ALV Autoliv (ALV) Q3 FY26 earnings call
Autoliv delivered a resilient third quarter, exceeding adjusted operating margin indications despite a challenging global light vehicle production environment and significant cost headwinds. The company demonstrated strong operational execution, particularly in Asia, and maintained its commitment to shareholder returns. Management is confident in a stronger Q4 performance driven by cost efficiency initiatives and customer compensation, though raw material cost pressure is expected to persist into 2027.
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ALV operating KPIs by quarter
| KPI | Mar 2026 Q1 FY26 | Jun 2026 Q2 FY26 | Change vs prior quarter |
|---|---|---|---|
| Tariff recovery rate US | ~70%During the quarter, we recovered approximately 70% of our US tariff costs.Source: earnings call transcript | ~83%During the quarter, we recovered approximately 83% of our US tariffs, excluding IEEPA-related recovery bringing our year-to-date recovery rate to 78%.Source: earnings call transcript | — |
Operating figures the company stated on at least two of the calls shown, checked against each call's transcript. Click a figure to read the sentence. A dash means it was not stated that quarter.
Inve summary of the company's earnings call; see how call summaries are prepared. Not investment advice.