Lear Corporation (LEA) Stock: Price, Forecast & Analyst Target
Lear Corporation (LEA) — MoonshotScore 76/100 (Strong band), calculated Oct 5, 2026. Price $120.85 (-0.43%), as of the Oct 2, 2026 trading session; market cap $6.05B. Expected results Oct 30, 2026.
Educational signal · not a buy or sell recommendation · How to read this
Market value / cash and short-term investments: 6.00× (market value Oct 2, 2026; cash Jul 4, 2026) · expected results Oct 30, 2026
Lear Corporation · LEA · NYSE · Consumer Cyclical · Auto - Parts
Research dated 2026-09-13: Lear supplies complete seating systems and electrical architectures to automakers worldwide, operating as a direct extension of vehicle assembly lines. Future margin expansion, particularly within the electronic systems unit, depends heavily on management translating recent market share gains and a prolonged order book into operating efficiency.
Price as of Oct 2, 2026
Key Statistics
MoonshotScore v2 · Lear (LEA)
StrongWhy this rating? Method, drivers & history
Bands for the MoonshotScore: Exceptional 80-100 · Strong 65-79 · Fair 45-64 · Weak below 45.
- Business Quality — Is this a genuinely good business?
- Financial Safety — Could this blow up on me?
- Valuation — Am I paying a fair price?
- Growth Durability — Is the growth real and likely to last?
- Momentum — Is the market already moving on this?
Dirt-cheap with the market already moving on it, but average quality. Business Quality: Average; Financial Safety: Sound; Valuation: Cheap; Growth Durability: Growing; Momentum: Rising.
- quarterly revenue $6.21B (Q2 FY2026, quarter ended Jul 4, 2026)
- EPS beat 8 of 8
- Altman Z 2.78 · Piotroski F 6
Helping: an attractive price, positive momentum
What has the MoonshotScore done over time?
| Recorded | Score | Band |
|---|---|---|
| 76 | Strong | |
| 76 | Strong | |
| 76 | Strong | |
| 76 | Strong | |
| 77 | Strong | |
| 77 | Strong |
The score was 76 in the stored Oct 4, 2026 snapshot and remains 76 in the current publication computed Oct 5, 2026 (0); the largest pillar moves were Growth Durability +1 and Momentum +1; the pillar moves offset under the sector-relative weighting, so the headline score is unchanged. This current publication is not yet represented in the immutable snapshot archive.
Calculation uses the most recent completed US trading session. Live price changes do not update the score immediately.
Computed · Educational signal · not a buy or sell recommendation · How the MoonshotScore is computed →
Price & valuation
| Measure | Value | As of |
|---|---|---|
| Latest provided price | $120.85 | |
| Change on the day | -0.43% | |
| 52-week range | $96.04–$150.33 | |
| Market capitalisation | $6.05B | |
| Price / earnings (trailing) | 11.22 | |
| Shares traded on the day | 449.4K | |
| Beta (volatility vs the S&P 500) | 1.27 | |
| Dividends per share (last 12 months) | $3.08 | |
| Dividend yield (last 12 months) | 2.55% |
Price & events
Triangles mark reported quarters on the line: pointing up is above the recorded estimate, down is below, a diamond means no estimate on file or a dated event that is not a results report. Numbers key to the dated list. Point at or tab to any week for its close.
Events behind the price
- · Earnings results · above the recorded estimate
- · Earnings results · above the recorded estimate
- · Earnings results · above the recorded estimate
- · Earnings call · management outlook
- · Earnings results · above the recorded estimate
Results dates follow the earnings feed; call dates follow the transcript provider. Nearby dates do not establish that an event caused a price move.
Upcoming events
Management outlook
As a result of that, we have more clarity in our three-year outlook for revenues and we plan to return to our historical practice of providing a three-year backlog with our fourth quarter earnings call and our initial 2027 guidance early next year.
Jason Cardew · Statement from
And so it is not likely, you know, in 2027, but, you know, as you progress through that 2027, 2028, 2029 time frame, we do expect steady improvement in operating margins in E-Systems in particular and really for the company overall.
Jason Cardew · Statement from
Statement dates identify the earnings call, not a deadline. Management expectations and provider estimates can change.
Read management statementsOther perspectives
Council score for Lear (LEA): perspectives
Council is a separate blend of available disciplines; MoonshotScore above remains the five-pillar research rating.
9-Factor Breakdown
Legends Council
3 lenses, 0 current
AI simulations built from the named investors' published principles. Not affiliated with, endorsed by, or the opinion of these individuals. How these lenses are built
Read on: Sep 8, 2026 · older than the 27 hours refresh window; not a current reading
Munger's Mindset
Balance Sheet & Valuation · historical
Read on: Apr 29, 2026 · older than the 27 hours refresh window; not a current reading
How to read these bars and different assessments
Council is a separate blend of available disciplines; MoonshotScore above remains the five-pillar research rating.
Bars show each model's ordered assessment on its own scale, not a probability or a comparable investment return. The adjacent words give the assessment; more filled segments indicate a stronger model reading.
On Apr 29, 2026, the Munger lens read the price at that time as undervalued against its own estimate of value.
Readings on this page are from Oct 5, 2026, except a card that shows its own read date.
Watch the LEA film — every key number, told as a short cinematic story
~2 min · open the film
What is Lear (LEA), and what does it report?
Short answer · as of
The business divides along distinct product architectures.
Research dated 2026-09-13.
The business divides along distinct product architectures. The primary revenue driver produces physical vehicle interiors, specifically seats, foam, and premium leather finishes, which scales directly with global automotive production volumes.
The smaller division handles the vehicle electrical nervous system, producing wire harnesses, junction boxes, and cloud-connected software.
