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Lear is the world's largest automotive seating maker with 26% just-in-time market share. Management targets expanding share to 29% through conquest wins, supported by its growing vertical integration and expertise. The company has two segments, seating and e-systems, that generated 2025 revenue of $23.3 billion, with seating constituting 74% of sales. E-systems sells a variety of electrical distribution and connection products such as wire harnesses, battery connection systems, and battery disconnect units. Lear's geographic revenue mix is about 23% US, 15% Mexico, and 13% China. The customer mix is global, but GM and Ford account for about one-third of revenue, with GM the largest at about 22%. Lear is based in Southfield, Michigan, and about 46% of its 164,300 headcount is unionized.

Omaha, Nebraska-based Union Pacific is the largest public railroad in North America. Operating on more than 30,000 miles of track in the western two-thirds of the US, Union Pacific generated $24.5 billion of revenue in 2025 by hauling coal, industrial products, intermodal containers, agricultural goods, chemicals, fertilizers, and automotive goods. Union Pacific owns about one-fourth of Mexican railroad Ferromex and historically derives roughly 10% of its revenue hauling freight to and from Mexico.