Autoliv (ALV)
NYSE:ALV
Want to see ALV full AI Analyst Report?
Earnings Data
Report Date
Jul 17, 2026Before Open (Confirmed)
Period Ending
2026 (Q2)Consensus EPS Forecast
2.38Last Year’s EPS
2.21Same Quarter Last Year
Moderate Buy
Based on 14 Analysts Ratings
Earnings Call Summary
Earnings Call Sentiment|Positive
The call presented several strong operational and commercial positives — record Q1 sales, notable outperformance in Asia (especially India and Chinese OEMs), gross profit and productivity gains, and reiterated full-year guidance including a mid-teens margin improvement target. Offsetting these positives were near-term financial pressures: a drop in adjusted operating income and margin in Q1, negative operating cash flow driven by temporary working capital headwinds, a larger-than-expected raw materials headwind (~$90M), tariff timing effects (~40 bps margin impact), and a modest increase in net debt and leverage. Management emphasized mitigation plans (productivity, price recovery, customer compensation) and maintained guidance, leaving the tone constructive but cautious.Company Guidance
Record Q1 Sales Growth
Consolidated net sales of approximately $2.8 billion, a 7% year-over-year increase and the highest Q1 on record; currency translation contributed ~$154 million and tariff-related compensation ~$14 million. Organic sales grew ~$21 million (≈0.8 percentage points). The company outperformed global light vehicle production by over 4 percentage points in Q1.
Strong Asia Momentum — China and India Outperformance
Continued positive trend in Asia: India organic sales grew ~38%, India now represents ~6% of global sales (almost triple versus three years ago). China sales share rose to 18% (from 17%) and Autoliv outperformed Chinese light vehicle production by over 40 percentage points with Chinese OEMs.
Improved Operational Efficiency and Gross Profit
Gross profit increased by roughly $48 million and gross margin improved by ~60 basis points year-over-year. Direct cost and direct labor productivity improvements and operational initiatives contributed positively; operations contributed about $28 million to adjusted operating income bridge.
Confirmed Full-Year Guidance and Profitability Targets
Reiterated full-year 2026 guidance: flat organic sales, expected to outperform light vehicle production by ~1 percentage point, adjusted operating margin target around 10.5%–11%, operating cash flow target ≈$1.2 billion, and CapEx expected below 5% of sales. Net currency translation is expected to be ~+3% on sales.
Shareholder Returns and Capital Allocation Discipline
Quarterly dividend of $0.87 per share paid (~$65 million total). $2.5 billion share repurchase authorization through 2029 remains in place with an ambition of $300–$500 million annual repurchases. Since program inception, outstanding shares reduced by nearly 15%. 12-month cash conversion (free operating cash flow / net income) was 83%, exceeding the 80% target.
Product and Footprint Expansion — New Markets
Introduced first motorcycle airbag and first complete wearable airbag solution; rapid expansion in India with five plants, a technical center and new inflator plant to meet rising demand. High number of new product launches in China (many with higher content per vehicle).
Strong Returns on Capital
Adjusted return on capital employed of ~23% and adjusted return on equity of ~24%, reflecting disciplined capital management and continued margin improvement initiatives.
ALV Earnings History
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 |
|---|---|---|---|
Apr 17, 2026 | $111.33 | $118.92 | +6.82% |
Jan 30, 2026 | $125.46 | $120.31 | -4.10% |
Oct 17, 2025 | $119.29 | $116.16 | -2.62% |
Jul 18, 2025 | $114.21 | $109.61 | -4.02% |
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.
FAQ
When does Autoliv (ALV) report earnings?
Autoliv (ALV) is schdueled to report earning on Jul 17, 2026, Before Open (Confirmed).
What is Autoliv (ALV) earnings time?
Autoliv (ALV) earnings time is at Jul 17, 2026, Before Open (Confirmed).
Where can I see when companies are reporting earnings?
You can see which companies are reporting today on our designated earnings calendar.
What companies are reporting earnings today?
You can see a list of the companies which are reporting today on TipRanks earnings calendar.
What is ALV EPS forecast?
ALV EPS forecast for the fiscal quarter 2026 (Q2) is 2.38.
