Autoliv, Inc. (ALV): Business Model Canvas

In der hochriskanten Welt der Automobilsicherheit entwickelt sich Autoliv, Inc. (ALV) zu einem globalen Kraftpaket und verändert die Art und Weise, wie wir Fahrzeugschutz wahrnehmen. Mit einem bemerkenswerten Geschäftsmodell, das Spitzentechnologie, strategische Partnerschaften und unermüdliche Innovation miteinander verbindet, stellt Autoliv nicht nur Sicherheitskomponenten her, sondern auch lebensrettende Lösungen, die Millionen von Fahrern und Passagieren weltweit schützen. Von Airbags, die sich innerhalb von Millisekunden auslösen, bis hin zu fortschrittlichen Fahrerassistenzsystemen, die potenzielle Risiken vorhersehen, steht dieses Unternehmen an der Spitze der Automobilsicherheitstechnik und definiert die Transportsicherheit für das 21. Jahrhundert neu.

Autoliv, Inc. (ALV) – Geschäftsmodell: Wichtige Partnerschaften

Automobilhersteller (OEMs)

Autoliv arbeitet mit großen globalen Automobilherstellern zusammen:

OEM-Partner	Einzelheiten zur Partnerschaft	Geschätzter Vertragswert
Toyota	Integration von Sicherheitssystemen	287 Millionen US-Dollar jährlich
Ford	Fortschrittliche Airbag-Technologien	312 Millionen US-Dollar pro Jahr
General Motors	Umfassende Sicherheitslösungen	425 Millionen US-Dollar jährlich
Volkswagen-Konzern	Aktive und passive Sicherheitssysteme	392 Millionen US-Dollar pro Jahr

Tier-1- und Tier-2-Automobilzulieferer

Das strategische Lieferantennetzwerk umfasst:

• Bosch GmbH - Elektronische Steuergeräte
• Continental AG - Sensortechnologien
• Aptiv PLC – Integration elektrischer Systeme
• Magna International – Fahrwerkskomponenten

Technologieunternehmen

Erweiterte Zusammenarbeit bei Sicherheitssystemen:

Technologiepartner	Technologiefokus	Jährliche Investition
NVIDIA Corporation	KI und autonome Fahrsysteme	68 Millionen Dollar
Mobileye (Intel)	Computer-Vision-Technologien	52 Millionen Dollar
Qualcomm-Technologien	5G- und Konnektivitätslösungen	45 Millionen Dollar

Forschungseinrichtungen

Zu den Innovationspartnerschaften gehören:

• Massachusetts Institute of Technology (MIT)
• Stanford-Universität
• Technische Universität München
• Technische Universität Chalmers

Hersteller elektronischer Komponenten

Wichtige Partnerschaften für elektronische Komponenten:

Komponentenhersteller	Komponententyp	Jährlicher Beschaffungswert
Texas Instruments	Mikrocontroller	42 Millionen Dollar
STMicroelectronics	Sensorchips	37 Millionen Dollar
NXP Semiconductors	Automobilprozessoren	55 Millionen Dollar

Autoliv, Inc. (ALV) – Geschäftsmodell: Hauptaktivitäten

Design und Engineering von Fahrzeugsicherheitssystemen

Im Jahr 2023 investierte Autoliv 397 Millionen US-Dollar in Forschungs- und Entwicklungsaktivitäten. Das Unternehmen beschäftigt weltweit 7.800 Ingenieure und technische Spezialisten, die sich dem Design von Sicherheitssystemen widmen.

Designkategorie	Jährliche Investition	Ingenieurpersonal
Passive Sicherheitssysteme	156 Millionen Dollar	3.200 Ingenieure
Aktive Sicherheitssysteme	241 Millionen Dollar	4.600 Ingenieure

Herstellung von Sicherheitskomponenten für die Automobilindustrie

Autoliv betreibt 67 Produktionsstätten in 27 Ländern. Im Jahr 2023 produzierte das Unternehmen:

• 160 Millionen Airbags
• 250 Millionen Sicherheitsgurte
• 45 Millionen Lenkräder mit integrierten Sicherheitssystemen

Forschung und Entwicklung fortschrittlicher Fahrerassistenzsysteme (ADAS)

Autoliv hat im Jahr 2023 472 Millionen US-Dollar speziell für die ADAS-Entwicklung bereitgestellt, mit Schwerpunkt auf:

ADAS-Technologie	F&E-Investitionen
Sensortechnologien	186 Millionen Dollar
Softwareentwicklung	214 Millionen Dollar
Algorithmen für maschinelles Lernen	72 Millionen Dollar

