★ Analysts see FY2027 revenue reaching $11.4B — +2.9% growth in a single year.
What Moves the Stock
01Global light vehicle production volumes, particularly in key markets: North America (SAAR 15-17M units), Europe (13-15M units), and China (25-28M units)
02New platform wins and content per vehicle expansion, especially on electric vehicle architectures where safety system integration differs from ICE vehicles
03Raw material cost inflation (steel, electronics, fabrics) and ability to negotiate price recovery with OEMs through contractual mechanisms
04Operating margin trajectory toward company's 12-14% EBITDA margin target, driven by manufacturing footprint optimization and fixed cost leverage
05China market exposure (~20% of revenue) and competitive dynamics with local suppliers gaining share in domestic Chinese OEM programs
06Airbag systems including frontal, side, curtain, and knee airbags (~55% of revenue)
07Seatbelt systems including pretensioners, load limiters, and webbing (~35% of revenue)
08Steering wheels, active safety electronics, and other safety components (~10% of revenue)
value - The stock trades at 0.9x Price/Sales and 7.6x EV/EBITDA, below historical averages…
Rising interest rates negatively impact automotive demand through higher financing costs for consumers (70% of US vehicles purchased…
Watch on earnings: Global light vehicle production by region (IHS Markit, S&P Global Mobility forecasts) - leading indicator for quarterly revenue, Automotive commodity price indices for steel, aluminum, and electronics components - impacts gross margin with 2-3 quarter lag before price recovery, North American and European OEM production schedules and inventory levels (days supply) - indicates near-term order flow.
One Sentence Summary:
Autoliv: the story is balanced — global light vehicle production volumes, particularly in key markets: north america (saar 15-17m units), europe (13-15m units).
Auto-composed from Stock Alarm intelligence, financial statements, and analyst estimates. Not investment advice.
