The earnings call presented a balanced view with significant achievements in operational efficiency, strategic market wins, and a positive financial outlook, but also highlighted challenges with flat sales, volume declines, and tariff risks.

Company Guidance -

Q3 2025

During the Lear Corporation Second Quarter 2025 Earnings Conference Call, the company provided updated guidance and key financial metrics. Lear reported $6 billion in revenue for the second quarter, with core operating earnings of $292 million and an operating margin of 4.8%. Adjusted earnings per share were $3.47, and operating cash flow was $296 million. Lear's full-year guidance was restored, with an expected net performance increase of approximately $25 million to over $150 million. The company also reinstated its share repurchase plan, buying back $25 million in shares during the quarter. Lear successfully refinanced a $2 billion revolver, extending its maturity to July 2030, and plans to repurchase $250 million worth of stock for the year. The company highlighted strategic wins, including a key conquest program with BMW in Asia and several ComfortFlex and ComfortMax Seat awards, contributing to an expected average annual revenue of over $150 million. Investments in automation and restructuring generated $60 million in savings in the first half, with an additional $90 million expected in the second half.

Revenue and Earnings Performance

Lear delivered $6 billion of revenue in Q2 2025, with core operating earnings of $292 million and an operating margin of 4.8%. Adjusted earnings per share stood at $3.47.

Strategic Wins and Market Expansion

Lear won key new business, including a conquest program in Asia with BMW and seat components for Ford F-150 and F-250 trucks. In E-Systems, they secured key wire awards with a major global EV automaker.

Operational Efficiency and Savings

Efficiency improvements and restructuring investments generated $30 million in savings in H1 2025, with an additional $90 million expected in H2.

Positive Financial Outlook

Lear increased its full-year net performance outlook by approximately $25 million to over $150 million, reinstated its share repurchase plan, and completed refinancing of its $2 billion revolver.

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

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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 2.73.

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