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Consumer Cyclical - Auto - Parts - NYSE - US
$ 91.05
-0.23 %
$ 4.87 B
Market Cap
10.64
P/E
1. INTRINSIC VALUE

This DCF valuation model was last updated on Jun, 21, 2025.

The intrinsic value of one LEA stock under the worst case scenario is HIDDEN Compared to the current market price of 91 USD, Lear Corporation is HIDDEN

This DCF valuation model was last updated on Jun, 21, 2025.

The intrinsic value of one LEA stock under the base case scenario is HIDDEN Compared to the current market price of 91 USD, Lear Corporation is HIDDEN

This DCF valuation model was last updated on Jun, 21, 2025.

The intrinsic value of one LEA stock under the best case scenario is HIDDEN Compared to the current market price of 91 USD, Lear Corporation is HIDDEN

2. FUNDAMENTAL ANALYSIS

Price Chart LEA

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$100.0$100.0$95.0$95.0$90.0$90.0$85.0$85.0$80.0$80.0$75.0$75.0$70.0$70.0Jan '25Jan '2515 Jan15 JanFeb '25Feb '2515 Feb15 FebMar '25Mar '2515 Mar15 MarApr '25Apr '2515 Apr15 AprMay '25May '2515 May15 MayJun '25Jun '2515 Jun15 Jun
FINANCIALS
23.3 B REVENUE
-0.69%
258 M OPERATING INCOME
-51.99%
507 M NET INCOME
-21.54%
1.12 B OPERATING CASH FLOW
-10.34%
-543 M INVESTING CASH FLOW
28.69%
-694 M FINANCING CASH FLOW
-65.41%
5.56 B REVENUE
-2.70%
182 M OPERATING INCOME
-13.48%
102 M NET INCOME
-10.48%
-128 M OPERATING CASH FLOW
-18.76%
-67 M INVESTING CASH FLOW
61.74%
-84 M FINANCING CASH FLOW
55.22%
Balance Sheet Lear Corporation
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Current Assets 7.18 B
Cash & Short-Term Investments 1.05 B
Receivables 3.59 B
Other Current Assets 2.54 B
Non-Current Assets 6.84 B
Long-Term Investments 0
PP&E 2.83 B
Other Non-Current Assets 4.01 B
7.51 %25.59 %18.12 %20.20 %28.59 %Total Assets$14.0b
Current Liabilities 5.45 B
Accounts Payable 3.25 B
Short-Term Debt 182 M
Other Current Liabilities 2.02 B
Non-Current Liabilities 3.98 B
Long-Term Debt 2.73 B
Other Non-Current Liabilities 1.25 B
34.48 %21.38 %29.00 %13.22 %Total Liabilities$9.4b
EFFICIENCY
Earnings Waterfall Lear Corporation
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Revenue 23.3 B
Cost Of Revenue 21.7 B
Gross Profit 1.64 B
Operating Expenses 1.38 B
Operating Income 258 M
Other Expenses -249 M
Net Income 507 M
25b25b20b20b15b15b10b10b5b5b0023b(22b)2b(1b)258m249m507mRevenueRevenueCost Of RevenueCost Of RevenueGross ProfitGross ProfitOperating ExpensesOperating ExpensesOperating IncomeOperating IncomeOther ExpensesOther ExpensesNet IncomeNet Income
RATIOS
7.03% GROSS MARGIN
7.03%
1.11% OPERATING MARGIN
1.11%
2.17% NET MARGIN
2.17%
11.38% ROE
11.38%
3.61% ROA
3.61%
2.17% ROIC
2.17%
FREE CASH FLOW ANALYSIS
Free Cash Flow Analysis Lear Corporation
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1b1b1b1b800m800m600m600m400m400m200m200m0020162016201720172018201820192019202020202021202120222022202320232024202420252025
Net Income 507 M
Depreciation & Amortization 621 M
Capital Expenditures -559 M
Stock-Based Compensation 64.4 M
Change in Working Capital -121 M
Others -51.1 M
Free Cash Flow 561 M
3. WALL STREET ANALYSTS ESTIMATES
Wall Street Analysts Price Targets Lear Corporation
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Wall Street analysts predict an average 1-year price target for LEA of $127 , with forecasts ranging from a low of $88 to a high of $170 .
LEA Lowest Price Target Wall Street Target
88 USD -3.35%
LEA Average Price Target Wall Street Target
127 USD 39.48%
LEA Highest Price Target Wall Street Target
170 USD 86.71%
Price
Max Price Target
Min Price Target
Average Price Target
170170160160150150140140130130120120110110100100909080807070Aug '24Aug '24Oct '24Oct '24Nov '24Nov '2420252025Feb '25Feb '25Apr '25Apr '25Jun '25Jun '25Jul '25Jul '25Aug '25Aug '25Oct '25Oct '25Nov '25Nov '2520262026Feb '26Feb '26Apr '26Apr '26Jun '26Jun '26Jul '26Jul '26
4. DIVIDEND ANALYSIS
0.91% DIVIDEND YIELD
0.77 USD DIVIDEND PER SHARE
Q1
Q2
Q3
Q4
3.503.503.003.002.502.502.002.001.501.501.001.000.500.500.000.000.250.30.50.70.750.770.250.770.770.770.770.250.30.50.70.750.250.770.770.770.770.250.30.50.70.750.50.770.770.770.251.000.31.200.52.000.72.800.753.000.251.770.772.560.773.080.773.080.772.310.772015201520162016201720172018201820192019202020202021202120222022202320232024202420252025
