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Autoliv Q1 Earnings Surpass Expectations, Revenues Decline Y/Y

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Autoliv Inc. ALV reported first-quarter 2025 adjusted earnings of $2.15 per share, which beat the Zacks Consensus Estimate of $1.72 and rose 37% year over year. The company reported net sales of $2.58 billion in the quarter, which beat the Zacks Consensus Estimate of $2.47 billion but fell 1.4% year over year.

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Organic sales grew 2.2% year over year and surpassed our estimate of a decline of 3.5% due to a stronger light vehicle production. Autoliv reported adjusted operating income of $255 million, up 28% year over year. Adjusted operating margin was 9.9%, higher than 7.6% in the year-ago period due to higher organic sales and successful cost reduction initiatives.

Autoliv, Inc. Price, Consensus and EPS Surprise

Autoliv, Inc. Price, Consensus and EPS Surprise
Autoliv, Inc. Price, Consensus and EPS Surprise

Autoliv, Inc. price-consensus-eps-surprise-chart | Autoliv, Inc. Quote

Segmental Performance

Sales in the Airbags and Associated Products segment totaled $1.75 billion, beating our projection of $1.70 billion. Revenues, however, fell 1.6% on a year-over-year basis. The major categories within the segment that reported a decline in organic sales include knee airbags, driver airbags and passenger airbags.

Sales in the Seatbelts and Associated Products segment totaled $826 million, down 1% from the prior-year quarter due to the decline in organic sales in China and Europe. The metric, however, surpassed our projection of $771.7 million.

Region-wise, overall sales in the Americas during the quarter under review totaled $851 million, which topped our estimate of $833.5 million but decreased 4.7% year over year.

Sales in Europe totaled $764 million, which beat our forecast of $723 million but decreased 0.7% year over year.

Sales in China came in at $447 million, surpassing our projection of $424.3 million but declining 2.8% year over year.

Sales in the Rest of Asia totaled $515 million, which increased 4.8% year over year and topped our projection of $489 million.

Financial Position

Autoliv had cash and cash equivalents of $322 million as of March 31, 2025. Long-term debt totaled $1.57 billion. Operating cash flow in the quarter under review was $77 million and capital expenditure amounted to $93 million, resulting in a negative free cash flow of $16 million. In the quarter, ALV paid a dividend of 70 cents per share and repurchased 0.5 million shares.

Autoliv Reiterates 2025 Guidance

Autoliv has reiterated guidance for 2025. It expects 2025 organic sales growth of around 2% compared with 0.4% reported in 2024. The adjusted operating margin is anticipated to be in the range of 10-10.5%. Operating cash flow is expected to be $1.2 billion in 2025.