Held · Bookmarked
0 · 0
portfolios · users
Avg position size
—
of holders' portfolios
13F filers
2
institutions
Market cap
$6.5B
49M shares
52-week range
$96.04 – $150.33
60% from low
Sector
MOTOR VEHICLE PARTS & ACCESSORIES
Exchange
NYSE
CS
P/S (TTM)
0.3
EV / FCF (TTM)
10.7
Lear Corp designs, develops, and manufactures automotive seating and electrical systems and components. The company has two reporting segments Seating and E-Systems. Seating components include frames and mechanisms, covers (leather and woven fabric), seat heating and cooling, foam, and headrests. Automotive electrical distribution and connection systems and electronic systems include wiring harnesses, terminals and connectors, on-board battery chargers, high-voltage battery management systems. The company earns majority of its revenue from the seating segment.
www.lear.comNo one on the platform currently holds LEA.
| Institution | Shares | Reported |
|---|---|---|
| Renaissance Technologiesas of 2025-09-30 | 253,332 | $25.5M |
| Bridgewater Associatesas of 2026-03-31 | 13,531 | $1.6M |
| Ex-date | Per share | Pay date |
|---|---|---|
| 2026-09-02 | $0.7700 | 2026-09-22 |
| 2026-06-03 | $0.7700 | 2026-06-23 |
| 2026-03-05 | $0.7700 | 2026-03-25 |
| 2025-12-10 | $0.7700 | 2025-12-30 |
| 2025-09-03 | $0.7700 | 2025-09-23 |
| 2025-06-05 | $0.7700 | 2025-06-25 |
| 2025-03-06 | $0.7700 | 2025-03-26 |
| 2024-12-11 | $0.7700 | 2024-12-30 |
| 2024-09-04 | $0.7700 | 2024-09-23 |
| 2024-06-06 | $0.7700 | 2024-06-25 |
No one on the platform has traded LEA yet.
| 2024-03-07 | $0.7700 | 2024-03-27 |
| 2023-12-05 | $0.7700 | 2023-12-26 |
| Execution date | Ratio |
|---|---|
| 2011-03-18 | 2-for-1 |
Consensus-seeded revenue, margins, and exit multiples. This is a scenario tool, not investment advice.
| Metric | Historical average | My assumptions | ||||
|---|---|---|---|---|---|---|
| 1 year | 5 years | 10 years | Low | Mid | High | |
| ROIC % | 9.4% | 8.9% | 16.0% | — | — | — |
| Rev. Growth % | -0.2% | 6.4% | ||||
| Profit Margin % | 1.9% | 2.0% | 3.2% | |||
| Free Cash Flow Margin % | 2.3% | 1.9% | 3.1% | |||
| Exit P/E | — | — | — | |||
| Exit P/FCF | — | — | — | |||
| Desired Annual Return % | — | — | — | |||
At today's price, your expected annual return is +5.9% on the P/E track.
At today's price, your expected annual return is +10.7% on the P/E track.
At today's price, your expected annual return is +14.8% on the P/E track.
Also held through funds
2 more books hold LEA indirectly · AVUV 0.7% of fund
| Year | Est. revenue | Growth | Est. EPS | EPS range | Fwd P/E | # Analysts |
|---|---|---|---|---|---|---|
| 2026 | $23.8B | +3.2% | $15.05 | $14.78–$15.64 | 8.6× | 8 |
| 2027 | $24.1B | +1.3% | $16.93 | $16.30–$17.56 | 7.6× | 8 |
| 2028 | $24.9B | +3.0% | $18.95 | $17.00–$22.21 | 6.8× | 3 |
| 2029 | $26.1B | +5.0% | $21.11 | $20.88–$21.50 | 6.1× | 1 |
Forward consensus · growth is YoY vs the prior fiscal-year estimate · Fwd P/E at the current price · source: Financial Modeling Prep
Beat consensus in 8 of the last 8 reported quarters
| Reported | Est. EPS | Actual | Surprise |
|---|---|---|---|
| 2026-07-31 | $3.98 | $4.28 | +7.5% |
| 2026-05-01 | $3.51 | $3.87 | +10.3% |
| 2026-02-04 | $2.67 | $3.41 | +27.7% |
| 2025-10-31 | $2.70 | $2.79 | +3.3% |
| 2025-07-25 | $3.23 | $3.47 | +7.4% |
| 2025-05-06 | $2.64 | $3.12 | +18.2% |
| 2025-02-06 | $2.50 | $2.94 | +17.6% |
| 2024-10-24 | $2.63 |
| $2.89 |
| +9.9% |
| $3.4B |
| — |
| KMXCarMax, Inc. | $61.69 | +0.60% | $8.8B | — |
Source: Financial Modeling Prep · peers by sector/industry
Click to see transaction details on SEC.gov. Form 4s cover trades by officers, directors, and 10%+ owners, due within 2 business days of the trade.
