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Lear/$LEA

1D1W1M3M6MYTD1Y5YMAX

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
$5.9B
10.70
$11.43
1.30
$3.08
2.52%

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

In Q3, sales rose 2% and core operating earnings rose 6% despite a 2% decline in Lear-weighted vehicle production; operating margin also improved to 4.4% from 4.2%. That points to an ability to win business and improve performance even in a softer market. (Lear Corporation)
Lear reported fresh seating and E-Systems awards, including complete seats for Mahindra and BYD programmes in Asia and conquest wire business in China and Europe. These wins could support future growth and market-share gains as the programmes launch. (Lear Corporation)
Lear completed its $350 million 2026 share-repurchase target early, paid a quarterly dividend and expanded its repurchase authorisation to $1.5 billion. This gives shareholders a clear route to benefit from cash generation, alongside the company’s investment in its business. (Lear Corporation)
Lear cut its 2026 sales outlook by about $225 million at the midpoint after customers reduced production schedules, particularly in China. A further deterioration in demand or vehicle output could put more pressure on revenue. (Lear Corporation)
The planned exit of non-core E-Systems products is expected to remove about $235 million of revenue in 2027. That creates a near-term growth hurdle before newer programmes make a larger contribution. (Investing.com)
Q3 free cash flow fell to $158 million from $307 million a year earlier, while Lear lowered its full-year free-cash-flow outlook and raised expected restructuring costs to about $200 million. Weaker cash conversion and higher restructuring spending could limit financial flexibility. (Lear Corporation)
Data summarised monthly by Lightyear AI. Last updated on 2 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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