US ／ ALV
Autoliv IncALV · NYSE
A company that makes and sells passive safety systems, such as airbags and seatbelts, to automotive manufacturers to protect vehicle occupants.
- Airbag and steering wheel productsSold to the world's largest car manufacturers, ~68% of sales
- Seatbelt productsSold to the world's largest car manufacturers, ~32% of sales
- Mobility Safety SolutionsSafety systems for commercial vehicles and safety solutions for motorcycle/bike riders
Summarised by AI from the 10-K, Item 1; the supporting quote was checked against the filing.
Market treats Autoliv as a cyclical auto supplier exposed to volatile customer call-offs and uncertain tariff cost recovery.
How rare is that fall? (US companies of the same size over ten years) →
Results over the years
| 2022/12 | 2023/12 | 2024/12 | 2025/12 | |
|---|---|---|---|---|
| Sales | $8.8bn | $10.5bn | $10.4bn | $10.8bn |
| Operating profit | $659m | $690m | $979m | $1.1bn |
| Net profit | $423m | $488m | $646m | $735m |
| Operating cash flow | $713m | $982m | $1.1bn | $1.2bn |
Fiscal years from SEC filings (10-K).
Why the market may be pricing it low
Customer call-off volatility increased in Q4 and stayed above pre-pandemic levels, hurting production efficiency and profitability.
customer call-off volatility increased in the fourth quarter and remained higher than pre-pandemic levelsMD&A
Tariff costs are being passed to customers, but the company states future recovery levels remain highly uncertain.
there is significant uncertainty as future recovery levels may varyMD&A
Divergent regional production growth diluted the mix toward lower content-per-vehicle regions, the company notes.
The different LVP growth rates for different regions in 2025 was dilutive to global safety content per vehicle (CPV)MD&A
What could close the gap
The company already recovered over 80% of tariff costs from customers; sustaining this rate could reduce earnings uncertainty.
we achieved customer compensations for more than 80% of tariff costsMD&A
An 8-K in May 2025 disclosed asset impairment and facility realignment items; completion of this restructuring could prompt a re-rating.
2026-05-11 Item 2.05,2.06,5.07,8.01,9.018-K filings
How a buyer could still lose (value trap)
With equity of $2.49B against debt of $2.04B, the high 25.8% ROE is heavily leverage-driven, so an LVP downturn could hit equity disproportionately.
Based on the figures below
Six separate 8-Ks with Item 5.02 (officer changes) were filed since mid-2025, indicating ongoing executive turnover.
2026-06-30 Item 5.02,9.01／2026-03-11 Item 5.02,7.01,9.01／2026-02-20 Item 5.02,9.01／2025-12-29 Item 5.02,9.01／2025-09-11 Item 5.02,9.01／2025-07-02 Item 5.02,9.018-K filings
Drafted by AI on 30 Sep 2026 from the figures on this page and excerpts of the filing only (no web search). Each point's quote was checked by machine against the filing text; points whose quote could not be found are not shown. These are hypotheses, not findings. Latest 10-K (SEC)
Financial quality (Piotroski F-score)
- ✓Profitable (ROA > 0)
- ✓Positive operating cash flow
- ✓ROA up on last year
- ✓Cash flow exceeds net profit
- ✗Leverage down on last year
- ✓Current ratio up on last year
- ✓No new shares issued
- ✓Gross margin up on last year
- ✓Asset turnover up on last year
Scored out of the checks with data, scaled to 9. Compares the latest year with the year before.
Figures
- Sales
- $11.1bn
- Operating profit
- $1.0bn
- Net profit
- $623m
- Operating cash flow
- $1.1bn
- Cash
- $197m
- Debt
- $1.9bn
- Equity
- $2.5bn
Latest twelve months to 2026-09-30; F-score for the fiscal year to 2025-12-31
This site ranks companies whose share price is low relative to their profits, using public filings and market prices, and has AI draft hypotheses on why they are cheap from those filings. The hypotheses are unverified. Nothing here is a price forecast or a recommendation to buy or sell. Not investment advice.
Updated 10 Nov 2026 08:40 JST