
Autoliv Q3 2026 Earnings: 9.7% Margin, but the Guide Needs a Record Q4
Autoliv Q3 2026 sales slipped 0.5% to $2.69B at a 9.7% adjusted margin; the narrowed 10.5% full-year guide implies a ~13.7% Q4 margin, its 2026 high.
#tariffs
Import duty rates, Section 301 and Section 232 tariffs, IEEPA actions, antidumping/countervailing duties, and tariff exclusions for U.S. importers

Autoliv Q3 2026 sales slipped 0.5% to $2.69B at a 9.7% adjusted margin; the narrowed 10.5% full-year guide implies a ~13.7% Q4 margin, its 2026 high.

Cleveland-Cliffs swung to a $165M Q3 2026 profit as steel prices rose 14%; adjusted EBITDA of $612M beat guidance and 2027 is guided above $4B.

Genuine Parts grew Q3 2026 sales 4.2% to $6.52B, but GAAP EPS stayed flat at $1.62 as SG&A rose 7.7%; Motion's 13.2% margin is the case for the split.

Steel Dynamics earned $756M in Q3 2026 as EPS rose 92% to $5.26; a $110-a-ton spread gain on record 3.8M tons drove it, helped by import trade actions.

Hasbro earned $2.90/share adjusted (+73%) in Q3 2026 as Magic hit $616.1M; ~$55M of tariff refunds and a doubled buyback sweetened the print.

RTX earned $2.26 adjusted EPS (+33%) on a record $340B backlog — but $0.25 came from a one-time tariff refund while cash flow fell 47%.

PepsiCo's Q3 2026 core profit rose 3% only because of a $178M tariff refund; without it core profit fell about 1%, and EPS guidance was cut.

CBP audits your import controls before your entries — pass the Pre-Assessment Survey and the review stays light; fail it and face back duties plus penalties.

Duties and freight are inventory cost, not expenses — capitalize them per SKU, reconcile payouts gross-to-net, and accrue uninvoiced fulfillment monthly.

A UFLPA detention gives importers 30 days to prove goods sit outside the forced-labor presumption — with a full supply-chain map, not a vendor letter.

Levi Strauss Q3 FY2026 revenue rose 4.3% to $1.61B; a $78.6M tariff refund lifted gross margin to 66.2%, about 61.3% without it.

CBP reconciliation lets importers flag entries with undetermined value or FTA claims and true them up on Entry Type 09: 12 months for FTA, 21 for value.