Autoliv publishes Q3 2026 earnings call transcript
ALV•Autoliv narrowed its 2026 adjusted operating margin guidance to around 10.5% from 10.5%-11%, citing raw material pressure and higher logistics costs. Third-quarter adjusted operating income fell 3% to $262 million, while adjusted operating margin declined to 9.7% from 10%.
1. Guidance narrowed
Autoliv narrowed its 2026 adjusted operating margin guidance to around 10.5%, from 10.5%-11%, citing raw material pressure and higher logistics costs. Full-year organic sales guidance remained flat, and operating cash flow guidance held at around $1.2 billion; capital expenditure is now expected to be around 4% of sales.
2. Quarter and outlook
Third-quarter adjusted operating income fell 3% to $262 million, and adjusted operating margin declined to 9.7% from 10%. Management expects fourth-quarter margins to improve sequentially, supported by higher volumes, engineering income and customer compensation, while raw material challenges should persist into 2027.
