Feed / ALV

Autoliv, Inc.

ALV

Consumer Cyclical · 121.25 +0.1% today

Isolated · not yet confirmedMarket checked 11 Sept, 15:55 GMT-4

Market read

Autoliv, Inc.'s current read is isolated; its market group is not confirming.

The latest filing evidence is available. 0 of 31 group members are active now; 0 filing-linked outsiders are moving with the group, and 0 of 4 directly disclosed connections are confirming.

What changed
  • Revenue increased 6.8% versus the comparable filing period.
  • Operating margin fell 1.2 percentage points.
Company+0.1% todayVolume comparison unavailable
Market group0 of 31 activeMixed Multi-Sector · unavailable
Disclosed network0 of 4 confirmingNo filing-linked name is confirming now
What would change this read
  • Autoliv disclosed a newly signed strategic cooperation framework agreement with XPENG covering technology, digitalization, supply chain coordination, sustainability, and global expansion.

Invalidation: The isolated read changes if ALV's group or a disclosed connection begins moving with it.

Watch this read

Research brief

The story so far

Consumer Cyclical · Auto Parts

The latest filing evidence is available. 0 of 31 group members are active now; 0 filing-linked outsiders are moving with the group, and 0 of 4 directly disclosed connections are confirming.

Evidence that supports
  • Revenue increased 6.8% versus the comparable filing period.
Evidence that challenges
  • Operating margin fell 1.2 percentage points.
  • Net income decreased 15.6% versus the comparable filing period.
  • Net margin fell 1.4 percentage points.
What would clarify the read
  • Autoliv disclosed a newly signed strategic cooperation framework agreement with XPENG covering technology, digitalization, supply chain coordination, sustainability, and global expansion.

Company research

Understand the business, not just the ticker

As of Sep 12, 2026
Business model and earnings drivers

Use the company’s filings to identify the few operating, demand, cost, capital and regulatory variables that determine its earnings power.

Key research questions
  • Which operating variable is changing?
  • Is that change durable, cyclical or one-off?
  • What evidence would disprove the current interpretation?
Annual periods9
Price observations328
Usable filing statements126
Verified relationships5
Evidence supporting the case
  • Tariffs and trade policy has repeated favorable evidence across 4 filings.
Evidence challenging the case

No qualifying adverse evidence was identified; that is not proof there is no downside.

Questions before a position
  • P/E is 38% below the available filing-peer median; determine whether growth and quality justify the difference.
  • EV/sales is 47% above the available filing-peer median; determine whether growth and quality justify the difference.
Longer-term price context

Price as of Sep 11, 2026

121.25
6m+16.9%12m-3.3%24m
Annual trajectory

Reported annual revenue and per-share history. This is accounting history, not a forecast.

PeriodRevenueYoYDiluted EPSShare change
2021-12-31$8.2B+10.5%$4.96+0.2%
2022-12-31$8.8B+7.4%$4.85-0.6%
2023-12-31$10.5B+18.5%$5.72-2.3%
2024-12-31$10.4B-0.8%$8.04-5.6%
2025-12-31$10.8B+4.1%$9.55-4.4%

What management says matters

Persistent and emerging business drivers

Tariffs and trade policypositive · 4 filings
The relative performance was positively impacted by product launches but also by positive effects from the regional and model LVP mix development, which we estimate contributed to about 1.5pp outperformance and by tariff compensations of around 0.5pp.
10-Q · Apr 17, 2026
Labor availability and costsnegative · 3 filings
R,D&E, net , costs increased by $15 million compared to the prior year, mainly due to $5 million in lower engineering income related to timing effects, $4 million in higher personnel costs due to wage inflation and $3 million in negative foreign currency tran…
10-Q · Jul 17, 2026
Macroeconomic conditionsnegative · 3 filings
R,D&E, net , costs increased by $15 million compared to the prior year, mainly due to $5 million in lower engineering income related to timing effects, $4 million in higher personnel costs due to wage inflation and $3 million in negative foreign currency tran…
10-Q · Jul 17, 2026
Credit and interest ratesmixed · 2 filings
F inancial and Non-operating Items, net Financial and non-operating items, net, improved by $3 million in 2025 compared to previous year, mainly due to $5 million in lower interest expense partly offset by $3 million in lower interest income.
10-K · Feb 19, 2026

Valuation discipline

Descriptive valuation snapshot

Price/sales 0.9× · EV/sales 1.0×. Comparisons use only industry-matched filing peers.

