Autoliv Inc. (ALV)

In the past six months, Autoliv's stock performance has seen fluctuations. As of March 19, 2026, the stock price had decreased by 17.38% in the past month, although it had increased by 11.90% over the last 12 months. The release of its fourth-quarter 2025 earnings on January 30, 2026, showed an EPS of $3.19 and revenue of $2.82 billion, surpassing forecasts, but the stock fell 4.57% due to investor concerns. For the full year 2025, net sales reached $10.8 billion, a 4% increase from 2024, with adjusted operating income hitting a record $1.1 billion. Analysts have a consensus recommendation of "Moderate Buy" as of March 31, 2026, with some adjusting price targets downwards due to potential tariff changes in China and an anticipated decline in light vehicle production.

The demand for Autoliv's products and services is closely linked to global automotive production cycles. As a Tier 1 supplier, its revenue is primarily generated through long-term supply agreements with automotive OEMs, with pricing typically tied to vehicle production volumes. Demand seasonality for Autoliv's products generally follows the seasonality of vehicle manufacturing. Factors such as anticipated declines in light vehicle production can impact Autoliv's sales volumes.

Autoliv, Inc. is a global leader in automotive safety systems, specializing in passive safety systems for OEMs worldwide, operating within the Auto-Tires-Trucks sector and the Automotive - Original Equipment and vehicle safety systems industries. The company's mission is to provide technologies that save lives and reduce injuries in traffic accidents. Its product portfolio includes airbag products, seatbelt products, steering wheels, and mobility safety solutions. Autoliv holds a 44% share of the global passive safety market.

Autoliv is headquartered in Stockholm, Sweden, with a global presence across North America, Europe, Asia-Pacific, and Latin America. It operates manufacturing plants and technical centers in over 25 countries, with 62 production facilities in 23 countries, aligned with customer vehicle assembly locations. Key markets include the United States, China, Germany, Mexico, and Japan. The company's business is segmented into the Americas, Europe, China, and the rest of Asia.

Autoliv maintains a strong brand reputation centered on its commitment to automotive safety and its vision of "Saving More Lives." The company is recognized as the world's largest automotive safety system supplier and a market leader in passive safety. Autoliv emphasizes continuous innovation in safety technology and has expanded into mobility safety solutions. In the past year, Autoliv has continued to reinforce its commitment to reducing road fatalities by advancing both passive restraint systems and next-generation active safety solutions and has announced partnerships to advance safety.

Autoliv, Inc. has a mixed ownership structure, predominantly held by institutional investors. As of March 20, 2026, there were 516 institutional owners holding a total of 49,394,166 shares, representing approximately 32.67% to 85% of the company's stock. Major institutional owners include Cevian Capital II GP LTD, BlackRock, Inc., and Swedbank AB. Individual investors hold a notable stake, ranging from 15% to 49.72%, while insider ownership is relatively small, typically less than 1% of the company's stock.