Autoliv (ALV)
NYSEConsumer DiscretionaryAuto - PartsSnapshot 2026-10-29
$116.95+1.21%
Close 2026-10-29 · 1-day change
NYSEConsumer DiscretionaryAuto - PartsSnapshot 2026-10-29
Research Workspace
Put ALV beside peers and holdings, graph the same metric, and keep your notes with the evidence.
Daily closes. Earnings/event dots are placed inline.
Industries move in repeating boom-and-bust cycles. This shows where this stock’s industry sits in that cycle, stage by stage (recovery → expansion → supercycle → steady → deceleration → contraction), from its fundamentals (orders, revenue, capital spending), not the stock’s price.
A booming industry is a tailwind for the names in it; a contracting one is a headwind. Companies in the same industry tend to rise and fall together with the cycle, the way a tide lifts and lowers every boat in the harbor at once, so a large part of a stock’s swing can come from where its industry sits rather than from the company itself. It’s context for reading the company’s results, not a buy/sell call. Full explanation →
Automotive Parts & Equipment: fringe margins under pressure (0q confirmed)
The stage band shows the industry’s cycle over the chart’s timeline (each color a stage); a ▼ marks a quarter its growth inflected down — amber is an unconfirmed watch, red is confirmed the next quarter. Use “Overlay cycle on chart” to tint the price chart by stage. The industry’s fundamentals, not a signal on this stock.
Primary pillar under pressure — Achieve adjusted operating margin of 10.5-11% in FY26: Direct metric needs a verified mapping.
View ThesisRevenue is growing steadily — about 4% over the past year.
View GrowthMiddle-of-the-pack quality for its industry.
View QualityManagement screens strong on capital allocation, earnings delivery, margins, the balance sheet.
View ManagementExpectations look reasonable — what the market is pricing in sits in line with or below what analysts forecast.
View ValuationModerate volatility — typically moves about 1% a day.
View RiskALV’s adjusted operating margin target is the central bet, with recent revenue growth slowing into a Q3 decline. Revenue grew 6.8% year over year in Q1, then 3.3% in Q2, before falling 0.5% in Q3. Q3 non-GAAP EPS missed consensus, while 2026 guidance points to an adjusted operating margin around 10.5%. ALV trades at 12× P/E versus a 13× peer median, while expectations look modest versus our view. The specific risk is a 34% modeled next-quarter miss probability. Reported profits are not well backed by cash, and the margin pillar needs verified mapping. Peer multiples imply a price roughly in line with where it trades (about fair); the thesis is on watch. This read is provisional.
Trailing returns as of 2026-10-29. ALV is total return (includes dividends); the S&P 500 benchmark is price return (the index excludes dividends).
Based on 18 analysts currently covering ALV (as of Oct 2026).
Analyst ratings and price targets are third-party Wall Street estimates, not QuarterlyIQ’s view. Not investment advice.
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| Compare | Company | Living FV | P/E | Revenue % | Quality |
|---|---|---|---|---|---|
| ALV Selected company | Graph | Compare | Trend | Review | |
| Peer Add a competitor | Graph | Compare | Trend | Review | |
| Holding Compare a holding | Graph | Compare | Trend | Review |
Selected metric trend
Quarterly · checked companies · value or % of revenue
A consensus fair price across 13 valuation methods, at three horizons. As of 2026-10-29. Estimates are diagnostics, not price targets. Short-horizon estimates are close to coin-flips, so confidence is a method-agreement read, not a prediction.
Today's peer multiple on trailing earnings, with no growth credited. This is the headline read.
Adds projected growth, so it leans optimistic by design. Read it as upside context, not a base case.
A price-focused, side-by-side fair-value read versus Automotive Parts & Equipment — fair value, gap to price, and forward P/E.
Our valuation methods disagree too much on this name right now. Rather than print a number we don't believe, we're holding it back until they converge.
Compare the value case
Put ALV next to peers and holdings, compare Living FV and multiples, then graph the driver behind the difference.
Advances: Achieve adjusted operating margin of around 10.5%
Not investment advice. Scores describe historical and current data; they are not forecasts of future returns. Consult a licensed advisor before making investment decisions.
End-of-day figures as of 2026-10-29. EPS is implied from price ÷ P/E. Not investment advice.
A long-thesis check that carries the widest uncertainty of the three horizons.
Above average on quality vs scored peers
A second lens on the 12-month fair value: for companies that score high on measured quality (profitability, balance-sheet safety, earnings stability), this read trusts more of today's profit margins instead of averaging them toward their multi-year history the way the headline number does. Shown alongside the fair value above, not in place of it. A diagnostic, not a price target or a buy/sell signal.
Direction of the business behind the multiple. Bands are backend reads; trailing-12-month basis.
Margin target and cash-flow outlook support profitability; lower CapEx supports cash generation.
Threatens: Achieve adjusted operating margin of around 10.5%
Quarterly earnings miss raises execution risk against the margin objective.
Advances: Align production capacity and optimize the Türkiye footprint
Turkey exit optimizes footprint while Chinese ties support Asian growth.
Threatens: Achieve adjusted operating margin of around 10.5%
Quarterly earnings miss challenges near-term margin delivery despite revenue growth.
Advances: Align production capacity and optimize the Türkiye footprint
Margin outlook and Turkey savings support footprint optimization and cost targets.
Advances: Achieve adjusted operating margin of around 10.5%
In-line adjusted profit and stronger Q4 margin outlook support cost execution.
Advances: Achieve adjusted operating margin of 10.5-11%
Beating revenue supports margin improvement objective.
Threatens: Achieve adjusted operating margin of around 10.5%
Earnings miss raises risk to near-term margin execution despite sales beat.
