Autoliv, Inc.
- Open
- 118.07
- Day high
- 118.07
- Day low
- 116.37
- Prev close
- 117.23
- Volume
- 112K
- Mkt cap
- $8.8B
- P/E (TTM)
- 13.7
- EPS (TTM)
- $8.53
- P/B
- 3.5
- P/S
- 0.8
- Yield
- 2.95%
- Per share
- $3.46
- ▼Insiders net selling -$2.5M over the last 3 months (0 open-market buys, 1 sale)
- 🏛Institutions accumulating (13F)
Autoliv, Inc. (ALV) is a Consumer Cyclical company listed on NYSE. The stock is up 4% over the past year. Over the trailing 3 months, insiders filed 0 open-market buys and 1 sale (SEC Form 4).
Autoliv, Inc. (ALV) financials & analyst ratings
Fundamentals (TTM)
Analyst consensus · 4 analysts
Source: exchange market data + company filings. Figures are trailing-twelve-month or as most recently reported. For informational purposes only — not investment advice.
ALV earnings date, history & EPS estimates
| Report date | EPS est | EPS actual | Surprise | Revenue | Rev. surprise |
|---|---|---|---|---|---|
| Jul 17, 2026 | $2.46 | $2.43 | -1.2% | $2.8B | +1.2% |
| May 8, 2026 | $1.83 | $2.05 | +12.0% | $2.8B | +5.3% |
| Mar 18, 2026 | $2.85 | $3.19 | +11.9% | $2.8B | +5.6% |
| Oct 17, 2025 | $2.09 | $2.32 | +11.0% | $2.7B | -0.0% |
| Jul 18, 2025 | $2.09 | $2.21 | +5.7% | $2.7B | +3.5% |
| Apr 16, 2025 | $1.68 | $2.15 | +28.0% | $2.6B | +2.8% |
| Jan 31, 2025 | $2.84 | $3.05 | +7.4% | $2.6B | +5.5% |
| Oct 18, 2024 | $1.95 | $1.84 | -5.6% | $2.6B | +1.3% |
| Jul 19, 2024 | $2.23 | $1.87 | -16.1% | $2.6B | -4.7% |
| Apr 26, 2024 | $1.42 | $1.58 | +11.3% | $2.6B | +0.4% |
| Jan 26, 2024 | $3.25 | $3.74 | +15.1% | $2.8B | +0.0% |
| Oct 20, 2023 | $1.85 | $1.66 | -10.3% | $2.6B | -2.0% |
ALV insider trading activity (SEC Form 4)
| Date | Insider | Type | Shares | Price |
|---|---|---|---|---|
| Jun 15, 2026 | Carlson Jandirector | Sell | 19,607 | $130.00 |
| Jun 10, 2026 | Yih Sngofficer: President, Autoliv China | Grant | 5 | — |
| Jun 10, 2026 | Hagstrom Mikaelofficer: VP, Corporate Control | Grant | 2 | — |
| Jun 10, 2026 | Jarlegren Magnusofficer: President, Autoliv EMEA | Grant | 6 | — |
| Jun 10, 2026 | Dumont Fabienofficer: EVP & Chief Technology Officer | Grant | 3 | — |
| Jun 10, 2026 | Yih Sngofficer: President, Autoliv China | Grant | 4 | — |
| Jun 10, 2026 | Yih Sngofficer: President, Autoliv China | Grant | 10 | — |
| Jun 10, 2026 | Swahn Christianofficer: EVP, Supply Chain Management | Grant | 3 | — |
| Jun 10, 2026 | BRLAS LAURIEdirector | Grant | 10 | — |
| Jun 10, 2026 | ALBUSCHUS PETRAofficer: EVP, HR & Sustainability | Grant | 3 | — |
| Jun 10, 2026 | Dumont Fabienofficer: EVP & Chief Technology Officer | Grant | 3 | — |
| Jun 10, 2026 | Fox Kevinofficer: President, Autoliv Americas | Grant | 6 | — |
| Jun 10, 2026 | Yih Sngofficer: President, Autoliv China | Grant | 4 | — |
| Jun 10, 2026 | Jarlegren Magnusofficer: President, Autoliv EMEA | Grant | 51 | — |
| Jun 10, 2026 | Swahn Christianofficer: EVP, Supply Chain Management | Grant | 3 | — |
Source: ALV SEC Form 4 filings, latest Jun 15, 2026. For informational purposes only — not investment advice.
