Latest news with #Autoliv
Business Insider
19-07-2025
- Automotive
- Business Insider
Jefferies Reaffirms Their Buy Rating on Autoliv (ALV)
In a report released yesterday, Michael Aspinall from Jefferies reiterated a Buy rating on Autoliv, with a price target of $140.00. The company's shares closed yesterday at $112.08. Elevate Your Investing Strategy: Take advantage of TipRanks Premium at 50% off! Unlock powerful investing tools, advanced data, and expert analyst insights to help you invest with confidence. Make smarter investment decisions with TipRanks' Smart Investor Picks, delivered to your inbox every week. Aspinall covers the Industrials sector, focusing on stocks such as Daimler Truck Holding AG, DHL Group, and Volvo AB. According to TipRanks, Aspinall has an average return of 8.6% and a 67.35% success rate on recommended stocks. In addition to Jefferies, Autoliv also received a Buy from Mizuho Securities's Vijay Rakesh in a report issued yesterday. However, on July 11, Robert W. Baird maintained a Hold rating on Autoliv (NYSE: ALV).
Time of India
19-07-2025
- Automotive
- Time of India
Autoliv hikes sales forecast as tariff costs shift to automakers
Swedish auto supplier Autoliv raised its full-year sales guidance on Friday and said it had passed on most of its tariff-related costs in the second quarter, as it reported a profit for the period that matched expectations. The world's largest maker of airbags and seat belts is mostly affected by tariffs between the United States and Mexico and Canada. U.S. President Donald Trump has threatened to raise tariffs on imports from both of these countries to 30 per cent and 35 per cent, respectively, from August. U.S. tariffs on foreign auto imports are expected to raise car prices by thousands of dollars, reducing demand and hurting job growth, rattling an industry already struggling with a difficult transition to electric vehicles. "We recovered around 80 per cent of tariff costs in the second quarter, and we expect to recover most of what remains later in the year," CEO Mikael Bratt said, adding that the company remained confident it could continue to successfully receive compensation from its customers for tariffs. "There's no logic whatsoever why the suppliers or the value chain should absorb this," he added. Autoliv - customers of which include most of the largest automakers such as Volkswagen, Stellantis and Toyota - said it now sees organic sales growth this year of around 3 per cent. Its previous forecast, last reiterated in April, was for 2 per cent. Analysts at Jefferies said in a note to clients that the results again demonstrated Autoliv's resilience in a quarter with significant tariff volatility. Adjusted operating profit grew in line with expectations to $251 million from a year-earlier $221 million, with organic sales growth of 3 per cent. Its adjusted operating margin was 9.1 per cent, a near industry-leading margin, according to analysts at Citi.
Yahoo
18-07-2025
- Automotive
- Yahoo
Autoliv's Q2 Pops On Solid Tariff Recovery, But China Overhang Pressures Stock
Autoliv, Inc. (NYSE:ALV) topped second-quarter earnings on strong margins and tariff gains, but China headwinds dragged shares lower in Friday's premarket. Autoliv registered second-quarter adjusted earnings per share of $2.21, beating the analyst consensus estimate of $1.97. Quarterly sales of $2.714 billion (+4.2% year over year) outpaced the Street view of $2.578 billion.'The performance was driven by good sales development coupled with successful actions to reduce costs and achieve tariff compensations,' said CEO Mikael Bratt. Adjusted operating income jumped 14% year over year to $251 million, while adjusted operating margin expanded to 9.3% from 8.5% in the year-ago period. 'We outperformed in Americas, Europe and Asia excl. China and continued to outperform global Light Vehicle Production (LVP) despite strong headwinds from LVP mix shifts, particularly in China,' Bratt added. 'Based on a positive trend during the second quarter and a record number of new launches we continue to expect significantly improved sales vs. LVP in China in the second half year.' The company exited the quarter with cash and equivalents worth $237 million, and net inventories worth $957 million. View more earnings on ALV Long-term debt contracted to $1.372 billion, compared with $1.540 billion in the year-ago period. During its Capital Markets Day in June, the company reaffirmed its financial targets, introduced a new share repurchase program of up to $2.5 billion through 2029, and announced a 21% increase in its third-quarter dividend to $0.85 per share. Operational Efficiency Autoliv noted a 6% reduction in direct headcount alongside 3% organic sales growth, which, combined with ongoing share repurchases, led to a 27% rise in earnings per share. While acknowledging uncertainty in the broader tariff environment, Autoliv expressed confidence in its ability to secure customer compensation for tariffs, having already recovered about 80% of related costs in the second quarter. The company anticipates recovering most of the remaining costs later in the year and emphasized its ongoing focus on adaptability and agility amid evolving conditions. Outlook For full-year 2025, Autoliv expects approximately 3% organic sales growth with minimal FX impact on net sales. The company projects an adjusted operating margin of around 10–10.5%. Operating cash flow is anticipated to reach roughly $1.2 billion. 'Our 2025 guidance for organic sales growth has increased to around 3% due to tariff compensations, and we reiterate our guidance of an adjusted operating margin of around 10-10.5%,' the CEO added. Price Action: ALV shares are trading lower by 1.76% to $114.72 at last check Friday. Read Next:Image via Shutterstock UNLOCKED: 5 NEW TRADES EVERY WEEK. Click now to get top trade ideas daily, plus unlimited access to cutting-edge tools and strategies to gain an edge in the markets. Get the latest stock analysis from Benzinga? AUTOLIV (ALV): Free Stock Analysis Report This article Autoliv's Q2 Pops On Solid Tariff Recovery, But China Overhang Pressures Stock originally appeared on © 2025 Benzinga does not provide investment advice. All rights reserved.
