Lear Corporation (LEA) — Analysis Summary
Lear Corporation (LEA) has a market cap of $5.78B with year-over-year revenue growth of -0.2%. Net margin stands at 1.9%. The stock trades at a P/E ratio of 10.4.
Key Takeaways
- Revenue changed -0.2% year-over-year
- Net margin of 1.9%
- P/E ratio of 10.4
Compared to other companies in the MOTOR VEHICLE PARTS & ACCESSORIES sector, LEA posted revenue growth of -0.2% and trades at a P/E of 10.4.
Lear Corporation (LEA)
PREVIOUS CLOSE 2026-10-12 · MARKET DATA POLYGON · FINANCIALS SEC EDGAR
Red Flags & WarningsNo Major Flags
No major credit, margin, or trend red flags were triggered from the latest filings.
Lear is the world's largest automotive seating maker with 26% just-in-time market share. Management targets expanding share to 29% through conquest wins, supported by its growing vertical integration and expertise. The company has two segments, seating and e-systems, that generated 2025 revenue of $23.3 billion, with seating constituting 74% of sales. E-systems sells a variety of electrical distribution and connection products such as wire harnesses, battery connection systems, and battery disconnect units. Lear's geographic revenue mix is about 23% US, 15% Mexico, and 13% China. The customer mix is global, but GM and Ford account for about one-third of revenue, with GM the largest at about 22%. Lear is based in Southfield, Michigan, and about 46% of its 164,300 headcount is unionized.
Sector
MOTOR VEHICLE PARTS & ACCESSORIES
Employees
164,300
Headquarters
SOUTHFIELD, MI
Exchange
XNYS
Systematic competitive advantage assessment based on 4yr data
This assessment is based on quantitative analysis of historical financial data and does not constitute investment advice. Moat ratings may change with industry and competitive dynamics.
First version surfaces recent SEC Forms 3, 4, and 5 activity. It does not yet parse individual buy/sell transactions.
Capital Structure
Cash Flow
Annual Dividend/Share
$3.08
Dividend Yield
2.63%
Dividend History
Disclaimer: This is not financial advice. Data sourced from SEC EDGAR and Polygon.io. Past performance does not guarantee future results. Always conduct your own research before making investment decisions.