Seeking Alpha·Sep 16, 2026
Lear Corporation (LEA) Presents at Morgan Stanley's 14th Annual Laguna Conference TranscriptLear Corporation (LEA) Presents at Morgan Stanley's 14th Annual Laguna Conference Transcript
Lear Corporation is demonstrating a cyclical earnings inflection, with Q2 2026 net income of $192.8M and EPS of $3.79 marking the highest in ten quarters, supported by modest revenue growth of 3.0% YoY and improved SG&A efficiency (3.2% of revenue). The balanc...
Price trend, volume and key moving averages
Start with the evidence for owning the stock and the risks that can break the thesis.
Revenue stabilized near $6B quarterly with Q2 2026 growth of 3.0% YoY, while gross margin of 7.1% remains well below peers, though Q2 2026 net income of $192.8M and EPS of $3.79 represent a ten-quarter high.
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 9/24/2026, 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) |
|---|---|---|
Q3 2026Latest 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 |
Q4 2025 Oct 31, 2025 | $2.79+3.3% vs $2.70 | $5.7B+0.6% vs $5.6B |
Lear Corporation (LEA) Presents at Morgan Stanley's 14th Annual Laguna Conference Transcript
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Lear to Participate in Morgan Stanley 14th Annual Laguna Conference PR Newswire SOUTHFIELD, Mich., Sept. 2, 2026
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 |
|---|---|---|---|---|---|---|---|
| $121.69 | $6.16B | 14.93 | -0.19% | 1.88% | 8.91% | 2.53% | |
| $45.17 | $9.56B | 60.23 | 3.47% | 1.17% | 2.36% | — | |
| $60.55 | $12.42B | 47.30 | 1.65% | 2.89% | 7.15% | — | |
| $115.40 | $8.64B | 12.07 | 4.09% | 5.8% | 25% | — | |
| $63.73 | $17.35B | 21.31 | -0.21% | 1.77% | 5.98% | — | |
| $93.03 | $2.48B | 12.78 | -2.53% | 4% | 9.23% | — |
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)
Jul 31, 2026·SEC
May 14, 2026·SEC
Feb 4, 2026·SEC
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Lear Corporation (LEA) stock FAQ — growth, dividends, profitability & financials explained
Lear Corporation (LEA) reported $23.70B in revenue for fiscal year 2025. This represents a 279% increase from $6.25B in 1996.
Lear Corporation (LEA) saw revenue decline by 0.2% over the past year.
Yes, Lear Corporation (LEA) is profitable, generating $556.0M in net income for fiscal year 2025 (1.9% net margin).
Yes, Lear Corporation (LEA) pays a dividend with a yield of 2.53%. This makes it attractive for income-focused investors.
Lear Corporation (LEA) has a return on equity (ROE) of 8.9%. This is below average, suggesting room for improvement.
Lear Corporation (LEA) generated $849.4M in free cash flow for fiscal year 2025. Positive FCF indicates the company can fund dividends, buybacks, or reinvestment.
