ALV · Autoliv Inc
5 customers — 44% of revenue (2025)
“In 2025, the Group's top five customers represented around 44% of the Group's consolidated sales.”
One customer — 42% of revenue (2025)
“The Group's largest customer contract accounted for around 42% of the Group's consolidated sales.”
Price & Indicators
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AI Brief
TL;DR.
AI-generated from the earnings call and 8-K · may contain errors · not investment advice
Ask ALVIS about this →Equibles Rating
blended score · not investment adviceBlended from price, momentum, positioning, fundamentals & volatility · daily-close · not investment advice. Market backdrop is context, not part of the score.
Guidance & track record
Guidance from company 8-Ks · delivered figures from as-reported statements · no analyst estimates involved.
Technicals
trend & momentum for long-term holders BuyIllustrative technical + ownership context — a signal mix, not investment advice.
Key metrics
the company's own KPIs, from written earnings releases and filings| Metric | Latest | Period | YoY |
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| Adjusted earnings per share - diluted non-GAAP | $2.43 | Q2 2026 | — |
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| Adjusted operating income non-GAAP | $270M | Q2 2026 | — |
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| Adjusted operating margin non-GAAP | 9.6% | Q2 2026 | — |
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| Adjusted return on capital employed non-GAAP | 24.9% | Q2 2026 | — |
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| Adjusted Return on total equity (Non-GAAP) non-GAAP | 27.6% | Q2 2026 | — |
GAAP → non-GAAP reconciliationGAAP Return on total equity (GAAP) $15.6
+$11.6 Less: Capacity alignments - operating
+$2 Less: Capacity alignments - non-operating
+$0 Less: Antitrust related items
-$1.6 Less: Tax on non-GAAP adjustments
= Adjusted Return on total equity (Non-GAAP) $27.6
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| Capital expenditures, net in relation to sales | 3.4% | Second quarter | — |
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| Cash conversion non-GAAP | 74% | First six months | — |
| Direct headcount in manufacturing | 46,200 | As of June 30, 2026 | — |
| Dividends paid | $0.87 | Q2 2026 | — |
| EBITDA per the Policy (Adjusted EBITDA) (Non-GAAP) non-GAAP | $1.56B | Jun 30 2026 | — |
| Free operating cash flow non-GAAP | $180M | First six months | — |
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| Indirect headcount | 17,300 | As of June 30, 2026 | — |
| Leverage ratio non-GAAP | 1.2 | Second quarter | — |
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| Net Debt non-GAAP | $1.7B | Second quarter | — |
| Net debt per the Policy (Non-GAAP) non-GAAP | $1.87B | Jun 30 2026 | — |
GAAP → non-GAAP reconciliationGAAP Net debt (Non-GAAP) 1.7B
+180M Pension liabilities
= Net debt per the Policy (Non-GAAP) 1.87B
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| Number of employees | 58,000 | December 31, 2025 | — |
| Operating cash flow | $434M | Q2 2026 | — |
| Organic sales growth non-GAAP | 1% | Q2 2026 | — |
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| Return on capital employed | 17.9% | Q2 2026 | — |
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| Return on total equity | 15.6% | Second quarter | — |
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| Shares repurchased and retired | 1.65M | Q2 2026 | — |
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| Temporary personnel | 11% | As of June 30, 2026 | — |
| Total headcount | 63,500 | As of June 30, 2026 | — |
| Trade working capital non-GAAP | $1.35B | Second quarter | — |
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| Trade working capital in relation to sales non-GAAP | 12% | Second quarter | — |
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| Airbags, Steering Wheels and Other organic sales growth non-GAAP | 0.7% | Q1 2026 | — |
| Americas organic sales non-GAAP | -5.2% | Q1 2026 | — |
| Asia excl. China organic sales non-GAAP | 11.1% | Q1 2026 | — |
| China organic sales non-GAAP | 4.9% | Q1 2026 | — |
| EMEA organic sales non-GAAP | -1.8% | Q1 2026 | — |
| Seatbelt Products and Other organic sales growth non-GAAP | 1.1% | Q1 2026 | — |
| Free operating cash flow percentage of sales non-GAAP | 7% | FY 2025 | — |
| Operating cash flow percentage of sales | 11% | FY 2025 | — |
Figures exactly as the company stated them in writing · click a metric with a to chart its history · period links open the stating document · "filing" marks figures stated in the 10-K/10-Q · YoY needs an exactly comparable prior-year period
Versus peers
Auto Parts — same industry group| Company | Mkt cap | YTD | Rev growth Y/Y | P/E | Short % shares |
|---|---|---|---|---|---|
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ALV
this stock
Autoliv Inc
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$9.09B | +4.4% | +4.1% | 14.6 | 5.8% |
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ORLY
O Reilly Automotive Inc
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$73.36B | -1.0% | +6.4% | 28.8 | 3.0% |
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AZO
Autozone Inc
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$49.13B | -10.7% | +2.4% | — | 2.5% |
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SMTOY
Sumitomo Electric Industries Ltd/Adr/
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$41.62B | — | — | — | 0.0% |
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HSAI
Hesai Group
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$24.01B | -18.3% | +52.1% | — | 0.7% |
Peers by industry group · P/E from as-reported trailing EPS · short % is of shares outstanding
At a glance
key data from every sectionPerformance
| 5D | 20D | 120D | MTD | YTD | |
|---|---|---|---|---|---|
| ALV | +3.1% | -0.1% | +10.6% | +0.7% | +4.4% |
| SPY | -0.2% | +3.4% | +11.8% | +2.5% | +12.3% |
| vs SPY | +3.3% | -3.5% | -1.2% | -1.9% | -7.9% |
Capital returns
Dividends per share over the trailing 365 days by ex-date · buyback figures as last reported in SEC filings ("spent" derived as authorized − remaining; when several programs run concurrently, authorized is their combined total per the newest filing) · components shown separately — trailing-year buyback spend isn't tracked, so no combined shareholder yield is derived.