B
Full year 2026 guidance reiterated: organic sales growth around 0%, adjusted operating margin around 10.5-11%, operating cash flow around $1.2B.
Risks flagged
Stellantis Recall Lawsuit
“The Company currently estimates a range of $ 0 to $ 209 million with respect to this potential loss, expects a substantial portion of a potential loss would be covered by insurance, and no accrual has been made.” · word for word
BMW Antitrust Complaint
“BMW filed a complaint against the Company in Germany claiming damages of € 63 million plus interest (for a total claim of approximately € 95 million) related to the conduct at issue in the EC investigation” · word for word
ARC Inflator Class Action and NHTSA Recall
“The Company has determined pursuant to ASC 450 that a loss is reasonably possible with respect to the ARC Inflator Class Action. However, the Company continues to evaluate this matter, no accrual has been made, and no estimated range of potential loss can be determined at this time.” · word for word
Türkiye Restructuring Execution Risk
“The Company expects to record restructuring charges of approximately $142 million in total, of which $90 million was recognized in the second quarter of 2026.” · word for word
17 Jul 20268-K · 2.02, 7.01Net sales $2.80B (+3% y/y); Organic sales growth 1; Operating margin 6.8; Guidance: Around 0% organic sales growth; around 10.5-11% adjusted operating margin; around $1.2 billion operating cash flowearningsopen
Figures in the filing · each found in the filing text
| Net sales · Q2-2026 | $2.80B | +3% y/y |
| Organic sales growth · Q2-2026 | 1.0% | |
| Operating margin · Q2-2026 | 6.8% | |
| Adjusted operating margin · Q2-2026 | 9.6% | |
| Diluted EPS · Q2-2026 | $1.35 | -38% y/y |
| Adjusted diluted EPS · Q2-2026 | $2.43 | +10% y/y |
| Operating cash flow · Q2-2026 | $434M | +57% y/y |
| Free operating cash flow · Q2-2026 | $340M | |
| Leverage ratio · Q2-2026 | $1.20 | |
| Dividend per share · Q2-2026 | $0.87 |
Guidance
Around 0% organic sales growth; around 10.5-11% adjusted operating margin; around $1.2 billion operating cash flow
Full year 2026 guidance reiterated: ~0% organic sales growth, adj. op margin 10.5-11%, OCF ~$1.2B. Expects significant improvement in Q4.
Risks flagged
Geopolitical and tariff risks; restructuring in Türkiye; FX and raw material headwinds.
“We continued to manage geopolitical developments successfully in the quarter, limiting the effects of tariffs, supply chain challenges and raw material price increases.” · word for word
30 Jun 20268-K · 5.02Reported the departure of a director or principal officer (CEO/CFO change); filed financial statements and exhibits with this reportopen
Risks flagged
Leadership transition in key region (Americas) could cause temporary disruption, but orderly succession plan mitigates risk.
“Recruitment process initiated; acting President appointed; departure not due to disagreement.”
11 May 20268-K · 2.05, 2.06, 5.07, 8.01Pre-tax charge $142M; Annual pre-tax benefit $40M; Headcount reduction 2,200open
Figures in the filing · each found in the filing text
| Pre-tax charge · EMEA · Q2-2026 | $142M | |
| Annual pre-tax benefit · EMEA · FY2028 | $40M | |
| Headcount reduction · EMEA · point_in_time | 2,200 |
Risks flagged
Execution risk of restructuring and potential further capacity adjustments
“Management determined that manufacturing capacity in the EMEA region exceeds future demand.” · word for word
17 Apr 202610-QNet Sales $2.75B (+7% y/y); Organic Sales Growth 0.8; Gross Margin 19.1; Guidance: FY2026: organic sales ~0%, adjusted operating margin 10.5-11%, operating cash flow ~$1.2B, capex <5% of salesopen
Figures in the filing · each found in the filing text
| Net Sales · Q1-2026 | $2.75B | +7% y/y |
| Organic Sales Growth · Q1-2026 | 0.8% | |
| Gross Margin · Q1-2026 | 19.1% | |
| Adjusted Operating Margin · Q1-2026 | 8.9% | |
| Diluted EPS · Q1-2026 | $1.88 | -12% y/y |
| Operating Cash Flow · Q1-2026 | $-76M | |
| Free Operating Cash Flow · Q1-2026 | $-159M | |
| Leverage Ratio · Q1-2026 | $1.30 | |
| Capital Expenditure, net · Q1-2026 | $84M |
Guidance
FY2026: organic sales ~0%, adjusted operating margin 10.5-11%, operating cash flow ~$1.2B, capex <5% of sales
Full year 2026 guidance reaffirmed with organic sales around 0% and adjusted operating margin 10.5-11%.
