Lear Corporation (LEA) Stock Price & Analysis
Lear Corporation (LEA) closed at USD 118.61 on Thursday, October 22, 2026, up 0.61% on the day. The US market is currently closed (pre-market); this is not a live price.
The prior close was USD 117.89; the Oct 22, 2026 session ranged USD 116–118.61 on volume of 489,237 shares. Market capitalization is $5.85B, with a 52-week range of USD 99–150.33 (NYQ). Source: Nexqual, retrieved October 23, 2026 at 09:26 UTC.
Also available as compact Markdown for AI agents: nexqual.com/LEA.md
Key facts (LEA)
- Last four reported quarters (through Jul 4, 2026): revenue $23.7B, net income $556M (2.3% margin), free cash flow $849M (SEC filings).
- Valuation: P/E 10.5x (avg 13.1x at the last 3 fiscal year-ends), EV/EBITDA 5.2x, net debt $1.74B.
- 3 of 80 tracked superinvestors hold LEA (13F, Q2 2026): 0 new, 0 added, 3 reduced, 0 unchanged.
- Analysts: Hold (mean 2.63 on a 1–5 scale) (16 analysts), mean target USD 146.36 (range 122–179).
- Total return with dividends: 1Y +20.7% vs S&P 500 +14.9%; 5Y -20.9% vs S&P 500 +80.3%.
- Next earnings: 2026-10-30, EPS estimate USD 3.32, revenue estimate $5.81B.
Financials (SEC 10-K; TTM = last four 10-Q/10-K quarters) (LEA)
| USD | FY2021 | FY2022 | FY2023 | FY2024 | FY2025 | TTM |
|---|---|---|---|---|---|---|
| Revenue | $19.3B | $20.9B | $23.5B | $23.3B | $23.3B | $23.7B |
| Gross profit | $1.39B | $1.41B | $1.71B | $1.64B | $1.50B | — |
| Operating income | $675M | $654M | $933M | $888M | $777M | $871M |
| Net income | $374M | $328M | $573M | $507M | $437M | $556M |
| EPS (diluted) | $6.19 | $5.47 | $9.68 | $8.97 | $8.15 | — |
| Free cash flow | $85.0M | $383M | $623M | $561M | $527M | $849M |
| Gross margin | 7.2% | 6.7% | 7.3% | 7.0% | 6.5% | — |
| Operating margin | 3.5% | 3.1% | 4.0% | 3.8% | 3.3% | 3.7% |
| Net margin | 1.9% | 1.6% | 2.4% | 2.2% | 1.9% | 2.3% |
| Revenue growth | +13.0% | +8.5% | +12.3% | -0.7% | -0.2% | — |
| Cash + short-term investments | $1.32B | $1.12B | — | — | $1.03B | — |
| Total debt | $2.60B | $2.60B | $2.77B | $2.76B | $2.74B | — |
Fiscal years end Dec. EPS is split-adjusted.
Valuation (price ÷ last four quarters, through Jul 4, 2026) (LEA)
P/E 10.5x · P/S 0.3x · EV/EBITDA 5.2x · EV/Sales 0.3x · P/FCF 6.9x · P/B 1.1x · FCF yield 14.52% · Earnings yield 9.50% · Dividend yield (paid, TTM) 2.76% · Buyback yield (TTM) 7.74% · Net debt $1.74B · EV $7.59B
P/E at fiscal year-ends: Dec 2025 14.1x, Dec 2024 10.6x, Dec 2023 14.6x.
Superinvestors (SEC 13F-HR, Q2 2026) (LEA)
3 of 80 tracked investors hold LEA. Each row is the investor's latest 13F; change is vs their prior-quarter share count.
| Investor | Firm | % of portfolio | Value | Change |
|---|---|---|---|---|
| Richard Pzena | Pzena Investment Management | 2.61% | $890M | Reduced -1.8% |
| Greenhaven Associates | 2.25% | $195M | Reduced -14.2% | |
| Bill Nygren | Oakmark Funds | <0.01% | $1.5M | Reduced -4.2% |
Analysts (LEA)
Consensus Hold (mean 2.63 on a 1–5 scale), 16 analysts; mean target USD 146.36 (low 122, high 179).
