Autoliv Q4 Earnings Call Highlights

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MarketBeat

Fri, January 30, 2026 astatine 9:13 AM CST 10 min read

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Record results but mixed margin: Autoliv reported grounds quarterly and full-year income and currency flow—Q4 income roseate 8% to much than $2.8 cardinal and Q4 operating currency travel was $544 million—while adjusted operating income fell 4% and borderline declined to 12.0% (down 140 bps) versus an exceptionally beardown prior-year quarter.
Asia-driven maturation and 2026 guidance: The institution outperformed light-vehicle accumulation successful China and India (Q4 income to Chinese OEMs ~+40%) and expects to support outperforming determination successful 2026, but it guides to level integrated income for 2026 with an adjusted operating borderline people of ~10.5%–11% and ~ $1.2 cardinal successful operating currency travel amid a humble planetary LVP slowdown.
Shareholder returns and near-term headwinds: Autoliv returned astir $590 cardinal successful 2025 done dividends and buybacks portion improving leverage to 1.1x, but warns of a ~ $30 cardinal raw-material headwind successful 2026 (two‑thirds from gold) and expects Q1 2026 to beryllium the weakest quarter, citing a >10% China LVP decline.
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Autoliv (NYSE:ALV) executives told investors the institution delivered grounds sales, currency flow, and net per stock successful the 4th fourth and afloat twelvemonth 2025, supported by beardown maturation with Chinese OEMs and successful India, portion outlining expectations for borderline enlargement successful 2026 contempt a softer light-vehicle accumulation outlook.

CEO Mikael Bratt said the institution posted “another large quarter” with beardown improvement successful sales, profitability, currency flow, and equilibrium expanse metrics. Fourth-quarter income accrued 8% year-over-year to much than $2.8 billion, which absorption described arsenic the highest quarterly level successful the company’s history. Bratt attributed the maturation chiefly to outperformance versus airy conveyance accumulation (LVP), favorable currency effects, and tariff-related compensations, partially offset by an unfavorable determination and marketplace LVP mix.

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Adjusted operating income declined 4% year-over-year successful the 4th to $337 million, compared with what absorption characterized arsenic an exceptionally beardown 4th fourth successful the anterior year. Adjusted operating borderline was 12.0%, down 140 ground points. Bratt said the quarter’s adjusted operating income diminution was driven chiefly by little out-of-period lawsuit compensation and little lawsuit RD&E reimbursements, portion noting the institution recovered adjacent to 100% of tariff costs successful the 4th quarter.