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Earnings transcript
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LEA
Lear Corporation
$118.54
-3.52
(-2.88%)
| Exchange: | NYSE |
| Market Cap: | 6.149B |
| Shares Outstanding: | 70.769M |
About The Company
| Sector: | Consumer Cyclical | |||||
| Industry: | Auto – Parts | |||||
| CEO: | Raymond E. Scott Jr. | |||||
| Full Time Employees: | 173700 | |||||
| Address: |
| |||||
| Website: | https://www.lear.com |
Lear Corporation designs, develops, engineers, manufactures, assembles, and supplies automotive seating, and electrical distribution systems and related components for automotive original equipment manufacturers in North America, Europe, Africa, Asia, and South America. Its Seating segment offers seat systems, seat subsystems, keyseat components, seat trim covers, seat mechanisms, seat foams, and headrests, as well as surface materials, such as leather and fabric for automobiles and light trucks, compact cars, pick-up trucks, and sport utility vehicles. The company’s E-Systems segment provides electrical distribution and connection systems that route electrical signals and networks; and manage electrical power within the vehicle for various powertrains. This segment’s products comprise wire harnesses, terminals and connectors, engineered components, and junction boxes; electronic system products, including body domain control modules, smart and passive junction boxes, gateway and communication modules, integrated power modules, and high voltage switching and power control systems. It also offers software and connected services comprising Xevo Market, an in-vehicle commerce and service platform; and software and services for the cloud, vehicles, and mobile devices. In addition, this segment provides cybersecurity software; advanced vehicle positioning for automated and autonomous driving applications; and short-range communication and cellular protocols for vehicle connectivity. It offers its products and services under the XEVO, GUILFORD, EAGLE OTTAWA, ConfigurE+, INTUTM, LEAR CONNEXUSTM, EXO, JOURNEYWARE, ProTec, SMART JUNCTION BOX, STRUCSURE, AVENTINO, and TeXstyle brands. Lear Corporation was founded in 1917 and is headquartered in Southfield, Michigan.
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Revenue Segmentation
EPS
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Earnings Call
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Key takeaways
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Login — it's freeIncome Statement
| Year | 2023 | 2024 | 2025 |
|---|---|---|---|
| Revenue | 23,465,000 | 23,301,900 | 23,259,100 |
| Gross Profit | 1,745,900 | 1,843,800 | 1,504,400 |
| EBITDA | 1,478,400 | 1,457,400 | 725,900 |
| Operating Income | 913,600 | 944,900 | 777,300 |
| Net Income | 572,500 | 506,600 | 436,800 |
(* All numbers are in thousands)
Balance Sheet
| Year | 2023 | 2024 | 2025 |
|---|---|---|---|
| Total Assets | 14,695,500 | 14,027,500 | 14,843,100 |
| Total Liabilities | 9,634,900 | 9,426,500 | 9,642,100 |
| Total Stockholders Equity | 4,918,800 | 4,451,700 | 5,201,000 |
| Total Debt | 2,922,300 | 2,914,800 | 2,743,100 |
| Cash and Cash Equivalents | 1,196,300 | 1,052,900 | 1,033,000 |
(* All numbers are in thousands)
Cash Flow Statement
| Year | 2023 | 2024 | 2025 |
|---|---|---|---|
| Operating Cash Flow | 1,249,300 | 1,120,100 | 1,088,800 |
| Capital Expenditure | -626,500 | -558,700 | -561,600 |
| Free Cash Flow | 622,800 | 561,400 | 527,200 |
| Net Income | 645,700 | 506,600 | 527,100 |
| Net Change in Cash | 81,100 | -143,100 | -20,100 |
(* All numbers are in thousands)
Analyst Estimates
| Fiscal Year | 2030 | Full Access | Full Access | Full Access | Full Access |
|---|---|---|---|---|---|
| Estimated Revenue (Low) | 25,701,016.316 | Full Access | Full Access | Full Access | Full Access |
| Estimated Revenue (High) | 26,661,138.887 | Full Access | Full Access | Full Access | Full Access |
| Estimated Revenue (Avg) | 26,114,900 | Full Access | Full Access | Full Access | Full Access |
| Estimated Ebitda (Low) | 1,429,537.965 | Full Access | Full Access | Full Access | Full Access |
| Estimated Ebitda (High) | 1,482,941.754 | Full Access | Full Access | Full Access | Full Access |
| Estimated Ebitda (Avg) | 1,452,558.939 | Full Access | Full Access | Full Access | Full Access |
| Estimated Net Income (Low) | 1,186,551.798 | Full Access | Full Access | Full Access | Full Access |
| Estimated Net Income (High) | 1,244,455.879 | Full Access | Full Access | Full Access | Full Access |
| Estimated Net Income (Avg) | 1,211,512.782 | Full Access | Full Access | Full Access | Full Access |
| Estimated SGA Expense (Low) | 616,309.543 | Full Access | Full Access | Full Access | Full Access |
| Estimated SGA Expense (High) | 639,333.252 | Full Access | Full Access | Full Access | Full Access |
| Estimated SGA Expense (Avg) | 626,234.461 | Full Access | Full Access | Full Access | Full Access |
| Estimated EPS (Avg) | 22.600 | Full Access | Full Access | Full Access | Full Access |
| Estimated EPS (High) | 23.220 | Full Access | Full Access | Full Access | Full Access |
| Estimated EPS (Low) | 22.140 | Full Access | Full Access | Full Access | Full Access |
| Number of Analysts (Estimated Revenue) | 3 | Full Access | Full Access | Full Access | Full Access |
| Number of Analysts (Estimated EPS) | 1 | Full Access | Full Access | Full Access | Full Access |
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Current Key Metrics
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Login — it's freeForward P/E Ratios
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Login — it's freeSWOT Analysis
Strengths (preview)
- Robust Revenue Performance: Lear Corporation reported $6 billion in revenue for Q2 2025, as highlighted in the earnings call transcript, reflecting strong top-line results. This performance underscores the company’s ability to maintain significant market share within the automotive components industry.
