Lear sees FY26 revenue $23.21B-$24.01B, consensus $23.5B

Sees FY26 adjusted EBITDA $1.65B-$1.82B. Sees FY26 free cash flow $550M-$650M. Sees FY26 capital spending $660M. Sees FY26 restructuring costs $175M. The company said, “At the midpoint of our guidance range, we have assumed that global industry production will be 1% 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 and industry-wide production disruptions.”