Risks flagged
Tariff Cost Pressure
“the net effect on operating margin was around 40bps negative, including the dilution effect.” · word for word
Raw Material Inflation
“For the full year 2026, our current assessment is for around $90 million gross impact from higher raw material prices.” · word for word
Geopolitical Uncertainty
“Ongoing geopolitical developments, including the hostilities in and around the Persian Gulf, introduce additional uncertainty into the global economic environment.” · word for word
Call-off Volatility
“Low customer demand visibility and changes to customer call-offs with short notice continued to have some negative impact on our production efficiency and profitability.” · word for word
17 Apr 20268-K · 2.02, 7.01Net sales $2.75B (+7% y/y); Organic sales growth 0.8; Operating margin 8.6; Guidance: FY2026: ~0% organic sales growth; ~10.5-11% adj. operating margin; ~$1.2B operating cash flowearningsopen
Figures in the filing · each found in the filing text
| Net sales · Q1-2026 | $2.75B | +7% y/y |
| Organic sales growth · Q1-2026 | 0.8% | |
| Operating margin · Q1-2026 | 8.6% | |
| Adjusted operating margin · Q1-2026 | 8.9% | |
| Diluted EPS · Q1-2026 | $1.88 | -12% y/y |
Guidance
FY2026: ~0% organic sales growth; ~10.5-11% adj. operating margin; ~$1.2B operating cash flow
Full-year guidance maintained; margin improvement expected from Q1 level
Risks flagged
Global LVP decline; tariff compensation uncertainty
“Global LVP decreased 3.4%; tariff compensations added only 0.5pp to sales”
25 Mar 2026DEF 14AAutoliv filed its 2026 proxy statement (DEF 14A) detailing executive compensation, governance, and shareholder proposals.open
Figures in the filing · each found in the filing text
| Adjusted Operating Income · FY2025 | $1.11B | +11% y/y |
| Adjusted Cash Conversion · FY2025 | 108.0% | |
| Adjusted EPS diluted · FY2025 | $9.85 | |
| Organic Sales Growth · FY2025 | 3.4% | |
| Light Vehicle Production growth · FY2025 | 3.9% | |
| GHG Emissions · FY2025 | $242.00 | |
| Net Income · FY2025 | $736M | |
| Total Stockholder Return (TSR) · FY2025 | $148.00 | |
| Employees · 2024-10-31 | 63,087 |
Risks flagged
Key person retention risk
“the LDCC approved retention equity awards to certain of our named executive officers, as follows: Mr. Westin, $500,000; Mr. Nellis, $500,000; and Mr. Jarlegren, $900,000.” · word for word
CFO transition risk
“On June 30, 2025, the Company announced the resignation of Mr. Westin as the Company's Executive Vice President Finance and CFO. ... Mr. Westin will resign from the Company effective March 31, 2026, and the Company appointed Monika Grama as the Company's new Chief Financial Officer and Executive Vice President, Finance, effective April 1, 2026.” · word for word
11 Mar 20268-K · 5.02, 7.01Annual base salary 5,750,000; Cash incentive target 45; LTI grant value $200,000.00open
Figures in the filing · each found in the filing text
| Annual base salary · FY2026 | $6M | |
| Cash incentive target · FY2026 | 45.0% | |
| LTI grant value · FY2026 | $200000.00 | |
| EMTN Programme amount · FY2026 | $3.00B |
Risks flagged
CFO transition risk is low due to internal promotion.
“Internal candidate with deep company knowledge.”
20 Feb 20268-K · 5.02Reported the departure of a director or principal officer (CEO/CFO change); filed financial statements and exhibits with this reportopen
Risks flagged
No disagreement cited; routine governance change.
“Decisions not result of any disagreement.”
