Autoliv, Inc. · NYSE:ALV
Autoliv — Q3 2026 Earnings Presentation
9 slides from Autoliv's earnings presentation, Oct 23, 2026
Slide 1: Financial Report July - September 2026
Financial Report July - September 2026 Stockholm, Sweden, October 23, 2026 (NYSE: ALV and SSE: ALIV.sdb)
Slide 2: Q3 2026: Solid performance in a tough environment
Financial Report July - September 2026 (Dollars in millions, except per share data) Q3 2026 Q3 2025 Change 9M 2026 9M 2025 Change Operating income 254 267 (5.0)% 683 769 (11)% Operating margin 9.4% 9.9% (0.4)pp 8.3% 9.6% (1.3)pp Earnings per share - diluted 2.13 2.28 (6.8)% 5.36 6.59 (19)% Operating
Slide 3: Full year 2026 Guidance
Financial Report July - September 2026 Full year 2026 Guidance Adjusted operating margin 1) Around 10.5% Capex, net, % of sales Around 4% 1) Excluding effects from capacity alignments, antitrust related matters and other discrete items. 2) Excluding unusual items. Full year 2026 Assumptions FX impac
Slide 4: Sales by region (USD Bn)
USD Bn 12 10 FY'22 FY'23 @ Americas FY'24 FY'25 MEMEA JWAsia,ex China |China LTM Q3'26
Slide 5: Operating cash flow and capex, net; Shareholder returns
Operating cash flow and capex, net Shareholder returns
Slide 6: Operating cash flow and capex, net (USD M)
USD M 1400 1200 1000 800 600 400 200 ie) Tree FY'22 FY'23 FY'24 ™@ Capex, net ™ Operating cash flow FY'25 LTM Q3'26
Slide 7: Return on Capital Employed; Cash Conversion
Return on Capital Employed Cash Conversion*
Slide 8: Return on Capital Employed
30% 25% 20% 15% 10% 5% 0% FY'22 FY'23 FY'24 FY'25 @ Return on Capital Employed LTM Q3'26
Slide 9: Consolidated sales by region and product
Financial Report July - September 2026 Consolidated sales Third quarter Reported change Currency Organic (Dollars in millions) 2026 2025 (U.S. GAAP) effects 1) change* Seatbelt Products and Other 2) 845 875 (3.5)% 0.5% (3.9)% EMEA 711 745 (4.5)% (1.6)% (2.9)% China 528 526 0.4% 6.2% (5.8)% 1) Effect