Latest revenue
$5.82B
as of 2026-04-04
Latest net income
$172.3M
as of 2026-04-04
Net margin
3.0%
as of 2026-04-04
ActaClear Score
Computed from 5 years of SEC fundamentals + latest market data, ranked within Motor Vehicle Parts & Accessories (41 peers). 10 = best in industry, 5 = median, 0 = worst. Refreshed Jun 6, 2026.
Fair value · DCF
DCF: 10-year forecast of free cash flow, discounted at the company's WACC, with a Gordon-growth terminal at year 10. FCF is proxied by last fiscal-year net income (proper FCF needs CFO − CapEx by year, which we don't store yet). Drag the slider to test your own growth thesis — the dominant assumption in any DCF is what comes next, not what the math does with it. Beta defaults to 1.0 when not reported.
Community sentiment
Where do you think LEA is heading?
Price · 5Y
Market data
Price feed temporarily unavailable for LEA.
5-year trend
What this company does
ITEM 1 – BUSINESS In this Annual Report on Form 10-K (this "Report"), when we use the terms the "Company," "Lear," "we," "us" and "our," unless otherwise indicated or the context otherwise requires, we are referring to Lear Corporation and its consolidated subsidiaries. A substantial portion of the Company's operations are conducted through subsidiaries controlled by Lear Corporation. The Company is also a party to various joint venture arrangements. Certain disclosures included in this Report constitute forward-looking statements that are subject to risks and uncertainties. See Item 1A, "Risk Factors," and Part II — Item 7, "Management's Discussion and Analysis of Financial Condition and…
AI summary unavailable — showing raw filing excerpt
Generated from LEA's filing dated 2026-02-13
Key risks
Table of Contents ITEM 1A – RISK FACTORS Our business, financial condition, operating results and cash flows may be impacted by a number of factors. In addition to the factors affecting our business identified elsewhere in this Report, the material risk factors affecting our operations include the following: Risks Related to Our Business •Our industry is cyclical and a decline or significant fluctuation in the production levels of our major customers, particularly with respect to models for which we are a significant supplier, or the financial distress of or operational disruptions to one or more of our major customers could adversely affect our financial performance. Our sales are driven…
AI summary unavailable — showing raw filing excerpt
Generated from LEA's filing dated 2026-02-13
Profitability
Net margin
1.9%
13.6%Return on equity
8.7%
23.8%Return on assets
2.9%
18.5%Leverage
Debt / equity
1.95×
9.4%Long-term debt / equity
0.54×
12.3%Debt / assets
66.1%
3.2%Earnings tracker
| Quarter | Revenue | YoY | Net income | YoY | Net margin |
|---|---|---|---|---|---|
Q2 2026 2026-04-04 | $5.82B | +4.7% | $172.3M | +113.5% | 3.0% |
Q4 2025 2025-12-31 | $5.99B | +4.8% | $82.7M | -6.1% | 1.4% |
Q3 2025 2025-09-27 | $5.68B | +1.7% | $108.2M | -20.3% | 1.9% |
Q2 2025 2025-06-28 | $6.03B | +0.3% | $165.2M | -4.6% | 2.7% |
Q1 2025 2025-03-29 | $5.56B | -7.2% | $80.7M | -26.4% | 1.5% |
Q4 2024 2024-12-31 | $5.71B | — | $88.1M | — | 1.5% |
Q3 2024 2024-09-28 | $5.58B | -3.4% | $135.8M | +2.2% | 2.4% |
Q2 2024 2024-06-29 | $6.01B | +0.2% | $173.1M | +2.6% | 2.9% |
Year-over-year change vs the same fiscal quarter one year prior. Revenue + net income sourced from SEC 10-Q / 10-K filings — no analyst-consensus dependency.
Industry trend
Motor Vehicle Parts & Accessories · SIC 3714
Your notes
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Insider activity
Insider buying
$0
Insider selling
$8.5M
Net activity
−$8.5M
Distinct insiders
8
Open-market trades over the last 365 days.
Recent transactions
Source: SEC Form 4 filings. Officers, directors, and 10%+ owners must disclose share transactions within two business days. RSU grants and tax-withholding rows are excluded by default — compensation activity is not a trading signal.
Who owns LEA
Institutional value
$3.81B
Total shares held
32.7M
Distinct holders
317
+2 vs prior
As of
2026-03-31
Prior: 2025-12-31
Filers with $100M+ AUM disclose holdings 45 days after quarter end.
Top institutional holders
| # | Manager | Shares | Value | QoQ change | Action |
|---|---|---|---|---|---|
| 1 | PZENA INVESTMENT MANAGEMENT LLC | 6.8M | $818.3M | -708.8K (-9.5%) | Trimmed |
| 2 | BlackRock, Inc. | 4.9M | $596.8M | +54.5K (+1.1%) | Added |
| 3 | VANGUARD PORTFOLIO MANAGEMENT LLC | 3.5M | $424.1M | — | New |
| 4 | DIMENSIONAL FUND ADVISORS LP | 2.9M | $356.4M | +107.7K (+3.8%) | Added |
| 5 | VANGUARD CAPITAL MANAGEMENT LLC | 2.3M | $274.8M | — | New |
| 6 | GREENHAVEN ASSOCIATES INC | 1.7M | $205.5M | — | New |
| 7 | Oldfield Partners LLP | 644.9K | $78.1M | — | New |
| 8 | RWC Asset Management LLP | 637.6K | $77.2M | +47.8K (+8.1%) | Added |
| 9 | Bank of New York Mellon Corp | 515.0K | $62.4M | -3.8K (-0.7%) | Trimmed |
| 10 | Russell Investments Group, Ltd. | 507.3K | $61.3M | +25.2K (+5.2%) | Added |
| 11 | UBS Group AG | 405.3K | $49.1M | — | New |
| 12 | FIRST TRUST ADVISORS LP | 391.5K | $47.4M | -113.8K (-22.5%) | Trimmed |
| 13 | Invesco Ltd. | 382.4K | $46.3M | -26.2K (-6.4%) | Trimmed |
| 14 | Alberta Investment Management Corp | 355.4K | $43.0M | -355.4K (-50.0%) | Trimmed |
| 15 | VANGUARD FIDUCIARY TRUST CO | 313.8K | $38.0M | — | New |
| 16 | JANE STREET GROUP, LLC | 296.2K | $35.9M | +294.4K (+16548.2%) | Added |
| 17 | Life Cycle Investment Partners Ltd | 275.6K | $33.4M | +78.9K (+40.1%) | Added |
| 18 | Boston Partners | 238.8K | $28.8M | -16.1K (-6.3%) | Trimmed |
| 19 | BNP PARIBAS FINANCIAL MARKETS | 196.5K | $23.8M | +70.5K (+56.0%) | Added |
| 20 | ROYAL LONDON ASSET MANAGEMENT LTD | 189.2K | $22.9M | +1.5K (+0.8%) | Added |
Source: SEC Form 13F-HR. Positions aggregated across sub-managers within each firm. Options (puts/calls) excluded — common stock only.
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