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Sep 30
Autoliv Q3 2025 Earnings Report
Autoliv posted record third quarter results with all-time high Q3 revenue, operating income, and EPS.
Key Takeaways
Autoliv delivered a strong Q3 2025, exceeding prior-year performance across revenue, EPS, and profitability metrics. Operating income rose 18% to $267 million, while diluted EPS increased 31% to $2.28. Cost reductions and tariff compensations supported margin improvements, and free cash flow surged due to lower capital expenditures.
Net sales reached a record $2.706 billion, up 5.9% from Q3 2024.
Operating income grew 18% to $267 million, driven by cost efficiencies and improved sales mix.
Adjusted operating margin reached 10.0%, supported by tariff cost recovery and strong Americas performance.
Free cash flow increased nearly 5x YoY to $153 million, aided by reduced capital expenditures.
Autoliv
Autoliv
Autoliv Revenue by Segment
Autoliv Revenue by Geographic Location
Revenue by Segment
Airbags & Steering Revenue
CapyFin.comSeatbelt Products Revenue
CapyFin.comRevenue by Geographic Location
Americas Revenue
CapyFin.comEurope Revenue
CapyFin.comChina Revenue
CapyFin.comAsia ex-China Revenue
CapyFin.com Forward Guidance
Autoliv expects full-year 2025 organic sales growth of ~3% and an adjusted operating margin around 10–10.5%, assuming no further major tariff changes or economic disruptions.
Positive Outlook
- Adjusted operating margin expected around 10–10.5%.
- Operating cash flow guidance of around $1.2 billion.
- Approximately 3% expected organic sales growth.
- FX impact on revenue expected to be modest at ~1%.
- Strong balance sheet with leverage below target.
Challenges Ahead
- Potential for continued U.S. tariff-related margin pressure.
- Macroeconomic uncertainty could impact call-off volatility.
- Geopolitical tensions and trade restrictions remain risks.
- Inflation in labor costs continues to pressure margins.
- Some regional sales underperformance relative to LVP.
Revenue & Expenses
Visualization of income flow from segment revenue to net income