Because seating requires extensive physical integration with automaker assembly plants, reported revenue closely mirrors actual vehicle build schedules rather than broader consumer economic sentiment.
What do the latest results show for Lear (LEA)?
Short answer · as of
The most recent reported quarter, Q2 FY2026, carried revenue of $6.21B.
Research dated 2026-09-13.
Recent operating results show a steady expansion in both revenue and core profitability, consistently beating consensus expectations. Management attributes this momentum to accelerating market share gains, which recently outpaced initial internal projections.
Leadership specifically embedded conservative assumptions into their performance outlook to account for persistent demand softness in the Asian manufacturing theater.
The underlying mechanism is a tug-of-war between strong programmatic share wins and regional production volume headwinds.
Where is operating spending going?
Revenue alongside research and development, selling, general and administrative expenses, and the FMP standardized operating result.
- Latest quarter · revenue
- $6.21B Jul 4, 2026
- Latest quarter · SG&A
- $197.50M Jul 4, 2026
- Latest quarter · FMP standardized operating result
- $246.60M Jul 4, 2026
| Period end | Revenue | R&D | SG&A | FMP standardized operating result |
|---|---|---|---|---|
| Jul 4, 2026 | $6.21B | Not available | $197.50M | $246.60M |
| Apr 4, 2026 | $5.82B | Not available | $190.30M | $259.80M |
| Dec 31, 2025 | $5.99B | Not available | $168.90M | $243.90M |
| Sep 27, 2025 | $5.68B | Not available | $164.00M | $213.00M |
USD. The operating result is the FMP-standardized value supplied by FMP; it may differ from a filing’s GAAP loss from operations when the provider classifies separately presented items differently. It is not net income or cash flow.
Did results meet expectations?
Reported earnings and revenue alongside the estimates recorded by the provider.
- Latest report · revenue
- $6.21B Jul 31, 2026
- Latest report · revenue estimate
- $6.15B Jul 31, 2026
- Latest report · revenue vs estimate
- Above estimate Jul 31, 2026
- Latest report · EPS vs estimate
- Above estimate Jul 31, 2026
| Report date | Revenue · reported | Revenue · estimate | EPS · reported | EPS · estimate |
|---|---|---|---|---|
| Jul 31, 2026 | $6.21B | $6.15B | $4.2800 | $3.9800 |
| May 1, 2026 | $5.82B | $5.84B | $3.8700 | $3.5100 |
| Feb 4, 2026 | $5.99B | $5.80B | $3.4100 | $2.6700 |
| Oct 31, 2025 | $5.68B | $5.65B | $2.7900 | $2.7000 |
Dates are report dates, not fiscal period ends. Revenue is in USD; EPS is USD per share, rounded to four decimals. The earnings feed does not establish a basic, diluted or adjusted basis. Earnings-feed EPS may differ from statement EPS; the two series are not combined.
Quarterly income statement — 4 quarters
| Period | Revenue | Net income | EPS |
|---|---|---|---|
| Q2 FY2026 | $6.21B | $193M | $3.79 (diluted) |
| Q1 FY2026 | $5.82B | $172M | $3.34 (diluted) |
| Q4 FY2025 | $5.99B | $83M | $1.58 (diluted) |
| Q3 FY2025 | $5.68B | $108M | $2.02 (diluted) |
What are the financial strengths and risks for Lear (LEA)?
Short answer
Cash and short-term investments were $1.01B at the Jul 4, 2026 balance-sheet date. Operating cash flow was $460.50M for the quarter ended Jul 4, 2026, meaning operations generated cash. These figures do not establish a cash runway.
Research dated 2026-09-13.
The balance sheet carries substantial debt relative to its cash position, a common structure for capital-intensive automotive suppliers requiring massive factory footprints.
Operating cash flows reliably cover ongoing capital expenditures and support a steady cash distribution program for shareholders.
The acute vulnerability lies in global auto production stoppages or regional economic slowdowns, because any disruption at the original equipment manufacturer level immediately halts supplier cash generation.
How much cash does the business generate or use?
Quarterly operating cash flow shows cash generated or used by operations.
- Latest quarter · operating cash flow
- $460.50M Jul 4, 2026
- Previous quarter · operating cash flow
- $98.10M Apr 4, 2026
| Period end | Operating cash flow | Capital expenditure (reported) |
|---|---|---|
| Jul 4, 2026 | $460.50M | −$172.70M |
| Apr 4, 2026 | $98.10M | −$124.60M |
| Dec 31, 2025 | $475.90M | −$194.80M |
| Sep 27, 2025 | $444.40M | −$137.40M |
Operating cash-flow bars share one scale and show magnitude; negative values mean cash used.
USD. Negative operating cash flow means cash used. Capital expenditure keeps the provider’s reported sign; it is not added here to estimate free cash flow or runway.
What should you watch next at Lear (LEA)?
Short answer · as of
The next earnings report is expected on Oct 30, 2026.
Research dated 2026-09-13.
The upcoming reporting cycle will test leadership commitments to reinstate comprehensive revenue backlog disclosures.
Analysts will scrutinize these future order books to validate the projected steady margin improvements in the electrical distribution segment.
Observers should also monitor regional volume metrics to gauge whether the flagged weakness in the Asian automotive market has spread to other key manufacturing territories.
What management is planning
Management expectations, not completed milestones or guarantees. Selected verbatim excerpts; dates follow the transcript provider.
As a result of that, we have more clarity in our three-year outlook for revenues and we plan to return to our historical practice of providing a three-year backlog with our fourth quarter earnings call and our initial 2027 guidance early next year.
Jason Cardew ·
And so it is not likely, you know, in 2027, but, you know, as you progress through that 2027, 2028, 2029 time frame, we do expect steady improvement in operating margins in E-Systems in particular and really for the company overall.
