Lear (LEA) Resumen de Acciones
Lear Corporation diseña, desarrolla, crea, fabrica, ensambla y suministra asientos para automóviles y sistemas de distribución eléctrica y componentes relacionados para fabricantes de equipos originales de automoción en Norteamérica, Europa, África, Asia y Sudamérica. Saber más
| Puntuación del snowflake | |
|---|---|
| Valoración | 5/6 |
| Crecimiento futuro | 3/6 |
| Rendimiento pasado | 4/6 |
| Salud financiera | 5/6 |
| Dividendos | 4/6 |
Recompensas
Análisis de riesgos
LEA Community Fair Values
Create NarrativeSee what 51 others think this stock is worth. Follow their fair value or set your own to get alerts.
Analyst Price Targets
Competidores de Lear Corporation
Historial de precios y rendimiento
| Precios históricos de las acciones | |
|---|---|
| Precio actual de la acción | US$136.14 |
| Máximo en las últimas 52 semanas | US$150.33 |
| Mínimo de 52 semanas | US$91.67 |
| Beta | 1.26 |
| Cambio en 1 mes | -6.21% |
| Variación en 3 meses | 11.23% |
| Cambio de 1 año | 27.02% |
| Variación en 3 años | -8.13% |
| Variación en 5 años | -15.95% |
| Variación desde la OPV | 384.05% |
Noticias y actualizaciones recientes
Actualización de narrativa • Jun 22
LEA: North America Production Upside Will Drive Future Earnings Leverage
Analysts have raised their average price target on Lear, reflecting modestly higher assumptions for revenue growth, profit margins and earnings multiples. This view is supported by recent research that highlights the company's leverage to potential North America auto production upside and updated auto supplier models following Q1 results.Artículo de análisis • Jun 21
Lear (LEA) Stock Could Be 4.3% Undervalued After Strong Quarterly Results
Lear (LEA) has attracted fresh attention as investors weigh mixed technical signals against much stronger recent financial results, with quarterly revenue up 4.72% and net profit growth above 100% drawing closer scrutiny to the stock. See our latest analysis for Lear. At a share price of $139.75, Lear has given investors a 17.56% 3 month share price return and a 57.5% 1 year total shareholder return. This suggests momentum has been building as recent earnings and mixed technical signals reset...Actualización de narrativa • Jun 06
LEA: North America Auto Production Upside Will Drive Future Margin Leverage
Analysts have nudged the fair value estimate for Lear higher from $174.47 to $177.66, reflecting recent price target increases that highlight its North America auto production exposure and earnings leverage into 2027 and 2028. Analyst Commentary Recent Street research on Lear has leaned more constructive, with several bullish analysts updating their views and price targets after reviewing new data points on North America auto production and company fundamentals.Recent updates
Actualización de narrativa • Jun 22
LEA: North America Production Upside Will Drive Future Earnings Leverage
Analysts have raised their average price target on Lear, reflecting modestly higher assumptions for revenue growth, profit margins and earnings multiples. This view is supported by recent research that highlights the company's leverage to potential North America auto production upside and updated auto supplier models following Q1 results.Artículo de análisis • Jun 21
Lear (LEA) Stock Could Be 4.3% Undervalued After Strong Quarterly Results
Lear (LEA) has attracted fresh attention as investors weigh mixed technical signals against much stronger recent financial results, with quarterly revenue up 4.72% and net profit growth above 100% drawing closer scrutiny to the stock. See our latest analysis for Lear. At a share price of $139.75, Lear has given investors a 17.56% 3 month share price return and a 57.5% 1 year total shareholder return. This suggests momentum has been building as recent earnings and mixed technical signals reset...Actualización de narrativa • Jun 06
LEA: North America Auto Production Upside Will Drive Future Margin Leverage
Analysts have nudged the fair value estimate for Lear higher from $174.47 to $177.66, reflecting recent price target increases that highlight its North America auto production exposure and earnings leverage into 2027 and 2028. Analyst Commentary Recent Street research on Lear has leaned more constructive, with several bullish analysts updating their views and price targets after reviewing new data points on North America auto production and company fundamentals.
