The earnings call presented a balanced view with notable achievements in operational efficiency, margin expansion, and strategic business wins, offset by challenges in sales, volume headwinds, and tariff-related cash flow issues.

Company Guidance -

Q3 2025

In the second quarter of 2025, Lear Corporation reported $6 billion in revenue, with core operating earnings of $292 million and an operating margin of 4.8%. The adjusted earnings per share stood at $3.47. Lear's operating cash flow was $296 million, matching the financial metrics of the second quarter of 2024. The company experienced a net performance improvement, contributing 45 basis points to Seating and 70 basis points to E-Systems margins in the first half of 2025. Despite macroeconomic uncertainties, Lear increased its full-year net performance outlook by $25 million to over $150 million, reinstating its share repurchase plan with $25 million in shares repurchased in Q2 and $50 million in the first half. Following a $2 billion revolver refinancing and partnership with Palantir for data analytics, Lear announced key business wins, including a conquest program with BMW in Asia and awards with Ford for F-150 and F-250 components, with modularity strategy driving new business worth over $150 million in average annual revenue.

Consistent Revenue and Core Operating Earnings

Lear delivered $6 billion of revenue in Q2 2025, with core operating earnings of $292 million, maintaining a consistent performance compared to Q2 2024.

Seating and E-Systems Margin Expansion

Seating margins expanded by 45 basis points and E-Systems by 70 basis points, driven by efficiency improvements and restructuring investments.

Increased Full-Year Performance Outlook

Lear increased its full-year net performance outlook by approximately $25 million to more than $150 million.

New Business Wins

Lear won key conquest programs with BMW and Ford, and significant awards in China, contributing to a robust backlog in E-Systems approaching $1 billion in annual sales.

Strong Cash Flow and Shareholder Returns

Operating cash flow was $296 million, allowing Lear to reinstate its share repurchase plan, repurchasing $25 million of shares in the quarter.

Lear (LEA) Earnings, Revenues Date & History

The upcoming earnings date is based on a company’s previous reporting, and may be updated when the actual date is announced

Daily Earnings Calendar >

LEA Earnings History

Report Date	Fiscal Quarter	Forecast / EPS	Last Year's EPS	EPS YoY Change	Slides	Play Transcript
Nov 04, 2025	2025 (Q3)	2.73 / -	2.89	―	―	―
Jul 25, 2025	2025 (Q2)	3.30 / 3.47	3.6	-3.61% (-0.13)
May 06, 2025	2025 (Q1)	2.69 / 3.12	3.18	-1.89% (-0.06)
Feb 06, 2025	2024 (Q4)	2.58 / 2.94	3.03	-2.97% (-0.09)
Oct 24, 2024	2024 (Q3)	2.58 / 2.89	2.87	0.70% (+0.02)
Jul 25, 2024	2024 (Q2)	3.39 / 3.60	3.33	8.11% (+0.27)
Apr 30, 2024	2024 (Q1)	3.01 / 3.18	2.78	14.39% (+0.40)
Feb 06, 2024	2023 (Q4)	3.12 / 3.03	2.81	7.83% (+0.22)
Oct 26, 2023	2023 (Q3)	2.61 / 2.87	2.33	23.18% (+0.54)
Aug 01, 2023	2023 (Q2)	3.21 / 3.33	1.79	86.03% (+1.54)

The table shows recent earnings report dates and whether the forecast was beat or missed. See the change in forecast and EPS from the previous year.

Beat

Missed

LEA Earnings-Related Price Changes

Report Date	Price 1 Day Before	Price 1 Day After	Percentage Change
Jul 25, 2025	$108.14	$99.39	-8.09%
May 06, 2025	$87.60	$85.43	-2.48%
Feb 06, 2025	$91.87	$93.07	+1.31%
Oct 24, 2024	$102.42	$95.79	-6.47%

Earnings announcements can affect a stock’s price. This table shows the stock's price the day before and the day after recent earnings reports, including the percentage change.

FAQ

When does Lear Corp (LEA) report earnings?

Lear Corp (LEA) is schdueled to report earning on Nov 04, 2025, Before Open (Confirmed).

What is Lear Corp (LEA) earnings time?

Lear Corp (LEA) earnings time is at Nov 04, 2025, Before Open (Confirmed).

Where can I see when companies are reporting earnings?

You can see which companies are reporting today on our designated earnings calendar.

What companies are reporting earnings today?

You can see a list of the companies which are reporting today on TipRanks earnings calendar.

What is LEA EPS forecast?

LEA EPS forecast for the fiscal quarter 2025 (Q3) is 2.74.

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