Jason Cardew ·
And what we have embedded into our guidance is continued weakness in China in the second half of the year.
Jason Cardew ·
And as we revised our guidance for the year, the percentage market share change went from roughly 1.5% this year to 3%.
Jason Cardew ·
How does Lear compare with its peers?
Short answer
Lear's score ranks tied for 5th of 13 in the bounded comparison shown, against 12 same-model peers. These are company scores, not expected investment returns. The set lists named competitors first, then companies in the same data-provider industry classification closest in market value; that classification is the provider's, not our judgment of business similarity.
Research dated 2026-09-13.
Unlike aftermarket auto parts suppliers that sell directly to consumers or repair shops, Lear remains strictly tethered to initial vehicle assembly.
The paired focus on traditional seating and advanced vehicle electronics creates an unusual profile, blending traditional heavy-manufacturing interior hardware with software-driven power management systems.
This hybrid structure forces the company to balance massive industrial fabrication with the agility required for electric vehicle architecture transitions.
| Company | Price | Market value | Score |
|---|---|---|---|
| $80.80 Oct 2, 2026 | $6.92B | 85 5-pillar Oct 5, 2026 | |
| $123.06 Oct 2, 2026 | $3.68B | 84 5-pillar Oct 5, 2026 | |
| $22.08 Oct 2, 2026 | $4.70B | 83 5-pillar Oct 5, 2026 | |
| $15.27 Oct 2, 2026 | $4.44B | 79 5-pillar Oct 5, 2026 | |
| Lear (LEA) — this page | $120.85 | $6.05B | 76 |
| $27.07 Oct 2, 2026 | $5.05B | 76 5-pillar Oct 5, 2026 | |
| $111.85 Oct 2, 2026 | $8.19B | 75 5-pillar Oct 5, 2026 | |
| $60.52 Oct 2, 2026 | $12.4B | 71 5-pillar Oct 5, 2026 | |
| $117.97 Oct 2, 2026 | $9.78B | 69 5-pillar Oct 5, 2026 | |
| $22.80 Oct 2, 2026 | $5.77B | 64 5-pillar Oct 5, 2026 | |
| $71.79 Oct 2, 2026 | $5.33B | 62 5-pillar Oct 5, 2026 | |
| $43.54 Oct 2, 2026 | $9.21B | 60 5-pillar Oct 5, 2026 | |
| $69.55 Oct 2, 2026 | $3.62B | 59 5-pillar Oct 5, 2026 |
Only 5-pillar scores are ranked together. Other models are not directly comparable. Price and score dates are shown separately; market-value dates are unavailable.
The records behind this page
Analyst targets & estimates
What analysts have on file
- Price target, low to high
- $130.00 – $155.00
- Consensus target
- $138.67
- Median target
- $136.50
Consensus record · Captured .
Measured against a quoted price of $120.85 (as of Oct 2, 2026).
Insider activity
Form 4 records via FMP · Of the newest 60 records, those within the last 180 days, newest dated Oct 1, 2026
- Transactions
- 44
- Identified insiders
- 14
- Purchases
- 0
- Sales
- 12
- Other transactions
- 32
Purchases and sales use the reported transaction category. Other transactions include awards, exercises, gifts, withholding and unclassified activity; an acquisition or disposition alone is not a purchase or sale. These records do not establish intent.
Who holds the shares?
Institutional ownership reported through 13F filings.
- Reporting holders
- 528 Period end Jun 30, 2026
- Previous quarter · holders
- 489 Prior to period end Jun 30, 2026
| Holders in provider snapshot | Shares |
|---|---|
| Pzena Investment Management LLC | 6,638,413 |
| Blackrock, INC. | 5,255,064 |
| Vanguard Portfolio Management LLC | 3,427,324 |
| Dimensional Fund Advisors LP | 3,020,166 |
| Vanguard Capital Management LLC | 2,262,052 |
Quarterly filings lag the period end. Holder rows are names in the provider snapshot, not a verified ranking; individual filing dates are not supplied. Related managers may appear separately, so these positions are not summed. Holder snapshot as of Jun 30, 2026.
What has been published about Lear (LEA)?
LEA Consumer Cyclical Stock FAQ
Research dated 2026-09-13; the answers below are from that research, and the full attribution is under Sources. The last 3 questions are answered from this page's own dated data, not from the research.
How does the Seating segment differ from the E-Systems division?
The seating operation acts as the primary revenue engine, supplying the physical structures, foam, and premium leather covers required for vehicle interiors. The electronics division operates on a smaller scale but provides the vehicle electrical nervous system, including wire harnesses, smart junction boxes, and cloud-connected software infrastructure.
What impact does the Asian automotive market have on near-term guidance?
Regional weakness in that specific geographic market has forced leadership to embed conservative assumptions into their performance outlook for the remainder of the annual cycle. Any further deterioration in local vehicle production volumes directly constrains the supplier ability to ship finished assemblies.
How does the company utilize its operating cash flows?
Generated funds consistently cover the heavy capital expenditures required to maintain and upgrade manufacturing facilities alongside automotive assembly lines. The remaining free cash flow supports a regular dividend program while managing the debt load inherent in the industrial supplier model.
Why are extended revenue backlogs critical for this supplier?
Because the company develops products directly alongside automakers for future vehicle launches, an extended order book provides visibility into future manufacturing capacity needs and anticipated margin improvements. Management intends to resume publishing these forward-looking commitments to clarify the trajectory of the electrical systems unit.
What is the LEA stock price today?
The last price recorded on this page for Lear Corporation (LEA) is $120.85, as of the Oct 2, 2026 trading session (source: Financial Modeling Prep (FMP) · quote). It is a provider snapshot, not a live exchange feed, so check a brokerage quote before you trade.
What is the LEA price target?