Actualización de narrativa • May 23
LEA: Content Tailwinds And 2026 Cash Generation Will Shape Balanced Risk Reward
Analysts have slightly raised the price target on Lear to $146.0 to align with a modestly higher fair value estimate, citing updated sector models that, in their view, indicate favorable risk/reward and potential content tailwinds in auto supply through 2027. Analyst Commentary Recent research on Lear shows a mix of optimism and caution, with several price target changes in both directions and a fresh initiation of coverage.Artículo de análisis • May 12
Lear's (NYSE:LEA) Solid Earnings Have Been Accounted For Conservatively
Lear Corporation's ( NYSE:LEA ) solid earnings announcement recently didn't do much to the stock price. We did some...
Actualización de narrativa • May 07
LEA: Interior Premiumization And 2026 Execution Will Drive Balanced Risk Profile
Analysts have raised the fair value estimate for Lear from $115 to $130 after updated research indicated slightly higher expectations for revenue growth and profit margins, supported by a series of recent price target adjustments across the Street. Analyst Commentary Recent research on Lear reflects a mixed tone, with several firms adjusting price targets both higher and lower over the past few months.Seeking Alpha • Apr 29
Lear: Not Ready To Buckle Up
Summary Lear (LEA) faces muted revenue growth in 2026 despite improved profitability and strong backlog diversification. LEA's financials remain robust with net leverage at 0.98x and high free cash flow conversion, but industry TAM stagnation limits upside. Guidance implies only 1.5% sales growth for 2025; a post-Q1 guidance raise is possible but sustained top-line acceleration is needed for re-rating. LEA trades at a discount to peers due to lower margins and growth prospects; current dividend yield is unremarkable for the sector. Read the full article on Seeking AlphaActualización de narrativa • Apr 18
LEA: Seating Premiumization And 2026 Execution Will Shape Balanced Risk Reward
Analysts have reduced the blended price target on Lear to $115 from $123, reflecting recent target cuts across several firms as they incorporate slightly higher discount rates, updated long term growth assumptions, and a lower future P/E multiple, while keeping revenue growth and profit margin inputs relatively steady. Analyst Commentary Recent research on Lear highlights a clear shift toward more conservative pricing assumptions, with several firms cutting price targets and embedding higher discount rates and lower future P/E multiples.Actualización de narrativa • Apr 04
LEA: Seating Premiumization And 2026 Execution Will Likely Support Balanced Risk Reward
Narrative Update on Lear Analysts have made a modest downward adjustment to Lear's consolidated price target, trimming it by $5. Recent research balances earlier broad target increases with views that much of the company's growth potential is already reflected in the current valuation.Actualización de narrativa • Mar 21
LEA: Premium Seating Strength Will Likely Meet But Not Exceed 2026 Outlook
The updated analyst price target for Lear is now $123. This reflects a recalibration of fair value as analysts highlight the company's vertical integration in seating, exposure to higher content per vehicle, and solid free cash flow and balance sheet strength, while also acknowledging that much of the growth potential is already reflected in the current valuation.Actualización de narrativa • Mar 07
LEA: Future Margin Upside Will Rely On Automation And Premium Interiors
The analyst price target for Lear has shifted from $136 to about $174. Analysts attribute this change to the company's exposure to higher content per vehicle, interior premiumization, and an automation supported margin trajectory, which they cite as key reasons for the reset in expectations.Actualización de narrativa • Feb 20
LEA: Automation Execution And 2026 Cash Generation Will Drive Balanced Risk Reward
The updated analyst price target for Lear has increased from $139.55 to $144.50, reflecting analysts' focus on the company's free cash flow profile, balance sheet, and automation-driven margin trajectory as cited in recent research. Analyst Commentary Recent research on Lear clusters around how its cash generation, balance sheet, and automation efforts might support the current valuation and future execution.Artículo de análisis • Feb 16
