The earnings call presented a mixed picture with record sales and improved margins, but also highlighted challenges from tariffs and declining light vehicle production forecasts. Despite strong performance in China and commitment to shareholder returns, the economic and tariff challenges present significant headwinds.

Company Guidance

During the second quarter of 2025, Autoliv, Inc. reported record sales and earnings, showcasing resilience and strong market positioning despite challenging economic factors such as tariffs. Sales increased by 4% year-over-year, reaching over $2.7 billion, driven by price, volume, favorable currency effects, and $27 million from tariff-related compensation. The adjusted operating income rose by 14% to $251 million, with an adjusted operating margin of 9.3%, an improvement of 80 basis points from the previous year. Earnings per share also reached a record high for the quarter, supported by strong net profit growth and a reduced share count. The company successfully recovered approximately 80% of tariff costs during the second quarter and expects to recover most of the remaining portion by the end of the year. Autoliv remains committed to its annual stock repurchase goal of $300 to $500 million and announced an increase in the third quarter dividend to $0.85 per share, reflecting confidence in continued financial strength. Despite challenges, Autoliv anticipates organic sales growth of around 3% for the full year, with an adjusted operating margin expected to be between 10% and 10.5%, backed by a strong balance sheet and ongoing efficiency improvements.

Record Sales and Earnings

Autoliv reported record sales and earnings for the second quarter of 2025, with net sales reaching approximately $2.7 billion, representing a 4% year-over-year increase.

Improved Operating Profit and Margin

Adjusted operating income for Q2 increased by 14% to $251 million from $221 million last year. The adjusted operating margin improved by 80 basis points to 9.3%.

Strong Cash Flow and Shareholder Returns

Operating cash flow was a solid $277 million. Autoliv remains committed to $300 to $500 million in annual stock repurchases and increased its third quarter dividend to $0.85 per share.

Sales Growth in China

Sales to domestic OEMs in China grew more than 16%, with Autoliv's sales growth outpacing the growth of the Chinese light vehicle production.

Autoliv (ALV) Earnings, Revenues Date & History

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ALV Earnings History

Report Date	Fiscal Quarter	Forecast / EPS	Last Year's EPS	EPS YoY Change	Slides	Play Transcript
Oct 17, 2025	2025 (Q3)	2.01 / -	1.84	―	―	―
Jul 18, 2025	2025 (Q2)	2.09 / 2.21	1.87	18.18% (+0.34)
Apr 16, 2025	2025 (Q1)	1.68 / 2.15	1.58	36.08% (+0.57)
Jan 31, 2025	2024 (Q4)	2.91 / 3.05	3.74	-18.45% (-0.69)
Oct 18, 2024	2024 (Q3)	1.94 / 1.84	1.66	10.84% (+0.18)
Jul 19, 2024	2024 (Q2)	2.20 / 1.87	1.93	-3.11% (-0.06)
Apr 26, 2024	2024 (Q1)	1.44 / 1.58	0.9	75.56% (+0.68)
Jan 26, 2024	2023 (Q4)	3.37 / 3.74	1.83	104.37% (+1.91)
Oct 20, 2023	2023 (Q3)	1.79 / 1.66	1.23	34.96% (+0.43)
Jul 21, 2023	2023 (Q2)	1.42 / 1.93	0.9	114.44% (+1.03)

The table shows recent earnings report dates and whether the forecast was beat or missed. See the change in forecast and EPS from the previous year.

Beat

Missed

ALV Earnings-Related Price Changes

Report Date	Price 1 Day Before	Price 1 Day After	Percentage Change
Jul 18, 2025	$116.78	$112.08	-4.02%
Apr 16, 2025	$81.68	$86.21	+5.55%
Jan 31, 2025	$99.90	$95.30	-4.60%
Oct 18, 2024	$91.93	$97.44	+5.99%

Earnings announcements can affect a stock’s price. This table shows the stock's price the day before and the day after recent earnings reports, including the percentage change.