Autoliv, Inc.

NYSE:ALV 株式レポート

時価総額:US$8.7b

Autoliv 過去の業績

過去 基準チェック /36

Autolivは、平均年間15.3%の収益成長を遂げていますが、 Auto Components業界の収益は、年間 成長しています。収益は、平均年間3.8% 6.6%収益成長率で 成長しています。 Autolivの自己資本利益率は26.9%であり、純利益率は6.5%です。

主要情報

15.30%

収益成長率

18.59%

EPS成長率

Auto Components 業界の成長10.46%
収益成長率6.57%
株主資本利益率26.85%
ネット・マージン6.45%
次回の業績アップデート17 Jul 2026

最近の業績更新

Recent updates

ナラティブの更新 Jun 06

ALV: Q1 Execution And New Safety Center Support Balanced Future Prospects

Autoliv's updated analyst price target of $132.18 is broadly in line with the prior estimate, with analysts pointing to small refinements in the discount rate, revenue growth outlook, profit margin assumptions and future P/E expectations rather than a major shift in the investment case. What's in the News Autoliv reported Q1 revenue growth of 6.8% year over year, beating analyst expectations by 4.8%, and the stock rose 3.8% on the results, according to recent earnings coverage.
ナラティブの更新 May 09

ALV: Completed Buyback And New Rider Protection Products Will Support Future Upside

Analysts have nudged their price target for Autoliv to $132.18, reflecting small tweaks to the discount rate, revenue growth outlook, profit margin assumptions and future P/E that collectively fine tune, rather than overhaul their view of the stock. What's in the News Autoliv updated its share repurchase program, reporting that between January 1 and March 31, 2026, the company repurchased 0 shares for $0, while completing a total of 2,102,854 shares repurchased for $250 million, equal to 2.76% of the company under the buyback announced on June 4, 2025 (Key Developments).
ナラティブの更新 Apr 23

ALV: Completed Buyback And Motorcycle Safety Products Will Support Future Upside

Analysts have slightly adjusted their price target on Autoliv to $132.18 from $133.91, reflecting updated assumptions about revenue growth, profit margins and future P/E expectations. What's in the News Autoliv completed a share repurchase program covering 2,102,854 shares, representing 2.76% of outstanding shares, for a total of US$250 million under the buyback announced on June 4, 2025 (Key Developments).
Seeking Alpha Apr 19

Autoliv: Airbags, Buybacks, And A Reasonable Multiple

Summary Autoliv is rated 'buy' due to resilient margins, disciplined capital allocation, and an undemanding 12x P/E multiple despite industry headwinds. ALV's competitive moat is supported by high market share, pricing power, and expanding safety content per vehicle, enabling growth above global light vehicle production. Efficiency initiatives have driven near-record operating margins and improved ROCE, positioning ALV as a quality business in a cyclical sector. Shareholder yield is approximately 6.5%, with ongoing buybacks and dividends supporting the potential for double-digit total returns even with modest growth. Read the full article on Seeking Alpha
ナラティブの更新 Apr 09

ALV: Share Repurchases And Rider Protection Systems Will Support Future Upside

Analysts have trimmed their price target on Autoliv slightly to $133.91 from $135.79, citing small adjustments to fair value estimates, discount rate assumptions, and modestly lower revenue growth, profit margin, and future P/E inputs. What's in the News Autoliv introduced its first complete wearable protection system for motorcycle riders, a vest with an integrated airbag developed and validated in house.
ナラティブの更新 Mar 24

ALV: Share Repurchases And New Rider Safety Products Will Support Future Upside

Analysts have kept Autoliv's price target steady at $135.79, with only minor model tweaks to the discount rate, long term revenue growth, profit margin and future P/E assumptions. What's in the News Autoliv and RS Taichi are launching Autoliv's first fully developed wearable airbag vest for motorcycle riders, aimed at reducing critical injury risks and broadening Autoliv's presence beyond traditional light vehicle safety systems.
ナラティブの更新 Mar 10

ALV: Share Repurchases And Autonomous Driving Partnerships Will Support Future Upside

Analysts are maintaining their Autoliv price target at $135.79, with only minor adjustments to assumptions such as the discount rate, long-term revenue growth, profit margin, and future P/E to refine their valuation view. What's in the News Autoliv appointed Monika Grama as its next Chief Financial Officer, effective April 1, 2026, succeeding Fredrik Westin, who is expected to leave the company on March 31, 2026 (Key Developments).
ナラティブの更新 Feb 24

