Jun 2026 (Q2 FY26) — Jul 17, 2026
Autoliv Q2 FY26 — Record Sales and Adjusted Operating Income Despite Challenged Market
Read the full callAutoliv (ALV) earnings
- Jun 2026
- Jun 2026 (Q2 FY26)
- Dec 2025
Autoliv earnings: last reported Fri, 17 Jul 2026, for the quarter ended Jun 2026.
Reported
The figures, each with its period
Each figure keeps its basis and period; nothing is filled in.
| Metric | Value | Change | Basis | Period | Note |
|---|---|---|---|---|---|
| Revenue | 2,803 | +3.3% YoY | Quarterly, as filed | Quarter to Jun 2026 | Revenue from operations as filed. |
| Operating margin | 6.8 | −2.3 pts YoY | Operating profit / revenue | Quarter to Jun 2026 | For the quarter; a change is in percentage points. |
| Net profit | 100 | −40.1% YoY | Quarterly, as filed | Quarter to Jun 2026 | Profit after tax as filed. |
Guidance
What management said, and what became of it
9 of 20 judged targets kept · 24 open · verdicts reflect calls analysed to Jun 2026.
| Target | Original wording | Said | Latest call | Verdict |
|---|---|---|---|---|
| Net currency translation effect on sales | around 1% positive | Dec 2025 | The net currency translation effects on sales is expected to be around 2.5% positive. | Revised Down |
| Adjusted operating margin | around 10.5% to 11% | Dec 2025 | We continue to expect an adjusted operating margin of around 10.5% to 11%. | On Track |
| Adjusted operating margin | decline significantly compared to Q1 2025 | Dec 2025 | The adjusted operating margin was 8.9%, 1 percentage points lower than in the same quarter last year. | Achieved |
11 of AUTOLIV INC's 44 targets were missed. See which ones, and which are quietly gone. The 3 above are the free sample; 41 more targets are in the full ledger.
Claimed
- Delivered record second quarter sales of over $2.8 billion and adjusted operating income of $270 million, with adjusted operating margin increasing by 30 basis points to 9.6%.
- Achieved record operating cash flow of $434 million, an increase of $157 million year-over-year, supporting shareholder returns.
- Outperformed global light vehicle production by over 1 percentage point, with significant outperformance in Asia, including China (>7 percentage points) and India (~20 percentage points).
- Improved leverage ratio to 1.2x from 1.3x despite repurchasing $200 million in shares and paying $64 million in dividends.
- Signed strategic cooperation agreements with Great Wall Motor and XPENG, strengthening position with leading Chinese vehicle manufacturers.
Qualified
- Gross margin decreased by 30 basis points to 18.2% due to a supplier compensation reversion and asset impairments related to Turkey restructuring.
- Anticipates a gross headwind from raw materials of approximately $110 million for the full year 2026, with inflationary pressures from geopolitical developments.
- Global light vehicle production is expected to decline by 2.5% for the full year 2026, a downward revision primarily due to weaker outlook in China (-5%).
- Q3 adjusted operating margin is expected to be similar to H1 levels, with significant profitability step-up weighted towards Q4, similar to prior years.
Price
$116.49 +0.43% · +$0.5
Performance −1.3% 1Y
1Y: $117.97 on 17 Oct 2025 → $116.49. High $131.69 (2 Jun 2026), low $100.34 (20 Mar 2026).
- Previous close
- $115.99
- 52-week range
- $100.34 – $131.69
- One year
- −1.01%
Overview
- Symbol
- ALV
- Sector
- Consumer Discretionary
- Exchange
- US
- Currency
- USD
Guidance
What management said, and what became of it
9 of 20 judged targets kept · 24 open · verdicts reflect calls analysed to Jun 2026.
| Target | Original wording | Said | Latest call | Verdict |
|---|---|---|---|---|
| Net currency translation effect on sales | around 1% positive | Dec 2025 | The net currency translation effects on sales is expected to be around 2.5% positive. | Revised Down |
| Adjusted operating margin | around 10.5% to 11% | Dec 2025 | We continue to expect an adjusted operating margin of around 10.5% to 11%. | On Track |
| Adjusted operating margin | decline significantly compared to Q1 2025 | Dec 2025 | The adjusted operating margin was 8.9%, 1 percentage points lower than in the same quarter last year. | Achieved |
Claimed
- Delivered record second quarter sales of over $2.8 billion and adjusted operating income of $270 million, with adjusted operating margin increasing by 30 basis points to 9.6%.
