Autoliv (NYSE:ALV – Get Free Report) announced its earnings results on Friday. The auto parts company reported $2.05 earnings per share for the quarter, beating the consensus estimate of $1.84 by $0.21, FiscalAI reports. The company had revenue of $2.75 billion for the quarter, compared to the consensus estimate of $2.61 billion. Autoliv had a return on equity of 30.42% and a net margin of 6.80%.The company’s revenue was up 6.8% on a year-over-year basis. During the same period last year, the business posted $2.15 EPS.
Here are the key takeaways from Autoliv’s conference call:
- Q1 sales rose ~7% YoY to nearly $2.8 billion, driven by a strong March and robust Asia performance — Autoliv outperformed global light-vehicle production by over 4 percentage points, with Chinese OEMs outperforming production by more than 40 percentage points and India organic sales up ~38%.
- Gross profit improved (+10%, ~+60 bps margin), but adjusted operating income fell 4% to $245 million and the adjusted operating margin declined to 8.9% (down ~1 ppt), impacted by lower RD&E reimbursements, a prior-year one-time income, and tariff dilution (~40 bps).
- Management now expects a roughly $90 million gross headwind from raw-material inflation in 2026 (up from ~$30 million), which it plans to mitigate primarily via customer price recovery and productivity actions but leaves execution and geopolitical risk.
- Operating cash flow was negative $76 million in Q1 due to a temporary $349 million working-capital swing (end-of-quarter sales and payables normalization); management expects this to reverse and reiterated full-year operating cash-flow guidance of about $1.2 billion with CapEx below 5% of sales.
- Shareholder returns remain a priority — $0.87 per-share dividend was paid, buybacks were paused for a restricted period but the $2.5 billion authorization and an annual repurchase target of $300–$500 million through 2029 remain in place; the company also launched its first motorcycle and wearable airbags as part of growth beyond its core business.
Autoliv Stock Up 7.0%
Shares of NYSE ALV opened at $119.17 on Friday. The stock has a market capitalization of $8.92 billion, a price-to-earnings ratio of 12.47, a price-to-earnings-growth ratio of 1.01 and a beta of 1.35. Autoliv has a 52 week low of $84.60 and a 52 week high of $130.14. The firm has a 50-day moving average price of $112.11 and a 200 day moving average price of $117.96. The company has a quick ratio of 0.79, a current ratio of 1.05 and a debt-to-equity ratio of 0.67.
Autoliv Announces Dividend
Analysts Set New Price Targets
Several equities research analysts have recently commented on ALV shares. Barclays cut their price target on Autoliv from $140.00 to $135.00 and set an “overweight” rating for the company in a research note on Monday, March 30th. Wall Street Zen cut shares of Autoliv from a “strong-buy” rating to a “buy” rating in a research note on Saturday, January 31st. Wells Fargo & Company cut their price objective on shares of Autoliv from $125.00 to $113.00 and set an “equal weight” rating for the company in a research report on Tuesday, March 31st. Evercore reduced their target price on shares of Autoliv from $150.00 to $145.00 and set an “outperform” rating for the company in a research note on Monday, February 2nd. Finally, Royal Bank Of Canada lowered their target price on shares of Autoliv from $146.00 to $141.00 and set an “outperform” rating on the stock in a report on Monday, February 2nd. Nine investment analysts have rated the stock with a Buy rating and five have issued a Hold rating to the stock. According to MarketBeat.com, the stock has an average rating of “Moderate Buy” and an average price target of $134.38.