See the full ALV insider & 13F page →Autoliv, Inc. company profile
Overview
Autoliv, Inc. (NYSE:ALV) is a Swedish multinational automotive safety systems company founded in 1953 and headquartered in Stockholm, Sweden. The company went public in 1997 and has grown to become the world's largest supplier of automotive safety systems, holding approximately 44% of the global market share. Autoliv operates as a critical supplier to the automotive industry, developing and manufacturing passive safety systems that protect vehicle occupants during crashes. The company serves car manufacturers worldwide through its extensive global footprint, with operations spanning Europe, the Americas, China, Japan, and other Asian markets.
Business
Autoliv operates in the automotive safety systems industry, specifically focusing on passive safety technologies that activate automatically during vehicle accidents without requiring driver intervention. The company's core business revolves around developing, manufacturing, and supplying safety systems that have become mandatory equipment in modern vehicles. The company's primary products include airbag systems for frontal and side-impact protection, which deploy inflatable cushions during crashes to reduce injury severity. These systems include sophisticated sensors, inflators, and control modules that determine when and how to deploy the airbags. Autoliv also manufactures seatbelt systems with advanced pretensioning and load-limiting technologies that work in conjunction with airbags to restrain occupants during collisions. Beyond these core products, Autoliv produces steering wheels integrated with airbag modules, inflator technologies that power airbag deployment, and battery cut-off switches for electric vehicles that automatically disconnect power systems during crashes. The company has expanded into newer safety technologies including anti-whiplash systems that protect against neck injuries, pedestrian protection systems that deploy external airbags when sensors detect pedestrian impact, and connected safety services for motorcycle riders. Autoliv operates as a single business segment focused entirely on passive safety systems, with revenue generated across different geographic regions: Asia (including China) accounts for approximately 37-41% of sales, Americas represents 30-34%, and Europe contributes 26-30% of total revenue. The company maintains a dominant market position with approximately 47% market share in airbags, 45% in seatbelts, and 40% in steering wheels globally.
Revenue model
Autoliv generates revenue primarily through direct product sales to automotive manufacturers (OEMs) on a business-to-business basis. The company operates under long-term supply contracts typically spanning the lifecycle of specific vehicle models, which can range from 5-7 years. Revenue is generated through per-unit pricing for each safety system installed in vehicles, with pricing negotiations occurring during the vehicle development phase. The company's customers are primarily global automotive manufacturers including both traditional OEMs and emerging electric vehicle manufacturers. Notably, Autoliv has been expanding its customer base with Chinese OEMs, which now represent approximately 38-40% of its China sales, up from just 20% in early 2022. The company also serves new automotive manufacturers, which accounted for over 30% of order intake in recent periods. Autoliv's profitability is influenced by several key factors that can increase or decrease margins. Positive margin drivers include economies of scale from higher vehicle production volumes, successful cost reduction initiatives (the company has reduced its workforce by over 6,000 employees recently), automation and digitalization efforts, and the ability to negotiate price increases with customers to offset inflationary pressures. The company has demonstrated success in securing customer agreements to compensate for raw material cost inflation, achieving over 90% recovery of such costs. Margin pressure factors include volatile vehicle production schedules that affect capacity utilization, raw material cost inflation (particularly steel, aluminum, and electronic components), labor cost inflation, energy price increases, and unfavorable customer mix shifts toward lower-margin products. The company faces ongoing challenges from production call-off volatility, where customer production schedules deviate significantly from forecasts, currently running at about 90% accuracy compared to historical levels of 98-100%. Currency fluctuations and potential tariff impacts, particularly affecting operations between regions, also present margin risks that require active management through customer negotiations and operational adjustments.
