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Lear/$LEA

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About Lear

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.
Ticker
$LEA
Sector
Mobility
Primary listing
NYSE
Employees
164,300

Lear Metrics

BasicAdvanced
$5.2B
9.50
$11.42
1.28
$3.08
2.84%

What the Analysts think about Lear

Analyst ratings (Buy, Hold, Sell) for Lear stock.
Analyst projections of the future price of Lear stock.

Bulls say / Bears say

Lear grew sales 2% and core operating earnings 6% in the third quarter even as production across its markets fell 2%; its business also grew four percentage points faster than the market. Both segments improved adjusted operating performance, suggesting it is gaining ground and protecting profitability in a soft market. (Lear Corporation)
New business awards reached $3.9 billion in the first nine months, with more than half of Seating awards and about 70% of E-Systems awards coming from new or conquest programmes. Wins with Mahindra, BYD and other automakers offer a pipeline for future growth and market-share gains. (The Motley Fool)
Lear says automation at its new Orion seating plant could cut conversion costs by 10% to 15%, while its expanded restructuring plan targets $95 million of savings. If these improvements scale successfully, they could lift efficiency and help counter pressure from lower production. (The Motley Fool)
Lear cut its 2026 sales outlook after customers reduced production schedules, particularly in China, where vehicle production fell 7% in the quarter. Management said demand and schedules in China were worsening, leaving sales exposed to further cuts at automakers. (Lear Corporation, The Motley Fool)
Third-quarter free cash flow fell to $158 million from $307 million a year earlier, while operating cash flow dropped to $329 million from $444 million. Higher tooling investment and working-capital timing weakened cash generation, making the funding demands of launches and investment more pressing. (Lear Corporation)
Lear expects about $200 million in restructuring costs this year, and said lower production plus higher engineering and launch costs weighed on quarterly earnings. The plan depends on savings and operational execution to offset those pressures, so delays or weaker-than-expected savings could squeeze margins. (Lear Corporation)
Data summarised monthly by Lightyear AI. Last updated on 5 Nov 2026.

Lear Financial Performance

Revenues and expenses
Income statement
QuarterlyAnnual
Q3 24
QoQ growth
Revenue
Net income
Profit margin

Lear Earnings Performance

Company profitability
Earnings per share
QuarterlyAnnual
Q4 23
Q1 24
Q2 24
Q3 24
Q4 24
Actual
Expected
Surprise
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