Lear (LEA) possesses the right combination of the two key ingredients for a likely earnings beat in its upcoming report. Get prepared with the key expectations.
Lear Corporation remains a fundamentally attractive, undervalued automotive supplier with a $150/share price target and a reiterated 'Buy' rating. LEA's vertical integration, resilient margins, and disciplined buybacks support market-beating returns and lower volatility versus peers like Adient. Despite increased China OEM exposure and LVP cyclicality risks, LEA's investment-grade credit, strong liquidity, and robust cash flow underpin downside protection.
Lear (LEA) has an impressive earnings surprise history and currently possesses the right combination of the two key ingredients for a likely beat in its next quarterly report.
I raise my rating for Lear Corporation to "Buy," following my evaluation of its financial outlook. LEA anticipates that its 4Q25 performance will be at the upper end of management guidance; it also expects a return to positive topline and bottom-line expansion next year. There are multiple financial improvement drivers, such an absence of one-offs, reshoring trends, Chinese OEM penetration, and automation-driven expense reductions.
Lear Corporation (LEA) Presents at Goldman Sachs Industrials & Autos Week Transcript
Lear Corporation ( LEA ) Q3 2025 Earnings Call October 31, 2025 9:00 AM EDT Company Participants Timothy Brumbaugh Raymond Scott - President, CEO & Director Jason Cardew - Senior VP & CFO Conference Call Participants Dan Levy - Barclays Bank PLC, Research Division Joseph Spak - UBS Investment Bank, Research Division Mark Delaney - Goldman Sachs Group, Inc., Research Division Emmanuel Rosner - Wolfe Research, LLC Colin Langan - Wells Fargo Securities, LLC, Research Division Presentation Operator Good morning, everyone, and welcome to the Lear Corporation Third Quarter 2025 Earnings Conference Call. [Operator Instructions] Please note that today's event is being recorded.
While the top- and bottom-line numbers for Lear (LEA) give a sense of how the business performed in the quarter ended September 2025, it could be worth looking at how some of its key metrics compare to Wall Street estimates and year-ago values.
Lear (LEA) came out with quarterly earnings of $2.79 per share, beating the Zacks Consensus Estimate of $2.69 per share. This compares to earnings of $2.89 per share a year ago.
Explore Lear's (LEA) international revenue trends and how these numbers impact Wall Street's forecasts and what's ahead for the stock.
Lear Corporation (NYSE:LEA ) Q2 2025 Earnings Conference Call July 25, 2025 9:00 AM ET Company Participants Jason M. Cardew - Senior VP & CFO Raymond E.
Lear (LEA) came out with quarterly earnings of $3.47 per share, beating the Zacks Consensus Estimate of $3.23 per share. This compares to earnings of $3.6 per share a year ago.
Get a deeper insight into the potential performance of Lear (LEA) for the quarter ended June 2025 by going beyond Wall Street's top-and-bottom-line estimates and examining the estimates for some of its key metrics.