Lear's top line has been essentially flat, moving within a narrow $5.6B to $6.2B quarterly band, and gross margins of roughly 6.6% to 7.9% suggest persistent OEM price pressure rather than operational momentum.
Price trend, volume and key moving averages
Start with the evidence for owning the stock and the risks that can break the thesis.
Revenue has held near $5.6B to $6.2B per quarter with operating margin easing from 5.0% in Q1 2025 to 3.4% in Q3 2026, and net margins of only 1.4% to 3.1% leave little cushion against cost shocks.
Lear secured $280 million in new China business awards in Q1 2026, exceeding its entire 2025 total, indicating robust growth potential in the region.
Lear is translating new business awards into better margins and stronger EPS, supporting the bull case for earnings growth.
The company has reaffirmed its FY26 guidance, providing confidence in its financial outlook and growth trajectory.
Trailing total returns as of 11/7/2026, which may include dividends or other distributions. Benchmark is S&P 500 (^GSPC).
Check whether operating performance supports the current valuation.
Recent results and news deserve attention only when they alter the forward view.
| Quarter | EPS (Act vs Est) | Revenue (Act vs Est) |
|---|---|---|
Q4 2026Latest Oct 30, 2026 | $3.71+11.7% vs $3.32 | $5.8B-0.6% vs $5.8B |
Q3 2026 Jul 31, 2026 | $4.28+7.5% vs $3.98 | $6.2B+1.0% vs $6.1B |
Q2 2026 May 1, 2026 | $3.87+10.3% vs $3.51 | $5.8B-0.3% vs $5.8B |
Q1 2026 Feb 4, 2026 | $3.41+27.7% vs $2.67 | $6.0B+3.2% vs $5.8B |
Lear (LEA) doesn't possess the right combination of the two key ingredients for a likely earnings beat in its upcoming report. Get prepared with the key expectations.
Whether you're a value, growth, or momentum investor, finding strong stocks becomes easier with the Zacks Style Scores, a top feature of the Zacks Premium research service.
Whether you're a value, growth, or momentum investor, finding strong stocks becomes easier with the Zacks Style Scores, a top feature of the Zacks Premium research service.
Jared Fedele to Assume CFO Role Effective March 1, 2027 Jason Cardew to Retire from Lear on December 31, 2027 SOUTHFIELD, Mich., Oct. 19, 2026 /PRNewswire/ -- Lear Corporation (NYSE: LEA), a global automotive technology leader in Seating and E-Systems, today announced it has appointed Jared Fedele to the position of Senior Vice President and Chief Financial Officer, effective March 1, 2027, following a robust succession-planning process.
Benchmark LEA against direct peers instead of judging its metrics in isolation.
Key metrics vs top competitors for Lear Corporation (LEA)
| Company | Price | Market Cap | P/E Ratio | Rev Growth (1Y) | Net Margin | ROE | Div Yield |
|---|---|---|---|---|---|---|---|
| $110.28 | $5.58B | 9.42 | -0.19% | 2.46% | 11.16% | 2.79% | |
| $39.44 | $8.35B | 10.58 | 3.47% | 4.6% | 8.41% | — | |
| $48.81 | $10.01B | 20.89 | 1.65% | 3.36% | 8.34% | 1.13% | |
| $123.47 | $9.24B | 14.45 | 4.09% | 5.63% | 24.44% | 2.51% | |
| $61.86 | $16.84B | 20.05 | -0.21% | 1.96% | 6.69% | 3.11% | |
| $75.68 | $2.02B | 19.88 | -2.53% | 2.58% | 6.11% | 0.72% |
Lear Corporation (LEA) vs competitors — business, growth, and fundamentals comparison against the closest industry rivals.
Verify the primary filings, follow material updates, and answer the remaining questions.
Lear Corporation (LEA) SEC filings — annual & quarterly reports (10-K, 10-Q)
Oct 30, 2026·SEC
Oct 19, 2026·SEC
Jul 31, 2026·SEC
Get notified when LEA posts new earnings or crosses analyst targets
Free. No account needed. Unsubscribe any time.
Lear Corporation (LEA) stock FAQ — growth, dividends, profitability & financials explained
Lear Corporation (LEA) reported $23.79B in revenue over the trailing twelve months. Revenue was $23.26B in fiscal year 2025. That is 272% more than the $6.25B of fiscal year 1996.
Lear Corporation (LEA) grew revenue by 3.5% over the trailing twelve months, compared with the twelve months before.
Yes. Lear Corporation (LEA) earned $584.4M in net income over the trailing twelve months (a 2.5% net margin).
Yes. Lear Corporation (LEA) pays a dividend that yields 2.79% at the current price, a moderate yield.
Lear Corporation (LEA) had a return on equity (ROE) of 11.2% over the trailing twelve months. That is in line with the market's typical 10-15%.
Lear Corporation (LEA) generated $700.8M in free cash flow over the trailing twelve months.
