Lear
Supplies automotive seating and electrical-electronic systems through Seating and E-Systems.
Something off on this page? Send us feedback.
Profile
Supplies automotive seating and E-Systems products, combining seating assemblies and materials with automotive electrical and electronic systems for an international customer base.
Supplies automotive seating and E-Systems products to vehicle manufacturers. The Seating business reflects a long operating history in seat assemblies and later additions of leather and performance-textile depth. E-Systems grew from the addition of UT Automotive's electrical and electronic systems capability.
Operations are international and organized around Seating and E-Systems. A management buyout preceded the public listing and later expansion into a global automotive supplier. The company combines seating materials and assembly expertise with automotive electrical and electronic systems. Its business depends on the production needs of automotive customers and the integration of its two businesses.
Company facts
Key statistics
Year to date +4.7% · Average volume (30d) 665.0K
Analysts
Ratings
Target range
Latest analyst notes
| Date | Firm | Action | Prior rating | Rating | Prior target | Target |
|---|---|---|---|---|---|---|
| Aug 3, 2026 | Deutsche Bank | Target | $133 | $131 | ||
| Jul 31, 2026 | Goldman Sachs | Reiterate | Neutral | $115 | $140 | |
| Jul 13, 2026 | RBC Capital | Reiterate | Sector Perform | $138 | $143 | |
| Jul 9, 2026 | Barclays | Reiterate | Equal Weight | $150 | $155 | |
| May 26, 2026 | TD Cowen | Upgrade | Hold | Buy |
Earnings
EPS
Revenue
History
| Report date | EPS est | EPS | Surprise | Revenue est | Revenue | Surprise | Next session |
|---|---|---|---|---|---|---|---|
| Jul 31, 2026Q2 FY26 | $3.98 | $4.28 | +7.5% | $6.15B | $6.21B | +1.0% | −10.72% |
| May 1, 2026Q1 FY26 | $3.44 | $3.87 | +12.5% | $5.84B | $5.82B | −0.3% | −1.95% |
| Feb 4, 2026Q4 FY25 | $2.67 | $3.41 | +27.7% | $5.80B | $5.99B | +3.2% | +2.72% |
| Oct 31, 2025Q3 FY25 | $2.70 | $2.79 | +3.3% | $5.65B | $5.68B | +0.6% | +3.39% |
Financial highlights
| 12 quarters | Q1 FY25 | Q2 FY25 | Q3 FY25 | Q4 FY25 | Q1 FY26 | Q2 FY26 | |
|---|---|---|---|---|---|---|---|
| Revenue | $5.56B | $6.03B | $5.68B | $5.99B | $5.82B | $6.21B | |
| Gross profit | $441.4M | $468.1M | $377.0M | $412.8M | $442.1M | $438.8M | |
| Operating income | $276.9M | $288.9M | $213.0M | $243.9M | $259.8M | $246.6M | |
| Net income | $80.7M | $165.2M | $108.2M | $82.7M | $172.3M | $192.8M | |
| Diluted EPS | $1.49 | $3.06 | $2.02 | $1.58 | $3.34 | $3.79 | |
| Gross margin | 7.9% | 7.8% | 6.6% | 6.9% | 7.6% | 7.1% | |
| Operating margin | 5.0% | 4.8% | 3.8% | 4.1% | 4.5% | 4.0% |
Fiscal years (4-quarter sums)FY21 $19.26B · FY22 $20.88B · FY23 $23.47B · FY24 $23.30B · FY25 $23.26B
Revenue by product · Q2 FY26
Revenue by geography · Q2 FY26
Balance sheet, Jul 4, 2026Cash & short-term investments $1.01B · Total debt $3.52B · Total assets $15.65B · Shareholders' equity $5.18B
Dividends
Raised for 4 straight years — most recently to $0.77 from $0.50 in Dec 2021. To collect a payout, hold shares through the close before the ex-date.
History
| Ex-date | Record | Paid | Amount | Note |
|---|---|---|---|---|
| Jun 3, 2026 | Jun 3 | Jun 23 | $0.77 | |
| Mar 5, 2026 | Mar 5 | Mar 25 | $0.77 | |
| Dec 10, 2025 | Dec 10 | Dec 30 | $0.77 | |
| Sep 3, 2025 | Sep 3 | Sep 23 | $0.77 | |
| Jun 5, 2025 | Jun 5 | Jun 25 | $0.77 | |
| Mar 6, 2025 | Mar 6 | Mar 26 | $0.77 | |
| Dec 11, 2024 | Dec 11 | Dec 30 | $0.77 | |
| Sep 4, 2024 | Sep 4 | Sep 23 | $0.77 |
Ownership
A 13F quarter can total more than the shares outstanding — sub-advisers file the same block twice, and a filer's own share count can be a quarter stale. No split is drawn from it.
Shares outstanding 50.10M · Float 49.91M · 99.6% free float
Top shareholders13F · 13D/G · Form 4
| Holder | Shares | % outstanding | Form | Filed |
|---|---|---|---|---|
| Pzena Investment Management LLC | 6.64M | 13.25% | 13F | Aug 7, 2026 |
| BlackRock, Inc. | 5.26M | 10.49% | 13F | Aug 7, 2026 |
| Vanguard Portfolio Management LLC | 3.43M | 6.84% | 13F | Aug 13, 2026 |
| Dimensional Fund Advisors LP | 3.02M | 6.03% | 13F | Aug 11, 2026 |
| Vanguard Capital Management LLC | 2.26M | 4.52% | 13F | Aug 13, 2026 |
Insider tradesForm 4
| Date | Insider | Role | Shares | Avg price |
|---|---|---|---|---|
| Aug 6, 2026 | Conrad L. Jr Mallett | director | −1,646 | $121.35 |
| Jun 24, 2026 | Raymond E. Scott | director, officer: President and CEO | −50,000 | $135.37 |
| Jun 10, 2026 | Conrad L. Jr Mallett | director | −190 | $141.34 |
| Jun 2, 2026 | Jason M. Cardew | officer: SVP and CFO | −5,000 | $147.50 |
| Jun 1, 2026 | Jason M. Cardew | officer: SVP and CFO | −4,500 | $141.14 |
Peers
- Adient
Global complete-seat and component supplier
- Versigent
Low- and high-voltage electrical-architecture supplier
- Magna
Global seating-systems supplier with a broad mobility portfolio
- Visteon
Digital-cockpit and electrification electronics for global OEMs
- TE Connectivity
Automotive connectivity and sensor supplier
CompareAfter-hours close
| Company | Price | Change | |||||
|---|---|---|---|---|---|---|---|
| Lear | $124.02 | −0.10% | $6.21B | 11.6 | 7.9 | 0.3 | +3.0% |
| Adient | $19.06 | +0.11% | $1.49B | 31.8 | 7.2 | 0.1 | +5.0% |
| Versigent | $48.21 | 0.00% | $3.42B | 6.6 | 6.6 | 0.4 | — |
| Magna | $71.41 | +8.43% | $17.93B | 24.4 | 8.9 | 0.4 | +2.0% |
| Visteon | $102.02 | +0.02% | $2.72B | 18.6 | 10.5 | 0.7 | −0.9% |
| TE Connectivity | $202.66 | +0.01% | $58.76B | 19.9 | 16.1 | 3.1 | +13.8% |
| Median | 19.9 | 8.9 | 0.4 | +3.5% |