- Achieved record operating cash flow of $434 million, an increase of $157 million year-over-year, supporting shareholder returns.
- Outperformed global light vehicle production by over 1 percentage point, with significant outperformance in Asia, including China (>7 percentage points) and India (~20 percentage points).
- Improved leverage ratio to 1.2x from 1.3x despite repurchasing $200 million in shares and paying $64 million in dividends.
- Signed strategic cooperation agreements with Great Wall Motor and XPENG, strengthening position with leading Chinese vehicle manufacturers.
Qualified
- Gross margin decreased by 30 basis points to 18.2% due to a supplier compensation reversion and asset impairments related to Turkey restructuring.
- Anticipates a gross headwind from raw materials of approximately $110 million for the full year 2026, with inflationary pressures from geopolitical developments.
- Global light vehicle production is expected to decline by 2.5% for the full year 2026, a downward revision primarily due to weaker outlook in China (-5%).
- Q3 adjusted operating margin is expected to be similar to H1 levels, with significant profitability step-up weighted towards Q4, similar to prior years.
The full ledger
Open AUTOLIV INC’s full ledger
A free account opens 5 company ledgers a month. All 44 tracked commitments, with each call’s wording and source.
Call summaries
Mar 2026 (Q1 FY26) — Apr 17, 2026
Autoliv Q1 FY26 — Strong Sales Outperformance and Asia Growth Amidst Geopolitical Headwinds
Read the full callEvery analysed call
Autoliv earnings calls (ALV)
Financials
What the filings say
Net profit, year on year: −40% (quarter to jun 2026 against jun 2025).
| Line item | Sep 2024 | Dec 2024 | Mar 2025 | Jun 2025 | Sep 2025 | Dec 2025 | Mar 2026 | Jun 2026 |
|---|---|---|---|---|---|---|---|---|
| Sales | 2,555 | 2,615 | 2,578 | 2,714 | 2,706 | 2,817 | 2,753 | 2,803 |
| Operating profit | 226 | 353 | 254 | 247 | 267 | 320 | 237 | 192 |
| Operating margin | 8.8% | 13.5% | 9.8% | 9.1% | 9.9% | 11.4% | 8.6% | 6.8% |
| Interest | 27 | 27 | 25 | 27 | 25 | 26 | 26 | 26 |
| Profit before tax | 197 | 321 | 233 | 221 | 240 | 292 | 202 | 154 |
| Tax rate | 29.4% | 24.3% | 27.9% | 24.0% | 27.1% | 22.9% | 29.7% | 34.4% |
| Net profit | 138 | 244 | 167 | 167 | 175 | 226 | 141 | 100 |
| EPS ($ per share) | 1.75 | — | 2.15 | 2.17 | 2.29 | — | 1.89 | 1.35 |
| Line item | Dec 2018 | Dec 2019 | Dec 2020 | Dec 2021 | Dec 2022 | Dec 2023 | Dec 2024 | Dec 2025 |
|---|---|---|---|---|---|---|---|---|
| Equity capital | 103 | 103 | 103 | 103 | 91 | 88 | 80 | 77 |
| Reserves | 2,042 | 2,284 | 2,471 | 2,742 | 2,310 | 2,289 | 2,105 | 2,308 |
| Total liabilities | 4,825 | 4,649 | 5,734 | 4,889 | 5,091 | 5,762 | 5,519 | 6,062 |
| Fixed assets | 1,690 | 1,816 | 1,869 | 1,855 | 1,960 | 2,192 | 2,239 | 2,417 |
| Total assets | 6,722 | 6,771 | 8,157 | 7,537 | 7,717 | 8,332 | 7,804 | 8,644 |
| Line item | Dec 2018 | Dec 2019 | Dec 2020 | Dec 2021 | Dec 2022 | Dec 2023 | Dec 2024 | Dec 2025 |
|---|---|---|---|---|---|---|---|---|
| Cash from operations | 591 | 641 | 849 | 754 | 713 | 982 | 1,059 | 1,157 |
| Cash from investing | -628 | -476 | -340 | -454 | -485 | -569 | -563 | -423 |
| Cash from financing | -245 | -338 | 160 | -469 | -531 | -490 | -680 | -369 |
| Net cash flow | -344 | -171 | 734 | -209 | -375 | -96 | -168 | 274 |
| Capital expenditure | -560 | -483 | -344 | -458 | -585 | -573 | -579 | -441 |
| Free cash flow | 31 | 158 | 505 | 296 | 128 | 409 | 480 | 716 |
ALV revenue by segment
| Segment | Q3 FY2024 | Q4 FY2024 | Q1 FY2025 | Q2 FY2025 | Q3 FY2025 | Q4 FY2025 | Q1 FY2026 | Q2 FY2026 | YoY growth latest quarter |
|---|---|---|---|---|---|---|---|---|---|
| Airbags Steering Wheels and Other | 68% | — | 68% | 67% | 68% | — | 68% | 68% | +5.2% |
| Seatbelt Products | 32% | 33% | 32% | 33% | 32% | 32% | 32% | 32% | -0.6% |
Share of consolidated revenue by quarter. Q4 is the fiscal year less its first three quarters.
