STOCKHOLM, March 6, 2024 /PRNewswire/ -- The Funding Committee of the Board of Directors of Autoliv, Inc. (NYSE: ALV) and (SSE: ALIVsdb) (the "Company") approved on March 5, 2024 the renewal for one year of its €3,000,000,000 guaranteed euro medium term note programme (the "EMTN Programme"), which was originally established on 11 April 2019. The renewal of the EMTN Programme will allow the Company to take advantage of the funding opportunities provided by the capital markets and institutional investors thro ...

STOCKHOLM, Feb. 20, 2024 /PRNewswire/ -- Autoliv, Inc. (NYSE: ALV) and (SSE: ALIV.sdb), the worldwide leader in automotive safety systems, has filed with the Securities and Exchange Commission (SEC) its 2023 Annual Report on Form 10-K as well its annual sustainability report, filed together with the 10-K as an Annual Report to Shareholders (ARS). Both the Form 10-K and ARS are available at www.sec.gov and www.autoliv.com. Autoliv has also filed the same reports with the Swedish Financial Supervisory Authori ...

STOCKHOLM, Feb. 20, 2024 /PRNewswire/ -- Autoliv, Inc. (NYSE: ALV) and (SSE: ALIV.sdb), the worldwide leader in automotive safety systems, today announced that its Board of Directors has declared a quarterly dividend of 68 cents for the first quarter of 2024. To holders of record on the close of business on Tuesday, March 12, the dividend will be payable on: Wednesday, March 27, 2024 to holders of Autoliv common stock listed on the New York Stock Exchange (Common Stock); and Thursday, March 28, 2024 to hold ...

UNITED STATES SECURITIES AND EXCHANGE COMMISSION Washington, D.C. 20549 FORM 10-K ☒ ANNUAL REPORT PURSUANT TO SECTION 13 OR 15(d) OF THE SECURITIES EXCHANGE ACT OF 1934 For the fiscal year ended December 31, 2023 or ☐ TRANSITION REPORT PURSUANT TO SECTION 13 OR 15(d) OF THE SECURITIES EXCHANGE ACT OF 1934 For the transition period from _________ to _________ Commission file number: 001-12933 AUTOLIV, INC. (Exact name of registrant as specified in its charter) Delaware 51-0378542 (State or other jurisdiction ...

By their very nature, consumer stocks are the bane of risk-averse investors. High inflationary environments and tight budgets can heavily impact consumer discretionary companies, leading to performance slumps and higher downside risks. S&P’s Global Market Intelligence found that consumer discretionary remained the highest-risk sector at the tail end of 2023, and companies belonging to the sector were some of the most shorted stocks in the market. However, not all consumer discretionary stocks are made equal ...

NOT FOR DISTRIBUTION, DIRECTLY OR INDIRECTLY, IN THE UNITED STATES, AUSTRALIA, CANADA, JAPAN OR SOUTH AFRICA STOCKHOLM, Feb. 1, 2024 /PRNewswire/ -- Autoliv, Inc. (NYSE: ALV) and (SSE: ALIV.sdb), today announced that it has priced a 5.5-year bond offering of EUR 500 million in the Eurobond market (the "Notes"). The Notes are due to be issued on February 7 and will carry a coupon of 3.625%. The Notes are expected to be admitted to trading on the Global Exchange Market (GEM) of the Irish Stock Exchange (Euron ...

财务表现 - Autoliv Inc.（ALV）报告2023年第四季度调整后每股收益为3.74美元，超过了Zacks Consensus Estimate的3.25美元，同比增长105% [1] - Autoliv报告的净销售额为27.51亿美元，高于27.46亿美元的Zacks Consensus Estimate，同比增长18% [1] - Autoliv的有机销售同比增长16%，调整后的营业收入为3.34亿美元，同比增长43%，调整后的营业利润率为12.1%，高于去年同期的10% [2] - Autoliv截至2023年12月31日的现金及现金等价物为4.98亿美元，长期债务总额为13.2亿美元，自由现金流为2.97亿美元 [9] - 公司预计2024年有机销售增长约为5%，调整后的营业利润率预计约为10.5%，2024年经营现金流预计为12亿美元 [10] 销售表现 - Airbags and Associated Products部门销售额达到18.64亿美元，同比增长18%，主要原因是方向盘、充气帘、侧气囊和乘客气囊销售增长 [3] - Seatbelts and Associated Products部门销售额为8.87亿美元，同比增长18%，主要增长来自美洲、亚洲（不含中国）、中国和欧洲 [4] - 美洲地区销售额为8.61亿美元，同比增长16% [5] - 欧洲销售额为7.55亿美元，同比增长23% [6] - 中国销售额为6.17亿美元，同比增长15% [7] - 其他亚洲地区销售额为5.19亿美元，同比增长18% [8] 行业比较 - ALV目前持有Zacks Rank 3（持有），在汽车领域中排名较好的公司包括本田汽车（HMC）、比亚迪股份有限公司（BYDDY）和梅赛德斯-奔驰集团（MBGAF） [11] - HMC和BYDDY的2024年销售和盈利预期均呈现年增长，BYDDY的2023年销售和盈利预期增长较快，MBGAF的2023年销售预期增长5.8% [12][13][14][15]

