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Lear Corporation

Lear Corporation

NYSE•LEA
CEO: Mr. Raymond E. Scott Jr.
Sector: Consumer Cyclical
Industry: Auto - Parts
Listing Date: 2009-11-09
Lear 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.
Contact Information
21557 Telegraph Road, Southfield, MI, 48033, United States
248-447-1500
www.lear.com
Market Cap
$7.17B
P/E (TTM)
16.2
42.4
Dividend Yield
2.3%
52W High
$142.84
52W Low
$73.85
52W Range
88%
Rank30Top 19.5%
5.1
F-Score
Modified Piotroski Analysis
Based on 10-year fundamentals
Average • 5.1 / 9 points
Scoring Range (0-9)
8-9: Excellent Value
6-7: Strong Fundamentals
4-5: Average Quality
0-3: Weak Performance
Data Period: 2016-2025

Financial Dashboard

Q4 2025 Data

Revenue

$5.99B+0.00%
4-Quarter Trend

EPS

$1.58+0.00%
4-Quarter Trend

FCF

$281.10M+0.00%
4-Quarter Trend

2025 Annual Earnings Highlights

Key Highlights

Strong Operating Cash Flow Net cash from operations reached $1.09B in 2025, slightly down $31.3M from $1.12B in 2024.
Seating Segment Revenue Stable Seating net sales were $17.28B in 2025, increasing $61M, partially offset by lower production volumes.
Strategic Acquisitions Accelerate Automation Completed StoneShield acquisition in February 2025, accelerating electrical distribution automation and operational efficiency gains.
Total Assets Increased Total assets grew to $14.84B by December 31, 2025, up from $14.03B reported at the end of 2024.

Risk Factors

Industry Cyclicality Impacts Performance Cyclical industry sensitive to rates, inflation, and geopolitical issues; customer production fluctuations reduce sales.
E-Systems Margin Compression E-Systems segment margin fell to 3.1% in 2025 from 4.1% in 2024 due to lower production volumes.
Raw Material Cost Volatility Risk Volatile costs for steel, copper, and labor may not be fully offset by commercial recovery mechanisms.
Cybersecurity Incident Disruption Cybersecurity risks remain high; a major customer disruption in H2 2025 impacted industry production volumes.

Outlook

Focus on Profitability Pillars Strategy focuses on extending Seating leadership with priceable features and expanding E-Systems margins.
Investing in IDEA Technologies Continued investment in automation, AI, and digital transformation to drive efficiency and competitive advantage.
Capital Spending Forecast Capital spending estimated at approximately $660M in 2026, slightly above the $562M spent in 2025.
Sustainability Goals Commitment Aiming for 100% renewable energy use and 50% Scope 1 & 2 carbon reduction by 2030.

Peer Comparison

Revenue (TTM)

CarMax, Inc.KMX
$27.83B
+0.1%
Lear CorporationLEA
$23.26B
-0.2%
Group 1 Automotive, Inc.GPI
$22.57B
+13.2%

Gross Margin (Latest Quarter)

Allison Transmission Holdings, Inc.ALSN
47.5%
-0.6pp
Mattel, Inc.MAT
46.0%
-3.1pp
Dorman Products, Inc.DORM
44.4%
+3.9pp

Key Metrics

Symbol
Market Cap
P/E (TTM)
ROE (TTM)
Debt to Assets
ALSN$9.89B14.340.5%43.5%
LEA$7.17B16.28.8%27.6%
TMHC$6.64B8.412.8%24.0%

Long-Term Trends

Last 4 Quarters
Revenue
Net Income
Operating Cash Flow
4Q Revenue CAGR
2.5%
Moderate Growth
4Q Net Income CAGR
0.8%
Profitability Slowly Improving
Cash Flow Stability
75%
Volatile Cash Flow

Research & Insights

Next earnings:May 4, 2026
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EPS:-
|
Revenue:-
Reports
Financials
News
All Years
  • Form 10-K - FY 2025

    Period End: Dec 31, 2025|Filed: Feb 13, 2026|
    Revenue: $23.26B-0.2%
    |
    EPS: $8.15-9.6%
    Beat
  • Form 10-Q - Q3 2025

    Period End: Sep 27, 2025|Filed: Oct 31, 2025|
    Revenue: $5.68B+1.7%
    |
    EPS: $2.03-16.1%
    Miss
  • Form 10-Q - Q2 2025

    Period End: Jun 28, 2025|Filed: Jul 25, 2025|
    Revenue: $6.03B+0.3%
    |
    EPS: $3.07+1.0%
    Miss
  • Form 10-Q - Q1 2025

    Period End: Mar 29, 2025|Filed: May 6, 2025|
    Revenue: $5.56B-7.2%
    |
    EPS: $1.50-21.8%
    Miss
  • Form 10-K - FY 2024

    Period End: Dec 31, 2024|Filed: Feb 14, 2025|
    Revenue: $23.30B-0.7%
    |
    EPS: $9.02-7.3%
    Miss
  • Form 10-Q - Q3 2024

    Period End: Sep 28, 2024|Filed: Oct 24, 2024|
    Revenue: $5.58B-3.4%
    |
    EPS: $2.42+7.2%
    Miss
  • Form 10-Q - Q2 2024

    Period End: Jun 29, 2024|Filed: Jul 25, 2024|
    Revenue: $6.01B+0.2%
    |
    EPS: $3.04+6.6%
    Miss
  • Form 10-Q - Q1 2024

    Period End: Mar 30, 2024|Filed: Apr 30, 2024|
    Revenue: $5.99B+2.5%
    |
    EPS: $1.91-20.9%
    Miss