Autoliv — Apr 17, 2026 release
Fiscal 2026 first-quarter results · 8-K Item 2.02 · Exhibit 99.1 · 0001193125-26-160203
Showing in the filing
Tariff-related dilution on operating margin
“similar to the around 20 bps that it was for full year 2025”
Period
FY2026
Measure
GAAP-tied
Source
Prose
All guidance in this release · 12
Organic sales growth for FY2026
“Around 0%”
Adjusted operating margin for FY2026
“Around 10.5-11%”
Repurchase shares for FY2026
“$300-500 million”
Operating cash flow for FY2026
“Around $1.2 billion”
Capex, net, % of sales for FY2026
“Less than 5%”
LVP growth for FY2026
“Around 1% negative”
FX impact on net sales for FY2026
“Around 3% positive”
Tax rate for FY2026
“Around 28%”
Call-off volatility for FY2026
“slightly improved compared to 2025”
Gross impact from higher raw material prices for FY2026
“around $90 million”
Tariff-related dilution on operating margin for FY2026
“similar to the around 20 bps that it was for full year 2025”
Leverage ratio target for the long term
“equal to or below 1.5x”
Exhibit 99.1 · the passage around this item
… earlier in the release
While it is our ambition and expectation to continue passing tariff costs on to our customers, there is significant uncertainty as future recovery levels may vary. For the full year 2026, we estimate the tariff-related dilution on operating margin to be similar to the around 20 bps that it was for full year 2025. We currently do not expect any material impact from the U.S. Supreme Court's ruling that the International Emergency Economic Powers Act did not authorize the imposition of the tariffs in 2025, as our gross exposure is limited to around $25 million and the net exposure is well below $10 million. Ongoing geopolitical developments, including the hostilities in and around the Persian Gulf, introduce additional uncertainty into the global economic environment. These conditions may affect supply chains, commodity prices, customer demand, and broader market stability. As a result, our current financial guidance reflects the best information available today but may be subject to change should these geopolitical dynamics materially impact our operations or the markets in which we operate. We continue to closely monitor both geopolitical developments and the tariff policy environment in order to be agile to adjust our commercial and operational responses to any such developments. This report includes content supplied by S&P Global; Copyright © Light Vehicle Production Forecast, January and April 2026. All rights reserved.
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Financial R
later in the release …
the item shown at left
other guidance in this release
Text is the filed exhibit, verbatim.