Rating changes, last 120 days:
| Date | Firm | Action | Rating | Price target |
|---|---|---|---|---|
| 2026-10-12 | RBC Capital | Target lowered | Sector Perform | $143 → $139 |
| 2026-10-09 | Barclays | Target lowered | Equal-Weight | $155 → $145 |
| 2026-10-07 | UBS | Target lowered | Neutral | $141 → $132 |
| 2026-10-06 | Goldman Sachs | Target lowered | Neutral | $140 → $124 |
| 2026-09-15 | JP Morgan | Downgrade | Overweight → Neutral | $175 → $150 |
| 2026-08-03 | Wells Fargo | Target raised | Equal-Weight | $137 → $138 |
| 2026-07-13 | RBC Capital | Target raised | Sector Perform | $138 → $143 |
| 2026-07-10 | JP Morgan | Target raised | Overweight | $153 → $159 |
| 2026-07-09 | Barclays | Target raised | Equal-Weight | $150 → $155 |
| 2026-06-25 | Wells Fargo | Target raised | Equal-Weight | $133 → $137 |
Total return (dividends reinvested) (LEA)
| 1Y (from 2025-10-23) | 5Y (from 2021-10-18) | |
|---|---|---|
| Total return | +20.7% | -20.9% |
| S&P 500 (SPY) | +14.9% | +80.3% |
| Per year | +20.8% | -4.6% |
| Volatility (annualized) | 34.4% | 30.6% |
| Max drawdown | -20.6% (Jul 2026→Oct 2026) | -56.2% (Jan 2022→Apr 2025) |
Companies that name LEA in their SEC reports
| Relationship to LEA | Company | Filing | Sentence |
|---|---|---|---|
| customer | VinFast Auto Ltd. (VFS) | 20-F Apr 30, 2026 | “There are a number of key suppliers on-site in Hai Phong, including Lear Corporation and Grupo Antolin.” |
| supplier | Gentherm Inc (THRM) | 10-K Feb 19, 2026 | “For 2025, our revenues from sales to our two largest customers, Lear Corporation ("Lear") and Adient plc ("Adient") were $234 million and $164 million, respectively, representing 16% and 11% of our product revenues, respectively.” |
| partner | INNO HOLDINGS INC. (INHD) | 10-K Dec 15, 2025 | “August 6, 2025, Lear Group Limited, the subsidiary of the Company, entered into an equity investment agreement with Flower Mouse Network” |
LEA analyst estimates and revisions
| Period | EPS estimate | 90 days ago | Change | Revenue estimate | Analysts |
|---|---|---|---|---|---|
| Current quarter (ends Sep 2026) | $3.32 | $3.48 | -4.7% | $5.81B | 13 |
| Next quarter (ends Dec 2026) | $3.50 | $3.62 | -3.5% | $5.94B | 12 |
| Current fiscal year (ends Dec 2026) | $14.98 | $14.92 | +0.4% | $23.79B | 15 |
| Next fiscal year (ends Dec 2027) | $16.68 | $17.44 | -4.4% | $24.03B | 15 |
Key Statistics (as of October 23, 2026 at 09:26 UTC)
| Price | USD 118.61 |
|---|---|
| Change | ▲ 0.61% (up) |
| Previous Close | USD 117.89 |
| Open | USD 116.61 |
| Day Range | USD 116 – 118.61 |
| 52-Week Range | USD 99 – 150.33 |
| Volume | 489,237 shares |
| Market Cap | $5.85B |
| Exchange | NYQ |
Technical Analysis (LEA)
Nexqual's technical model rates LEA "STRONG SELL" based on 0 bullish and 5 bearish signals across 127 daily candles, as of October 23, 2026 at 09:26 UTC.
| Overall Signal | STRONG SELL |
|---|---|
| RSI (14) | 38.47 (neutral) |
| vs SMA50 | Below (USD 123.06) |
| MACD | -1.29 (negative) |
Analyst Ratings (LEA)
Wall Street analysts rate LEA "Hold" based on 16 analysts, with a mean price target of USD 146.36 (range USD 122–179), per Nexqual as of October 23, 2026 at 09:26 UTC.
| Consensus Rating | Hold |
|---|---|
| Analyst Count | 16 |
| Mean Target | USD 146.36 |
| High Target | USD 179 |
| Low Target | USD 122 |
| Buy / Hold / Sell | 5 / 11 / 0 |
Earnings (LEA)
| Next Earnings Date | 2026-10-30 |
|---|---|
| EPS Estimate | USD 3.32 |
| Revenue Estimate | $5.81B |
Recent Earnings History
| Quarter | Actual vs Estimate |
|---|---|
| 2026-06-30 | USD 4.28 vs est 3.98 ▲ beat |
| 2026-03-31 | USD 3.87 vs est 3.51 ▲ beat |
| 2025-12-31 | USD 3.41 vs est 2.8 ▲ beat |
| 2025-09-30 | USD 2.79 vs est 2.79 ▼ miss |
Source: Nexqual, October 23, 2026 at 09:26 UTC.