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5. COMPETITION
slide 2 of 11
6. Ownership
Insider Ownership Lear Corporation
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Sold
0-3 MONTHS
110 K USD 1
3-6 MONTHS
0 USD 0
6-9 MONTHS
0 USD 0
9-12 MONTHS
0 USD 0
Bought
0 USD 0
0-3 MONTHS
200 K USD 1
3-6 MONTHS
0 USD 0
6-9 MONTHS
0 USD 0
9-12 MONTHS
7. News
Why Lear Is A Significant 'BUY' Lear offers compelling long-term upside, with a 15%+ annualized return potential and strong positioning in automotive seating and e-systems. Despite market volatility and tariff risks, Lear's valuation is highly attractive, trading at under 8x P/E with a well-covered 3.4% yield. Recent contract wins, global expansion, and resilience in a tough auto market reinforce my bullish thesis and $150/share price target. seekingalpha.com - 2 weeks ago
Why Is Lear (LEA) Up 2.9% Since Last Earnings Report? Lear (LEA) reported earnings 30 days ago. What's next for the stock? zacks.com - 4 weeks ago
Lear to Participate in the Wells Fargo Industrials and Materials Conference SOUTHFIELD, Mich. , May 22, 2025 /PRNewswire/ -- Lear Corporation (NYSE: LEA), a global automotive technology leader in Seating and E-Systems, will participate in a fireside chat on June 11, 2025, at the Wells Fargo Industrials and Materials Conference in Chicago. prnewswire.com - 1 month ago
Lear Declares Quarterly Cash Dividend SOUTHFIELD, Mich. , May 16, 2025 /PRNewswire/ -- Lear Corporation (NYSE: LEA), a global automotive technology leader in Seating and E-Systems, today announced that its Board of Directors has declared a quarterly cash dividend of $0.77 per share on the Company's common stock. prnewswire.com - 1 month ago
Unlocking Lear (LEA) International Revenues: Trends, Surprises, and Prospects Review Lear's (LEA) international revenue performance and how it affects the predictions of financial analysts on Wall Street and the future prospects for the stock. zacks.com - 1 month ago
Here's Why You Should Offload Lear Stock From Your Portfolio Now LEA is facing headwinds from the uncertain macro environment related to high tariffs. zacks.com - 1 month ago
Lear's Q1 Earnings & Revenues Surpass Estimates, Decline Y/Y LEA outpaces estimates as adjusted margins rise y/y. The company fails to reaffirm previous guidance. zacks.com - 1 month ago
Lear Corporation (LEA) Q1 2025 Earnings Call Transcript Lear Corporation (NYSE:LEA ) Q1 2025 Earnings Conference Call May 6, 2025 9:00 AM ET Company Participants Tim Brumbaugh - VP, IR Ray Scott - President and CEO Jason Cardew - SVP and CFO Conference Call Participants Joe Spak - UBS Dan Levy - Barclays Emmanuel Rosner - Wolfe Research Colin Langan - Wells Fargo John Murphy - Bank of America Itay Michaeli - TD Cowen Operator Good morning everyone and welcome to the Lear Corporation First Quarter 2025 Earnings Conference Call. All participants will be in a listen-only mode. seekingalpha.com - 1 month ago
Lear (LEA) Q1 Earnings: Taking a Look at Key Metrics Versus Estimates While the top- and bottom-line numbers for Lear (LEA) give a sense of how the business performed in the quarter ended March 2025, it could be worth looking at how some of its key metrics compare to Wall Street estimates and year-ago values. zacks.com - 1 month ago
Lear (LEA) Q1 Earnings and Revenues Top Estimates Lear (LEA) came out with quarterly earnings of $3.12 per share, beating the Zacks Consensus Estimate of $2.64 per share. This compares to earnings of $3.18 per share a year ago. zacks.com - 1 month ago
Lear Reports First Quarter 2025 Results SOUTHFIELD, Mich. , May 6, 2025 /PRNewswire/ -- Lear Corporation (NYSE: LEA), a global automotive technology leader in Seating and E-Systems, today reported results for the first quarter 2025. prnewswire.com - 1 month ago
Earnings Preview: Lear (LEA) Q1 Earnings Expected to Decline Lear (LEA) doesn't possess the right combination of the two key ingredients for a likely earnings beat in its upcoming report. Get prepared with the key expectations. zacks.com - 2 months ago
8. Profile Summary