View Our Latest Stock Report on ALV
Insider Buying and Selling
In related news, Director Franz-Josef Kortuem sold 8,300 shares of the company’s stock in a transaction that occurred on Thursday, February 26th. The stock was sold at an average price of $120.40, for a total value of $999,320.00. Following the sale, the director owned 5,549 shares in the company, valued at $668,099.60. This represents a 59.93% decrease in their position. The transaction was disclosed in a legal filing with the SEC, which is available at this hyperlink. Also, CEO Mikael Bratt sold 8,974 shares of Autoliv stock in a transaction on Tuesday, February 24th. The stock was sold at an average price of $123.51, for a total value of $1,108,378.74. Following the transaction, the chief executive officer directly owned 29,290 shares of the company’s stock, valued at approximately $3,617,607.90. This represents a 23.45% decrease in their ownership of the stock. The SEC filing for this sale provides additional information. Insiders sold a total of 22,243 shares of company stock valued at $2,713,735 in the last 90 days. 0.34% of the stock is owned by corporate insiders.
Institutional Inflows and Outflows
A number of hedge funds have recently made changes to their positions in ALV. UMB Bank n.a. raised its stake in shares of Autoliv by 11.0% during the 4th quarter. UMB Bank n.a. now owns 825 shares of the auto parts company’s stock worth $98,000 after buying an additional 82 shares during the last quarter. CIBC Private Wealth Group LLC grew its stake in Autoliv by 5.2% in the 4th quarter. CIBC Private Wealth Group LLC now owns 1,677 shares of the auto parts company’s stock valued at $199,000 after acquiring an additional 83 shares during the last quarter. Northwestern Mutual Wealth Management Co. increased its holdings in Autoliv by 21.6% during the 4th quarter. Northwestern Mutual Wealth Management Co. now owns 552 shares of the auto parts company’s stock valued at $66,000 after acquiring an additional 98 shares in the last quarter. IFP Advisors Inc increased its holdings in Autoliv by 110.3% during the 3rd quarter. IFP Advisors Inc now owns 204 shares of the auto parts company’s stock valued at $25,000 after acquiring an additional 107 shares in the last quarter. Finally, Advyzon Investment Management LLC raised its position in Autoliv by 7.9% during the fourth quarter. Advyzon Investment Management LLC now owns 1,888 shares of the auto parts company’s stock worth $224,000 after acquiring an additional 139 shares during the last quarter. Hedge funds and other institutional investors own 69.57% of the company’s stock.
Autoliv News Roundup
Here are the key news stories impacting Autoliv this week:
- Positive Sentiment: Q1 beat — Autoliv posted $2.05 EPS vs. estimates (~$1.77–$1.84) and $2.75B revenue (up 6.8%), driven by Asia sales and margin resilience. Autoliv Stock Jumps Nearly 10% After Q1 Earnings Beat on Strong Asia Sales and Margin Resilience
- Positive Sentiment: Operating-profit and margin surprise — adjusted operating margin was resilient vs. forecasts, and operating profit beat Street expectations, supporting near-term profitability. Airbag maker Autoliv’s Q1 reports operating profit, shares up
- Positive Sentiment: Analyst support — Bank of America initiated coverage with a buy and a $140 price target, giving the stock upside alongside the strong print. BofA fades worries over auto suppliers, tags Autoliv with a buy rating
- Neutral Sentiment: Guidance and cash outlook — management reiterated full-year targets: ~0% organic sales growth, ~3% positive FX on sales, ~10.5–11% adjusted operating margin and ~$1.2B operating cash flow; these are constructive but conservative. Autoliv: Financial Report January – March 2026
- Negative Sentiment: Sell-side caution — Jefferies downgraded ALV ahead of the print and some commentary flagged geopolitical and cost pressures that could constrain margins longer term. Jefferies downgrades Autoliv (ALV)
About Autoliv
Autoliv Inc (NYSE: ALV) is a leading global supplier of automotive safety systems, specializing in the design, development and manufacture of passive and active safety products. Its core product portfolio includes airbags, seatbelts, steering wheels, restraint control modules and pedestrian protection systems. In recent years, the company has also expanded into active safety technologies, offering radar, camera and sensor solutions that support advanced driver assistance systems (ADAS) and autonomous driving applications.
Founded in 1997 following the spin-off of Electrolux’s automotive safety business, Autoliv has evolved into a multinational organization with a presence in over 27 countries.
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