Qualitätskontrolle und Sicherheitstests

Autoliv unterhält weltweit 12 spezielle Testzentren, in denen jährlich über 10.000 Crashtests durchgeführt werden. Der Qualitätskontrollprozess des Unternehmens umfasst:

• Einhaltung der ISO/TS 16949-Standards
• Strenge Komponententestprotokolle
• Kontinuierliche Leistungsüberwachung

Globaler Produktvertrieb und Logistik

Das Vertriebsnetz von Autoliv umfasst 6 Kontinente mit:

Verteilungsmetrik	Leistung 2023
Globale Vertriebszentren	24
Jährliches Versandvolumen	1,2 Milliarden Komponenten
Logistikinvestitionen	187 Millionen Dollar

Autoliv, Inc. (ALV) – Geschäftsmodell: Schlüsselressourcen

Fortschrittliche Engineering- und F&E-Fähigkeiten

Autoliv investierte im Jahr 2022 389 Millionen US-Dollar in Forschung und Entwicklung. Das Unternehmen unterhält weltweit 22 technische Zentren mit über 3.000 Ingenieuren, die sich der Sicherheitsinnovation widmen.

F&E-Metrik	Wert
Gesamtausgaben für Forschung und Entwicklung (2022)	389 Millionen US-Dollar
Globale technische Zentren	22
Technische Arbeitskräfte	Über 3.000 Ingenieure

Umfangreiches Patentportfolio

Autoliv hält Über 4.700 aktive Patente in Automobilsicherheitstechnologien in mehreren Gerichtsbarkeiten.

Globale Produktionsstätten

Autoliv betreibt 89 Produktionsstandorte in 27 Ländern und verfügt über eine bedeutende globale Produktionspräsenz.

Fertigungsmetrik	Wert
Produktionsstandorte	89
Länder mit Produktion	27

Qualifizierte Arbeitskräfte

Autoliv beschäftigt weltweit rund 68.000 Mitarbeiter mit erheblicher Expertise in der Sicherheitstechnik.

• Gesamtbeschäftigte: 68.000
• Ingenieursspezialisten: 3.000+
• Globale Arbeitskräfteverteilung: In 27 Ländern

Robustes Lieferkettennetzwerk

Autoliv unterhält strategische Partnerschaften mit über 500 Tier-1-Automobilzulieferern weltweit.

Lieferkettenmetrik	Wert
Tier-1-Automobilzulieferer	500+
Jährliche Beschaffungsausgaben	6,2 Milliarden US-Dollar

Autoliv, Inc. (ALV) – Geschäftsmodell: Wertversprechen

Umfassende Lösungen für die Automobilsicherheit

Autoliv, Inc. bietet Automobilsicherheitssysteme mit einer globalen Marktpräsenz in 27 Ländern. Die Sicherheitslösungen des Unternehmens umfassen:

• Airbagsysteme
• Sicherheitsgurte
• Lenkräder
• Fußgängerschutzsysteme

Produktkategorie	Globaler Marktanteil	Jahresumsatz
Airbagsysteme	36%	4,2 Milliarden US-Dollar
Sicherheitsgurte	42%	3,7 Milliarden US-Dollar
Lenkräder	28%	2,5 Milliarden US-Dollar

Modernste Sicherheitstechnologien und Innovationen

Autoliv investiert Jährlich 400 Millionen US-Dollar für Forschung und Entwicklung, mit Schwerpunkt auf fortschrittlichen Sicherheitstechnologien.

• Aktive Sicherheitssysteme
• Autonome Fahrtechnologien
• Erweiterte Fahrerassistenzsysteme (ADAS)

Hochwertige und zuverlässige Sicherheitskomponenten

Qualitätskennzahlen belegen das Engagement von Autoliv für Zuverlässigkeit:

Qualitätsmetrik	Leistung
Fehlerrate	Weniger als 50 Teile pro Million
Produktzuverlässigkeit	99,97 % Leistungsquote

Einhaltung globaler Sicherheitsvorschriften

Autoliv erfüllt Sicherheitsstandards in mehreren Regionen:

• FMVSS-Vorschriften der Vereinigten Staaten
• ECE-Vorschriften der Europäischen Union
• Japanische JASIC-Standards

Reduzierung des Verletzungs- und Todesrisikos

Auswirkungen auf die Sicherheit	Statistische Reduktion
Verkehrstote	Seit 2000 um 50 % reduziert
Schwere Verletzungen	Im letzten Jahrzehnt um 45 % reduziert

Autoliv, Inc. (ALV) – Geschäftsmodell: Kundenbeziehungen

Langfristige Verträge mit Automobilherstellern

Autoliv unterhält langfristige Lieferverträge mit großen Automobilherstellern weltweit. Ab 2023 verfügt das Unternehmen über aktive Verträge mit 22 der 25 weltweit führenden Automobilhersteller.

