[GUEST ACCESS MODE: Data is scrambled or limited to provide examples. Make requests using your API key to unlock full data. Check https://lunarcrush.ai/auth for authentication information.]  AlphaSense [@AlphaSenseInc](/creator/twitter/AlphaSenseInc) on x 25K followers Created: 2025-07-18 11:46:27 UTC $ALV Earnings: - $XXXXX million net sales - XXX% net sales increase - XXX% organic sales growth - XXX% operating margin - XXX% adjusted operating margin - $XXXX diluted EPS, XX% increase - $XXXX adjusted diluted EPS, XX% increase Comments from Mikael Bratt, President & CEO "I am pleased to, in a turbulent market environment, report a record breaking second quarter for sales, operating income and margin as well as EPS. The performance was driven by good sales development coupled with successful actions to reduce costs and achieve tariff compensations. We outperformed in Americas, Europe and Asia excl. China and continued to outperform global LVP despite strong headwinds from LVP mix shifts, particularly in China. Based on a positive trend during the second quarter and a record number of new launches we continue to expect significantly improved sales vs. LVP in China in the second half year. We remain focused on operational efficiency, commercial excellence and our cost reduction programs. Direct headcount was reduced by X% while sales grew X% organically, which together with continued repurchases of shares, contributed to a XX% increase in EPS. We remain confident that we can continue to successfully receive compensation from our customers for tariffs, although the industry outlook for tariffs is uncertain. We recovered around XX% of tariff costs in the second quarter, and we expect to recover most of what remains later in the year. We continue to closely monitor and evaluate the situation, focusing on being adaptive and agile. At our Capital Markets Day in June, we reiterated our financial targets and communicated a new share repurchase program of up to $XXX billion until the end of 2029 as well as announced a XX% dividend increase for the third quarter to $XXXX per share. Our increased shareholder return ambitions are supported by our strong balance sheet and cash conversion. Our 2025 guidance for organic sales growth has increased to around X% due to tariff compensations, and we reiterate our guidance of an adjusted operating margin of around 10-10.5%."  XXXXX engagements  **Related Topics** [$alv](/topic/$alv) [alvey chain](/topic/alvey-chain) [coins layer 2](/topic/coins-layer-2) [Post Link](https://x.com/AlphaSenseInc/status/1946174727527211217)
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AlphaSense @AlphaSenseInc on x 25K followers
Created: 2025-07-18 11:46:27 UTC
$ALV Earnings:
- $XXXXX million net sales
- XXX% net sales increase
- XXX% organic sales growth
- XXX% operating margin
- XXX% adjusted operating margin
- $XXXX diluted EPS, XX% increase
- $XXXX adjusted diluted EPS, XX% increase
Comments from Mikael Bratt, President & CEO
"I am pleased to, in a turbulent market environment, report a record breaking second quarter for sales, operating income and margin as well as EPS. The performance was driven by good sales development coupled with successful actions to reduce costs and achieve tariff compensations. We outperformed in Americas, Europe and Asia excl. China and continued to outperform global LVP despite strong headwinds from LVP mix shifts, particularly in China. Based on a positive trend during the second quarter and a record number of new launches we continue to expect significantly improved sales vs. LVP in China in the second half year.
We remain focused on operational efficiency, commercial excellence and our cost reduction programs. Direct headcount was reduced by X% while sales grew X% organically, which together with continued repurchases of shares, contributed to a XX% increase in EPS. We remain confident that we can continue to successfully receive compensation from our customers for tariffs, although the industry outlook for tariffs is uncertain. We recovered around XX% of tariff costs in the second quarter, and we expect to recover most of what remains later in the year. We continue to closely monitor and evaluate the situation, focusing on being adaptive and agile.
At our Capital Markets Day in June, we reiterated our financial targets and communicated a new share repurchase program of up to $XXX billion until the end of 2029 as well as announced a XX% dividend increase for the third quarter to $XXXX per share. Our increased shareholder return ambitions are supported by our strong balance sheet and cash conversion.
Our 2025 guidance for organic sales growth has increased to around X% due to tariff compensations, and we reiterate our guidance of an adjusted operating margin of around 10-10.5%."
XXXXX engagements
Related Topics $alv alvey chain coins layer 2