Despite Autoliv's strong earnings outlook and rapid growth, its P/E ratio aligns with other companies, indicating shareholder skepticism. Potential risks may be pressuring the P/E ratio, with investors expecting future earnings volatility.
Body text: 2Q Earnings Expectations The US auto suppliers are expected to deliver robust earnings in 2Q, with most companies meeting or exceeding consensus estimates. The latest IHS estimate indicates a YoY increase of +5% to 86.7 million units for the full year, while production volatility is expected to improve quarter over quarter. However, despite the improving volume environment, inflation from labor and energy continues to of...
Summary: Autoliv's second quarter figures for 2023 saw a significant increase in net sales, with a 27% rise to $2.6 billion compared to the previous year. The company also reported a gross profit increase of $121 million or 37%, bringing gross profits up to $447 million. This growth was driven by a combination of price increases, volume growth and lower costs for premium freight, although it was partly offset by wage inflation and inc...
Gainers: •$Convey Health Solutions(CNVY.US)$+138% (To Be Taken Private By TPG for $10.50 per share in cash) •$Valneva(VALN.US)$+83.8% (Valneva SE and$辉瑞(PFE.US)$enter into an equity subscription agreement and update terms of collaboration agreement for VLA15) •$Spirit Airlines(SAVE.US)$+8.8% (JetBlue (JBLU) submits proposal with increased offer of $33.50 per share in cash) •$家乐氏(K.US)$+8.4% (plans to separate into t...
奥托立夫股票讨论区
专栏US Autos & Auto Technology | 2Q Earnings and 2023 Outlook Preview
2Q Earnings Expectations
The US auto suppliers are expected to deliver robust earnings in 2Q, with most companies meeting or exceeding consensus estimates. The latest IHS estimate indicates a YoY increase of +5% to 86.7 million units for the full year, while production volatility is expected to improve quarter over quarter. However, despite the improving volume environment, inflation from labor and energy continues to of...
专栏Autoliv, Inc. (ALV) | Q2 2023 Earnings Call Transcript Summary
Autoliv's second quarter figures for 2023 saw a significant increase in net sales, with a 27% rise to $2.6 billion compared to the previous year. The company also reported a gross profit increase of $121 million or 37%, bringing gross profits up to $447 million. This growth was driven by a combination of price increases, volume growth and lower costs for premium freight, although it was partly offset by wage inflation and inc...
专栏US Top Gap Ups and Downs on 7/21: ALV, IPG, EDU, ABNB and More
Gap Ups
1. $奥托立夫(ALV.US)$+10.2%
2. $浦项钢铁(PKX.US)$+9.1%
3. $Etsy Inc(ETSY.US)$+3.9%
4. $儒博实业(ROP.US)$+3.6%
5. $新东方(EDU.US)$ +3.0%
6. $布拉德斯科银行-Common(BBDO.US)$ +3.0%
7. $爱彼迎(ABNB.US)$ +2.4%
Gap Downs
1. $埃培智(IPG.US)$ -13.3%
2. $车之国公司(AN.US)$ -12.3%...
专栏US Top Gap Ups and Downs on 4/21: SAP, PG, NVO, WRB and More
Gap Ups
1. $SAP SE(SAP.US)$ - up 3.2%
2. $费森尤斯医疗(FMS.US)$ - up 3.1%
3. $HCA医疗(HCA.US)$ - up 2.2%
4. $宝洁(PG.US)$ - up 2.1%
5. $诺和诺德(NVO.US)$ - up 1.5%
6. $Alcon(ALC.US)$ - up 1.2%
7. $CyberArk(CYBR.US)$ - up 1.0%
8. $阿卡迪亚医疗保健(ACHC.US)$ - up 0.9%...
专栏US Top Gap Ups and Downs on 4/5: AU, AZN, AEP, ALB and More
Gap Ups
1. $AngloGold Ashanti(AU.US)$ - up 2.2%
2. $阿斯利康(AZN.US)$ - up 1.7%
3. $argenx SE(ARGX.US)$ - up 1.4%
4. $美国电力(AEP.US)$ - up 0.4%
5. $美源伯根(ABC.US)$ - up 0.3%
Gap Downs
1. $美国雅保(ALB.US)$ - down 2.9%
2. $阿西布朗勃法瑞公司(ABB.US)$ - down 0.9%
3. $BOSS直聘(BZ.US)$ - down 0....
专栏US Top Gap Ups and Downs on 1/23: W, SHOP, AMD, LCID and More
Gap Ups
1. $Wayfair(W.US)$ - up 8.8%
2. $IAA Inc(IAA.US)$ - up 4.8%
3. $西部数据(WDC.US)$ - up 4%
4. $Shopify(SHOP.US)$ - up 3.5%
5. $高通(QCOM.US)$ - up 2.3%
6. $斯凯奇(SKX.US)$ - up 2.1%
7. $Lucid Group(LCID.US)$ - up 2.1%
8. $美国超微公司(AMD.US)$ - up 2%
9...
2022前两季度营收微缩1.4%,营业利润下降35.8%,净利润下降37.8%,似乎到了下行的年份。
目前市盈率15.2,市盈率TTM 19.6, 对于没有明显增长的公司来说没有吸引力。
专栏Today's pre-market stock movers: SNAP, VZ, TWTR, AXP and more
In reaction to earnings/guidance:
• $泰尼特(THC.US)$ +13.2%,$HCA医疗(HCA.US)$ +12.5%,$Vicor电子(VICR.US)$ +8.2%,$第一银行(FBP.US)$ +7.2%,$欧扎克银行(OZK.US)$ +5.1%,$美国运通(AXP.US)$ +4.4%,$第一金融银行(FFBC.US)$ +3.7%,$奥托立夫(ALV.US)$ +2.9%,$UFP Industries(UFPI.US)$ + 2.7%,$斯伦贝谢(SLB.US)$ +2.2%,$NextEra Energy Partners LP(NEP.US)$ +2%,$学乐集团(SCHL.US)$ +1.8%
News:
• $Hanger(HNGR.US)$ +24.8% (t...
专栏Today's pre-market stock movers: K, SAVE, VALN, CHWY and more
• $Convey Health Solutions(CNVY.US)$ +138% (To Be Taken Private By TPG for $10.50 per share in cash)
• $Valneva(VALN.US)$ +83.8% (Valneva SE and $辉瑞(PFE.US)$ enter into an equity subscription agreement and update terms of collaboration agreement for VLA15)
• $Spirit Airlines(SAVE.US)$ +8.8% (JetBlue (JBLU) submits proposal with increased offer of $33.50 per share in cash)
• $家乐氏(K.US)$ +8.4% (plans to separate into t...
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