Autoliv | 10-Q: FY2025 Q3 Revenue Beats Estimate at USD 2.706 B

Revenue: As of FY2025 Q3, the actual value is USD 2.706 B, beating the estimate of USD 2.696 B.

EPS: As of FY2025 Q3, the actual value is USD 2.28, beating the estimate of USD 2.1752.

EBIT: As of FY2025 Q3, the actual value is USD 289 M.

Segment Revenue

• Total Net Sales: $2,706 million for the three months ended September 30, 2025, representing a 5.9% increase from $2,555 million in the same period of 2024.
• Airbags, Steering Wheels, and Other: $1,830 million, a 5.4% increase from $1,736 million in 2024.
• Seatbelt Products and Other: $875 million, a 6.9% increase from $819 million in 2024.

Operational Metrics

• Gross Profit: $522 million, a 13.7% increase from $459 million in 2024, with a gross margin of 19.3% compared to 18.0% in 2024.
• Operating Income: $267 million, an 18.1% increase from $226 million in 2024, with an operating margin of 9.9% compared to 8.9% in 2024.
• Net Income: $175 million, a 26.4% increase from $139 million in 2024.

Cash Flow

• Operating Cash Flow: $258 million, an increase from $177 million in 2024.
• Free Operating Cash Flow: $153 million, an increase from $32 million in 2024.

Unique Metrics

• Adjusted Operating Margin: 10.0% for the three months ended September 30, 2025.
• Adjusted Earnings Per Share, Diluted: $2.32, a 26% increase from $1.84 in 2024.

Future Outlook and Strategy

• Core Business Focus: Autoliv aims to achieve an adjusted operating margin of around 10-10.5% for the full year 2025, with an expected operating cash flow of around $1.2 billion.
• Non-Core Business: The company is investing in a new R&D center in Wuhan, China, and forming a joint venture with HSAE to develop advanced safety electronics, reflecting a strategic focus on the Chinese market.