5 Trade Ideas for Monday: CF Industries, Fastly, Lear, Mastercard and Manitowoc $CF $FSLY $LEA $MA $MTW https://dragonflycap.com/5-trade-ideas-for-monday-cf-industries-fastly-lear-mastercard-and-manitowoc/
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Wall St is expecting 3.34 EPS for $LEA Q3 [Reporting 11/03 BMO] http://www.estimize.com/intro/lea?chart=historical&metric_name=eps&utm_cont
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$LEA Opportunity JP Morgan raises target price to $175 from $159 Deutsche Bank cuts target price to $131 from $133 Wells Fargo raises target price to $138 from $137
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$LEA Lear price target raised to $140 from $138 at Goldman Sachs Goldman Sachs raised the firm's price target on Lear to $140 from $138 and keeps a Neutral rating on the shares. The company reported revenue and EBIT slightly above the ranges it had communicated at an investor conference in June and also raised its 2026 revenue and EBIT outlooks at the midpoint, though the midpoints remain relatively aligned with consensus estimates, the analyst tells investors in a research note.
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Lear shares fell sharply despite reporting better-than-expected Q2 2026 results, as investors focused on cautious guidance and a weaker outlook for the global auto market. Adjusted EPS came in at $4.28, beating Wall Street estimates of $3.92, while revenue of $6.2 billion slightly exceeded the $6.14 billion consensus. Management modestly raised its full-year adjusted EBITDA guidance to $1.70 billion–$1.82 billion but warned that global vehicle production is expected to decline 2% in 2026, citing continued weakness in China and limited growth prospects for 2027. Global auto production was flat in Q2, with declines in both Europe and China. Investor sentiment was further pressured after Lear filed a mixed shelf registration covering common stock, preferred shares, debt securities, warrants, subscription rights, and other instruments, giving the company flexibility for future capital raises. $LEA
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$LEA raised its 2026 outlook, but the details tell a more mixed story. Q2 revenue came in at $6.21B, up 3%, with core operating earnings of $313.2M and a 5.0% margin. Adjusted EPS was $4.28 versus $3.47 last year, while free cash flow reached $287.8M. Management said the results gave them confidence to lift full-year guidance. But the updated midpoint implies second-half core earnings of about $529.5M, below the $610.5M delivered in the first half. The first-half results are already locked in. North American content per vehicle declined to $601 from $623, and the outlook assumes global production weakness. Shares dropped about 11% as investors focused on the forward numbers, not just the guidance raise.
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https://www.marketbeat.com/earnings/reports/2026-7-31-lear-co-stock/ $LEA Lear Earnings Transcript
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$LEA Q2 '26 Earnings Results & Recap • Reported GAAP EPS of $3.79 up 23.45% YoY • Reported revenue of $6.21B up 2.97% YoY • Lear Corporation has increased the midpoints and narrowed the ranges of its 2026 financial outlook, with net sales now expected to be between $23,540 million and $24,010 million for the year.
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$LEA Current Stock Price: $131.36 Contracts to trade: $135.0 LEA Jul 17 2026 Call Entry: $1.20 Exit: $2.32 ROI: 93% Hold ~23 days Shared as daily free alerts and for educational purposes only. https://dailypickai.com/freealerts
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Ford $F delivers to $ABG and $AN and ford gets supplied by $AIOT and $LEA
View on StockTwits ↗ticker $LEA is priced cheaply and delivers to some very big auto manufacturers $GM $F $STLA
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Fundamental analysis of $LEA (LEAR CORP) based on financial data and reported results. #LEA #LEAR
View on StockTwits ↗Wall St is expecting 3.84 EPS for $LEA Q2 [Reporting 08/04 BMO] http://www.estimize.com/intro/lea?chart=historical&metric_name=eps&utm_cont
View on StockTwits ↗Recent $TICKER stream from stocktwits.com — refreshed every 5 minutes. Sentiment tags are self-reported by posters. Not investment advice.