业绩总结 - Q4'23 销售和收益创下纪录[6] - 公司超出全年指导，盈利能力显著提高[6] - FY2023销售额为$10,475百万，较FY2022的$8,842百万增长[21] - FY2023毛利为$1,822百万，毛利率为17.4%，较FY2022的$1,396百万和15.8%有所增长[21] - FY2023调整后营业收入为$920百万，占营业收入的比例为8.8%，较FY2022的$598百万和6.8%有所增长[21] 用户数据 - FY'23订单接受量创下自2018年以来的最高水平[7] - 未来销售订单量估计[7] - FY´23订单接收的电动汽车占总订单接收的50%[8] - Q4´23产品交付量[39] - FY23产品交付量[40] 未来展望 - FY2024指导：中单位数销售增长，调整后营运利润率目标[6] - 预计2024年全球轻型车辆生产量将下降约1%[27] - 中国轻型车辆生产量预计将增长7.1%[27] - 预计2024年调整后的营运利润率将约为10.5%[31] 新产品和新技术研发 - 与新的汽车制造商取得重大胜利，特别是与中国OEM合作[7] - 新的电动汽车和传统内燃机平台订单接受量良好[7] 市场扩张和并购 - 中国和北美轻型车辆生产强于预期[6] - 公司在Q4’23的有机销售增长率比全球轻型车辆生产量高出7个百分点[16] - 公司在FY23的有机销售增长率比全球轻型车辆生产量高出9个百分点[17] 其他新策略 - 公司计划通过简化物流和地理布局来大幅降低成本[13] - 公司的2024年业务议程包括节约更多生命、健康与安全、全面质量、执行战略举措、优化订单簿、减轻成本通胀的冲击、优化营运资本、提高资源效率和减少碳足迹[37]

财务数据和关键指标变化 - 2023年第四季度销售额增长18%,达到近28亿美元,创历史新高 [45] - 2023年全年销售额达105亿美元,创历史新高 [53] - 2023年第四季度调整后营业利润增长40%,达到3.34亿美元,调整后营业利润率为12.1% [45][26][27] - 2023年全年调整后营业利润增长54%,达到9.2亿美元,调整后营业利润率为8.8% [53][54] - 2023年全年经营现金流达9.82亿美元,创历史新高 [55][62] 各条业务线数据和关键指标变化 - 2023年第四季度各产品线(安全气囊、安全带、方向盘)的全球市场份额分别为47%、45%和40% [40] - 2023年全年公司全球市场份额达到45%,比5年前电子业务剥离时高出6个百分点 [40] 各个市场数据和关键指标变化 - 2023年第四季度亚洲市场销售占比41%,美洲市场31%,欧洲市场28% [34] - 2023年第四季度公司在日本和亚洲其他地区的销售增长分别超过LVP 15和14个百分点 [38][39] - 2023年全年公司在中国的销售增长超过LVP 8个百分点,其中对中国本土品牌的销售增长超过LVP 17个百分点 [39] 公司战略和发展方向及行业竞争 - 2023年公司新能源车订单占总订单的45%,体现公司在新能源车领域的强势地位 [17] - 公司预计2024年销售增长中单位数,尽管LVP预计小幅下降 [73] - 公司正在推进成本优化计划,计划未来两年内减少间接员工2000人,预计2024年可实现5亿美元成本节约 [29][30] - 公司正在加大在可再生能源、碳中和等可持续发展领域的投入,力争2030年实现自身运营碳中和,2040年实现整个供应链碳中和 [87] 管理层对经营环境和未来前景的评论 - 2024年LVP预计小幅下降约1%,但公司预计销售增长中单位数 [73][75] - 2024年第一季度调整后营业利润率预计约7%,全年预计达到10.5%,体现公司持续改善的信心 [80][81][83] - 公司认为2024年成本通胀压力仍存,但有信心通过与客户的价格谈判等措施抵消成本上涨的影响 [76][77][78] 问答环节重要的提问和回答 问题1 **Colin Langan 提问** 询问公司2024年销售增长超过LVP的原因,是否包括了成本补偿 [104][105] **Mikael Bratt 回答** 公司2024年销售增长超过LVP主要得益于过去两年的强劲订单增长,以及产品内容提升。成本补偿是另一个因素,但不是主要原因 [105][106][107] 问题2 **Emmanuel Rosner 提问** 询问公司实现12%调整后营业利润率的路径,主要障碍是什么 [124][125][126][127][128] **Mikael Bratt 回答** 实现12%利润率的主要障碍是生产稳定性和成本补偿跟上,公司正在通过成本优化、生产效率提升等多方面措施来推进 [125][126][127][128][129] 问题3 **Bjorn Enarson 提问** 询问公司是否担心客户为了降低车价而压低供应商价格 [152][153][154][155][156][157][158] **Mikael Bratt 回答** 公司认为客户的定价策略与自身的成本补偿谈判是独立的,公司会坚持将成本上涨全部转嫁给客户,因为这是可持续经营所需 [153][154][155][156]

For the quarter ended December 2023, Autoliv, Inc. (ALV) reported revenue of $2.75 billion, up 17.8% over the same period last year. EPS came in at $3.74, compared to $1.83 in the year-ago quarter. The reported revenue compares to the Zacks Consensus Estimate of $2.75 billion, representing a surprise of +0.19%. The company delivered an EPS surprise of +15.08%, with the consensus EPS estimate being $3.25. While investors closely watch year-over-year changes in headline numbers -- revenue and earnings -- and ...