See how segments are shifting across companies → Segment Shift
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.
Revenue by region
Q2 FY2026 · share of revenue
- Americas 32% ↓ 1 pt
- EMEA 30%
- Asia Excluding China 19% ↓ 1 pt
- CN 19% ↓ 1 pt
As ALV cuts its regions in its filings; they can nest, so they need not add to 100%.
Insider filings
53 filings between Nov 6, 2025 and Jun 12, 2026.
Open market
decisions to buy or sellPurchases
None
No insider bought shares.
Sales
$5.48M
9 sales by 9 insiders
78% filed under a 10b5-1 plan — scheduled in advance, not decided on the day
Compensation
not trading decisions- 34
- Option exercise — converted options into shares
- 10
- Tax withheld — shares kept back by the company to cover tax
Who traded
open market only| Insider | Bought | Sold | Last filing |
|---|---|---|---|
| Carlson Jan | — | $2.55M | Jun 12, 2026 |
| Bratt Mikael | — | $1.11M | Feb 24, 2026 |
| Kortuem Franz-Josef | — | $999.3K | Feb 26, 2026 |
| Nellis Anthony J | — | $214.5K | Feb 24, 2026 |
| Jarlegren Magnus | — | $194.3K | Feb 25, 2026 |
| Swahn Christian | — | $180.4K | Feb 24, 2026 |
| JADEMYR PER JONAS | — | $156.0K | Feb 24, 2026 |
| Hagstrom Mikael | — | $60.5K | Feb 24, 2026 |
Latest filings (50)
| Date | Insider | What | Shares | Value |
|---|---|---|---|---|
| Jun 12, 2026 | Carlson Jan Director | Sale | 19,607 | $2.55M |
| May 7, 2026 | Kortuem Franz-Josef Director | Tax withheld | 132 | $16.0K |
| May 7, 2026 | Kortuem Franz-Josef Director | Option exercise | 1,756 | $0 |
| May 7, 2026 | Lissalde Frederic Director | Option exercise | 1,756 | $0 |
| May 7, 2026 | LUNDSTEDT MARTIN Director | Option exercise | 1,756 | $0 |
| May 7, 2026 | Karaboutis Adriana Director | Option exercise | 1,756 | $0 |
| May 7, 2026 | BRLAS LAURIE Director | Option exercise | 1,756 | $0 |
| May 7, 2026 | JOHANSSON LEIF Director | Option exercise | 1,756 | $0 |
| May 7, 2026 | LUNDGREN GUSTAV Director | Tax withheld | 132 | $16.0K |
| May 7, 2026 | Carlson Jan Director | Option exercise | 2,728 | $0 |
| May 7, 2026 | JOHANSSON LEIF Director | Tax withheld | 176 | $21.3K |
| May 7, 2026 | LUNDSTEDT MARTIN Director | Tax withheld | 395 | $47.8K |
| May 7, 2026 | Carlson Jan Director | Tax withheld | 614 | $74.3K |
| May 7, 2026 | Senko Thaddeus Director | Option exercise | 1,756 | $0 |
| May 7, 2026 | Liu Xiaozhi Director | Tax withheld | 263 | $31.8K |
| May 7, 2026 | Liu Xiaozhi Director | Option exercise | 1,756 | $0 |
| May 7, 2026 | LUNDGREN GUSTAV Director | Option exercise | 1,756 | $0 |
| Feb 26, 2026 | Kortuem Franz-Josef Director | Sale | 8,300 | $999.3K |
| Feb 25, 2026 | Jarlegren Magnus President, Autoliv Europe | Sale 10b5-1 plan | 1,598 | $194.3K |
| Feb 24, 2026 | Bratt Mikael President and CEO | Sale 10b5-1 plan | 8,974 | $1.11M |
| Feb 24, 2026 | JADEMYR PER JONAS EVP Quality and Proj. Mgmt | Sale 10b5-1 plan | 1,278 | $156.0K |
