GuruFocus·Jun 26, 2026
Lear Announces Date for Second Quarter 2026 Earnings Conference CallLear Announces Date for Second Quarter 2026 Earnings Conference Call PR Newswire SOUTHFIELD, Mich., June 26, 202
Lear Corporation(LEA)Earnings, Financials & Key Ratios
LEA•NYSE
$133.69
16.4× P/E·Price updated Jul 6, 2026
AboutLear Corporation designs, develops, engineers, manufactures, assembles, and supplies automotive seating, and electrical distribution systems and related components for automotive original equipment manufacturers in North America, Europe, Africa, Asia, and South America. Its Seating segment offers seat systems, seat subsystems, keyseat components, seat trim covers, seat mechanisms, seat foams, and headrests, as well as surface materials, such as leather and fabric for automobiles and light trucks, compact cars, pick-up trucks, and sport utility vehicles. The company's E-Systems segment provides electrical distribution and connection systems that route electrical signals and networks; and manage electrical power within the vehicle for various powertrains. This segment's products comprise wire harnesses, terminals and connectors, engineered components, and junction boxes; electronic system products, including body domain control modules, smart and passive junction boxes, gateway and communication modules, integrated power modules, and high voltage switching and power control systems. It also offers software and connected services comprising Xevo Market, an in-vehicle commerce and service platform; and software and services for the cloud, vehicles, and mobile devices. In addition, this segment provides cybersecurity software; advanced vehicle positioning for automated and autonomous driving applications; and short-range communication and cellular protocols for vehicle connectivity. It offers its products and services under the XEVO, GUILFORD, EAGLE OTTAWA, ConfigurE+, INTUTM, LEAR CONNEXUSTM, EXO, JOURNEYWARE, ProTec, SMART JUNCTION BOX, STRUCSURE, AVENTINO, and TeXstyle brands. Lear Corporation was founded in 1917 and is headquartered in Southfield, Michigan.Show more
- Revenue$23.26B-0.2%
- EBITDA$1.63B+3.9%
- Net Income$437M-13.8%
- EPS (Diluted)8.15-9.1%
- Gross Margin8.23%+4.0%
- EBITDA Margin6.99%+4.1%
- Operating Margin4.4%+8.4%
- Net Margin1.88%-13.6%
- ROE8.91%-15.0%
LEA Price & Volume
Lear Corporation (LEA) stock price & volume — 10-year historical chart
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Cyclical Margin Compression Challenges Lear's Valuation
Investment Thesis • Updated 2026Q1
VerdictNeutral
Growth:Mixed
Profitability:Strained
Financial:Adequate
Cash Flow:Mixed
Primary Risk:Cyclical OEM Pricing Pressure
Key Thesis Takeaways
- Lear Corporation faces a challenging outlook characterized by stagnant revenue growth, which has fluctuated between -7.2% and 4.8% over the last ten quarters, and persistent margin compression due to intense OEM pricing pressure.
- While the company maintains a stable liquidity buffer with a current ratio consistently near 1.33, its reliance on volatile working capital management and aggressive share repurchases—such as the $175.1 million spent in 2025Q4—raises concerns regarding long-term capital allocation sustainability.
- Investors should monitor whether the company can achieve meaningful operating leverage, as current operating margins remain constrained within a narrow 3.5% to 5.0% range.
Verdict Logic
while the forward P/E of 9.21 suggests a potential valuation discount, the company's thin net margins of 1.88% and inconsistent free cash flow generation warrant a cautious approach.