Yahoo
18-07-2025
- Automotive
- Yahoo
Autoliv (NYSE:ALV) Is Paying Out A Larger Dividend Than Last Year
Autoliv, Inc. (NYSE:ALV) will increase its dividend from last year's comparable payment on the 23rd of September to $0.85. This makes the dividend yield 2.9%, which is above the industry average. While the dividend yield is important for income investors, it is also important to consider any large share price moves, as this will generally outweigh any gains from distributions. Investors will be pleased to see that Autoliv's stock price has increased by 35% in the last 3 months, which is good for shareholders and can also explain a decrease in the dividend yield. Trump has pledged to "unleash" American oil and gas and these 15 US stocks have developments that are poised to benefit. Autoliv's Payment Could Potentially Have Solid Earnings Coverage While it is great to have a strong dividend yield, we should also consider whether the payment is sustainable. However, Autoliv's earnings easily cover the dividend. This means that most of what the business earns is being used to help it grow. Looking forward, earnings per share is forecast to rise by 39.6% over the next year. If the dividend continues along recent trends, we estimate the payout ratio will be 24%, which is in the range that makes us comfortable with the sustainability of the dividend. See our latest analysis for Autoliv Dividend Volatility The company's dividend history has been marked by instability, with at least one cut in the last 10 years. The dividend has gone from an annual total of $2.16 in 2015 to the most recent total annual payment of $3.40. This means that it has been growing its distributions at 4.6% per annum over that time. The dividend has seen some fluctuations in the past, so even though the dividend was raised this year, we should remember that it has been cut in the past. The Dividend Looks Likely To Grow Given that the dividend has been cut in the past, we need to check if earnings are growing and if that might lead to stronger dividends in the future. It's encouraging to see that Autoliv has been growing its earnings per share at 13% a year over the past five years. Growth in EPS bodes well for the dividend, as does the low payout ratio that the company is currently reporting. We Really Like Autoliv's Dividend Overall, a dividend increase is always good, and we think that Autoliv is a strong income stock thanks to its track record and growing earnings. Earnings are easily covering distributions, and the company is generating plenty of cash. Taking this all into consideration, this looks like it could be a good dividend opportunity. Investors generally tend to favour companies with a consistent, stable dividend policy as opposed to those operating an irregular one. Meanwhile, despite the importance of dividend payments, they are not the only factors our readers should know when assessing a company. For example, we've picked out 2 warning signs for Autoliv that investors should know about before committing capital to this stock. Looking for more high-yielding dividend ideas? Try our collection of strong dividend payers. Have feedback on this article? Concerned about the content? Get in touch with us directly. Alternatively, email editorial-team (at) article by Simply Wall St is general in nature. We provide commentary based on historical data and analyst forecasts only using an unbiased methodology and our articles are not intended to be financial advice. It does not constitute a recommendation to buy or sell any stock, and does not take account of your objectives, or your financial situation. We aim to bring you long-term focused analysis driven by fundamental data. Note that our analysis may not factor in the latest price-sensitive company announcements or qualitative material. Simply Wall St has no position in any stocks mentioned.
Reuters
18-07-2025
- Automotive
- Reuters
Autoliv hikes sales forecast as tariff costs shift to automakers
STOCKHOLM, July 18 (Reuters) - Swedish auto supplier Autoliv (ALV.N), opens new tab, raised its full-year sales guidance on Friday and said it had passed on most of its tariff-related costs in the second quarter, as it reported a profit for the period that matched expectations. The world's largest maker of airbags and seat belts is mostly affected by tariffs between the United States and Mexico and Canada. U.S. President Donald Trump has threatened to raise tariffs on imports from both of these countries to 30% and 35%, respectively, from August. U.S. tariffs on foreign auto imports are expected to raise car prices by thousands of dollars, reducing demand and hurting job growth, rattling an industry already struggling with a difficult transition to electric vehicles. "We recovered around 80% of tariff costs in the second quarter, and we expect to recover most of what remains later in the year," CEO Mikael Bratt said, adding that the company remained confident it could continue to successfully receive compensation from its customers for tariffs. "There's no logic whatsoever why the suppliers or the value chain should absorb this," he added. Autoliv - customers of which include most of the largest automakers such as Volkswagen, Stellantis and Toyota - said it now sees organic sales growth this year of around 3%. Its previous forecast, last reiterated in April, was for 2%. Analysts at Jefferies said in a note to clients that the results again demonstrated Autoliv's resilience in a quarter with significant tariff volatility. Adjusted operating profit grew in line with expectations to $251 million from a year-earlier $221 million, with organic sales growth of 3%. Its adjusted operating margin was 9.1%, a near industry-leading margin, according to analysts at Citi.