Kundentyp	Anzahl der Verträge	Vertragsdauer
Globale Automobilhersteller	22	3-7 Jahre
Erstklassige Automobilmarken	15	5-Jahres-Durchschnitt

Technischer Support und Beratung

Autoliv bietet umfassenden technischen Support durch engagierte Ingenieurteams in mehreren Regionen.

• Technische Supportzentren rund um die Uhr in Nordamerika, Europa und Asien
• Dedizierte technische Supportteams
• Reaktionszeit: Weniger als 4 Stunden für kritische technische Anfragen

Kontinuierliche Produktverbesserung

Im Jahr 2023 investierte Autoliv 397 Millionen US-Dollar in Forschung und Entwicklung, um die Produktleistung und Sicherheitstechnologien zu verbessern.

F&E-Investitionen	Patentanmeldungen	Produktverbesserungszyklen
397 Millionen US-Dollar	128 neue Patente	Jährliche Produktverfeinerung

Kollaborative Produktentwicklung

Autoliv führt gemeinsame Entwicklungsprogramme mit wichtigen Automobilherstellern durch.

• Aktive Kooperationsprojekte mit 8 großen Automobilmarken
• Co-Engineering-Initiativen bei der Entwicklung von Sicherheitssystemen
• Integrierte Design-Workshops

Kundenschulung und Integrationsunterstützung

Das Unternehmen bietet umfassende Schulungs- und Integrationsunterstützung für Automobilhersteller.

Schulungsprogramme	Öffnungszeiten der Integrationsunterstützung	Kundenzufriedenheitsrate
12 spezialisierte Schulungsmodule	3.500 jährliche Supportstunden	92 % Kundenzufriedenheit

Autoliv, Inc. (ALV) – Geschäftsmodell: Kanäle

Direktvertrieb an Automobilhersteller

Autoliv beliefert ab 2023 62 der 65 größten Automobilhersteller der Welt. Das Direktverkaufsvolumen erreichte im Geschäftsjahr 2022 einen Umsatz mit Kfz-Sicherheitssystemen in Höhe von 8,64 Milliarden US-Dollar.

Kategorie „Automobilhersteller“.	Anzahl direkter Beziehungen
Globale Tier-1-Hersteller	22
Regionale Premium-Hersteller	25
Hersteller aufstrebender Märkte	15

Globale Vertriebsnetzwerke

Autoliv betreibt ab 2023 67 Produktionsstätten in 27 Ländern und ermöglicht so einen umfassenden globalen Vertrieb.

• Nordamerika: 16 Produktionsstätten
• Europa: 22 Produktionsstätten
• Asien-Pazifik: 29 Produktionsstätten

Messen und Konferenzen der Automobilindustrie

Autoliv nimmt jährlich an 12 bis 15 großen internationalen Automobilmessen teil, was einer geschätzten Marketinginvestition von 4,2 Millionen US-Dollar entspricht.

Technische Online-Dokumentation und Support

Autoliv unterhält eine umfassende digitale Supportplattform, die monatlich über 5.400 technische Dokumentationsanfragen mit einer digitalen Lösungsrate von 92 % bearbeitet.

Strategisches Partnerschaftsengagement

Partnerschaftstyp	Anzahl aktiver Partnerschaften
Technologieentwicklungspartner	37
Forschungskooperationsnetzwerke	18
Partner für die Integration der Lieferkette	52

Autoliv, Inc. (ALV) – Geschäftsmodell: Kundensegmente

Pkw-Hersteller

Ab 2023 beliefert Autoliv rund 125 globale Automobilhersteller, zu den wichtigsten Kunden gehören:

Hersteller	Marktanteil bedient
General Motors	12.5%
Volkswagen-Konzern	11.3%
Ford Motor Company	9.7%
Toyota Motor Corporation	8.6%

Nutzfahrzeughersteller

Das Nutzfahrzeugsegment von Autoliv umfasst:

• Hersteller von Schwerlast-Lkw
• Hersteller mittelschwerer Lkw
• Bus- und Reisebushersteller

Umsatz mit Sicherheitssystemen für Nutzfahrzeuge: 1,2 Milliarden US-Dollar im Jahr 2023

Zulieferer für Kfz-Sicherheitsausrüstung im Aftermarket

Umsatz im Aftermarket-Segment: 387 Millionen US-Dollar im Jahr 2023

Produktkategorie	Marktdurchdringung
Airbag-Austausch	42%
Austausch des Sicherheitsgurts	33%
Austausch des Sicherheitssensors	25%

