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Autoliv — Jul 17, 2026 release

Fiscal 2026 second-quarter results · 8-K Item 2.02 · Exhibit 99.1 · 0001193125-26-306698
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Tariff-related dilution on operating margin
“similar to the around 20 bps for full year 2025”
Period
FY2026
Measure
GAAP-tied
Source
Prose
All guidance in this release · 21
Organic sales growth for FY2026
“Around 0%”
Adjusted operating margin for FY2026
“Around 10.5-11%”
Adjusted operating margin for Q3 FY2026
“around the first half 2026 level”
Share repurchases for FY2026
“$300-500 million”
Operating cash flow for FY2026
“Around $1.2 billion”
Capex, net, % of sales for FY2026
“Less than 5%”
LVP decline assumption for FY2026
“around 2.5%”
LVP growth for FY2026
“Around 2.5% negative”
FX impact on net sales for FY2026
“Around 2.5% positive”
Tax rate for FY2026
“Around 30%”
Gross impact from higher raw material prices for FY2026
“around $110 million”
Tariff-related dilution on operating margin for FY2026
“similar to the around 20 bps for full year 2025”
Türkiye manufacturing operations complete cl… for FY2028
“anticipated in the first half of 2028”
Complete closure
“anticipated in the first half of 2028”
Restructuring charges
“approximately $142 million in total”
Türkiye restructuring charges, total
“approximately $142 million”
Cash outflow
“approximately $129 million”
Türkiye restructuring cash outflow
“approximately $129 million”
Türkiye restructuring annual pre-tax savings for FY2027
“$40 million”
Leverage ratio target for the long term
“not higher than 1.5x”
Autoliv 2029 stock repurchase program for FY2025
“$2.5 billion”
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 will be similar to the around 20 bps for full year 2025.   Ongoing geopolitical developments, including the hostilities in and around the Persian Gulf, have added 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 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 remain agile and to adjust our commercial and operational responses to any such developments. Autoliv to discontinue manufacturing operations in Türkiye On May 8, 2026, Autoliv announced an update to its strategy to align production capacity with future EMEA market requirements. As part of this strategy, Autoliv will gradually discontinue its manufacturing operations in Türkiye, which include the production of steering wheels, airbags, and seatbelts, to continue optimizing its manufacturing footprint and ensure long-term competitiveness and operational sustainability. This discontinuation is expected to affect
later in the release …
the item shown at left
other guidance in this release
Text is the filed exhibit, verbatim.