ALV: Buybacks And Autonomous Safety Systems Will Support Attractive Future Upside

Analysts have kept their Autoliv price target steady at about $136, with only small adjustments to inputs such as the discount rate and future P/E to reflect updated assumptions in their models. What's in the News Autoliv issued financial guidance for full year 2026, expecting around 0% organic sales growth and around 1% positive FX effect on net sales, giving investors a baseline for revenue expectations for that period (Corporate Guidance).
ナラティブの更新 Feb 10

ALV: Buybacks And Autonomous Safety Systems Will Support Steady Future Returns

Analysts have trimmed their price target on Autoliv from $138.73 to $135.79, reflecting updated assumptions for revenue, profit margins, discount rate, and future P/E multiples. What's in the News Completed share repurchase of 2,102,129 shares, representing 2.76% of outstanding shares, for a total of US$249.91 million under the buyback program announced on June 4, 2025 (Key Developments).
ナラティブの更新 Jan 24

ALV: Dividend Increase And Advanced Safety Systems Will Support Steady Future Returns

Analysts have raised their price target on Autoliv to about $139, a modest increase from roughly $138, citing updated assumptions for slightly higher revenue growth, improved profit margins, and a lower future P/E multiple. What's in the News Autoliv and Tensor co-developed what is described as the world's first foldable steering wheel for the Tensor Robocar, designed for both manual driving and retractable use in autonomous operation, with integration into Level 4 driving modes and cabin reconfiguration for passenger space and comfort (Key Developments).
ナラティブの更新 Jan 10

ALV: Dividend Hike Will Support Returns As Safety Technologies Gain Traction

Analysts have made a modest upward adjustment to their price target for Autoliv to about $138.37 from roughly $138.00, reflecting updated assumptions for slightly different revenue growth, profit margin, and future P/E expectations. What's in the News Autoliv and Tensor co-developed what is described as the world's first foldable steering wheel for the Tensor Robocar, designed for both manual driving and Level 4 autonomous operation, with production of the Robocar targeted for the second half of 2026 across the US, EU, and Middle East (Key Developments).
ナラティブの更新 Dec 26

ALV: Dividend Hike Will Support Attractive Shareholder Returns Ahead

Analysts have made a marginal downward revision to their price target on Autoliv, trimming it by about 0.1 percent to approximately $138, as slightly softer expectations for revenue growth and profit margins, along with a modestly lower discount rate and future P/E assumption, temper their valuation outlook. What's in the News Autoliv's board approved a 2.4% increase in the quarterly dividend for the fourth quarter of 2025, to $0.87 per share, implying an annualized payout of about $260 million (company announcement, Dividend Increases).
ナラティブの更新 Dec 11

ALV: Dividend Hike And Buybacks Will Support Future Upside Potential

Analysts have trimmed their price target on Autoliv slightly, reducing fair value by about $0.47 to reflect more tempered expectations for revenue growth and profit margins, even as they acknowledge a marginally lower discount rate and a modestly higher future P/E multiple. What's in the News The board approves a 2.4% increase in the quarterly dividend to $0.87 per share for Q4 2025.
ナラティブの更新 Nov 27

ALV: Share Buyback and Dividend Increase Will Drive Bullish Momentum

Analysts have raised their price target for Autoliv from $136.22 to $138.59, citing modest improvements to discounted cash flow estimates and a slight reduction in discount rates as underlying factors in their updated valuation. What's in the News Autoliv's Board of Directors approved a 2.4% increase in the quarterly dividend for Q4 2025, raising it to 87 cents per share.
ナラティブの更新 Nov 09

ALV: Share Buyback And Cash Flow Guidance Will Drive Bullish Momentum

Autoliv's analyst price target was raised slightly from $135.98 to $136.22, as analysts cited small improvements in revenue growth and profit margin forecasts. What's in the News Autoliv, Inc.
ナラティブの更新 Oct 26

New Mobility Trends and Reclined Seating Technology Will Unlock Potential

Narrative Update on Autoliv Analysts have increased their fair value estimate for Autoliv from $135.21 to $135.98, citing updated forecasts and adjusted assumptions in growth and profitability expectations. What's in the News Issued financial guidance for the full year 2025, expecting around 3% organic sales growth, approximately 1% FX effect on net sales, and an adjusted operating margin in the 10 to 10.5% range, with anticipated operating cash flow of $1.2 billion (Key Developments).
ナラティブの更新 Oct 12

