Consumer Cyclical
Lear Corporation(LEA)
Live Price
Offline$139.75
+1.33% today
1Y Change
+50.66%
Window
Jun 25, 2025 β Jun 18, 2026
- Market Cap
- $6.50B
- Revenue Growth
- -0.2%
- EPS Growth
- -9.6%
- Dividend Yield
- 2.4%
Coverage: 247 bars Β· Jun 25, 2025 β Jun 18, 2026
Research Briefing
A compact read on the setup, peer context, quarterly changes, and recent earnings reaction.
Research Snapshot
Lear Corporation (LEA) is a Consumer Cyclical stock with a market cap of $6.50B and listed on NYSE. The stock last traded around $139.75 and up 50.7% across the available one-year price window (Jun 25, 2025 β Jun 18, 2026). Baseline metrics include revenue growth of -0.2%, EPS growth of -9.6%, a dividend yield of 2.4%. What stands out right now is revenue -0.2%, EPS -9.6%, free cash flow -6.1% with operating margin 2.8% and ROIC 52.3%. The dividend is present but secondary, with a yield around 2.4%. Valuation is more restrained than many high-expectation growth names at P/E 12.4 and price/sales 0.3. Overall, the current profile looks closer to a turnaround or cyclical reset than a generic broad-market placeholder. Stock Foundry combines LEA price history, valuation, growth, dividend context, earnings, analyst forecasts, news, related Consumer Cyclical peers on this page.
Sector Context
How this name stacks up against nearby peers on first-pass metrics.
Revenue Growth
Below sector median
-0.2% vs +7.5% peer median
Operating Margin
Below sector median
+2.8% vs +8.4% peer median
P/E
Below sector median
12.4 vs 18.1 peer median
What Changed This Quarter
Latest report context and the signals most likely to have changed the story.
Latest report is on the board
2026 was reported on May 1, 2026, but the surprise data is still limited.
The operating picture looks softer than before
Revenue is at -0.2% and EPS is at -9.6%, with operating margin around 2.8%.
Shareholder return is still part of the story
The stock is still offering a dividend yield around 2.4%, which matters if the thesis depends on income as much as growth.
Earnings Reaction Memory
How the stock has tended to move after recent reports.
Across the last 3 reported quarters, the stock averaged +5.2% over the next 5 trading days and finished higher after 3 of those reports.
View quarter-by-quarter reaction table
| Quarter | EPS Ξ | 1D | 5D | 20D |
|---|---|---|---|---|
2026 May 1, 2026 | β | -1.9% | +5.5% | +8.7% |
2026 Feb 4, 2026 | +27.7% | +2.7% | +4.9% | -7.9% |
2025 Oct 31, 2025 | +3.3% | +3.4% | +5.2% | +3.4% |
Benchmark Edge
LEA vs SPY, QQQ, and Sector ETFs
Normalized return, excess return, max drawdown, and calendar-year wins against the benchmarks investors actually use.
LEA
β
Normalized return
SPY
--
S&P 500
Excess Return
--
Relative to SPY
LEA Max Drawdown
-19.49%
Trailing 1Y
SPY Max Drawdown
β
Trailing 1Y
Calendar-Year Returns
Uses the longest available daily history for LEA and SPY.
Company Overview
Lear Corporation
New York Stock Exchange
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.
- Leadership
- Raymond E. Scott Jr.
- IPO Date
- Nov 9, 2009
- Employees
- 173.7k
- Street Address
- 21557 Telegraph Road
- Mailing
- Southfield, MI, 48033
- Region
- Southfield, MI, US
- Reporting Currency
- USD
- Investor Line
- 248 447 1500
- Last Updated
- May 1, 2026
Key Fundamentals
Valuation, growth, profitability, and balance sheet signals.
Valuation
- P/E
- 12.4
- EV/EBITDA
- 9.7
- Price/Sales
- 0.3
- Price/Book
- 2.0
Growth
- Revenue
- -0.2%
- EPS
- -9.6%
- Free Cash Flow
- -6.1%
Profitability
- Gross Margin
- 5.0%
- Operating Margin
- 2.8%
- Net Margin
- 2.2%
- ROE
- 11.4%
- ROIC
- 52.3%
Balance Sheet
- Debt/Equity
- 0.85
- Current Ratio
- 1.33
Earnings Reports
Latest News
Official Releases
Company announcements and filings-style updates.
Next Step
Keep the research moving
After the overview, the strongest next step is usually chart context or a tighter compare set.