- Operational Efficiency Focus: The earnings call emphasized ongoing initiatives to improve margins and operational efficiency. This strategic focus positions LEA to enhance profitability, even in a competitive sector, by optimizing cost structures and operational workflows.
- Shareholder Returns Commitment: Management’s disciplined capital allocation strategy, as mentioned in the Q2 2025 earnings call, prioritizes shareholder returns through dividends and potential share buybacks, supported by a dividend yield (dividendYieldTTM) that aligns with investor expectations for income generation.
- Strong Financial Position: Key metrics such as a healthy currentRatioTTM and quickRatioTTM indicate solid liquidity, enabling LEA to meet short-term obligations and invest in growth opportunities without immediate financial strain.
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At what price to buy it? -
Intrinsic Value Calculator
Based on current fundamentals and analyst forecasts, MARKETSnap estimates LEA intrinsic value between $146.27 – $150.57 per share. This depends on revenue growth, margins, and discount rate.
This is an automatic estimate. The most reliable way to know fair value for your own assumptions is to run the calculator below.
Common questions about LEA valuation
Is Lear Corporation (LEA) overvalued or undervalued right now?
MARKETSnap estimates intrinsic value for Lear Corporation (LEA) using its proprietary valuation methodology, which incorporates discounted cash flow (DCF) analysis together with long-term earnings and fundamentals assumptions. By comparing intrinsic value to the current market price, long-term investors can see whether the stock screens as potentially overvalued, fairly valued, or undervalued today.
Is LEA a buy, hold, or sell for long-term investors?
MARKETSnap does not give one-word “buy” or “sell” calls. Instead, it shows whether LEA trades at a premium or discount to its estimated intrinsic value, how sensitive that value is to growth and margin assumptions, and how the stock fits into a diversified, long-term portfolio so investors can make their own buy, hold, or sell decision.
What is LEA’s P/E ratio?
You can see LEA’s trailing P/E (TTM) and forward P/E estimates in the Current Key Metrics and Forward P/E Ratios sections above. The P/E ratio compares the current share price to earnings per share and helps investors gauge valuation relative to earnings.
How is intrinsic value calculated for LEA?
MARKETSnap uses its own valuation framework—not a generic spreadsheet DCF alone. Future cash flows and earnings are projected, discounted, and combined with MARKETSnap’s methodology so intrinsic value reflects fundamentals and long-term assumptions. You can run your own inputs and see the result using the Intrinsic Value Calculator above.
Is LEA a good long-term investment?
Whether LEA fits a long-term portfolio depends on your assumptions about growth, margins, and risk. MARKETSnap provides the metrics, intrinsic value calculator, and SWOT context so you can form your own view rather than rely on a single buy/sell rating.
LEA
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Daily snapshot
-2.88
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Daily snapshotTrading Metrics:
| Open: | 118.57 | Previous Close: | 122.06 | |
| Day Low: | 116.03 | Day High: | 119.76 | |
| Year Low: | 73.85 | Year High: | 142.84 | |
| Price Avg 50: | 124.96 | Price Avg 200: | 110.81 | |
| Volume: | 472354 | Average Volume: | 588911 |
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Login — it's freeLEA full analysis
Welcome to MARKETSNAP’s SWOT analysis for Lear Corporation, a key player in the automotive components space. If you’re not familiar with Lear, let me give you the quick rundown: they’re a global leader in automotive seating and electrical systems, operating within the broader auto parts industry. With a massive workforce and operations spanning multiple regions, they’re a significant supplier to major automakers worldwide. Today, we’re diving deep into what makes Lear tick, looking at their strengths, weaknesses, opportunities, and threats,…
