{"podcast":{"title":"Charged Alpha Stock Encyclopedia","slug":"charged-alpha-stock-encyclopedia-7819792","podcast_index_feed_id":7819792,"rss_url":"https://feed.podbean.com/chargedalpha/feed.xml","website_url":"https://chargedalpha.podbean.com","image_url":"https://pbcdn1.podbean.com/imglogo/image-logo/22241603/charged_alpha_logo_2048.png","author":"Colton Thomas","episode_count":1034,"summary":"Charged Alpha reviews earnings for each stock in the Russel 1000 every quarter. Each podcast gives thorough analysis, along with an in-depth profile in the beginning of the episode of the company, what they do, how they earn money and what to look for.","last_synced_at":"2026-07-18T10:20:29.083898+00:00","page_url":"https://stenobird.com/podcast/charged-alpha-stock-encyclopedia-7819792"},"episode":{"title":"Autoliv Stock (ALV): EPS ’Crashed’ 38% — So Why We’re BUYING It (Q2 2026)","slug":"autoliv-stock-alv-eps-crashed-38-so-why-we-re-buying-it-q2-2026","published_at":"2026-07-18T00:18:00+00:00","page_url":"https://stenobird.com/podcast/charged-alpha-stock-encyclopedia-7819792/autoliv-stock-alv-eps-crashed-38-so-why-we-re-buying-it-q2-2026","show_page_url":"https://stenobird.com/podcast/charged-alpha-stock-encyclopedia-7819792","url":"https://chargedalpha.podbean.com/e/autoliv-stock-alv-eps-crashed-38-%e2%80%94-so-why-we-re-buying-it-q2-2026/","audio_url":"https://mcdn.podbean.com/mf/web/n3lnu05xn3w7fd0v/audio_5.mp3","summary":"Autoliv (ALV) Q2 2026 — Autoliv (ALV) reported Q2 2026 (Jul 17): net sales $2,803M (+3.3% reported, +1.0% organic - 1.3pp above a global light-vehicle-production decline of 0.3%); adjusted operating margin 9.6% (+0.4pp YoY); adjusted diluted EPS $2.43 (+10% YoY), a hair below the ~$2.46 consensus (a small miss); GAAP diluted EPS $1.35 (-38% YoY) - driven almost entirely by a one-time $90M charge (of $142M total) to discontinue manufacturing in Turkey (~2,200 jobs, closure by H1 2028, ~$40M/yr savings from 2027). The stock fell ~3.8% to ~$120. Under the hood the quarter was strong: free operating cash flow more than doubled to $340M (operating cash flow $434M, +57%); Autoliv repurchased $200M of stock (1.65M shares) and raised the dividend 24% to $0.87/quarter; net debt just $1,695M, leverage a low 1.2x. China was a highlight: sales to domestic Chinese OEMs +44% organic, now 55% of China sales (vs ~40% a year ago), with new deals signed with Great Wall Motor and XPENG; India +36%. Tariffs: >80% recovered from customers, net impact only ~$7M. FY2026 guidance: ~0% organic growth (vs LVP ~-2.5%), adjusted operating margin ~10.5-11%, operating cash flow ~$1.2B. Our owner-earnings DCF (normalized base ~$700M, 9/10/11% discount) lands ~$137 (probability-weighted at a 10% base) vs ~$120 today. Wall Street: Hold consensus (16 buy / 20 hold / 1 sell), avg target ~$129. Our call: BUY, 4/5 - the world's #1 passive-safety supplier, too cheap for its margin trajectory and ~7% total shareholder yield, mispriced for a one-time charge. Autoliv is the world's largest maker of passive safety - the airbags, seatbelts and steering wheels in cars - with about $11B in annual sales. In Q2 2026 the headline looked like a miss: GAAP diluted EPS fell 38% to $1.35 and adjusted EPS of $2.43 cam…","meta_description":"Autoliv (ALV) Q2 2026 — Autoliv (ALV) reported Q2 2026 (Jul 17): net sales $2,803M (+3.3% reported, +1.0% organic - 1.3pp above a global light-vehicle-pro…","key_points":[],"chapters":[],"topics":[],"duration_seconds":871,"processing_state":"not_requested","actions":[{"name":"request_transcript","method":"POST","url":"https://stenobird.com/v1/public/podcasts/charged-alpha-stock-encyclopedia-7819792/episodes/autoliv-stock-alv-eps-crashed-38-so-why-we-re-buying-it-q2-2026/transcription-requests","description":"Idempotently request low-priority transcript generation for this episode."},{"name":"read_markdown","method":"GET","url":"https://stenobird.com/podcast/charged-alpha-stock-encyclopedia-7819792/autoliv-stock-alv-eps-crashed-38-so-why-we-re-buying-it-q2-2026.md","description":"Read the agent-friendly Markdown representation of this episode resource."}]}}