AUTOLIV INC
ALV · Motor Vehicle Parts & Accessories · 74.9M shares · -1%/yr ↓ buyback · EDGAR filings ↗
Net buyback after stock comp: $149M (gross $157M, SBC $8M)
Reference price $130.00 · est. market cap ~$9.7B — last insider sale, 2026-06-12 (estimated from the dated SEC Form 4 price × shares outstanding — not a live quote)
Grade
B82Global passive-safety leader posting top-quartile returns and best-in-class free cash flow.
Strengths
- ROE 28.6% (85th pct), ROA 8.5% (82nd), operating margin 10.1% (79th) and FCF at the sector top
- Net income +13.8% (77th pct), interest coverage 10.6x; recovered 80%+ of tariff costs from customers showing pricing power
Risks
- Cyclical auto-supplier tied to light-vehicle production; revenue growth only 4.1% (37th pct)
- CPV dilution from China/India mix shift and tight current ratio 1.05 (22nd pct)
Notable findings
- ImpairmentRecent 8-K item 2.06 8-K ↗
- Exec changeRecent 8-K item 5.02 8-K ↗
- Customer concentration~80% of revenue from one customer/distributor — The effects of the new tariffs imposed in 2025 did not have a significant impact on our profitability in 2025, as we achieved customer compensations for more than 80% of tariff costs
- Strong balance sheetStrong balance sheet — $604M cash & investments
- Insider sellingInsider selling — 9 open-market sale(s) by 9 insider(s) (cluster of 9 insiders, ~$5M, last 6mo) Form 4 ↗
Quarterly revenue
Last 4 quarters · from SEC filings.
Key metrics
Gross margin
19.2%
Operating margin
10.1%
Net margin
6.8%
Return on equity
28.6%
Return on assets
8.5%
ROIC
20.0%
Revenue growth (QoQ)
-2.3%
Net-income growth
13.8%
Debt / equity
0.7×
Net debt / EBITDA
0.8×
Interest coverage
10.6×
Current ratio
1.0×
Free cash flow
$716M
EBITDA
$1.5B
Tangible book value
$1.2B
Cash & investments
$604M
Insider transactions · last 18 months
| Date | Insider | Type | Shares | Price |
|---|---|---|---|---|
| 2026-06-12 | Carlson Jan | Sell | 20K | $130.00 |
| 2026-05-07 | BRLAS LAURIE | Option exercise | 1.8K | — |
| 2026-05-07 | Lissalde Frederic | Option exercise | 1.8K | — |
| 2026-05-07 | Karaboutis Adriana | Option exercise | 1.8K | — |
| 2026-05-07 | Senko Thaddeus | Option exercise | 1.8K | — |
| 2026-05-07 | LUNDSTEDT MARTIN | Option exercise | 1.8K | — |
| 2026-05-07 | LUNDSTEDT MARTIN | Tax withheld | 395 | $121.01 |
| 2026-05-07 | JOHANSSON LEIF | Option exercise | 1.8K | — |
| 2026-05-07 | JOHANSSON LEIF | Tax withheld | 176 | $121.01 |
| 2026-05-07 | Liu Xiaozhi | Option exercise | 1.8K | — |
| 2026-05-07 | Liu Xiaozhi | Tax withheld | 263 | $121.01 |
| 2026-05-07 | LUNDGREN GUSTAV | Option exercise | 1.8K | — |
| 2026-05-07 | LUNDGREN GUSTAV | Tax withheld | 132 | $121.01 |
| 2026-05-07 | Kortuem Franz-Josef | Option exercise | 1.8K | — |
| 2026-05-07 | Kortuem Franz-Josef | Tax withheld | 132 | $121.01 |
| 2026-05-07 | Carlson Jan | Option exercise | 2.7K | — |
| 2026-05-07 | Carlson Jan | Tax withheld | 614 | $121.01 |
| 2026-02-26 | Kortuem Franz-Josef | Sell | 8.3K | $120.40 |
| 2026-02-25 | Jarlegren Magnus | Sell | 1.6K | $121.61 |
| 2026-02-24 | Bratt Mikael | Sell | 9.0K | $123.51 |
| 2026-02-24 | Hagstrom Mikael | Sell | 496 | $122.03 |
| 2026-02-24 | Swahn Christian | Sell | 1.5K | $122.03 |
| 2026-02-24 | Nellis Anthony J | Sell | 1.8K | $122.03 |
