Lear reports Q4 adjusted EPS $3.41, consensus $2.80

Reports Q4 revenue $5.99B, consensus $5.8B. “Despite lower volume in our two key markets, Lear (LEA) finished 2025 with significant momentum, delivering record operating performance and our fifth consecutive year of adjusted earnings per share growth while securing approximately $1.4 billion of E-Systems business awards and the largest seating conquest award in our history, positioning us for sustained future growth,” said Ray Scott, Lear’s president and CEO. “In 2026, our expanded automation and AI leadership, combined with cost savings from restructuring actions, will be catalysts for margin expansion in both segments. Our strong cash generation outlook and healthy balance sheet enables us to continue delivering enhanced returns to our investors through share repurchases and dividends.”