Lear's (NYSE:LEA) Dividend Will Be $0.77
The board of Lear Corporation ( NYSE:LEA ) has announced that it will pay a dividend on the 25th of March, with...Actualización de narrativa • Feb 06
LEA: 2026 Execution And New Capacity Plans Will Shape Future Upside Risk Balance
Analysts have raised their price targets on Lear, supporting a higher fair value estimate of about $140. This mainly reflects updated assumptions for revenue growth, profit margins, the discount rate and future P/E multiples, based on the recent wave of target increases across major firms.Artículo de análisis • Jan 25
Lear Corporation's (NYSE:LEA) Subdued P/E Might Signal An Opportunity
Lear Corporation's ( NYSE:LEA ) price-to-earnings (or "P/E") ratio of 14.1x might make it look like a buy right now...Actualización de narrativa • Jan 23
LEA: Buybacks And 2026 Execution On Margins And Cash Flow Will Guide Upside Potential
Narrative Update on Lear The updated analyst price target for Lear has moved higher by about US$9. Analysts point to company guidance for 2026 revenue and margin growth, improving EBIT comparisons and free cash flow, as well as refreshed post-earnings models as key reasons for the change.Actualización de narrativa • Jan 08
LEA: 2026 Margin Execution Will Likely Lag Optimistic Guidance-Driven Expectations
Analysts have nudged their Lear price targets higher, with recent moves such as US$120 to US$125 and US$115 to US$117. These reflect updated models that factor in the company’s 2026 guidance for revenue and margin growth, improving EBIT comparisons, free cash flow trends and potential US onshoring benefits.Artículo de análisis • Jan 04
Is Lear (NYSE:LEA) Using Too Much Debt?
Howard Marks put it nicely when he said that, rather than worrying about share price volatility, 'The possibility of...Actualización de narrativa • Dec 17
LEA: 2026 Margin Delivery Will Likely Disappoint Versus Rising Expectations
The analyst price target for Lear has been raised from $88 to $99, reflecting analysts' increased confidence in the company’s 2026 revenue and margin growth outlook, supported by improved sector demand and easing comparables. Analyst Commentary Recent Street research reflects a generally constructive outlook for Lear into 2026, with several firms lifting price targets on the back of the company’s revenue and margin guidance.Actualización de narrativa • Dec 03
LEA: Buybacks And 2026 Margin Outlook Will Shape Risk Reward Balance
The analyst price target for Lear has increased by about $1, to roughly $119, as analysts factor in the company’s guidance for improving revenue and margins into 2026 and a more favorable risk-reward setup supported by stronger sector trends. Analyst Commentary Street research on Lear has turned incrementally more constructive, with several firms revising models to reflect the company’s updated 2026 outlook, while others remain cautious on execution risk and cyclical exposure.Actualización de narrativa • Nov 19
LEA: Revenue Guidance And Share Buybacks Will Drive Returns Into 2026
Lear’s analyst price target increased modestly from $117.58 to $118.00, as analysts cited improving guidance for revenue and margins heading into 2026. They also noted a more favorable risk/reward profile following recent earnings updates.Actualización de narrativa • Nov 04
LEA: Future Performance Will Reflect Shifting Auto Demand And Competitive Pressures
The analyst price target for Lear has increased by $1.67 to $117.58, as analysts point to improving risk and reward dynamics and the potential for stronger earnings growth in coming years. Analyst Commentary Recent research updates have highlighted a range of viewpoints on Lear's outlook, reflecting both optimism and caution among covering analysts.Artículo de análisis • Nov 03
Lear Corporation Just Missed Earnings - But Analysts Have Updated Their Models
It's been a good week for Lear Corporation ( NYSE:LEA ) shareholders, because the company has just released its latest...Artículo de análisis • Oct 25
Is There An Opportunity With Lear Corporation's (NYSE:LEA) 29% Undervaluation?