| 2026-02-24 | JADEMYR PER JONAS | Sell | 1.3K | $122.03 |
| 2026-02-19 | Bratt Mikael | Option exercise | 15K | — |
| 2026-02-19 | Nellis Anthony J | Option exercise | 2.9K | — |
| 2026-02-19 | Nellis Anthony J | Tax withheld | 815 | $123.15 |
| 2026-02-19 | Jarlegren Magnus | Option exercise | 2.6K | — |
| 2026-02-19 | JADEMYR PER JONAS | Option exercise | 2.1K | — |
| 2026-02-19 | Fox Kevin | Option exercise | 2.6K | — |
| 2026-02-19 | Fox Kevin | Tax withheld | 743 | $123.15 |
| 2026-02-19 | Yih Sng | Option exercise | 3.2K | — |
| 2026-02-19 | Olsson Staffan | Option exercise | 1.0K | — |
| 2026-02-19 | Westin Fredrik | Option exercise | 3.6K | — |
| 2026-02-19 | Swahn Christian | Option exercise | 2.4K | — |
| 2026-02-19 | Hagstrom Mikael | Option exercise | 806 | — |
| 2026-02-19 | Naughton Colin | Option exercise | 2.6K | — |
| 2026-02-19 | Dumont Fabien | Option exercise | 1.0K | — |
| 2026-02-17 | Olsson Staffan | Sell | 119 | $124.89 |
| 2026-02-15 | Swahn Christian | Option exercise | 559 | — |
| 2026-02-15 | Nellis Anthony J | Option exercise | 664 | — |
| 2026-02-15 | Nellis Anthony J | Tax withheld | 222 | $124.98 |
| 2026-02-15 | Jarlegren Magnus | Option exercise | 603 | — |
| 2026-02-15 | JADEMYR PER JONAS | Option exercise | 483 | — |
| 2026-02-15 | Dumont Fabien | Option exercise | 238 | — |
| 2026-02-15 | Hagstrom Mikael | Option exercise | 187 | — |
| 2026-02-15 | Olsson Staffan | Option exercise | 238 | — |
| 2026-02-15 | Westin Fredrik | Option exercise | 846 | — |
| 2026-02-15 | Yih Sng | Option exercise | 755 | — |
| 2026-02-15 | Fox Kevin | Option exercise | 603 | — |
| 2026-02-15 | Fox Kevin | Tax withheld | 205 | $124.98 |
| 2026-02-15 | Naughton Colin | Option exercise | 603 | — |
| 2025-11-06 | ALBUSCHUS PETRA | Option exercise | 328 | — |
| 2025-06-11 | Carlson Jan | Sell | 1.6K | $108.32 |
| 2025-05-12 | Nellis Anthony J | Sell | 645 | $101.35 |
| 2025-05-08 | Carlson Jan | Option exercise | 2.0K | — |
| 2025-05-08 | Lissalde Frederic | Option exercise | 1.3K | — |
| 2025-05-08 | Liu Xiaozhi | Option exercise | 1.3K | — |
| 2025-05-08 | Liu Xiaozhi | Tax withheld | 189 | $95.23 |
| 2025-05-08 | LUNDGREN GUSTAV | Option exercise | 1.3K | — |
| 2025-05-08 | LUNDGREN GUSTAV | Tax withheld | 284 | $95.23 |
| 2025-05-08 | Kortuem Franz-Josef | Option exercise | 1.3K | — |
| 2025-05-08 | Kortuem Franz-Josef | Tax withheld | 189 | $95.23 |
| 2025-05-08 | JOHANSSON LEIF | Option exercise | 1.3K | — |
| 2025-05-08 | JOHANSSON LEIF | Tax withheld | 284 | $95.23 |
| 2025-05-08 | BRLAS LAURIE | Option exercise | 1.3K | — |
| 2025-05-08 | LUNDSTEDT MARTIN | Option exercise | 1.3K | — |
| 2025-05-08 | LUNDSTEDT MARTIN | Tax withheld | 378 | $95.23 |
| 2025-05-08 | Johansson Hasse | Option exercise | 1.3K | — |
| 2025-05-08 | Johansson Hasse | Tax withheld | 252 | $95.23 |
| 2025-05-08 | Senko Thaddeus | Option exercise | 1.3K | — |
| 2025-05-08 | Carlson Jan | Tax withheld | 451 | $95.23 |
| 2025-05-08 | Karaboutis Adriana | Option exercise | 1.1K | — |
| 2025-03-31 | Dumont Fabien | Option exercise | 2.5K | — |
| 2025-03-31 | Dumont Fabien | Tax withheld | 975 | $88.45 |
| 2025-02-25 | Westin Fredrik | Sell | 1.8K | $99.19 |
| 2025-02-25 | Bratt Mikael | Sell | 5.8K | $98.90 |
| 2025-02-25 | Hagstrom Mikael | Sell | 401 | $98.85 |
