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Earnings transcript
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LEA
Lear Corporation
$123.9
-0.52
(-0.42%)
| Exchange: | NYSE |
| Market Cap: | 6.207B |
| Shares Outstanding: | 70.769M |
Delayed data
About The Company
| Sector: | Consumer Cyclical | |||||
| Industry: | Auto – Parts | |||||
| CEO: | Raymond E. Scott Jr. | |||||
| Full Time Employees: | 164300 | |||||
| Address: |
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| Website: | https://www.lear.com |
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.
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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 | 23,258,300 |
| Gross Profit | 1,745,900 | 1,843,800 | 1,914,700 |
| EBITDA | 1,478,400 | 1,457,400 | 1,379,600 |
| Operating Income | 913,600 | 944,900 | 1,022,700 |
| 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 | Research Access | Research Access | Research Access | Research Access |
|---|---|---|---|---|---|
| Estimated Revenue (Low) | 26,795,350.374 | Research Access | Research Access | Research Access | Research Access |
| Estimated Revenue (High) | 27,413,148.435 | Research Access | Research Access | Research Access | Research Access |
| Estimated Revenue (Avg) | 27,027,200 | Research Access | Research Access | Research Access | Research Access |
| Estimated Ebitda (Low) | 1,641,035.133 | Research Access | Research Access | Research Access | Research Access |
| Estimated Ebitda (High) | 1,678,871.112 | Research Access | Research Access | Research Access | Research Access |
| Estimated Ebitda (Avg) | 1,655,234.364 | Research Access | Research Access | Research Access | Research Access |
| Estimated Net Income (Low) | 1,224,141.428 | Research Access | Research Access | Research Access | Research Access |
| Estimated Net Income (High) | 1,260,928.281 | Research Access | Research Access | Research Access | Research Access |
| Estimated Net Income (Avg) | 1,237,946.948 | Research Access | Research Access | Research Access | Research Access |
| Estimated SGA Expense (Low) | 596,036.381 | Research Access | Research Access | Research Access | Research Access |
| Estimated SGA Expense (High) | 609,778.695 | Research Access | Research Access | Research Access | Research Access |
| Estimated SGA Expense (Avg) | 601,193.649 | Research Access | Research Access | Research Access | Research Access |
| Estimated EPS (Avg) | 23.100 | Research Access | Research Access | Research Access | Research Access |
| Estimated EPS (High) | 23.530 | Research Access | Research Access | Research Access | Research Access |
| Estimated EPS (Low) | 22.840 | Research Access | Research Access | Research Access | Research Access |
| Number of Analysts (Estimated Revenue) | 5 | Research Access | Research Access | Research Access | Research Access |
| Number of Analysts (Estimated EPS) | 1 | Research Access | Research Access | Research Access | Research Access |
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Current Key Metrics
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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.
[intrinsic_calculator]
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
-0.42
Trading Metrics:
| Open: | 123.58 | Previous Close: | 124.42 | |
| Day Low: | 122.55 | Day High: | 124.2 | |
| Year Low: | 96.04 | Year High: | 150.33 | |
| Price Avg 50: | 133.17 | Price Avg 200: | 126.37 | |
| Volume: | 111233 | Average Volume: | 638464 |
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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,…