Key Insights The projected fair value for Lear is US$143 based on 2 Stage Free Cash Flow to Equity Lear is estimated to...Actualización de narrativa • Oct 21
Analysts Split on Lear as Modest Valuation Uptick Follows Updated Guidance and New Partnerships
Analysts have modestly increased their fair value estimate for Lear to approximately $115.92. This update reflects expectations for stronger global light vehicle production and more favorable currency and commodity trends, despite slightly reduced profit margin and revenue growth forecasts.Artículo de análisis • Aug 18
Lear (NYSE:LEA) Is Due To Pay A Dividend Of $0.77
Lear Corporation ( NYSE:LEA ) will pay a dividend of $0.77 on the 23rd of September. This means the annual payment is...Seeking Alpha • Apr 01
Lear: Liking The Long-Term, But Short Term Is Volatile
Summary 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. I maintain a "Buy" rating for Lear, emphasizing diversification and considering peers like Aptiv PLC and Magna for a balanced investment strategy. Read the full article on Seeking AlphaSeeking Alpha • Jan 14
Lear Likely To Have A Long-Term Outperformance Potential
Summary Lear Corporation, a key player in the automotive seating market, is undervalued and has strong fundamentals, making it an attractive long-term investment. Despite industry challenges, Lear's innovation, market position, and high switching costs for customers create a significant economic moat. LEA shows solid growth in premium vehicle segments and automotive electronics, with a conservative upside of at least 15% annualized returns. With a price target of $160/share, Lear is a "Buy" due to its investment-grade credit rating, well-covered dividend, and realistic earnings growth potential. Read the full article on Seeking AlphaSeeking Alpha • Oct 29
Lear Corporation: Undervalued With Significant Upside Potential
Summary Lear Corporation, an automotive technology company, is undervalued due to short-term market concerns, presenting a potential investment opportunity with 46 to 63% upside to fair value. Lear is a market leader with a narrow economic moat in the Seating segment (74% of revenues), while E-Systems segment lacks a moat but benefits from electrification tailwinds. Financially robust with a BBB credit rating, Lear rewards shareholders through dividends and share buybacks, despite revising down the 2024 revenue outlook due to industry pressures. A deep In-The-Money Call option strategy offers significant leverage with limited downside risk compared to a stock position, potentially yielding 145% return by April 2025 if stock reaches $145. Read the full article on Seeking AlphaSeeking Alpha • Sep 26
Lear Corporation: From Overvalued To Undervalued - Now It's A Buy
Summary Lear Corporation is fundamentally attractive, with an investment-grade credit rating, low debt, and a well-covered 2.8% dividend yield. The company operates in two segments, Seating and E-Systems, and has a strong global presence with over 186,000 employees. Despite cyclicality, Lear's valuation is currently low, offering significant upside potential based on earnings growth and margin improvement. Lear fulfills my five investment criteria, making it a "Buy" due to its quality, safety, conservative management, and realistic growth prospects. Read the full article on Seeking AlphaRentabilidad de los accionistas
| LEA | US Auto Components | Mercado US | |
|---|---|---|---|
| 7D | 1.8% | -0.8% | 0.1% |
| 1Y | 27.0% | -3.4% | 20.3% |
Rentabilidad vs. Industria: LEA superó a la industria US Auto Components, que obtuvo un rendimiento del -3.4% el año pasado.
Rentabilidad vs. Mercado: LEA superó al mercado US, que obtuvo un rendimiento del 20.3% el año pasado.
Volatilidad de los precios
| LEA volatility | |
|---|---|
| LEA Average Weekly Movement | 4.9% |
| Auto Components Industry Average Movement | 7.2% |
| Market Average Movement | 7.3% |
| 10% most volatile stocks in US Market | 16.7% |
| 10% least volatile stocks in US Market | 3.2% |
Precio estable de las acciones: LEA no ha tenido una volatilidad de precios significativa en los últimos 3 meses en comparación con el mercado US.
Volatilidad a lo largo del tiempo: La volatilidad semanal de LEA (5%) se ha mantenido estable durante el año pasado.