The analyst consensus price target for Lear Corporation (LEA) is $138.67 (range $130.00 to $155.00, median $136.50), per FMP data captured Oct 5, 2026. Targets are analyst opinions and change often; they are not a Stock Expert AI forecast.
Does LEA pay a dividend?
Yes. Lear Corporation (LEA) shows a trailing 12-month dividend yield of 2.55%, as of Oct 2, 2026, in the data on this page. Payout ratio and cash-flow coverage decide whether it can last, and past dividends do not guarantee future payments.
Disclaimer: This content is for informational purposes only and does not constitute investment advice. Always do your own research and consult a financial advisor.
Research written by Codex (gpt-5.6-sol) on 2026-09-13. AI-authored analysis; source dates are shown with each answer. Editorial oversight is systemic, not page-by-page. Editorially accountable: Sedat ANAK, Founder and Editor-in-Chief.
Sources — records for every figure on this page (79 figures)
The 79 rows below are exactly the facts the evidence-backed sections of this page printed — the 10-second verdict, the MoonshotScore, price and market value, the five questions with their receipts, and the records behind this page. Known dates and sources are recorded on their own rows; an em dash or UNRECORDED tier preserves a stored observation without inventing either. The quarterly income statement is provider-standardized (FMP) under one row, and scale definitions — a 0-100 rating, the band ladder, the Piotroski 0–9 range — are fixed rather than measured. No number in those sections was generated by a model. The register does not cover quoted third-party headlines, the dated council readings, or the Frequently Asked Questions; each of those says where it came from where it stands.
"As of" is the date the value is true for where the source carries one — a quarter end, a filing date, a price close, the day the score was computed. A cached observation with no source date remains undated; the page publication date is not used as a substitute.
OFFICIAL — 2 facts from SEC filings and earnings calls
| Fact ID | Fact | Value as shown | As of | Tier | Source |
|---|---|---|---|---|---|
prod.outlook | Management outlook — call excerpts | Jason Cardew (Jul 31, 2026): As a result of that, we have more clarity in our three-year outlook for revenues and we plan to return to our historical practice of providing a three-year backlog with our fourth quarter earnings call and our initial 2027 guidance early next year. Jason Cardew (Jul 31, 2026): And so it is not likely, you know, in 2027, but, you know, as you progress through that 2027, 2028, 2029 time frame, we do expect steady improvement in operating margins in E-Systems in particular and really for the company overall. Jason Cardew (Jul 31, 2026): And what we have embedded into our guidance is continued weakness in China in the second half of the year. Jason Cardew (Jul 31, 2026): And as we revised our guidance for the year, the percentage market share change went from roughly 1.5% this year to 3%. | OFFICIAL | Company earnings call, transcript via Financial Modeling Prep (FMP) — Selected verbatim statements from the latest available call, dated by the transcript provider. Management expectations, not completed milestones or guarantees. Relative dates retain the speaker's wording. | |
id.hq | SEC filing business address | Southfield, MI | OFFICIAL | SEC EDGAR filer business address — The SEC filer business address. Our market-data provider separately lists "21557 Telegraph Road, Southfield, MI, 48033, US". |
FMP — 68 facts from Financial Modeling Prep endpoint families
| Fact ID | Fact | Value as shown | As of | Tier | Source |
|---|---|---|---|---|---|
earn.next | Next earnings date | Oct 30, 2026 | FMP | Financial Modeling Prep (FMP) earnings calendar — The date is our provider's estimate until the company confirms it. | |
px.last | Latest provided price | $120.85 | FMP | Financial Modeling Prep (FMP) · quote — Dated to the US trading session the price belongs to, derived from the quote record's timestamp (weekend and pre-open reads roll back to the previous weekday; exchange holidays are not modelled). The record does not establish an exchange execution time. Retrieved 2026-10-04T21:14:27.763Z. | |
px.change | Change on the day | -0.43% | FMP | Financial Modeling Prep (FMP) · quote | |
px.mcap | Market capitalisation | $6.05B | FMP | Financial Modeling Prep (FMP) · quote — Date unknown Market cap record date: 2026-10-02. FMP quote timestamp: 2026-10-02T20:00:02.000Z. Captured from FMP at 2026-10-04T21:14:26.638Z. No share-count basis is inferred; this page preserves the reported amount instead of recalculating it from shares. | |
px.change_abs | Change on the day, in dollars | −$0.52 | FMP | Financial Modeling Prep (FMP) · quote | |
fin.q_revenue | Revenue, Q2 FY2026 | $6.21B | FMP | Financial Modeling Prep (FMP) · income statement (quarterly) | |
px.range52 | 52-week range | $96.04–$150.33 | FMP | Financial Modeling Prep (FMP) quote | |
px.pe | Price / earnings (trailing) | 11.22 | FMP | Financial Modeling Prep (FMP) · quote | |
px.volume | Shares traded on the day | 449.4K | FMP | Financial Modeling Prep (FMP) · quote | |
px.beta | Beta | 1.27 | FMP | Financial Modeling Prep (FMP) company profile | |
id.ceo | Chief executive | Raymond E. Scott Jr. | FMP | Financial Modeling Prep (FMP) key executives (proxy-derived) — Titles and pay come from the company's proxy statement as our provider parsed it. | |
id.employees | Employees | 164,300 | FMP | Financial Modeling Prep (FMP) employee count, from the company's filing | |
