Lear Corporation
NYSE•LEA
CEO: Mr. Raymond E. Scott Jr.
セクター: Consumer Cyclical
業種: Auto - Parts
上場日: 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.
連絡先情報
時価総額
$6.15B
PER (TTM)
14.3
35.2
配当利回り
2.6%
52週高値
$142.84
52週安値
$73.85
52週レンジ
順位30Top 19.5%
5.1
F-Score
改良版 Piotroski 分析
10年ファンダメンタル
堅調 • 5.1 / 9 ポイント
スコアレンジ (0-9)
8-9: 価値が優れている
6-7: 基礎体質が強い
4-5: 全体的に堅調
0-3: パフォーマンスが弱い
データ期間: 2016-2025
財務ダッシュボード
Q4 2025 データ
売上高
$5.99B+0.00%
直近4四半期の推移
EPS
$1.58+0.00%
直近4四半期の推移
フリーCF
$281.10M+0.00%
直近4四半期の推移
2025 Annual 決算ハイライト
主なハイライト
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.
リスク要因
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.
見通し
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.
同業比較
売上高 (TTM)
$27.83B
$23.26B
$22.57B
粗利益率 (最新四半期)
47.8%
46.0%
41.6%
主要指標
銘柄コード | 時価総額 | PER (TTM) | ROE (TTM) | 負債比率 |
|---|---|---|---|---|
| ALSN | $9.51B | 15.4 | 35.0% | 48.0% |
| KMX | $6.22B | 13.8 | 7.4% | 65.2% |
| SEE | $6.16B | 12.2 | 48.4% | 58.5% |
長期トレンド
直近4四半期
売上高
純利益
営業キャッシュフロー
4四半期売上高CAGR
2.5%
緩やかな成長
4四半期純利益CAGR
0.8%
収益性の緩やかな改善
キャッシュフロー安定性
75%
キャッシュフローの変動が大きい
深度リサーチ
次回決算:2026年5月4日
EPS:-
|売上高:-
財務データ
決算説明会
財務レポート
ニュース
損益計算書
バランスシート
キャッシュフロー計算書
財務比率
変化率
損益計算書 | 直近12ヶ月 |
|---|
データなし