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's (NYSE:ALV) earnings call presented a mix of record quarterly performance and explicit short-term caution, with management emphasizing substantial improvements in adjusted operating income, gross margin, and cost structure despite tariff and mix headwinds in Q2 2025. Executives explained that while tariff cost recoveries covered about 80% of expenses in Q2 2025, the remaining burden, coupled with timing lags, directly constrained margin performance and introduced visibility risk for sequential profitability.

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