fin.annual | Revenue and net result by fiscal year | 5 fiscal years, FY2021 through FY2025: FY2021 revenue $19.26B, net result $373.90M; FY2022 revenue $20.88B, net result $327.70M; FY2023 revenue $23.46B, net result $572.50M; FY2024 revenue $23.30B, net result $506.60M; FY2025 revenue $23.26B, net result $436.80M | FMP | Financial Modeling Prep (FMP), from the company's 10-K income statements | |
fin.rev_mix | Reported revenue segments | Seating Segment $17.28B · E-Systems Segment $5.98B | FMP | Financial Modeling Prep (FMP) revenue segmentation, from the company's 10-K | |
fin.gross_margin | Gross margin (trailing twelve months) | 7.0% | FMP | Financial Modeling Prep (FMP) key-metrics-ttm + ratios-ttm — A ratio our provider could not compute is absent rather than shown as zero. | |
fin.q_table.depth.2026-07-04.revenue_k | Revenue — period end 2026-07-04 | $6.21B | Period end · | FMP | Financial Modeling Prep (FMP), from the company's 10-Q and 10-K income statements — Quarterly statement note |
fin.q_table.depth.2026-07-04.sga_k | SG&A — period end 2026-07-04 | $197.50M | Period end · | FMP | Financial Modeling Prep (FMP), from the company's 10-Q and 10-K income statements — Quarterly statement note |
fin.q_table.depth.2026-07-04.operating_result_k | FMP standardized operating result — period end 2026-07-04 | $246.60M | Period end · | FMP | Financial Modeling Prep (FMP), from the company's 10-Q and 10-K income statements — Quarterly statement note |
fin.q_table.depth.2026-04-04.revenue_k | Revenue — period end 2026-04-04 | $5.82B | Period end · | FMP | Financial Modeling Prep (FMP), from the company's 10-Q and 10-K income statements — Quarterly statement note |
fin.q_table.depth.2026-04-04.sga_k | SG&A — period end 2026-04-04 | $190.30M | Period end · | FMP | Financial Modeling Prep (FMP), from the company's 10-Q and 10-K income statements — Quarterly statement note |
fin.q_table.depth.2026-04-04.operating_result_k | FMP standardized operating result — period end 2026-04-04 | $259.80M | Period end · | FMP | Financial Modeling Prep (FMP), from the company's 10-Q and 10-K income statements — Quarterly statement note |
fin.q_table.depth.2025-12-31.revenue_k | Revenue — period end 2025-12-31 | $5.99B | Period end · | FMP | Financial Modeling Prep (FMP), from the company's 10-Q and 10-K income statements — Quarterly statement note |
fin.q_table.depth.2025-12-31.sga_k | SG&A — period end 2025-12-31 | $168.90M | Period end · | FMP | Financial Modeling Prep (FMP), from the company's 10-Q and 10-K income statements — Quarterly statement note |
fin.q_table.depth.2025-12-31.operating_result_k | FMP standardized operating result — period end 2025-12-31 | $243.90M | Period end · | FMP | Financial Modeling Prep (FMP), from the company's 10-Q and 10-K income statements — Quarterly statement note |
fin.q_table.depth.2025-09-27.revenue_k | Revenue — period end 2025-09-27 | $5.68B | Period end · | FMP | Financial Modeling Prep (FMP), from the company's 10-Q and 10-K income statements — Quarterly statement note |
fin.q_table.depth.2025-09-27.sga_k | SG&A — period end 2025-09-27 | $164.00M | Period end · | FMP | Financial Modeling Prep (FMP), from the company's 10-Q and 10-K income statements — Quarterly statement note |
fin.q_table.depth.2025-09-27.operating_result_k | FMP standardized operating result — period end 2025-09-27 | $213.00M | Period end · | FMP | Financial Modeling Prep (FMP), from the company's 10-Q and 10-K income statements — Quarterly statement note |
earn.history.depth.2026-07-31.revenue_actual | Revenue · reported — report date 2026-07-31 | $6.21B | Report date · | FMP | Financial Modeling Prep (FMP) earnings — Earnings-history note |
earn.history.depth.2026-07-31.revenue_estimated | Revenue · estimate — report date 2026-07-31 | $6.15B | Report date · | FMP | Financial Modeling Prep (FMP) earnings — Earnings-history note |
earn.history.depth.2026-07-31.eps_actual | EPS · reported — report date 2026-07-31 | $4.2800 | Report date · | FMP | Financial Modeling Prep (FMP) earnings — Earnings-history note |
earn.history.depth.2026-07-31.eps_estimated | EPS · estimate — report date 2026-07-31 | $3.9800 | Report date · | FMP | Financial Modeling Prep (FMP) earnings — Earnings-history note |
earn.history.depth.2026-05-01.revenue_actual | Revenue · reported — report date 2026-05-01 | $5.82B | Report date · | FMP | Financial Modeling Prep (FMP) earnings — Earnings-history note |
earn.history.depth.2026-05-01.revenue_estimated | Revenue · estimate — report date 2026-05-01 | $5.84B | Report date · | FMP | Financial Modeling Prep (FMP) earnings — Earnings-history note |
earn.history.depth.2026-05-01.eps_actual | EPS · reported — report date 2026-05-01 | $3.8700 | Report date · | FMP | Financial Modeling Prep (FMP) earnings — Earnings-history note |
earn.history.depth.2026-05-01.eps_estimated | EPS · estimate — report date 2026-05-01 | $3.5100 | Report date · | FMP | Financial Modeling Prep (FMP) earnings — Earnings-history note |
earn.history.depth.2026-02-04.revenue_actual | Revenue · reported — report date 2026-02-04 | $5.99B | Report date · | FMP | Financial Modeling Prep (FMP) earnings — Earnings-history note |
earn.history.depth.2026-02-04.revenue_estimated | Revenue · estimate — report date 2026-02-04 | $5.80B | Report date · | FMP | Financial Modeling Prep (FMP) earnings — Earnings-history note |
earn.history.depth.2026-02-04.eps_actual | EPS · reported — report date 2026-02-04 | $3.4100 | Report date · | FMP | Financial Modeling Prep (FMP) earnings — Earnings-history note |
