Autoliv: Performance Going Forward In 2026 Looks Worse

Impact · against what's priced in

Autoliv shows strong fundamental momentum through market share gains and cash flow, but faces systemic headwinds in China and raw material costs. The outlook suggests a disconnect between current share price weakness and operational performance, offering an attractive risk/reward profile.

ALV+0.40

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In context

Outperforming Light Vehicle Production across all regions in 2025 and achieving record cash flow provides a strong fundamental floor despite macroeconomic risks in APAC and raw material inflation.

Read from the article alone

• cash flow▲9%
• inflation▲7%
• geopolitics
• ALV
• apac
• automotive
• buybacks
• china