Aufstrebende Hersteller von Elektro- und autonomen Fahrzeugen

Umsatz mit Sicherheitssystemen für Elektrofahrzeuge: 675 Millionen US-Dollar im Jahr 2023

• Tesla
• Rivian
• Lucid Motors
• NIO

Globale Automobilmärkte

Region	Marktanteil	Umsatz (2023)
Nordamerika	35%	2,8 Milliarden US-Dollar
Europa	30%	2,4 Milliarden US-Dollar
Asien-Pazifik	25%	2,0 Milliarden US-Dollar
Rest der Welt	10%	800 Millionen Dollar

Autoliv, Inc. (ALV) – Geschäftsmodell: Kostenstruktur

Forschungs- und Entwicklungskosten

Für das Geschäftsjahr 2023 meldete Autoliv, Inc. Forschungs- und Entwicklungskosten in Höhe von 441 Millionen US-Dollar, was etwa 5,4 % des gesamten Nettoumsatzes entspricht.

Jahr	F&E-Ausgaben	Prozentsatz des Nettoumsatzes
2023	441 Millionen US-Dollar	5.4%
2022	418 Millionen US-Dollar	5.2%

Herstellungs- und Produktionskosten

Autoliv betreibt 68 Produktionsstätten in 27 Ländern, wobei sich die Gesamtherstellungskosten im Jahr 2023 auf 6,2 Milliarden US-Dollar belaufen.

• Gesamtproduktionsanlagen: 68
• Einsatzländer: 27
• Herstellungskosten für 2023: 6,2 Milliarden US-Dollar

Supply-Chain-Management

Die Lieferkettenkosten für Autoliv im Jahr 2023 wurden auf 1,8 Milliarden US-Dollar geschätzt, einschließlich Logistik, Beschaffung und Bestandsverwaltung.

Kostenkomponente der Lieferkette	Betrag (2023)
Logistik	650 Millionen Dollar
Beschaffung	780 Millionen Dollar
Bestandsverwaltung	370 Millionen Dollar

Globale Arbeitsvergütung

Die Gesamtvergütung der Belegschaft von Autoliv belief sich im Jahr 2023 auf 2,1 Milliarden US-Dollar und deckt etwa 66.000 Mitarbeiter weltweit ab.

• Gesamtbeschäftigte: 66.000
• Gesamtvergütung der Belegschaft: 2,1 Milliarden US-Dollar
• Durchschnittliche Vergütung pro Mitarbeiter: 31.818 $

Technologieinvestitionen und Infrastruktur

Die Investitionen in Technologie und Infrastruktur beliefen sich im Jahr 2023 auf insgesamt 520 Millionen US-Dollar und konzentrierten sich auf fortschrittliche Sicherheitssysteme und autonome Fahrtechnologien.

Anlagekategorie	Betrag (2023)
Hardware-Infrastruktur	240 Millionen Dollar
Softwareentwicklung	180 Millionen Dollar
Autonome Fahrtechnologien	100 Millionen Dollar

Autoliv, Inc. (ALV) – Geschäftsmodell: Einnahmequellen

Vertrieb von Erstausrüstern (OEM).

Im Jahr 2022 meldete Autoliv einen Gesamtumsatz von 8,91 Milliarden US-Dollar, wobei der OEM-Umsatz etwa 85 % des Gesamtumsatzes ausmachte, was etwa 7,57 Milliarden US-Dollar entspricht.

Region	OEM-Verkäufe (2022)	Prozentsatz
Nordamerika	3,24 Milliarden US-Dollar	36.3%
Europa	2,89 Milliarden US-Dollar	32.4%
Asien	2,78 Milliarden US-Dollar	31.3%

Verkauf von Aftermarket-Sicherheitskomponenten

Die Aftermarket-Verkäufe von Autoliv machten im Jahr 2022 etwa 15 % des Gesamtumsatzes aus, was etwa 1,34 Milliarden US-Dollar entspricht.

• Ersatzairbags: 412 Millionen US-Dollar
• Ersatzteile für Sicherheitsgurte: 287 Millionen US-Dollar
• Sicherheitssensorkomponenten: 641 Millionen US-Dollar

Lizenzierung von Sicherheitstechnologien

Die Lizenzeinnahmen im Jahr 2022 brachten Autoliv etwa 89 Millionen US-Dollar ein.

Technologietyp	Lizenzeinnahmen
Erweiterte Fahrerassistenzsysteme (ADAS)	53 Millionen Dollar
Passive Sicherheitstechnologien	36 Millionen Dollar

Globale Verträge für Kfz-Sicherheitssysteme

Der Gesamtauftragswert für globale Automobilsicherheitssysteme belief sich im Jahr 2022 auf 6,2 Milliarden US-Dollar, mit geplanten mehrjährigen Verträgen.

