Autoliv (ALV) Earnings: Q3 2026 Results and Next Report Date

The quarter ended September 30, 2026 and Autoliv published the results on October 23, 2026. Revenue and diluted EPS are shown against Q3 2025, the same quarter a year earlier, which takes seasonal swings out of the comparison. Autoliv reports EPS two ways: GAAP, under the accounting rules every US filer follows, and Adjusted EPS, which leaves out items the company considers outside its operating results. The release reconciles the two, and when they diverge, the reconciliation says why.

• Autoliv has a single reportable segment. The product lines above include Corporate sales, so they add to $2,692 million because of rounding.
• Organic sales, Autoliv's preferred growth measure, exclude currency translation effects. Currency added 0.6% to Q3 2026 net sales.

Source: Autoliv Q3 2026 financial report, October 23, 2026. Also in the Form 10-Q for the quarter ended September 30, 2026. Figures as reported; checked against the release on November 10, 2026.

How Autoliv splits revenue in its own release, under its own labels, for Q3 2026 against Q3 2025. Indented lines are parts of the line above them.

• Autoliv's Airbags, Steering Wheels and Other revenue was $1.8 billion in Q3 2026, up 1% from $1.8 billion in Q3 2025, 69% of total revenue.
• Autoliv's Seatbelt Products and Other revenue was $845 million in Q3 2026, down 3% from $875 million in Q3 2025, 31% of total revenue.

Segment lines are the figures writers cite most often, because they show where the growth in a quarter came from. Companies redraw their segments from time to time and restate the prior year to match, so a year-ago figure here can differ from the one printed a year ago. When that has happened, the note above says so.

From the earnings release

In its Q3 2026 release, Autoliv said:

“However, the additional headwinds narrows our full year adjusted operating margin expectation to around 10.5%, the low end of our range of around 10.5-11%.”

“We continue to expect unchanged organic sales growth and an operating cash flow of around $1.2 billion.”

“For the full year 2026, we currently estimate a gross impact of around $120 million from higher raw material prices.”

Source: Autoliv Q3 2026 financial report, Oct 23, 2026.

This is the company's own guidance as of Oct 23, 2026, quoted as given. Walnut does not make forecasts of its own. Analyst estimates for the coming quarters are on the ALV forecast page.

Revenue and diluted EPS for the last 5 quarters. Each date links to that quarter's release.

GAAP net sales and diluted EPS, each as first reported in that quarter's financial report.

Autoliv's next report is expected around January 29, 2027, a date estimated from its reporting history that the company has not yet confirmed. This page will show Q3 2026 until those results are out and have been checked against the release.

Each quarter keeps its own page with the figures as reported, so a link to one stays pointed at the same numbers after the next report.

• Q3 2026 (this page), reported Oct 23, 2026

Autoliv's net sales were $2,693 million in Q3 2026, down 0.5% from $2,706 million, and down 1.1% organically. Airbags, Steering Wheels and Other made up $1,847 million, up 0.2% organically, led by side, center and driver airbags and steering wheels. Seatbelt Products and Other made up $845 million, down 3.9% organically. Autoliv reports these as one operating and reportable segment. (Autoliv Q3 2026 financial report, Oct 23, 2026; Autoliv Form 10-Q, Q3 2026, Oct 23, 2026)

By region, the Americas brought in $901 million, EMEA $711 million, Asia excluding China $553 million and China $528 million. Organic sales rose 8.8% in Asia excluding China and fell 2.9% in the Americas, 2.9% in EMEA and 5.8% in China. (Autoliv Q3 2026 financial report, Oct 23, 2026)

Autoliv measures itself against global light vehicle production (LVP), which fell 1.9% in the quarter according to Mobility Global. Its organic sales beat LVP by 2.5pp in Asia excluding China and by 1.1pp in China, matched it in the Americas and trailed it by 3.7pp in EMEA. Regional and model LVP mix cost around 90 bps. (Autoliv Q3 2026 financial report, Oct 23, 2026)

In China, sales to domestic OEMs grew organically by around 21% while sales to global OEMs fell by around 29%, and Chinese OEMs accounted for 58% of Autoliv's China sales against around 46% a year earlier. Organic sales in India grew 29%, which Autoliv attributes to strong LVP growth and more safety content per vehicle. (Autoliv Q3 2026 financial report, Oct 23, 2026)

