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Consumer Cyclical - Auto - Parts - NYSE - US
$ 78.45
-3.68 %
$ 4.21 B
Market Cap
8.75
P/E
1. INTRINSIC VALUE

This DCF valuation model was last updated on Apr, 8, 2025.

The intrinsic value of one LEA stock under the worst case scenario is HIDDEN Compared to the current market price of 78.5 USD, Lear Corporation is HIDDEN

This DCF valuation model was last updated on Apr, 8, 2025.

The intrinsic value of one LEA stock under the base case scenario is HIDDEN Compared to the current market price of 78.5 USD, Lear Corporation is HIDDEN

This DCF valuation model was last updated on Apr, 8, 2025.

The intrinsic value of one LEA stock under the best case scenario is HIDDEN Compared to the current market price of 78.5 USD, Lear Corporation is HIDDEN

2. FUNDAMENTAL ANALYSIS

Price Chart LEA

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$110.0$110.0$105.0$105.0$100.0$100.0$95.0$95.0$90.0$90.0$85.0$85.0$80.0$80.0$75.0$75.015 Oct15 OctNov '24Nov '2415 Nov15 NovDec '24Dec '2415 Dec15 DecJan '25Jan '2515 Jan15 JanFeb '25Feb '2515 Feb15 FebMar '25Mar '2515 Mar15 MarApr '25Apr '25
FINANCIALS
23.3 B REVENUE
-0.69%
0 OPERATING INCOME
0.00%
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%
5.71 B REVENUE
2.33%
0 OPERATING INCOME
0.00%
114 M NET INCOME
-15.68%
681 M OPERATING CASH FLOW
272.63%
-175 M INVESTING CASH FLOW
-26.88%
-188 M FINANCING CASH FLOW
26.52%
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 702 M
Operating Income 0
Other Expenses -507 M
Net Income 507 M
25b25b20b20b15b15b10b10b5b5b0023b(22b)2b(702m)0507m507mRevenueRevenueCost Of RevenueCost Of RevenueGross ProfitGross ProfitOperating ExpensesOperating ExpensesOperating IncomeOperating IncomeOther ExpensesOther ExpensesNet IncomeNet Income
RATIOS
7.03% GROSS MARGIN
7.03%
0.00% OPERATING MARGIN
0.00%
2.17% NET MARGIN
2.17%
17.69% ROE
17.69%
3.61% ROA
3.61%
0.00% ROIC
0.00%
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 34.1 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 $141 , with forecasts ranging from a low of $120 to a high of $170 .
LEA Lowest Price Target Wall Street Target
120 USD 52.96%
LEA Average Price Target Wall Street Target
141 USD 80.24%
LEA Highest Price Target Wall Street Target
170 USD 116.70%
Price
Max Price Target
Min Price Target
Average Price Target
170170160160150150140140130130120120110110100100909080807070May '24May '24Jul '24Jul '24Aug '24Aug '24Oct '24Oct '24Nov '24Nov '2420252025Feb '25Feb '25Apr '25Apr '25Jun '25Jun '25Jul '25Jul '25Aug '25Aug '25Oct '25Oct '25Nov '25Nov '2520262026Feb '26Feb '26Apr '26Apr '26
4. DIVIDEND ANALYSIS
0.81% DIVIDEND YIELD
0.77 USD DIVIDEND PER SHARE
Q1
Q2
Q3
Q4
3.503.503.003.002.502.502.002.001.501.501.001.000.500.500.000.000.250.30.50.70.750.770.250.770.770.770.770.250.30.50.70.750.250.770.770.770.250.30.50.70.750.50.770.770.770.251.000.31.200.52.000.72.800.753.000.251.770.772.560.773.080.773.080.771.540.772015201520162016201720172018201820192019202020202021202120222022202320232024202420252025
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5. COMPETITION
slide 2 of 11
6. Ownership
Insider Ownership Lear Corporation
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Sold
0-3 MONTHS
0 USD 0
3-6 MONTHS
0 USD 0
6-9 MONTHS
0 USD 0
9-12 MONTHS
455 K USD 2
Bought
200 K USD 1
0-3 MONTHS
0 USD 0
3-6 MONTHS
0 USD 0
6-9 MONTHS
0 USD 0
9-12 MONTHS
7. News
Lear Announces Date for First Quarter 2025 Earnings Conference Call SOUTHFIELD, Mich. , April 4, 2025 /PRNewswire/ -- Lear Corporation will hold a conference call to review the company's first quarter 2025 financial results and related matters on May 6, 2025, at 9:00 a.m. prnewswire.com - 1 week ago
Lear: Liking The Long-Term, But Short Term Is Volatile Lear Corporation's fundamentals remain strong, but the impact of tariffs and potential production shifts necessitate a lowered price target from $160 to $150/share. Despite decent full-year results and a solid sales backlog, uncertainties around tariffs and production costs present significant risks to short-term performance. Lear's valuation is attractive at below 7x P/E, but the complexities of tariff impacts and production moves make forecasting challenging. seekingalpha.com - 2 weeks ago
