US · Consumer Cyclical · Auto Parts
EPS came in at 3.71 against a street estimate of 3.32 — a beat of 11.7%.
Analysts rate Lear Corporation a buy (5 buy, 11 hold, 0 sell out of 16) with an average price target of $145.93.
CONFIDENT Lear beat Q2 expectations with 23% EPS growth and raised FY26 guidance across revenue, operating earnings, and free cash flow. Strong execution on automation and Chinese OEM wins offset China market weakness. Limited 2027 growth expected before acceleration in 2028–2029. Q2 2026 China domestic market weakness expected to persist H2. Executives targeting Chinese OEM exports and selective wins with traditional OEMs to offset share shift. Analysts pressed on H2 margin headwinds (conversion steeper than expected due to new facility costs and program wind-downs), 2027 growth visibility (limited due to platform volume and product exit), and China risk (executives emphasize Chinese OEM growth and selective traditional OEM wins to offset domestic weakness). 2026-07-31…
Full summary in the app.
| Fund | Stake |
|---|---|
| Pzena Investment Management, LLC | 13.77% |
| BlackRock Inc | 10.90% |
| Vanguard Portfolio Management, LLC | 7.11% |
| Dimensional Fund Advisors, Inc. | 6.27% |
| Vanguard Capital Management, LLC | 4.69% |
| American Century Companies Inc | 4.34% |
| State Street Corp | 3.50% |
| Greenhaven Associates Inc | 3.02% |
| Document | Date |
|---|---|
| Quarterly report · Q4 2026 HEADLINE NUMBERS • Third-quarter 2026 net sales were $5,773.0 million, up from $5,679.8 million in the third quarter of 2025. • Nine-month 2026 net | 2026-10-30 |
| Results announced · Q4 2026 HEADLINE NUMBERS • Q3 2026 revenue was $5,773.0 million, up 2% from $5,679.8 million in Q3 2025, despite global vehicle production declining 2%. • N | 2026-10-30 |
| Board / officer change · Q4 2026 CORPORATE LEADERSHIP CHANGE • Lear’s current Chief Financial Officer, Jason Cardew, will resign from the CFO role effective February 28, 2027. • Jar | 2026-10-19 |
| Company announcement · Q3 2026 LEAR CORPORATION - FORM 8-K SUMMARY HEADLINE NUMBERS • Board approved increase to share repurchase authorization to $1.5 billion • Repurchase author | 2026-09-24 |
| Quarterly report · Q3 2026 LEAR CORPORATION – Q2 2026 10-Q SUMMARY HEADLINE NUMBERS • Net Sales (6 months): $12,032.2 million (vs. $11,590.7 million in 2025 – up 3.8%) • Net S | 2026-07-31 |
| Results announced · Q3 2026 LEAR CORPORATION Q2 2026 EARNINGS SUMMARY HEADLINE NUMBERS • Revenue: $6.2 billion, up 3% year-over-year vs. $6.0 billion in Q2 2025 • Net income: $ | 2026-07-31 |
| Shareholder vote results · Q2 2026 LEAR CORPORATION (LEA) - FORM 8-K SUMMARY HEADLINE NUMBERS • Annual Meeting of Shareholders held May 14, 2026 • All four shareholder proposals passe | 2026-05-14 |
| Quarterly report · Q2 2026 LEAR CORPORATION - Q1 2026 10-Q SUMMARY HEADLINE NUMBERS • Net sales Q1 2026: $5,822.8 million (up from $5,560.3 million in Q1 2025) • Net income at | 2026-05-01 |
Readable in the app.
| Action | Detail | Date |
|---|---|---|
| Dividend | $0.77 / share ex-date Sep 2, 2026 · pay Sep 22, 2026 | 2026-09-02 |
| Dividend | $0.77 / share ex-date Jun 3, 2026 · pay Jun 23, 2026 | 2026-06-03 |
| Dividend | $0.77 / share ex-date Mar 5, 2026 · pay Mar 25, 2026 | 2026-03-05 |
| Dividend | $0.77 / share ex-date Dec 10, 2025 · pay Dec 30, 2025 | 2025-12-10 |
| Announcement | Date |
|---|---|
| Full-year 2026 financial outlook updated alongside third-quarter results Lear Corporation announced that it released its third-quarter 2026 financial results and updated its full-year 2026 outlook on October 30, 2026. However, the provided 8-K text does not inclu | 2026-10-30 |
| Board approves $1.5B share repurchase authorization through 2029 Lear Corporation announced on September 24, 2026 that its Board of Directors approved two significant actions: (1) an increase to the company's share repurchase authorization to $1.5 billion | 2026-09-24 |
| Financial results for Q2 2026 and full year 2026 outlook updated Lear Corporation filed an 8-K on July 31, 2026, announcing Q2 2026 financial results and updating full-year 2026 guidance. However, the actual filing provided contains only the structural an | 2026-07-31 |
| Financial results for 2025 and outlook provided for 2026 Lear Corporation issued a press release on February 4, 2026, announcing its financial results for Q4 and full year 2025, along with guidance for 2026. This 8-K filing is a standard regulator | 2026-02-04 |
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Open in the appGoogle PlayApp StoreData updated 2026-11-07.