Chinese OEM Ties And Mobility Shifts Will Unlock Potential

Analysts have raised their fair value estimate for Autoliv to approximately $135.21 from $129.74. This reflects updated expectations for revenue growth and market conditions.
ナラティブの更新 Sep 28

Chinese OEM Ties And Mobility Shifts Will Unlock Potential

Autoliv's consensus revenue growth forecast has edged up from 4.2% to 4.4% per annum, supporting a marginal increase in the analyst price target from $128.21 to $129.74. What's in the News Autoliv reiterated full-year 2025 earnings guidance and increased organic sales growth outlook to around 3% due to tariff compensations.
分析記事 Sep 22

Investors Shouldn't Overlook Autoliv's (NYSE:ALV) Impressive Returns On Capital

There are a few key trends to look for if we want to identify the next multi-bagger. Ideally, a business will show two...
ナラティブの更新 Sep 11

Chinese OEM Ties And Mobility Shifts Will Unlock Potential

With Autoliv’s future P/E and discount rate both essentially unchanged, the consensus analyst price target saw only a marginal increase from $127.04 to $128.21. What's in the News Autoliv completed the repurchase of 11,203,855 shares (13.57% of shares outstanding) for $1,120.36 million under the share buyback announced in November 2021.
分析記事 Sep 09

Is Autoliv (NYSE:ALV) A Risky Investment?

Some say volatility, rather than debt, is the best way to think about risk as an investor, but Warren Buffett famously...
分析記事 Aug 16

Fewer Investors Than Expected Jumping On Autoliv, Inc. (NYSE:ALV)

NYSE:ALV 1 Year Share Price vs Fair Value Explore Autoliv's Fair Values from the Community and select yours When close...
分析記事 Jul 16

Autoliv's (NYSE:ALV) Dividend Will Be Increased To $0.85

Autoliv, Inc.'s ( NYSE:ALV ) dividend will be increasing from last year's payment of the same period to $0.85 on 23rd...
分析記事 Jul 14

Is It Too Late To Consider Buying Autoliv, Inc. (NYSE:ALV)?

Autoliv, Inc. ( NYSE:ALV ), might not be a large cap stock, but it received a lot of attention from a substantial price...
Seeking Alpha Mar 12

I'd Buy Autoliv Again At This Valuation

Summary Autoliv, a leader in automotive safety, presents a strong investment opportunity due to its tech leadership, cost efficiency, and solid fundamentals despite industry cyclicality. The company's recent performance includes record profits, margin expansion, and cost reductions, yet it remains undervalued, making it an attractive buy at current levels. I recommend a target price of $110/share for a 15% annualized return, with potential for normalization at $150/share, supported by analyst consensus. Read the full article on Seeking Alpha
Seeking Alpha Dec 17

Autoliv: Better Visibility On 2025 Driveway

Summary Autoliv, the largest automotive safety supplier, is poised for growth in 2025 with global vehicle production expected to rise 1–3% annually over 2024–2026. Trading at a P/E of 12x, the Company's low valuation, cost reductions, and expected growth make it an attractive investment with limited risk. Despite 2024's subdued growth, ALV's revenue and net income showed resilience, and share repurchase programs will further enhance shareholder value. Potential growth drivers include increased Chinese car exports and higher safety content per vehicle from China, supporting both top and bottom line growth. Read the full article on Seeking Alpha
Seeking Alpha Oct 18

Autoliv: Becoming Bullish On Margin Expansion And China Growth (Rating Upgrade)

Summary Autoliv's operating margin is expected to expand to the low-teens percentage level and 12% for Q4 2024 and the intermediate term, respectively. ALV's market share for the Chinese OEM segment expanded from 20% three years ago to 30% now, and the prospects for the Chinese OEM segment are favorable due to expectations of growing safety content. I upgrade my rating for Autoliv to a Buy, taking into consideration the company's China growth outlook and profitability improvement prospects. Read the full article on Seeking Alpha
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新しいナラティブ Aug 27

Calculated Initiatives And Chinese Market Focus Propel Robust Revenue Streams

Autoliv's focus on cost reductions and strategic pricing alongside operational efficiency improvements signals potential for enhanced profitability and net margins.