19 Feb 202610-KAutoliv reported FY2025 results with revenue +4.1%, operating margin +0.6pp to 10.1%, EPS +19% to $9.55, and provided FY2026 guidance for margin expansion to 10.5-11.0%.earningsopen
Figures in the filing · each found in the filing text
| Consolidated net sales · FY2025 | $10.81B | +4% y/y |
| Operating margin · FY2025 | 10.1% | |
| Earnings per share - diluted · FY2025 | $9.55 | +19% y/y |
| Net cash provided by operating activities · FY2025 | $1.16B | +9% y/y |
| Capital expenditures, net · FY2025 | $423M | -25% y/y |
| Global light vehicle production · FY2025 | 90,268,000 | +4% y/y |
| Global market share (passive safety) · FY2025 | 44.0% | |
| Order intake lifetime value · FY2025 | $7.70B | +4% y/y |
| Employees · 2025-12-31 | 64,300 | |
| Net debt · 2025-12-31 | $1.57B | +1% y/y |
Guidance
FY2026 adjusted operating margin guided 10.5-11.0% vs FY2025 actual 10.1%
FY2026 guidance implies margin expansion to 10.5-11.0% (from 10.1% in 2025), with organic sales growth ~0% and capex <5% of sales.
Risks flagged
Tariff cost recovery uncertainty
“While it is our ambition and expectation to continue passing tariff costs on to our customers, there is significant uncertainty as future recovery levels may vary.” · word for word
LVP mix shift dilution
“The changes in regional and model mix diluted global CPV by 2 to 3pp leading to a global CPV that was unchanged compared to 2024.” · word for word
Customer concentration
“our top five customers represented around 44% of our consolidated sales” · word for word
Pricing pressure from OEMs
“The automotive industry continues to experience aggressive pricing pressure from customers.” · word for word
Product liability/recall risk
“We face risks related to product liability claims, warranty claims, and recalls if any of our products are, or are alleged to be defective” · word for word
30 Jan 20268-K · 2.02, 7.01Net sales $2.82B (+8% y/y); Organic sales growth 4.2; Adjusted operating margin 12; Guidance: FY2026: ~0% organic sales growth, adj operating margin 10.5-11.0%, operating cash flow ~$1.2Bearningsopen
Figures in the filing · each found in the filing text
| Net sales · Q4-2025 | $2.82B | +8% y/y |
| Organic sales growth · Q4-2025 | 4.2% | |
| Adjusted operating margin · Q4-2025 | 12.0% | |
| Diluted EPS · Q4-2025 | $2.98 | -4% y/y |
| Adjusted diluted EPS · Q4-2025 | $3.19 | +5% y/y |
| Operating cash flow · Q4-2025 | $544M | +30% y/y |
| Full year 2026 organic sales growth guidance · FY2026 | 0.0% | |
| Full year 2026 operating cash flow guidance · FY2026 | $1.20B |
Guidance
FY2026: ~0% organic sales growth, adj operating margin 10.5-11.0%, operating cash flow ~$1.2B
Guidance for FY2026: flat organic growth, stable margins, strong cash flow; Q1 2026 margin expected weaker but improving thereafter.
Risks flagged
Guidance implies flat organic growth in 2026; Q1 2026 adjusted operating margin expected considerably weaker than Q1 2025.
“2026 guidance: ~0% organic sales growth; Q1 2026 adjusted operating margin expected considerably weaker than Q1 2025.”
29 Dec 20258-K · 5.02Reported the departure of a director or principal officer (CEO/CFO change); filed financial statements and exhibits with this reportopen
Risks flagged
Key executive departure may disrupt financial oversight and strategy
“CFO resignation; transition period until March 31, 2026.”
12 Nov 20258-K · 8.01Quarterly dividend per share $0.87open
Figures in the filing · each found in the filing text
| Quarterly dividend per share · Q4-2025 | $0.87 |
29 Oct 20258-K · 1.01, 2.03Notes Principal $300Mopen
Figures in the filing · each found in the filing text
| Notes Principal · Q4-2025 | $300M |
Risks flagged
Increased leverage from new debt issuance.
“EUR 300M notes due 2030”
Autoliv, Inc. — questions
- What did Autoliv, Inc. file recently?
- 16 SEC filings in the last 12 months. Latest: 10-Q on 2026-10-23 — Autoliv reported Q3 2026 results with net sales of $2,693M (-0.5% YoY), adjusted operating margin of 9.7% (-30bps YoY), and diluted EPS of $2.13 (-6.8% YoY).
Every figure on this page comes from Autoliv, Inc.'s own SEC filings — see them on SEC EDGAR. Price data is licensed and shown only inside the product.
How these figures are read: methodology · EquiReason.