Scenario scaffold

Mechanical 2.0-year scenarios are available as editable assumptions, not consensus.

Price action

How the market is pricing the story

121.25+0.1% today

Jodie does not have enough daily observations to draw a useful short-term chart for this asset. The latest quoted price was checked 11 Sept, 15:55 GMT-4; this is a coverage limitation, not a flat-price conclusion.

Developments

No sourced recent-development timeline yet

Jodie has not returned a relevant primary source or news item for ALV. This is an evidence-coverage gap, not a conclusion that nothing material happened.

Business and financial condition

Reported financial figures are not available yet

Jodie has not returned structured SEC XBRL fundamentals for this asset. This is a coverage limitation, not an assessment of the business or its financial health.

Latest filing assessment · baseline

The latest filing shows material pressure

10-Q filed 2026-04-17 against the comparable filing from 2025-04-16.

cautious
OperationscautiousEvidence score -1
liquiditycautiousEvidence score -1
valuationmixed

What improved

  • Revenue increased 6.8% versus the comparable filing period.

What weakened

  • Operating margin fell 1.2 percentage points.
  • Net income decreased 15.6% versus the comparable filing period.
  • Net margin fell 1.4 percentage points.

Filing receipts

R,D&E, net , costs increased by $25 million compared to the prior year, mainly due to $11 million in lower engineering income related to timing effects, $5 million in higher personnel costs due to wage inflation and $4 million in negative FX translation effects.

Operating cash flow decreased by $153 million to $(76) million compared to the prior year, mainly because of the increase in operating working capital outlined above and a lower net income, partly offset by higher depreciation and other non-cash adjustments.

S,G&A costs increased by $16 million compared to the prior year, mainly due to $10 million in negative foreign currency translation effects and $5 million in higher costs for personnel driven by wage inflation and a non-recurring cost of $4 million.

Retrospective baseline calibration. It was generated after the filing date and is not part of Jodie's live track record.

Business ecosystem

The relationships behind ALV

Customers, suppliers, partners and competitors named in company filings—not inferred from headlines.

Depends on

STLAStellantis N.V.customerFeb 19, 2026

Globally, the Company's strongest growing customers from 2024 to 2025 were Stellantis, followed by Suzuki, Toyota and Chery .

YAMHFFiling-linked namepartnerApr 17, 2026

On March 12, 2026, Autoliv announced it has together with Yamaha Motor Co.

CRAUYFiling-linked namecompetitorApr 17, 2026

China China Global Autoliv (5.2)% (1.8)% 11.1% 4.9% 0.8 % Main growth drivers Subaru, Stellantis Renault, Volvo Suzuki, Tata Chery, EV COEM Suzuki, Chery Main decline drivers Ford, GM VW, Hyundai Toyota, Subaru VW, Honda Ford, VW 1) Non-U.S.

Filing peers

Companies whose filings use similar operating language.

Open the three relationships above to see Jodie’s filing proof. Pro unlocks 1 more links, every receipt, and alerts when connected names begin moving. Unlock the full network →

What is moving around it

Live connections

ALV is currently a Participant in the organic co-movement group Mixed Multi-Sector. This group is discovered from market behaviour rather than assigned from an industry taxonomy. 3 filing-linked names are in the relationship map; none is currently confirmed as moving with the group.

This group is retained as the last observed read for ALV; it is not active in the latest market snapshot.

Context history

Theme membership history

No durable theme membership has been observed for this name yet.