earn.history.depth.2026-02-04.eps_estimated | EPS · estimate — report date 2026-02-04 | $2.6700 | Report date · | FMP | Financial Modeling Prep (FMP) earnings — Earnings-history note |
earn.history.depth.2025-10-31.revenue_actual | Revenue · reported — report date 2025-10-31 | $5.68B | Report date · | FMP | Financial Modeling Prep (FMP) earnings — Earnings-history note |
earn.history.depth.2025-10-31.revenue_estimated | Revenue · estimate — report date 2025-10-31 | $5.65B | Report date · | FMP | Financial Modeling Prep (FMP) earnings — Earnings-history note |
earn.history.depth.2025-10-31.eps_actual | EPS · reported — report date 2025-10-31 | $2.7900 | Report date · | FMP | Financial Modeling Prep (FMP) earnings — Earnings-history note |
earn.history.depth.2025-10-31.eps_estimated | EPS · estimate — report date 2025-10-31 | $2.7000 | Report date · | FMP | Financial Modeling Prep (FMP) earnings — Earnings-history note |
fin.q_table | Quarterly income statement | 4 quarters through Q2 FY2026 | FMP | Financial Modeling Prep (FMP) · income statement (quarterly), as filed | |
fin.cash_investments | Cash and short-term investments | $1.01B | FMP | Financial Modeling Prep (FMP), from the company's balance sheet — Long-term investments are shown separately; their marketability is not established by the provider field. The cash and short-term investment balance does not establish unrestricted availability. Long-term investments are excluded and remain unclassified. Restrictions on cash and short-term investments require separate review. | |
fin.opcf_latest | Latest-quarter operating cash flow | $460.50M | FMP | Financial Modeling Prep (FMP), from the company's 10-Q cash-flow statements — Period end: 2026-07-04. Negative operating cash flow means cash used. This figure is not a cash-runway estimate. | |
fin.long_term_investments | Long-term investments (classification unverified) | $190.80M | FMP | Financial Modeling Prep (FMP), from the company's balance sheet — Long-term investments are shown separately; their marketability is not established by the provider field. The cash and short-term investment balance does not establish unrestricted availability. | |
fin.total_debt | Total debt | $3.52B | FMP | Financial Modeling Prep (FMP), from the company's balance sheet — Long-term investments are shown separately; their marketability is not established by the provider field. The cash and short-term investment balance does not establish unrestricted availability. | |
fin.price_to_book | Price to book value | 1.19× | FMP | Financial Modeling Prep (FMP) key-metrics-ttm + ratios-ttm — A ratio our provider could not compute is absent rather than shown as zero. | |
fin.opcf.depth.2026-07-04.operating_cash_flow_m | Operating cash flow — period end 2026-07-04 | $460.50M | Period end · | FMP | Financial Modeling Prep (FMP), from the company's 10-Q cash-flow statements — Cash-flow note |
fin.opcf.depth.2026-04-04.operating_cash_flow_m | Operating cash flow — period end 2026-04-04 | $98.10M | Period end · | FMP | Financial Modeling Prep (FMP), from the company's 10-Q cash-flow statements — Cash-flow note |
fin.opcf.depth.2026-07-04.capex_m | Capital expenditure (reported) — period end 2026-07-04 | −$172.70M | Period end · | FMP | Financial Modeling Prep (FMP), from the company's 10-Q cash-flow statements — Cash-flow note |
fin.opcf.depth.2026-04-04.capex_m | Capital expenditure (reported) — period end 2026-04-04 | −$124.60M | Period end · | FMP | Financial Modeling Prep (FMP), from the company's 10-Q cash-flow statements — Cash-flow note |
fin.opcf.depth.2025-12-31.operating_cash_flow_m | Operating cash flow — period end 2025-12-31 | $475.90M | Period end · | FMP | Financial Modeling Prep (FMP), from the company's 10-Q cash-flow statements — Cash-flow note |
fin.opcf.depth.2025-12-31.capex_m | Capital expenditure (reported) — period end 2025-12-31 | −$194.80M | Period end · | FMP | Financial Modeling Prep (FMP), from the company's 10-Q cash-flow statements — Cash-flow note |
fin.opcf.depth.2025-09-27.operating_cash_flow_m | Operating cash flow — period end 2025-09-27 | $444.40M | Period end · | FMP | Financial Modeling Prep (FMP), from the company's 10-Q cash-flow statements — Cash-flow note |
fin.opcf.depth.2025-09-27.capex_m | Capital expenditure (reported) — period end 2025-09-27 | −$137.40M | Period end · | FMP | Financial Modeling Prep (FMP), from the company's 10-Q cash-flow statements — Cash-flow note |
earn.pt_range | Analyst price target, low to high | $130.00 – $155.00 | FMP | Financial Modeling Prep (FMP) · price-target consensus — Captured Oct 5, 2026 · Coverage not supplied | |
earn.pt_consensus | Consensus analyst price target | $138.67 | FMP | Financial Modeling Prep (FMP) · price-target consensus — Captured Oct 5, 2026 · Coverage not supplied | |
earn.pt_median | Median analyst price target | $136.50 | FMP | Financial Modeling Prep (FMP) · price-target consensus — Captured Oct 5, 2026 · Coverage not supplied | |
own.insiders | Insider transactions via FMP | 44 transactions · 0 purchases, 12 sales, 32 other transactions · 14 identified insiders · of the newest 60 records, those within the last 180 days, newest dated Oct 1, 2026 | FMP | Financial Modeling Prep (FMP), carrying Form 4 transaction records — Purchases and sales use the reported transaction category. Other transactions include awards, exercises, gifts, withholding and unclassified activity; an acquisition or disposition alone is not a purchase or sale. These records do not establish intent. | |