LEA Growth Metrics
Lear Corporation (LEA) revenue, earnings & EPS growth — 3, 5 & 10-year CAGR
Revenue CAGR
10 Years2.48%
5 Years6.41%
3 Years3.66%
TTM2.85%
Profit CAGR
10 Years-5.21%
5 Years22.48%
3 Years10.05%
TTM10.61%
EPS CAGR
10 Years-1.61%
5 Years25.48%
3 Years14.22%
TTM17.23%
Return on Capital
10 Years15.3%
5 Years10.1%
3 Years10.88%
Last Year11.52%
LEA Recent Earnings
Lear Corporation (LEA) EPS & revenue vs analyst estimates — last 4 quarters
●Beat EPS 11/12 qtrs (92%)●Beat Revenue 8/12 qtrs (67%)
Q2 2026Latest
May 1, 2026Metric
Actual
Est
EPS
$3.87+12.5%
$3.44
Rev
$5.8B-0.3%
$5.8B
Q1 2026
Feb 4, 2026Metric
Actual
Est
EPS
$3.41+27.7%
$2.67
Rev
$6.0B+3.2%
$5.8B
Q4 2025
Oct 31, 2025Metric
Actual
Est
EPS
$2.79+3.3%
$2.70
Rev
$5.7B+0.6%
$5.6B
Q3 2025
Jul 25, 2025Metric
Actual
Est
EPS
$3.47+7.4%
$3.23
Rev
$6.0B+8.3%
$5.6B
| Quarter | Date | EPS (Act vs Est) | Revenue (Act vs Est) |
|---|---|---|---|
| Q2 2026Latest | May 1, 2026 | $3.87vs $3.44+12.5% | $5.8Bvs $5.8B-0.3% |
| Q1 2026 | Feb 4, 2026 | $3.41vs $2.67+27.7% | $6.0Bvs $5.8B+3.2% |
| Q4 2025 | Oct 31, 2025 | $2.79vs $2.70+3.3% | $5.7Bvs $5.6B+0.6% |
| Q3 2025 | Jul 25, 2025 | $3.47vs $3.23+7.4% | $6.0Bvs $5.6B+8.3% |
Based on last 12 quarters of dataView full earnings history →
Latest LEA News
Recent stock market news and headlines for Lear Corporation (LEA)
PRNewsWire·Jun 26, 2026
Lear Announces Date for Second Quarter 2026 Earnings Conference CallSOUTHFIELD, Mich., June 26, 2026 /PRNewswire/ -- Lear Corporation (NYSE: LEA) will hold a conference call to review the company's second quarter 2026 financial results and related matters on July 31, 2026, at 9:00 a.m.
Zacks Investment Research·Jun 26, 2026
Here's Why Lear (LEA) is a Strong Growth StockWondering how to pick strong, market-beating stocks for your investment portfolio? Look no further than the Zacks Style Scores.
PRNewsWire·Jun 22, 2026
Lear Recognized as a 2026 Ford Supplier of the Year for Sustainability at the Ford Supplier Awards & SummitSOUTHFIELD, Mich., June 22, 2026 /PRNewswire/ -- Lear Corp. (NYSE: LEA), a global automotive technology leader in Seating and E-Systems, has been recognized as a winner at the 2026 Ford Supplier Awards & Summit.
Zacks Investment Research·Jun 19, 2026
Here's Why Lear (LEA) is a Strong Value StockWondering how to pick strong, market-beating stocks for your investment portfolio? Look no further than the Zacks Style Scores.
Peers Comparison
Key metrics vs top competitors for Lear Corporation (LEA)
| Company | Price | Market Cap | P/E Ratio | Rev Growth (1Y) | Net Margin | ROE | Div Yield |
|---|---|---|---|---|---|---|---|
| $133.69 | $6.77B | 16.40 | -0.19% | 1.88% | 8.91% | 2.3% | |
| $59.73 | $12.64B | 79.64 | 3.47% | 1.77% | 3.81% | — | |
| $65.91 | $13.58B | 51.49 | 1.65% | 2.53% | 6.17% | — | |
| $119.83 | $8.97B | 12.53 | 4.09% | 6.46% | 27.67% | — | |
| $65.68 | $17.88B | 21.97 | -0.21% | 1.58% | 5.27% | — | |
| $107.85 | $2.89B | 14.81 | -2.53% | 5.31% | 12.66% | — |
Compare LEA vs Peers
Lear Corporation (LEA) vs competitors — business, growth, and fundamentals comparison against the closest industry rivals.
LEA SEC Filings & Documents
Lear Corporation (LEA) SEC filings — annual & quarterly reports (10-K, 10-Q)
8-K Announcements
6Material company update
Feb 4, 2026·SEC
Material company update
Oct 31, 2025·SEC
Material company update
Jul 30, 2025·SEC
10-K Annual Reports
310-Q Quarterly Reports
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LEA Frequently Asked Questions
Lear Corporation (LEA) stock FAQ — growth, dividends, profitability & financials explained
Growth & Financials
What is Lear Corporation's revenue?
Lear Corporation (LEA) reported $23.52B in revenue for fiscal year 2025. This represents a 276% increase from $6.25B in 1996.
How fast is Lear Corporation growing?
Lear Corporation (LEA) saw revenue decline by 0.2% over the past year.
Is LEA profitable?
Yes, Lear Corporation (LEA) is profitable, generating $528.4M in net income for fiscal year 2025 (1.9% net margin).
Dividend & Returns
Does LEA pay dividends?
Yes, Lear Corporation (LEA) pays a dividend with a yield of 2.30%. This makes it attractive for income-focused investors.
What is LEA's return on equity?
Lear Corporation (LEA) has a return on equity (ROE) of 8.9%. This is below average, suggesting room for improvement.
What is Lear Corporation's free cash flow?
Lear Corporation (LEA) generated $732.4M in free cash flow for fiscal year 2025. Positive FCF indicates the company can fund dividends, buybacks, or reinvestment.