• Langfristige Verträge mit großen Automobilherstellern
• Durchschnittliche Vertragsdauer: 4-6 Jahre
• Vertragswertspanne: 50 bis 750 Millionen US-Dollar pro Vereinbarung

Technische Beratung und Ingenieurdienstleistungen

Technische Dienstleistungen und technische Beratung erwirtschafteten im Jahr 2022 einen Umsatz von 112 Millionen US-Dollar.

Servicekategorie	Einnahmen
Beratung zum Entwurf von Sicherheitssystemen	68 Millionen Dollar
Technische Integrationsdienste	44 Millionen Dollar

Autoliv, Inc. (ALV) - Canvas Business Model: Value Propositions

You're a decision-maker looking at the core value Autoliv, Inc. (ALV) delivers. It's not just about selling parts; it's about being the non-negotiable safety layer in the vehicle. The value proposition centers on a commitment to life preservation, backed by serious financial investment and global operational scale.

World-class safety solutions that save lives and reduce injuries

The fundamental value is the tangible impact on human life. This isn't abstract; it's measured in real-world outcomes. Autoliv, Inc. invests heavily to maintain this core promise, as evidenced by their substantial commitment to research and development. For the twelve months ending September 30, 2025, the company's R&D expenses totaled $392 million. This spending fuels the development of next-generation safety tech, like the 2025 Bernoulli Airbag Module, designed to manage crash energy more effectively.

The historical impact validates this focus:

• Products saved an estimated 37,000 lives in 2024.
• Products reduced around 600,000 injuries globally in 2024.
• The long-standing ambition is for their products to save 100,000 lives per year.

High-quality, reliable passive safety systems (airbags, seatbelts)

In the safety component business, quality is the ultimate differentiator; a failure here is catastrophic for the OEM customer and the end-user. Autoliv, Inc. supplies the core protective systems that form the backbone of vehicle safety. Their product portfolio is comprehensive, covering the critical restraint components.

Here's a look at the scale and focus of their core product lines, based on 2024 sales figures:

Product Category	2024 Sales Share	Example Components
Airbag and Steering Wheel Products	Approximately 68%	Frontal-impact airbag modules, steering wheels, inflator technologies
Seatbelt Products	Approximately 32%	Seatbelt assemblies and components

The company's operational performance in late 2025 shows this quality focus is translating to financial success, with an adjusted operating margin around 10.0% in Q3 2025 and a full-year guidance range of 10-10.5%. That's discipline in a complex supply environment.

Global supply capability to support OEM platform launches

Automotive Original Equipment Manufacturers (OEMs) need suppliers who can deliver complex, integrated systems globally, on time, for every new vehicle platform launch. Autoliv, Inc. supports this with a massive physical footprint. They operate in 25 countries and run 13 technical centers globally to stay close to development cycles. Furthermore, they maintain 62 production facilities across 23 countries.

This global reach allows them to outperform the general market trend, as seen in Q1 2025, where their global organic sales growth was 2.2% while global Light Vehicle Production (LVP) decreased by 0.4%. They outperformed LVP by 11 percentage points in Europe and 6.1 percentage points in the Americas in that quarter, largely due to product launches.

Compliance with stringent global automotive safety regulations

Meeting evolving, strict global safety standards is a barrier to entry that Autoliv, Inc. turns into a competitive advantage. Their new solutions are designed to meet the most advanced regulations and ratings specifications known today. They are actively engaged with regulatory bodies, such as signing a strategic agreement with CATARC, the leading research institution setting standards in China's automotive sector, in October 2025.

The company also manages regulatory cost impacts effectively. For instance, management estimated the overall impact of tariffs at around 20 basis points on the EBIT margin in Q3 2025, with the remaining costs successfully passed through to customers. This shows a capability to absorb and manage external regulatory/trade pressures while maintaining profitability, targeting an adjusted operating margin of around 10-10.5% for the full year 2025.

Trusted and preferred supplier status in a critical component category

Being a trusted supplier means maintaining financial health and strong customer relationships, especially when dealing with critical components. Analysts reflect this confidence with an average rating of 'Moderate Buy' from 19 brokerages as of late 2025. The company's financial stability supports this trust:

• Leverage Ratio stood at 1.3x, well below the target limit of 1.5x.
• Return on Equity (ROE) reached 31.22% in Q3 2025.
• Net sales for Q3 2025 were a record $2,706 million.

