Lear Corp. (LEA)
NYSE:LEA
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LEA Stock Chart & Stats
$125.39
-$2.99(-3.15%)
At close: 4:00 PM EST
$125.39
-$2.99(-3.15%)
Day’s Range― - ―
52-Week Range$89.30 - $150.33
Previous CloseN/A
Volume223.99K
Average Volume (3M)619.60K
Market Cap
$7.27B
Enterprise Value$9.81B
Total Cash (Recent Filing)$889.10M
Total Debt (Recent Filing)$3.52B
Price to Earnings (P/E)14.0
Beta0.70
Next Earnings
Aug 04, 2026EPS Estimate
3.86Next Dividend Ex-DateN/A
Dividend Yield2.63%
Share Statistics
EPS (TTM)10.09
Shares Outstanding50,095,100
10 Day Avg. Volume672,400
30 Day Avg. Volume619,598
Financial Highlights & Ratios
PEG Ratio-1.57
Price to Book (P/B)1.21
Price to Sales (P/S)0.26
P/FCF Ratio11.56
Enterprise Value/Market Cap1.35
Enterprise Value/Revenue0.42
Enterprise Value/Gross Profit5.77
Enterprise Value/Ebitda6.70
Forecast
1Y Price Target
$144.73Price Target Upside15.42% Upside
Rating ConsensusModerate Buy
Number of Analyst Covering12
EPS Forecast (FY)14.86
Revenue Forecast (FY)$23.73B
Bulls Say, Bears Say
Bulls Say
Strong Cash Generation And FCF ConversionSustained operating cash flow and materially higher free cash flow provide structural financial flexibility. Durable FCF supports program ramp investments, share repurchases, and funding for net-performance initiatives without needing incremental debt, improving resilience across industry cycles.
Commercial Awards And Rising BacklogLarge program wins and a growing multi‑year backlog create recurring, platform‑level revenue streams. These awards increase content per vehicle and diversify customer exposure (North America, Europe, China), improving medium‑term revenue visibility and lowering dependency on spot demand.
Net‑performance And Margin Improvement InitiativesSystematic cost and automation programs are driving structural margin expansion across segments. Recurring savings and explicit basis‑point targets indicate sustainable operating‑leverage gains that can improve long‑run profitability even amid commodity and mix pressures.
Bears Say
Thin Underlying Profit MarginsLow absolute margins leave limited buffer against commodity, labor, and mix shocks typical in automotive supply. With narrow margins, cyclical downturns, pass‑through timing lags, or program missteps can quickly compress earnings and constrain reinvestment capacity over the medium term.
Significant Tariff Policy Revenue HeadwindTariff and regulatory changes that materially reduce reported revenue introduce structural policy risk. Even if near‑term earnings are insulated, sustained policy volatility can alter program economics, renegotiate OEM pricing, and reduce scale benefits on awarded programs over multiple years.
E‑Systems Operational Issues And China Timing RiskOperational remediations and regional production volatility (notably China) create execution risk for E‑Systems. Delays or ramp issues on wiring‑harness and high‑voltage programs can defer revenue conversion of backlog, compress margins, and heighten working‑capital strain during multi‑year launches.
Lear News
LEA FAQ
What was Lear Corp.’s price range in the past 12 months?
Lear Corp. lowest stock price was $89.30 and its highest was $150.33 in the past 12 months.
What is Lear Corp.’s market cap?
Lear Corp.’s market cap is $7.27B.
When is Lear Corp.’s upcoming earnings report date?
Lear Corp.’s upcoming earnings report date is Aug 04, 2026 which is in 49 days.
How were Lear Corp.’s earnings last quarter?
Lear Corp. released its earnings results on May 01, 2026. The company reported $3.87 earnings per share for the quarter, beating the consensus estimate of $3.505 by $0.365.
Is Lear Corp. overvalued?
According to Wall Street analysts Lear Corp.’s price is currently Undervalued.
Does Lear Corp. pay dividends?
Lear Corp. pays a Quarterly dividend of $0.77 which represents an annual dividend yield of 2.63%. See more information on Lear Corp. dividends here
What is Lear Corp.’s EPS estimate?
Lear Corp.’s EPS estimate is 3.86.
How many shares outstanding does Lear Corp. have?
Lear Corp. has 50,095,100 shares outstanding.
What happened to Lear Corp.’s price movement after its last earnings report?
Lear Corp. reported an EPS of $3.87 in its last earnings report, beating expectations of $3.505. Following the earnings report the stock price went up 4.154%.
