Autoliv (ALV) Q4 2025 Earnings Call Transcript
View original at finance.yahoo.comAutoliv (ALV) Q4 2025 Earnings Call Transcript Image source: The Motley Fool. Date Friday, January 30, 2026 at 8 a.m. ET Call participants President and Chief Executive Officer — Mikael Bratt Chief Financial Officer — Fredrik Westin Full Conference Call Transcript Mikael Bratt: Thank you, Anders…
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Working capital improvement target of $800M achieved approximately $740M over 5 years
80% confidenceIndia market expected to grow 8% in 2026 due to tax reductions on smaller and lower-priced vehicles
80% confidence2026 adjusted operating margin expected to be 10.5-11%
80% confidenceQ1 2026 global LVP expected to decline 4% year-over-year and 14% sequentially
80% confidenceCPV range is $150-$400+ with higher values from front center airbags
80% confidenceChina LVP expected to decline more than 10% in Q1 2026 due to reduced scrapping and NEV incentives and high inventory
80% confidenceNorth America market expected to decline 2% in 2026 due to USMCA uncertainty and inflation
80% confidenceChinese OEMs now represent 44% of China sales versus 22% three years ago
80% confidenceRecord number of launches expected in 2026, driven by Chinese OEMs
80% confidenceAchieved ~100% tariff recovery in Q4 2025
80% confidenceMore than 30% of 2025 global order intake came from Chinese OEMs
80% confidenceGlobal market share is approximately 44% versus ~39% post-Veoneer 2018 spinoff
80% confidence2026 organic sales expected to be flat with China, India, and South America growth offset by North America and Europe declines
80% confidenceAchieved $100M of $130M structural cost savings target, with $20M expected in 2026 and $10M in 2027
80% confidenceNo indication that Hyundai airbag recall involves Autoliv products
80% confidence