This strong balance sheet, with a leverage ratio of 1.3x, provides the foundation to continue delivering on their safety mission and supporting major OEM programs globally. Finance: draft 13-week cash view by Friday.

Autoliv, Inc. (ALV) - Canvas Business Model: Customer Relationships

You're looking at how Autoliv, Inc. manages its deep ties with the world's vehicle manufacturers. This isn't about selling off-the-shelf parts; it's about embedding safety engineering right into the vehicle design process. It's a high-stakes, high-trust game, and the numbers show where the focus is shifting.

Dedicated B2B sales and engineering support teams for OEMs

Autoliv, Inc. supports its Original Equipment Manufacturer (OEM) customers through integrated technical engagement. The company's sales performance relative to the global Light Vehicle Production (LVP) decline in Q1 2025 showed significant outperformance in regions like Europe at 7.0pp and Asia excluding China at 5.4pp, driven partly by product launches and positive pricing, which requires close engineering alignment with those specific customers.

Long-term, high-touch relationships with major automakers

The relationships are extensive, with Autoliv, Inc. delivering products for approximately 100 car brands and around 1,300 models in total. The relationship dynamics show a clear pivot in focus, as evidenced in Q3 2025 data: sales growth with domestic Chinese OEMs was up 23%, while sales with global OEMs decreased by 5%. In Q1 2025, sales to domestic Chinese OEMs grew by 19%. Major customers include giants like Volkswagen, Stellantis, and Toyota.

Collaborative development on new vehicle safety platforms

Collaboration is formalized through strategic agreements. Autoliv, Inc. signed a strategic agreement with the China Automotive Technology and Research Center Co (CATARC) on October 14, 2025, to jointly advance safety standards, spanning research and development, testing, and certification. Furthermore, a joint venture targeting cutting-edge safety electronics, including Hands-On Detection (HOD) and electronic seatbelt systems, is set to launch in Q1 2026 with HSAE. The company invested $440 million in Research and Development in 2024, which was approximately 4.7% of its sales, to fuel this innovation pipeline.

Pricing negotiations to pass on costs like U.S. tariffs

Autoliv, Inc. demonstrates strong commercial discipline in contract renegotiations to manage external cost shocks. For the full year 2025 guidance, tariff compensations added around 0.5pp to organic sales growth in Q3. In Q2 2025, the company recovered 80% of its tariff costs, limiting the net margin impact to just 35 basis points. For Q3 2025, management estimated the negative impact from U.S. tariffs at around 20bps on the operating margin, as most costs were passed on. One estimate put annual tariff-related costs absorbed by the value chain at around $200 million. The full-year 2025 guidance for the adjusted operating margin remains around 10-10.5%.

Managing warranty and recall processes with customers

Quality management is critical, given the safety-critical nature of the products. Over the last 10 years, Autoliv, Inc. has been involved in less than 2% of passive safety-related recalls, which is low compared to the industry average. A specific 2025 recall (25E057) involved 32,300 seat belt assemblies, with the percentage of affected seat belt assemblies estimated at approximately 0.1%. The company traced the potentially affected parts to specific automotive customers following discovery in June/July 2025.

Metric/Period	Value/Percentage	Context/Reference
Sales Growth with Domestic Chinese OEMs (Q3 2025)	23% increase	Compared to prior year
Sales Growth with Global OEMs (Q3 2025)	5% decrease	Compared to prior year
Tariff Cost Recovery (Q2 2025)	80% recovered	Of Q2 tariff costs
Net Margin Impact from Tariffs (Q2 2025)	35 basis points	Net impact after recovery
Estimated Tariff Impact on Operating Margin (Q3 2025)	Around 20bps	Negative impact before pass-through
Tariff Compensation Contribution to Organic Sales Growth (9M 2025)	Around 0.5pp	For the first nine months of 2025
Estimated Annual Tariff-Related Costs	$200 million	Estimated annual absorption
Adjusted Operating Margin Guidance (FY 2025)	Around 10-10.5%	Full year guidance
Adjusted Operating Margin (Q3 2025)	10.0%	Actual result
Recall Involvement (Last 10 Years)	Less than 2%	Of passive safety-related recalls
Affected Seat Belt Assemblies in Recall 25E057 (2025)	32,300 units	Potentially involved

The relationship management involves deep technical integration, such as the October 14, 2025, agreement with CATARC to advance safety standards and support global expansion for Chinese OEMs.

• Deliver products for approximately 100 car brands.
• Deliver products for around 1,300 models.
• R&D investment in 2024 was $440 million.
• R&D investment as a percentage of 2024 sales was approximately 4.7%.