Which hedge fund is a major shareholder of Lear Corp.?
Currently, no hedge funds are holding shares in LEA
What is the TipRanks Smart Score and how is it calculated?
Smart Score combines eight research factors - such as analyst recommendations, hedge fund trends, and technical indicators - to measure a stock’s outlook. These signals are unified into a single score that reflects bullish or bearish momentum. See detailed methodology
Lear Stock Smart Score
Neutral
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Analyst Consensus
Moderate Buy
Average Price Target:
$144.73 (15.42% Upside)
$144.73 (15.42% Upside)
Blogger Sentiment
Bullish
LEA Sentiment 70%
Sector Average 66%
Sector Average 66%
Hedge Fund Trend
Decreased
By 993.8K Shares
Last Quarter.
Last Quarter.
Insider Transactions
Sold Shares
Worth $1.1M over
the Last 3 Months
the Last 3 Months
Crowd Wisdom
Very Positive
Last 7 Days ▲ 1.7%
Last 30 Days ▲ 10.4%
Last 30 Days ▲ 10.4%
News Sentiment
Very Bullish
Bullish news 99%
Bearish news 0%
Bearish news 0%
Technicals
SMA
Positive
20 days / 200 days
Momentum
63.74%
12-Months-Change
Fundamentals
Return on Equity
10.41%
Trailing 12-Months
Asset Growth
5.68%
Trailing 12-Months
Company Description
Lear Corp.
Lear Corporation, established in 1917 and headquartered in Southfield, Michigan, stands as a premier global supplier to the automotive industry. The company specializes in the conceptualization, development, engineering, manufacturing, and assembly of complete automotive seating solutions and sophisticated electrical distribution systems, along with related components. These critical products are supplied to original equipment manufacturers (OEMs) across North America, Europe, Africa, Asia, and South America. Its Seating segment delivers a comprehensive range of products, including full seat systems, critical seat subsystems, various key components, trim covers, mechanisms, foam components, and headrests. They also provide surface materials, such as premium leather and fabric, for a diverse array of vehicles, from passenger cars and compact vehicles to light trucks, pick-up trucks, and sport utility vehicles. The E-Systems segment focuses on advanced electrical distribution and connection technologies. This includes systems designed to efficiently route electrical signals and networks, and to precisely manage electrical power for different powertrain configurations within a vehicle. Product offerings in this segment encompass wire harnesses, terminals, connectors, custom-engineered components, and junction boxes. Additionally, it supplies complex electronic system products like body domain control modules, smart and passive junction boxes, gateway and communication modules, integrated power modules, and high-voltage switching and power control systems. Beyond hardware, this segment provides cutting-edge software and connected services, featuring Xevo Market – an in-vehicle commerce and service platform – alongside various software solutions and services for cloud, vehicle, and mobile applications. It further extends to cybersecurity software, advanced vehicle positioning systems crucial for automated and autonomous driving, and protocols for both short-range communication and cellular vehicle connectivity. Lear Corporation markets its extensive product portfolio under well-known brands such as XEVO, GUILFORD, EAGLE OTTAWA, ConfigurE+, INTUTM, LEAR CONNEXUSTM, EXO, JOURNEYWARE, ProTec, SMART JUNCTION BOX, STRUCSURE, AVENTINO, and TeXstyle.
LEA Company Deck
LEA Earnings Call
Q1 2026
0:00 / 0:00
Earnings Call Sentiment|Positive
Overall the call conveyed a positive operational and commercial momentum: solid top-line growth (+5%), meaningful profitability gains (core operating earnings +10%, adjusted EPS +24%), multiple strategic commercial awards (including major GM and Chinese wins), and substantial net-performance/automation savings driving margin expansion. Offsetting items include sizable tariff-driven revenue adjustments (no earnings hit but material to reported revenue), residual operational fixes in parts of E-Systems, commodity pass-through timing, and macro/geopolitical uncertainty that prompted conservative full-year guidance. On balance, the company demonstrated strong execution and rising competitiveness while acknowledging manageable external headwinds.View all LEA earnings summariesLEA Revenue Breakdown
74.78% Seating
25.22% E-Systems
LEA Stock 12 Month Forecast
Average Price Target
$144.73
▲(15.42% Upside)
Technical Analysis
Ownership Overview
0.47% Insiders
28.97% Mutual Funds
32.08% Other Institutional Investors
7.28% Public Companies and
Individual Investors