収支内訳

Autoliv の稼ぎ方とお金の使い方。LTMベースの直近の報告された収益に基づく。


収益と収入の歴史

NYSE:ALV 収益、費用、利益 ( )USD Millions
日付収益収益G+A経費研究開発費
31 Mar 2610,990709595438
31 Dec 2510,815735583413
30 Sep 2510,614752568392
30 Jun 2510,462715560371
31 Mar 2510,353687554380
31 Dec 2410,390646541398
30 Sep 2410,525630522407
30 Jun 2410,568626514417
31 Mar 2410,597540511422
31 Dec 2310,475488512425
30 Sep 2310,059417502408
30 Jun 239,763388487408
31 Mar 239,211414465399
31 Dec 228,842423449390
30 Sep 228,626382447405
30 Jun 228,171336443397
31 Mar 228,112361442391
31 Dec 218,230435435391
30 Sep 218,627509430395
30 Jun 218,819548425398
31 Mar 217,843269413380
31 Dec 207,447187401376
30 Sep 207,122154394374
30 Jun 207,112141397372
31 Mar 208,220425400401
31 Dec 198,548462408406
30 Sep 198,549213400408
30 Jun 198,555245396411
31 Mar 198,611329393412
31 Dec 188,678376391413
30 Sep 188,644666416404
30 Jun 188,564654417395
31 Mar 188,336597422373
31 Dec 178,137586416371
30 Sep 178,582537421445
30 Jun 179,091569441518
31 Mar 179,685582456598
31 Dec 167,922558399357
30 Sep 169,989605455627
30 Jun 169,713566440592
31 Mar 169,426554421556
31 Dec 159,170457408524
30 Sep 159,004420410520

質の高い収益: ALVは 高品質の収益 を持っています。

利益率の向上: ALVの現在の純利益率 (6.5%)は、昨年(6.6%)よりも低くなっています。


フリー・キャッシュフローと収益の比較


過去の収益成長分析

収益動向: ALVの収益は過去 5 年間で年間15.3%増加しました。

成長の加速: ALVの過去 1 年間の収益成長率 ( 3.2% ) は、5 年間の平均 ( 年間15.3%を下回っています。

収益対業界: ALVの過去 1 年間の収益成長率 ( 3.2% ) Auto Components業界10.7%を上回りませんでした。


株主資本利益率

高いROE: ALVの 自己資本利益率 ( 26.9% ) は 高い とみなされます。


総資産利益率


使用総資本利益率


過去の好業績企業の発掘

企業分析と財務データの現状

データ最終更新日(UTC時間)
企業分析2026/06/30 22:49
終値2026/06/30 00:00
収益2026/03/31
年間収益2025/12/31

データソース

企業分析に使用したデータはS&P Global Market Intelligence LLC のものです。本レポートを作成するための分析モデルでは、以下のデータを使用しています。データは正規化されているため、ソースが利用可能になるまでに時間がかかる場合があります。

パッケージデータタイムフレーム米国ソース例
会社財務10年
  • 損益計算書
  • キャッシュ・フロー計算書
  • 貸借対照表
アナリストのコンセンサス予想+プラス3年
  • 予想財務
  • アナリストの目標株価
市場価格30年
  • 株価
  • 配当、分割、措置
所有権10年
  • トップ株主
  • インサイダー取引
マネジメント10年
  • リーダーシップ・チーム
  • 取締役会
主な進展10年
  • 会社からのお知らせ

* 米国証券を対象とした例であり、非米国証券については、同等の規制書式および情報源を使用

特に断りのない限り、すべての財務データは1年ごとの期間に基づいていますが、四半期ごとに更新されます。これは、TTM(Trailing Twelve Month)またはLTM(Last Twelve Month)データとして知られています。詳細はこちら

分析モデルとスノーフレーク

このレポートを生成するために使用した分析モデルの詳細は、当社の Github ページ でご覧いただけます。また、レポートの使い方に関する ガイド や YouTube の チュートリアル もご用意しています。

シンプリー・ウォールストリート分析モデルを設計・構築した世界トップクラスのチームについてご紹介します。

業界およびセクターの指標

私たちの業界とセクションの指標は、Simply Wall Stによって6時間ごとに計算されます。

アナリスト筋

Autoliv, Inc. 21 これらのアナリストのうち、弊社レポートのインプットとして使用した売上高または利益の予想を提出したのは、 。アナリストの投稿は一日中更新されます。45

アナリスト機関
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