| 2025-02-25 | JADEMYR PER JONAS | Sell | 401 | $98.85 |
| 2025-02-25 | Jarlegren Magnus | Sell | 1.3K | $98.83 |
| 2025-02-25 | Swahn Christian | Sell | 1.2K | $98.78 |
| 2025-02-21 | Hagstrom Mikael | Option exercise | 171 | — |
| 2025-02-21 | Hagstrom Mikael | Option exercise | 630 | — |
| 2025-02-21 | Olsson Staffan | Option exercise | 217 | — |
| 2025-02-21 | Nellis Anthony J | Option exercise | 551 | — |
| 2025-02-21 | Nellis Anthony J | Option exercise | 2.0K | — |
| 2025-02-21 | Nellis Anthony J | Tax withheld | 587 | $97.41 |
| 2025-02-21 | Nellis Anthony J | Tax withheld | 187 | $97.41 |
| 2025-02-21 | Fox Kevin | Option exercise | 551 | — |
| 2025-02-21 | Fox Kevin | Option exercise | 2.0K | — |
| 2025-02-21 | Fox Kevin | Tax withheld | 590 | $97.41 |
| 2025-02-21 | Fox Kevin | Tax withheld | 187 | $97.41 |
| 2025-02-21 | Bratt Mikael | Option exercise | 12K | — |
| 2025-02-21 | Naughton Colin | Option exercise | 551 | — |
| 2025-02-21 | Naughton Colin | Option exercise | 2.0K | — |
| 2025-02-21 | Yih Sng | Option exercise | 687 | — |
| 2025-02-21 | Yih Sng | Option exercise | 2.5K | — |
| 2025-02-21 | Westin Fredrik | Option exercise | 770 | — |
| 2025-02-21 | Westin Fredrik | Option exercise | 2.8K | — |
| 2025-02-21 | Swahn Christian | Option exercise | 509 | — |
| 2025-02-21 | Swahn Christian | Option exercise | 1.9K | — |
| 2025-02-21 | Jarlegren Magnus | Option exercise | 551 | — |
| 2025-02-21 | Jarlegren Magnus | Option exercise | 2.0K | — |
| 2025-02-21 | Olsson Staffan | Option exercise | 801 | — |
| 2025-02-21 | Dumont Fabien | Option exercise | 217 | — |
| 2025-02-21 | Dumont Fabien | Option exercise | 801 | — |
| 2025-02-21 | JADEMYR PER JONAS | Option exercise | 171 | — |
| 2025-02-21 | JADEMYR PER JONAS | Option exercise | 630 | — |
All non-derivative Form 4 activity (SEC), newest first.
Supply chain
Customers (6)
- Geely 2% of rev
- Stellantis
- Suzuki
- Toyota
- Chery
- Chrysler
Suppliers (0)
Named in the 10-K; linked when we track them.
Notable events (8-K)
| Date | Items | |
|---|---|---|
| 2026-05-11 | 2.05ImpairmentShareholder voteOtherExhibits | filing ↗ |
| 2026-04-17 | ResultsReg FDExhibits | filing ↗ |
| 2026-03-11 | Exec/director changeReg FDExhibits | filing ↗ |
| 2026-02-20 | Exec/director changeExhibits | filing ↗ |
| 2026-01-30 | ResultsReg FDExhibits | filing ↗ |
| 2025-12-29 | Exec/director changeExhibits | filing ↗ |
| 2025-11-12 | OtherExhibits | filing ↗ |
| 2025-10-29 | Material agreementDebt obligationExhibits | filing ↗ |
Recent filings
| Form | Filed | Period | Accession |
|---|---|---|---|
| 8-K | 2026-05-11 | 2026-05-06 | 0001193125-26-216107 ↗ |
| 8-K | 2026-04-17 | 2026-04-17 | 0001193125-26-160203 ↗ |
| 10-Q | 2026-04-17 | 2026-03-31 | 0001193125-26-160472 ↗ |
| 8-K | 2026-03-11 | 2026-03-06 | 0001193125-26-101158 ↗ |
| 8-K | 2026-02-20 | 2026-02-19 | 0001193125-26-060246 ↗ |
| 10-K | 2026-02-19 | 2025-12-31 | 0001193125-26-058162 ↗ |
| 8-K | 2026-01-30 | 2026-01-30 | 0001193125-26-030248 ↗ |
| 8-K | 2025-12-29 | 2025-12-29 | 0001193125-25-332977 ↗ |
| 8-K | 2025-11-12 | 2025-11-10 | 0001193125-25-276259 ↗ |
| 8-K | 2025-10-29 | 2025-10-29 | 0001193125-25-254662 ↗ |
| 8-K | 2025-10-17 | 2025-10-17 | 0001193125-25-241914 ↗ |
| 10-Q | 2025-10-17 | 2025-09-30 | 0001193125-25-242063 ↗ |