Autoliv's customer base reflects a concentrated auto industry. In 2025 its top five customers represented around 44% of consolidated net sales and its top ten around 70%, and a delivery contract typically runs for the life of a vehicle model, normally five to seven years. (Autoliv Form 10-K, 2025, Feb 19, 2026)

Autoliv's GAAP diluted EPS of $2.13 compares with Adjusted EPS of $2.19. The $0.06 gap is capacity alignment costs, $0.10 operating and a $0.03 non-operating credit, net of $0.01 of tax. Most of the $5 million of other expense in the quarter was capacity alignment costs for restructuring in Türkiye. (Autoliv Q3 2026 financial report, Oct 23, 2026)

EPS fell $0.15 from a year earlier. Autoliv lists $0.16 from higher taxes and $0.13 from lower operating income, partly offset by $0.11 from fewer diluted shares and $0.05 from lower financial and non-operating costs. The tax rate was 32.5% against 26.9%, and discrete items, mainly from closed tax audits, added 4.9pp. Q3 2025 operating income also included a supplier settlement that added $13 million to gross profit. (Autoliv Q3 2026 financial report, Oct 23, 2026)

Diluted weighted average shares fell 5.0% to 72.9 million from 76.7 million. Autoliv repurchased and retired 1.23 million shares for $150 million in the quarter and paid a dividend of $0.87 per share. (Autoliv Q3 2026 financial report, Oct 23, 2026)

Diluted EPS divides net income by the weighted average number of shares outstanding in the quarter, plus the shares that options and other equity awards could add. Buybacks shrink that count and lift EPS for the same profit; share issuance and stock awards enlarge it.

Autoliv gives a full-year outlook in each quarterly report. For 2026 it expects organic sales growth of around 0%, a positive FX impact of around 2.5%, an adjusted operating margin of around 10.5%, operating cash flow of around $1.2 billion and net capex of around 4% of sales. The margin figure is now the low end of the earlier range of around 10.5-11%, because of higher raw material, logistics and other costs. (Autoliv Q3 2026 financial report, Oct 23, 2026)

The guidance assumes global LVP growth of around 2% negative and a tax rate of around 30%, and no material change to tariffs or trade restrictions from those in effect on October 15, 2026. Autoliv estimates a full-year gross raw material headwind of around $120 million. (Autoliv Q3 2026 financial report, Oct 23, 2026)

A consensus figure is the average of the models published by the analysts who cover Autoliv, collected by a data provider and revised up to the day of the report. A quarter that lands above it says how expectations were set as much as how the business did, and the share price on the day also reflects the guidance and the lines no consensus covers.

The consensus figures on this page are Yahoo Finance's, as pulled on the date shown. Each comes with the number of analysts behind it; the smaller that number, the more one revised estimate can move the average.

The figures below are the ones Autoliv's own release and filings put weight on for Q3 2026, with the latest reported value for each.

What the quarter means for a holding is a separate question from what it reported. The case for and against owning ALV is on is ALV a buy or a sell?, what analysts expect next is on the ALV forecast, and what the company does is on the Autoliv (ALV) stock page.

Every number on this page can be traced to a document Autoliv published. Checking one takes a couple of minutes, and it is worth doing before you quote a figure anywhere.

• The results release is the document linked in the source line above. Companies publish it on their investor relations site at the moment results go out, and it carries the headline tables: revenue, operating income, net income and EPS for the quarter and the year-ago quarter.
• The same release is filed with the SEC as Exhibit 99.1 to a Form 8-K under Item 2.02, usually on the day of the report. The SEC copy does not change after the fact, which makes it the safer thing to link when you cite a number.
• The quarterly report (Form 10-Q) follows within a few weeks and carries the full financial statements, the segment note and management's discussion of what changed. The fourth quarter is covered by the annual report (Form 10-K) instead.
• Restated comparisons are flagged in the notes on this page. When a company redraws its segments or changes how it adjusts EPS, it restates the year-ago column, so the year-ago figure in a new release can differ from the one printed a year ago. This page always uses the comparison in the newer release, because that is the like-for-like one.

A walk-through of every line in a release, with what each one tells you, is in how to read an earnings report.