| Feb 24, 2026 | Hagstrom Mikael VP, Corporate Control | Sale 10b5-1 plan | 496 | $60.5K |
| Feb 24, 2026 | Swahn Christian EVP, Supply Chain Management | Sale 10b5-1 plan | 1,478 | $180.4K |
| Feb 24, 2026 | Nellis Anthony J EVP Legal and General Counsel | Sale 10b5-1 plan | 1,758 | $214.5K |
| Feb 19, 2026 | Swahn Christian EVP, Supply Chain Management | Option exercise | 2,398 | $0 |
| Feb 19, 2026 | Hagstrom Mikael VP, Corporate Control | Option exercise | 806 | $0 |
| Feb 19, 2026 | Naughton Colin President, Autoliv Asia | Option exercise | 2,592 | $0 |
| Feb 19, 2026 | Nellis Anthony J EVP Legal and General Counsel | Tax withheld | 815 | $100.4K |
| Feb 19, 2026 | Dumont Fabien EVP & Chief Technology Officer | Option exercise | 1,027 | $0 |
| Feb 19, 2026 | Westin Fredrik EVP Finance and CFO | Option exercise | 3,629 | $0 |
| Feb 19, 2026 | Bratt Mikael President and CEO | Option exercise | 14,957 | $0 |
| Feb 19, 2026 | JADEMYR PER JONAS EVP Quality and Proj. Mgmt | Option exercise | 2,073 | $0 |
| Feb 19, 2026 | Jarlegren Magnus President, Autoliv Europe | Option exercise | 2,592 | $0 |
| Feb 19, 2026 | Yih Sng President, Autoliv China | Option exercise | 3,241 | $0 |
| Feb 19, 2026 | Fox Kevin President, Autoliv Americas | Tax withheld | 743 | $91.5K |
| Feb 19, 2026 | Fox Kevin President, Autoliv Americas | Option exercise | 2,592 | $0 |
| Feb 19, 2026 | Olsson Staffan EVP, Operations | Option exercise | 1,027 | $0 |
| Feb 19, 2026 | Nellis Anthony J EVP Legal and General Counsel | Option exercise | 2,851 | $0 |
| Feb 17, 2026 | Olsson Staffan EVP, Operations | Sale 10b5-1 plan | 119 | $14.9K |
| Feb 15, 2026 | Nellis Anthony J EVP Legal and General Counsel | Option exercise | 664 | $0 |
| Feb 15, 2026 | Jarlegren Magnus President, Autoliv Europe | Option exercise | 603 | $0 |
| Feb 15, 2026 | JADEMYR PER JONAS EVP Quality and Proj. Mgmt | Option exercise | 483 | $0 |
| Feb 15, 2026 | Dumont Fabien EVP & Chief Technology Officer | Option exercise | 238 | $0 |
| Feb 15, 2026 | Hagstrom Mikael VP, Corporate Control | Option exercise | 187 | $0 |
| Feb 15, 2026 | Olsson Staffan EVP, Operations | Option exercise | 238 | $0 |
| Feb 15, 2026 | Westin Fredrik EVP Finance and CFO | Option exercise | 846 | $0 |
| Feb 15, 2026 | Yih Sng President, Autoliv China | Option exercise | 755 | $0 |
| Feb 15, 2026 | Fox Kevin President, Autoliv Americas | Tax withheld | 205 | $25.6K |
| Feb 15, 2026 | Fox Kevin President, Autoliv Americas | Option exercise | 603 | $0 |
| Feb 15, 2026 | Naughton Colin President, Autoliv Asia | Option exercise | 603 | $0 |
Source: SEC Form 4 filings. Form 4 reports transactions, not the cap table — absence of filings says nothing about how much an insider owns, and a quiet window is not a signal.
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