Lear backs FY26 revenue view $23.21B-$24.01B, consensus $23.6B

Backs FY26 adjusted EBITDA view $1.65B-$1.82B. Backs FY26 capital spending view $660M. Backs FY26 free cash flow view $550M-$650M. The company said, “At the midpoint of our guidance range, we have assumed that global industry production will be approximately 2% lower than in 2025 on a Lear (LEA) sales-weighted basis. The industry volume assumptions underlying our 2026 financial outlook are derived from several sources, including internal estimates, customer production schedules and the most recent S&P Global Mobility production estimates for our vehicle platforms. Our outlook excludes any future impact of potential changes to tariffs or Company or industry-wide production disruptions.”