Lear Corporation LEA

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COUNTRY US
INDUSTRY Auto - Parts
MARKET CAP $ 4.87 B
Dividend Yield 0.91%
Description Lear Corporation designs, develops, engineers, manufactures, assembles, and supplies automotive seating, and electrical distribution systems and related components for automotive original equipment manufacturers in North America, Europe, Africa, Asia, and South America. Its Seating segment offers seat systems, seat subsystems, keyseat components, seat trim covers, seat mechanisms, seat foams, and headrests, as well as surface materials, such as leather and fabric for automobiles and light trucks, compact cars, pick-up trucks, and sport utility vehicles. The company's E-Systems segment provides electrical distribution and connection systems that route electrical signals and networks; and manage electrical power within the vehicle for various powertrains. This segment's products comprise wire harnesses, terminals and connectors, engineered components, and junction boxes; electronic system products, including body domain control modules, smart and passive junction boxes, gateway and communication modules, integrated power modules, and high voltage switching and power control systems. It also offers software and connected services comprising Xevo Market, an in-vehicle commerce and service platform; and software and services for the cloud, vehicles, and mobile devices. In addition, this segment provides cybersecurity software; advanced vehicle positioning for automated and autonomous driving applications; and short-range communication and cellular protocols for vehicle connectivity. It offers its products and services under the XEVO, GUILFORD, EAGLE OTTAWA, ConfigurE+, INTUTM, LEAR CONNEXUSTM, EXO, JOURNEYWARE, ProTec, SMART JUNCTION BOX, STRUCSURE, AVENTINO, and TeXstyle brands. Lear Corporation was founded in 1917 and is headquartered in Southfield, Michigan.
Contact 21557 Telegraph Road, Southfield, MI, 48033 https://www.lear.com
IPO Date Nov. 9, 2009
Employees 173700
Officers Ms. Katya Pruett Vice President of Global Marketing & Communications Ms. Amy A. Doyle Vice President & Chief Accounting Officer Ms. Marianne Vidershain Vice President, Treasurer & Head of Investor Relations Ms. Rashida Thomas Chief Diversity Officer & Director of Talent Management Ms. Alicia J. Davis J.D. Senior Vice President & Chief Strategy Officer Mr. Harry Albert Kemp Senior Vice President & Chief Administrative Officer Ms. Amanda J. Pontes General Counsel & Corporate Secretary Mr. Frank C. Orsini Executive Vice President & President of Seating Mr. Raymond E. Scott Jr. President, Chief Executive Officer & Director Mr. Jason M. Cardew Senior Vice President & Chief Financial Officer