Auto suppliers face more dire circumstances than automakers amid Trump tariffs Automotive suppliers face bigger repercussions from Trump's proposed tariffs than automakers, but their problems could quickly have ripple effects on the broader industry. Most vehicles produced in North America meet requirements for tree trade under the USMCA deal, but far fewer individual supplier parts meet those standards. cnbc.com - 4 weeks ago
Lear to Participate in the Wolfe Research Virtual Autos Summit SOUTHFIELD, Mich. , March 10, 2025 /PRNewswire/ -- Lear Corporation (NYSE: LEA), a global automotive technology leader in Seating and E-Systems, will participate in a virtual fireside chat on March 18, 2025, during the Wolfe Research Virtual Autos Summit. prnewswire.com - 1 month ago
Lear Appoints Former President GM China Julian Blissett to Board of Directors SOUTHFIELD, Mich. , Feb. 18, 2025  /PRNewswire/ -- Lear Corporation (NYSE: LEA), a global automotive technology leader in Seating and E-Systems, today announced that Julian Blissett, former Executive Vice President and President General Motors (GM) China, has been appointed to the Company's Board of Directors. prnewswire.com - 1 month ago
Lear Declares Quarterly Cash Dividend SOUTHFIELD, Mich. , Feb. 14, 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 - 2 months ago
Lear Falls 12% in 6 Months: Here's Why You Should Sell the Stock LEA shares have been underperforming amid EV production cuts, delayed program launches and restructuring issues. zacks.com - 2 months ago
International Markets and Lear (LEA): A Deep Dive for Investors Examine Lear's (LEA) international revenue patterns and their implications on Wall Street's forecasts and the prospective trajectory of the stock. zacks.com - 2 months ago
Lear Rises 3% Since Q4 Earnings & Revenues Surpass Estimates LEA envisions full-year 2025 net sales and FCF to be in the range of $21.88-$22.88 billion and $430-$630 million, respectively. zacks.com - 2 months ago
Lear Corporation (LEA) Q4 2024 Earnings Call Transcript Lear Corporation (NYSE:LEA ) Q4 2024 Results Conference Call February 6, 2025 9:00 AM ET Company Participants Tim Brumbaugh - Vice President, Investor Relations Ray Scott - President and Chief Executive Officer Jason Cardew - Senior Vice President and Chief Financial Officer Conference Call Participants John Murphy - BOA Colin Langan - Wells Fargo Dan Levy - Barclays Joe Spak - UBS Mark Delaney - Goldman Sachs Operator Good morning, everyone, and welcome to the Lear Corporation's Fourth Quarter and Full-Year 2024 Earnings Conference Call. All participants will be in a listen-only mode. seekingalpha.com - 2 months ago
Lear Capital and Redacted News Announce 3rd Year of Strategic Partnership LOS ANGELES--(BUSINESS WIRE)--Lear Capital, a leader in precious metals investing since 1997, today announced the renewal of its strategic partnership with the “Redacted News” podcast for a third consecutive year. The continued collaboration reinforces both organizations' dedication to providing Americans with essential information about precious metals investing and financial education. “Redacted News” is an independent news platform hosted by Natali and Clayton Morris that aims to preserve in. businesswire.com - 2 months ago
Lear (LEA) Reports Q4 Earnings: What Key Metrics Have to Say While the top- and bottom-line numbers for Lear (LEA) give a sense of how the business performed in the quarter ended December 2024, it could be worth looking at how some of its key metrics compare to Wall Street estimates and year-ago values. zacks.com - 2 months ago
8. Profile Summary

Lear Corporation LEA

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COUNTRY US
INDUSTRY Auto - Parts
MARKET CAP $ 4.21 B
Dividend Yield 0.81%
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. Rashida Thomas Chief Diversity Officer & Director of Talent Management Mr. Jason M. Cardew Senior Vice President & Chief Financial Officer Ms. Amanda J. Pontes General Counsel & Corporate Secretary Mr. Harry Albert Kemp Senior Vice President & Chief Administrative Officer Ms. Amy A. Doyle Vice President & Chief Accounting Officer Ms. Katya Pruett Vice President of Global Marketing & Communications Mr. Raymond E. Scott Jr. President, Chief Executive Officer & Director Mr. Frank C. Orsini Executive Vice President & President of Seating Mr. Carl A. Esposito Senior Vice President of IDEA Ms. Marianne Vidershain Vice President, Treasurer & Head of Investor Relations