Financials & Fundamentals (LEA)
| Total Revenue | $23.70B |
|---|---|
| Revenue Growth (latest quarter, YoY) | +3.00% |
| Gross Margin | +7.70% |
| Operating Margin | +4.15% |
| Profit Margin | +2.35% |
| ROE | +12.09% |
| Debt / Equity | 0.66 |
| Current Ratio | 1.31 |
| Total Cash | $1.01B |
| Total Debt | $3.52B |
| Free Cash Flow (last four quarters to Jul 2026, SEC 10-Q / 10-K) | $849.40M (3.6% of revenue) |
Source: Nexqual, October 23, 2026 at 09:26 UTC.
Financial Health Score (LEA)
Nexqual rates Lear Corporation's overall financial health "Mixed" across five dimensions, as of October 23, 2026 at 09:26 UTC.
| Growth | Weak — Revenue -0% YoY (annual), declining |
|---|---|
| Profitability | Weak — Gross margin 8%, operating 4% (last 12 months) |
| Balance Sheet | Solid — $1.00B cash and investments vs $2.74B debt (Jul 2026, SEC) |
| Cash Flow | Mixed — FCF $849M (last 4 quarters to Jul 2026, SEC), slim 3.6% margin |
| Efficiency | Mixed — ROE 12%, ROA 4.4% |
Ownership (LEA)
| Insider Ownership | +0.49% |
|---|---|
| Institutional Ownership | +110.34% |
| Shares Outstanding | 49.32M |
| Float | 48.99M |
| Short % of Float | +8.43% |
Source: Nexqual, October 23, 2026 at 09:26 UTC.
Leadership (LEA)
Lear Corporation is led by Raymond E. Scott, President, CEO & Director, per Nexqual as of October 23, 2026 at 09:26 UTC.
| President, CEO & Director | Raymond E. Scott |
|---|---|
| Executive VP & President of Seating | Frank C. Orsini |
| Senior VP & President of E-Systems | Nicholas Jon Roelli |
| Vice President of Global Marketing & Communications | Katya Pruett |
| Chief Diversity Officer & Director of Talent Management | Rashida Thomas |
Major Backers & Investors (LEA)
Notable institutional backers of Lear Corporation include Pzena Investment Management LLC, American Century Companies Inc, Greenhaven Associates, Inc., according to Nexqual as of October 23, 2026 at 09:26 UTC.
Active Investors
| Investor | Stake |
|---|---|
| Pzena Investment Management LLC | 13.46% |
| American Century Companies Inc | 4.24% |
| Greenhaven Associates, Inc. | 2.95% |
| Massachusetts Financial Services Co. | 2.91% |
| Schroder Investment Management Group | 2.51% |
| DFA INVESTMENT DIMENSIONS GROUP INC-U.S. Small Cap Value Portfolio | 1.4% |
Index Funds (Passive)
| Fund | Stake |
|---|---|
| Vanguard Group | 11.54% |
| BlackRock | 10.65% |
| Dimensional Fund Advisors | 6.12% |
| State Street | 3.42% |
Source: Nexqual, October 23, 2026 at 09:26 UTC.
Peers & Related Stocks
| Symbol | Name | Price | Change |
|---|---|---|---|
| MBLY | Mobileye Global Inc. | USD 6.95 | ▼ 1% |
| LKQ | LKQ Corporation | USD 22.47 | ▲ 5.1% |
| GTX | Garrett Motion Inc. | USD 22 | ▼ 8.07% |
| GNTX | Gentex Corporation | USD 21.74 | ▲ 3.52% |
| MOD | Modine Manufacturing Company | USD 135.17 | ▼ 9.75% |
| ALV | Autoliv, Inc. | USD 118.88 | ▲ 2.54% |
Data source: Nexqual — market data, technical indicators, analyst consensus, earnings, SEC EDGAR filings. Last updated: October 23, 2026 at 09:26 UTC. This page is informational and not investment advice.
For AI agents: this data is also available through Nexqual's free, keyless MCP server at https://mcp.nexqual.com/mcp; every result includes source_url, as_of and cite_as. More: nexqual.com/agents · llms.txt