own.institutions.depth.holders | Reporting holders | 528 | FMP | Financial Modeling Prep (FMP) institutional ownership summary, from 13F filings — 13F filings are quarterly and lag the quarter end by up to 45 days. Period end Jun 30, 2026 | |
own.institutions.depth.holders_previous_quarter | Previous quarter · holders | 489 | FMP | Financial Modeling Prep (FMP) institutional ownership summary, from 13F filings — 13F filings are quarterly and lag the quarter end by up to 45 days. Prior to period end Jun 30, 2026 | |
own.top_holders.depth.holder_0.shares | Pzena Investment Management LLC — shares in provider snapshot | 6,638,413 | FMP | Financial Modeling Prep (FMP) institutional holders, from 13F filings — Provider snapshot as of 2026-06-30; individual filing date not supplied. | |
own.top_holders.depth.holder_1.shares | Blackrock, INC. — shares in provider snapshot | 5,255,064 | FMP | Financial Modeling Prep (FMP) institutional holders, from 13F filings — Provider snapshot as of 2026-06-30; individual filing date not supplied. | |
own.top_holders.depth.holder_2.shares | Vanguard Portfolio Management LLC — shares in provider snapshot | 3,427,324 | FMP | Financial Modeling Prep (FMP) institutional holders, from 13F filings — Provider snapshot as of 2026-06-30; individual filing date not supplied. | |
own.top_holders.depth.holder_3.shares | Dimensional Fund Advisors LP — shares in provider snapshot | 3,020,166 | FMP | Financial Modeling Prep (FMP) institutional holders, from 13F filings — Provider snapshot as of 2026-06-30; individual filing date not supplied. | |
own.top_holders.depth.holder_4.shares | Vanguard Capital Management LLC — shares in provider snapshot | 2,262,052 | FMP | Financial Modeling Prep (FMP) institutional holders, from 13F filings — Provider snapshot as of 2026-06-30; individual filing date not supplied. |
UNRECORDED — 2 facts from stored observations whose source was not recorded
| Fact ID | Fact | Value as shown | As of | Tier | Source |
|---|---|---|---|---|---|
earn.history | Reported versus estimated, recent quarters | EPS beat 8 of 8 | UNRECORDED | Stored earnings-history observation — Captured 2026-10-02 · Expired observation | |
fin.scores | Distress and quality screens | Altman Z 2.78 · Piotroski F 6 | UNRECORDED | Stored financial-scores observation — Captured 2026-10-04 · Expired observation |
COMPUTED — 5 facts from our arithmetic, formula restated
| Fact ID | Fact | Value as shown | As of | Tier | Source |
|---|---|---|---|---|---|
fin.mcap_to_cash | Market value per dollar of cash and short-term investments | 6.00× | — | COMPUTED | Computed on this page from the figures above — The market capitalisation printed on this page divided by cash and short-term investments of $1.01B at Jul 4, 2026. Long-term investments are excluded and remain unclassified. Restrictions on cash and short-term investments require separate review. Market cap record date: 2026-10-02. Balance-sheet reference date: 2026-07-04. The inputs do not establish a single common source date for this ratio. |
div.ttm_per_share | Dividends per share, last 12 months (split-adjusted) | $3.08 | COMPUTED | Financial Modeling Prep (FMP) split-adjusted dividend history — Sum of 4 split-adjusted declared dividends with an ex-date in the 365 days to 2026-10-05, per current share. Ex-dates are not payment dates; special dividends are included. Not a declared annual rate. | |
div.ttm_yield | Dividend yield, last 12 months | 2.55% | COMPUTED | Financial Modeling Prep (FMP) split-adjusted dividend history and quote — Split-adjusted dividends with ex-dates in the trailing 365-day window divided by the packet price, on the same current-share basis. Price date follows the quote, latest price bar or packet-build day when unstamped. Not a forecast or declared annual rate. | |
earn.history.depth.2026-07-31.revenue_actual.comparison | Latest report · revenue vs estimate | Above estimate | Report date · | COMPUTED | Computed from Financial Modeling Prep (FMP) earnings — Earnings-history note — Method: compare reported revenue ($6.21B) with the recorded estimate ($6.15B) at displayed precision. Equal displayed values are in line. This compares reported results with recorded estimates, not investment returns. |
earn.history.depth.2026-07-31.eps_actual.comparison | Latest report · EPS vs estimate | Above estimate | Report date · | COMPUTED | Computed from Financial Modeling Prep (FMP) earnings — Earnings-history note — Method: compare reported EPS ($4.2800) with the recorded estimate ($3.9800) at displayed precision. Equal displayed values are in line. This compares reported results with recorded estimates, not investment returns. |
OURS — 2 facts from Stock Expert AI's own score and rank
| Fact ID | Fact | Value as shown | As of | Tier | Source |
|---|---|---|---|---|---|
ours.moonshot | MoonshotScore v2 | 76 of 100 · Strong · pillars 50 / 66 / 93 / 66 / 73 | OURS | Stock Expert AI MoonshotScore v2 engine | |
ours.moonshot_change | MoonshotScore movement | 76 (stored snapshot Oct 4, 2026) → 76 (current publication computed Oct 5, 2026) (0) | OURS | Stock Expert AI current score publication and immutable score snapshots — The current score publication is not yet represented in the immutable snapshot archive. |
Fact-family notes
- Quarterly statement note. Source series as of 2026-07-04. USD. The operating result is the FMP-standardized value supplied by FMP; it may differ from a filing’s GAAP loss from operations when the provider classifies separately presented items differently. It is not net income or cash flow. Applies to Fact IDs:
fin.q_table.depth.2026-07-04.revenue_k,fin.q_table.depth.2026-07-04.sga_k,fin.q_table.depth.2026-07-04.operating_result_k,fin.q_table.depth.2026-04-04.revenue_k,fin.q_table.depth.2026-04-04.sga_k,fin.q_table.depth.2026-04-04.operating_result_k,fin.q_table.depth.2025-12-31.revenue_k,fin.q_table.depth.2025-12-31.sga_k,fin.q_table.depth.2025-12-31.operating_result_k,fin.q_table.depth.2025-09-27.revenue_k,fin.q_table.depth.2025-09-27.sga_k,fin.q_table.depth.2025-09-27.operating_result_k. - Earnings-history note. Source series as of 2026-07-31. Dates are report dates, not fiscal period ends. Revenue is in USD; EPS is USD per share, rounded to four decimals. The earnings feed does not establish a basic, diluted or adjusted basis. Earnings-feed EPS may differ from statement EPS; the two series are not combined. Applies to Fact IDs:
earn.history.depth.2026-07-31.revenue_actual,earn.history.depth.2026-07-31.revenue_estimated,earn.history.depth.2026-07-31.revenue_actual.comparison,earn.history.depth.2026-07-31.eps_actual.comparison,earn.history.depth.2026-07-31.eps_actual,earn.history.depth.2026-07-31.eps_estimated,earn.history.depth.2026-05-01.revenue_actual,earn.history.depth.2026-05-01.revenue_estimated,earn.history.depth.2026-05-01.eps_actual,earn.history.depth.2026-05-01.eps_estimated,earn.history.depth.2026-02-04.revenue_actual,earn.history.depth.2026-02-04.revenue_estimated,earn.history.depth.2026-02-04.eps_actual,earn.history.depth.2026-02-04.eps_estimated,earn.history.depth.2025-10-31.revenue_actual,earn.history.depth.2025-10-31.revenue_estimated,earn.history.depth.2025-10-31.eps_actual,earn.history.depth.2025-10-31.eps_estimated. - Cash-flow note. Source series as of 2026-07-04. USD. Negative operating cash flow means cash used. Capital expenditure keeps the provider’s reported sign; it is not added here to estimate free cash flow or runway. Applies to Fact IDs:
fin.opcf.depth.2026-07-04.operating_cash_flow_m,fin.opcf.depth.2026-04-04.operating_cash_flow_m,fin.opcf.depth.2026-07-04.capex_m,fin.opcf.depth.2026-04-04.capex_m,fin.opcf.depth.2025-12-31.operating_cash_flow_m,fin.opcf.depth.2025-12-31.capex_m,fin.opcf.depth.2025-09-27.operating_cash_flow_m,fin.opcf.depth.2025-09-27.capex_m.
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- sedat@stockexpertai.com
Sources used for research written 2026-09-13
Historical evidence preserved with this analysis. Current figures are listed separately above.
| Evidence | Captured value | Source date | Source type | Source |
|---|---|---|---|---|
| Business description | 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. | 2026-09-13 | FMP | Financial Modeling Prep (FMP) company profile |
| Management outlook — dated call excerpts | Captured record · 4 entries
Selected verbatim statements from the latest available call, dated by the transcript provider. Management expectations, not completed milestones or guarantees. Relative dates retain the speaker's wording. | 2026-07-31 | OFFICIAL | Company earnings call, transcript via Financial Modeling Prep (FMP) |
| Revenue by segment | Seating Segment: $17.28B; E-Systems Segment: $5.98B | 2025-12-31 | FMP | Financial Modeling Prep (FMP) revenue segmentation, from the company's 10-K |
| Sector / industry (provider taxonomy) | Consumer Cyclical / Auto - Parts The company's SEC filings classify it under SIC 3714 — Motor Vehicle Parts & Accessories. | 2026-09-13 | FMP | Financial Modeling Prep (FMP) company profile |
| Reported versus estimated, last 8 quarters | Captured record · 8 entries
| 2026-07-31 | FMP | Financial Modeling Prep (FMP) earnings |
| Quarterly income statement (USD thousands) | Captured record · 8 entries
| 2026-07-04 | FMP | Financial Modeling Prep (FMP), from the company's 10-Q and 10-K income statements |
| Cash, investments and debt | Total debt: $3.52B; Liquidity basis: cash and short-term investments; Total liabilities: $10.33B; Cash and short-term investments: $1.01B; Cash and investments: $1.20B; Long-term investments: $190.80M; Long-term investments classification: unclassified Long-term investments are shown separately; their marketability is not established by the provider field. The cash and short-term investment balance does not establish unrestricted availability. | 2026-07-04 | FMP | Financial Modeling Prep (FMP), from the company's balance sheet |
| Operating cash flow by quarter (USD millions) | Captured record · 8 entries
| 2026-07-04 | FMP | Financial Modeling Prep (FMP), from the company's 10-Q cash-flow statements |
| Recent dividends paid | Captured record · 4 entries
Declared amounts per share on their ex-dates. A single payment does not establish an annual rate, and a special dividend is not separated here. | 2026-09-02 | FMP | Financial Modeling Prep (FMP) dividend history |
| Next earnings report | Date: 2026-10-30; EPS estimate: $3.31 per share; Revenue estimate: $5.83B The date is our provider's estimate until the company confirms it. | 2026-09-13 | FMP | Financial Modeling Prep (FMP) earnings calendar |
| Analyst revenue and earnings estimates (average) | Captured record · 4 entries
| 2026-09-13 | FMP | Financial Modeling Prep (FMP) analyst estimates |
Data provided for informational purposes only.
ETFs that hold LEA
Funds in our ETF coverage that list LEA among the top 10 holdings on their fund page, largest weight first. Each weight is the fund's reported holding weight as of the date in its row.
| ETF | Weight | Holdings as of |
|---|---|---|
| Avantis U.S. Small Cap Value ETF (AVUV) | 0.85% |