Competitive moat
Autoliv possesses a strong competitive moat built on several key advantages that create significant barriers to entry in the automotive safety systems industry. The company's most significant moat comes from its regulatory expertise and certification capabilities. Automotive safety systems must meet stringent global safety standards and undergo extensive testing and certification processes that can take years to complete. Autoliv's deep understanding of varying regional safety regulations and its established relationships with regulatory bodies worldwide create substantial switching costs for automotive manufacturers. The company benefits from high customer switching costs due to the critical nature of safety systems and the extensive integration required between safety components and vehicle design. Once an OEM selects Autoliv's systems for a vehicle platform, changing suppliers requires significant re-engineering, re-testing, and re-certification, making switches economically unattractive during a model's lifecycle. This creates predictable revenue streams through long-term contracts spanning 5-7 years per vehicle model. Autoliv's scale advantages are substantial, with its 44% global market share providing cost advantages in raw material procurement, R&D investment efficiency, and manufacturing scale. The company's extensive global footprint with localized production capabilities near major automotive manufacturing hubs creates logistical advantages and reduces transportation costs, which is particularly important for just-in-time automotive supply chains. However, the moat faces some challenges. Potential disruption could come from new entrants in the electric vehicle space, particularly Chinese manufacturers who may prefer domestic suppliers. The company is actively addressing this by expanding relationships with Chinese OEMs and establishing stronger local presence. Additionally, as vehicles become more software-defined, technology companies with different core competencies might enter the safety systems market, though this remains a longer-term concern given the stringent safety requirements and regulatory barriers that continue to protect established players like Autoliv.
Risks & safety
Autoliv demonstrates a moderate margin of safety with manageable financial risks but some liquidity concerns in the near term. **Cash and Debt Position:** - Cash and short-term investments: $322 million (Q1 2025) - Current ratio: 0.97 (slightly below 1.0, indicating potential short-term liquidity pressure) - Debt-to-equity ratio: 0.96 (moderate leverage) - Quick ratio: 0.73 (below ideal levels) - Free cash flow: -$25 million (Q1 2025), though operating cash flow remains positive at $77 million **Valuation Metrics:** - P/E ratio: 10.3 (reasonable valuation) - EV/EBITDA: 6.3 (moderate) - Price-to-book: 2.9 (slightly elevated) - Graham number suggests fair valuation around $38, well below current price **Other Considerations:** - Strong operating cash flow generation capability ($1.2 billion projected for 2025) - Established market position with 44% global market share provides revenue stability - Active cost reduction programs targeting $130 million in annual savings - BBB+ credit rating with stable outlook from Fitch - Exposure to cyclical automotive industry and production volatility remains a key risk
Recent development
Over the past few years, Autoliv has undertaken significant strategic initiatives focused on operational efficiency and market expansion. The company launched a comprehensive cost reduction program targeting the elimination of up to 8,000 positions (2,000 indirect and 6,000 direct workforce), which has already resulted in reducing direct headcount by approximately 4,500 employees and indirect workforce by over 1,500 since 2023. This restructuring is expected to generate $130 million in annual cost savings, with $50 million realized in 2024 and the full benefit of $100 million expected by 2025. The company has made substantial progress in expanding its presence with Chinese automotive manufacturers, a critical strategic pivot given the growth of domestic Chinese OEMs. Chinese OEMs now represent approximately 38-40% of Autoliv's China sales, a dramatic increase from just 20% in early 2022. The company has strengthened relationships with emerging Chinese manufacturers and secured significant order intake from this customer segment, positioning itself for continued growth in the world's largest automotive market. Autoliv has also focused on innovation and sustainability initiatives. The company received recognition including the Automotive News PACE Pilot Innovation Award for its Bernoulli airbag module technology. On the sustainability front, Autoliv has committed to carbon neutrality in its own operations by 2030 and net zero emissions across its supply chain by 2040. The company has already reduced greenhouse gas emissions in its operations by 50% and increased renewable electricity usage to 30%. The company has demonstrated strong financial discipline through active shareholder return programs, including share buybacks and dividend payments. Autoliv repurchased $102 million in shares in recent quarters and received board approval to extend its share repurchase program through 2025, reflecting confidence in its cash generation capabilities and commitment to returning value to shareholders.
ALV company profile · for informational purposes only — not investment advice.
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