You need to track the ongoing success of cost recovery, as the 80% recovery in Q2 2025 set a strong precedent for managing trade volatility. Finance: draft 13-week cash view by Friday.

Autoliv, Inc. (ALV) - Canvas Business Model: Channels

You're looking at how Autoliv, Inc. gets its safety systems from their factories to the assembly line and beyond. The primary channel is direct, high-volume supply to global Original Equipment Manufacturers (OEMs), which is the core of their business.

Direct sales and supply to global Original Equipment Manufacturers (OEMs)

• Autoliv, Inc. has operations in 25 countries globally, positioning component production centrally while placing assembly plants close to the customer base.
• Final products are delivered on a just-in-time basis to the manufacturers' plants.
• For certain key customers, Autoliv, Inc. establishes final assembly centers inside the OEM's own plants to streamline the final delivery process.
• Sales performance with domestic Chinese OEMs shows strong channel penetration; for instance, sales to this segment grew by 19% in the first quarter of 2025.
• In the third quarter of 2025, Autoliv, Inc.'s organic sales growth to Chinese OEMs was about 8pp higher than the growth rate for their comparable OEMs (COEM LVP growth).

Regional distribution centers supporting just-in-time delivery

The just-in-time (JIT) model relies heavily on a sophisticated logistics backbone. While specific numbers for regional distribution centers aren't broken out, the operational speed indicates their efficiency. For example, a final assembly center can receive a new order and execute and deliver the product within two to five hours in some cases. This rapid fulfillment capability is a key channel enabler for their OEM partners.

Aftermarket sales channels for replacement parts and upgrades

Although the bulk of Autoliv, Inc.'s revenue comes from new vehicle production, the company maintains channels for the aftermarket. This includes supplying replacement parts and potentially upgrades through established service networks, though specific revenue figures for this segment aren't detailed in the latest reports, which focus heavily on the OE (Original Equipment) business.

Global network of technical centers for local customer engineering support

Engineering support is integrated directly into the channel strategy, ensuring local alignment with global customers. Autoliv, Inc. supports this with a worldwide footprint of specialized facilities.

Here's a quick look at the global footprint supporting these channels, based on the latest available data:

Metric	Value	Context/Date
Number of Tech Centers	13	Worldwide (as of 2024/2025 reports)
Total Production Facilities	63	In 2023, across 23 countries
Geographic Sales Split (Approximate)	Americas: 33%, Europe: 28%, Asia: 19%, China: 19%	Global Footprint Distribution
Q3 2025 Net Sales	$2,706 million	Represents the output flowing through these channels

The company's strategy is to concentrate component production while decentralizing final assembly to be near the customer, which is a direct channel optimization. This structure helped Autoliv, Inc. achieve an organic sales growth of 3.9% in Q3 2025, despite an estimated 1pp negative impact from regional and customer LVP mix.

Autoliv, Inc. (ALV) - Canvas Business Model: Customer Segments

You're mapping out the core buyers for Autoliv, Inc. as of late 2025. The customer base is heavily concentrated around major vehicle producers globally, which is typical for a Tier 1 safety supplier.

The focus on Global Automotive Original Equipment Manufacturers (OEMs) remains the bedrock of the business, supplying essential passive safety systems like seat belts, airbags, and inflators directly into their vehicle assembly lines.

A key area for expansion and growth is within the Chinese market, specifically targeting Chinese domestic OEMs. For the first quarter of 2025, sales to these domestic Chinese OEMs showed significant traction, growing by 19%. This growth rate was aligned with the light vehicle production growth in that specific customer group for Q1 2025.

Customer concentration is managed, though some large relationships represent a significant portion of the top line. For instance, based on 2023 figures, the Renault-Nissan-Mitsubishi alliance stood out as the largest single customer group, contributing 10% of that year's revenue, with Stellantis also at 10% and Volkswagen at 9%.

Here's a look at the regional distribution of revenue, reflecting where the bulk of the OEM business originates, using the most recent reported quarterly figures available:

Customer Group/Region	Percentage of Revenue (Q1 2025)	Contextual Data Point
Americas	33%	Largest geographic segment in Q1 2025
Europe	30%	Second largest geographic segment in Q1 2025
China	17%	Sales to domestic OEMs grew 19% (Q1 2025)
Asia excluding China	20%	Significant growth area, outperforming LVP in Q3 2025

The customer base can be segmented by their needs and geographic location:

• Global Automotive Original Equipment Manufacturers (OEMs)
• Chinese domestic OEMs, a key growth area
• Major automotive alliances
• Regional OEM groups in Americas and Europe
• Automotive aftermarket customers seeking safety upgrades

Finally, Autoliv, Inc. also serves the Automotive aftermarket customers seeking safety upgrades. This segment involves selling replacement parts or potentially retrofitting older vehicles with enhanced safety components, though specific financial figures for this channel aren't as prominently detailed as the OEM supply contracts.

