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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
$5.8B
11.11
$10.67
1.27
$3.08
2.60%

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

Second-quarter revenue rose 3% to $6.2 billion and core operating earnings increased 7% year on year. Lear raised the midpoint of its 2026 financial outlook, signalling stronger near-term earnings momentum. (Lear Corporation)
Lear booked $2.9 billion of business awards in the first half, with more than half for new or conquest programmes. Wins including Audi and Leapmotor could support future growth and broaden its customer base. (Lear Corporation)
E-Systems adjusted margin rose to 5.8% from 4.9% a year earlier, while adjusted segment earnings increased to $91 million from $76 million. This suggests the business is improving profitability as well as securing new work. (Lear Corporation)
China demand is a clear near-term headwind: management said domestic auto sales fell 20% in the first half and built continued weakness into its second-half outlook. A further slowdown could weigh on volumes and make the guidance harder to achieve. (EarningsCalls.dev)
Management expects limited growth in 2027 despite more than $700 million of new business coming on, as $235 million of non-core E-Systems revenue rolls off and some customer platforms weaken. That leaves a near-term gap before newer awards contribute more fully. (EarningsCalls.dev)
Seating, Lear’s largest segment, made little margin progress: its adjusted margin was 6.7%, unchanged year on year, despite sales growth of about 3%. If that segment cannot lift margins, it may limit profit growth across the company. (Lear Corporation)
Data summarised monthly by Lightyear AI. Last updated on 1 Oct 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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