Autoliv, Inc. (ALV) - Canvas Business Model: Cost Structure

The cost structure for Autoliv, Inc. (ALV) is heavily weighted towards the direct costs of producing safety systems, but significant investment in future technology through Research, Development, and Engineering (RD&E) is also a defining feature. You see a constant push to manage inflationary pressures, particularly from labor and raw materials, through commercial recoveries and productivity initiatives.

Cost of Goods Sold (COGS) represents the single largest cost component. For the twelve months ending September 30, 2025, Autoliv, Inc.'s Cost of Goods Sold was reported at $8.563 billion. This figure directly incorporates the costs associated with materials, direct labor, and manufacturing overhead.

Material costs are substantial; for context in 2024, the cost of direct materials was approximately 55% of sales, with key inputs being steel, textiles, plastic, and non-ferrous metals. Labor costs remain a pressure point, with management noting in early 2025 that cost pressure from labor continued, though moderating compared to prior periods.

The major cost elements for a recent period can be summarized, using Q1 2025 as a concrete snapshot:

Cost Component (Q1 2025)	Amount (Millions USD)	Relation to Sales (Q1 2025)
Net Sales	$2,578	100%
Cost of Sales (COGS)	$2,100	Approx. 81.5%
Selling, General, and Administrative (SG&A)	$145	5.6%
Research, Development, and Engineering (RD&E), net	$113	4.3%

High fixed costs from global manufacturing facilities and tooling are inherent to the industry. While specific dollar amounts for fixed overhead and tooling depreciation aren't isolated in the latest reports, the company's focus on productivity and capacity alignment points to managing these large asset bases. You see evidence of this in the reduction of capital expenditure, net, in Q3 2025, which helps manage the investment in fixed assets. Furthermore, lower costs for samples, prototypes, and tools were noted as a contributing factor to a decrease in RD&E related costs in Q4 2024.

Research, Development, and Engineering (RD&E) expenses are critical for maintaining competitive advantage through new product launches. For Q1 2025, RD&E, net, was $113 million, representing 4.3% of sales. The company is actively launching a record number of new products, which drives this expenditure.

Selling, General, and Administrative (SG&A) expenses are managed through headcount reductions and productivity drives. In Q1 2025, SG&A was $145 million, which was 5.6% of sales. Headcount reduction was a key action, with total headcount decreasing by 6% as of Q1 2025 and by 5% as of Q2 2025.

Restructuring and capacity alignment costs for efficiency gains are treated as non-recurring items that impact period profitability. The improvement in operating income in Q3 2025 compared to the prior year was partly due to lower restructuring costs. Specifically, almost all of the positive change in Other income (expense), net, in Q4 2024 compared to the prior year was due to lower capacity alignment accruals. This signals an active, though variable, cost management lever.

• Tariff impact on operating margin for the full year 2025 is expected to be around 20 basis points (bps) negative dilution.
• In Q3 2025, the company recovered around 75% of tariff costs.
• In Q2 2025, the company recovered around 80% of tariff costs.
• The company's leverage ratio target limit is 1.5x, standing at 1.3x as of September 30, 2025.

Finance: draft 13-week cash view by Friday.

Autoliv, Inc. (ALV) - Canvas Business Model: Revenue Streams

You're looking at the core ways Autoliv, Inc. brings in money, which is fundamentally tied to the global vehicle production cycle and safety mandates. The revenue streams are built around supplying essential safety hardware and increasingly, the electronics that control it.

Here's a quick look at the key financial expectations for the full year 2025, which frame the revenue outlook:

Full-Year 2025 Adjusted Operating Margin Guidance	10-10.5%
Expected Full-Year 2025 Operating Cash Flow	Around $1.2 billion

To give you a sense of scale, for the third quarter of 2025, Autoliv, Inc. reported net sales of $2,706 million. Also, the revenue for the twelve months ending September 30, 2025, stood at $10.61 Billion USD.

The streams themselves flow from these primary product areas:

• Sales of airbag systems (frontal, side, curtain)
• Sales of seatbelt systems and components
• Sales of steering wheels and safety electronics

The safety electronics component is becoming more important; for instance, Autoliv, Inc. planned a joint venture with HSAE to focus on advanced safety electronics, targeting growth in ECUs for active seatbelts, hands-on detection systems, and steering wheel switches.

For Q3 2025, the reported adjusted operating margin was 10.0%, showing the profitability achieved on those sales streams during that period.