Acerca de la empresa
| Fundada | Empleados | CEO | Página web |
|---|---|---|---|
| 1917 | 164,300 | Ray Scott | www.lear.com |
Lear Corporation diseña, desarrolla, fabrica, ensambla y suministra asientos para automóviles y sistemas de distribución eléctrica y componentes relacionados para fabricantes de equipos originales de automoción en Norteamérica, Europa, África, Asia y Sudamérica. Su segmento de Asientos ofrece sistemas de asientos, componentes de keyseat, fundas de asientos, mecanismos de asientos, sistemas de confort térmico como calefacción de asientos, ventilación, refrigeración activa, productos neumáticos lumbares y de masaje, acolchado de asientos y reposacabezas, así como materiales de superficie, como cuero y tela para camiones ligeros, coches compactos, camionetas y vehículos utilitarios deportivos. El segmento E-Systems de la empresa suministra sistemas de distribución y conexión eléctrica que enrutan señales y redes eléctricas, y gestionan la energía eléctrica dentro del vehículo para diversas cadenas cinemáticas.
Resumen de fundamentos de Lear Corporation
| Estadísticas fundamentales de LEA | |
|---|---|
| Capitalización bursátil | US$6.82b |
| Beneficios(TTM) | US$528.40m |
| Ingresos (TTM) | US$23.52b |
12.9x
Ratio precio-beneficio (PE)0.3x
Ratio precio-ventas (PS)¿Está LEA sobrevalorada?
Ver valor justo y análisis de valoraciónBeneficios e Ingresos
| Cuenta de resultados (TTM) de LEA | |
|---|---|
| Ingresos | US$23.52b |
| Coste de los ingresos | US$21.73b |
| Beneficio bruto | US$1.79b |
| Otros gastos | US$1.27b |
| Beneficios | US$528.40m |
Últimos beneficios comunicados
Apr 04, 2026
Próxima fecha de beneficios
Jul 31, 2026
| Beneficios por acción (BPA) | 10.55 |
| Margen bruto | 7.63% |
| Margen de beneficio neto | 2.25% |
| Ratio deuda/patrimonio | 52.0% |
¿Cómo se ha desempeñado LEA a largo plazo?
Ver rendimiento histórico y comparativaDividendos
2.3%
Rentabilidad actual por dividendo31%
Ratio de pagosAnálisis de la empresa y estado de los datos financieros
| Datos | Última actualización (huso horario UTC) |
|---|---|
| Análisis de la empresa | 2026/07/13 06:11 |
| Precio de las acciones al final del día | 2026/07/10 00:00 |
| Beneficios | 2026/04/04 |
| Ingresos anuales | 2025/12/31 |
Fuentes de datos
Los datos utilizados en nuestro análisis de empresas proceden de S&P Global Market Intelligence LLC. Los siguientes datos se utilizan en nuestro modelo de análisis para generar este informe. Los datos están normalizados, lo que puede introducir un retraso desde que la fuente está disponible.
| Paquete | Datos | Marco temporal | Ejemplo Fuente EE.UU. * |
|---|---|---|---|
| Finanzas de la empresa | 10 años |
| |
| Estimaciones del consenso de analistas | +3 años |
|
|
| Precios de mercado | 30 años |
| |
| Propiedad | 10 años |
| |
| Gestión | 10 años |
| |
| Principales avances | 10 años |
|
* Ejemplo para valores de EE.UU., para no EE.UU. se utilizan formularios y fuentes normativas equivalentes.
A menos que se especifique lo contrario, todos los datos financieros se basan en un periodo anual, pero se actualizan trimestralmente. Esto se conoce como datos de los últimos doce meses (TTM) o de los últimos doce meses (LTM). Más información.
Modelo de análisis y copo de nieve
Los detalles del modelo de análisis utilizado para generar este informe están disponibles en nuestra página de Github, también tenemos guías sobre cómo utilizar nuestros informes y tutoriales en Youtube.
Conozca al equipo de talla mundial que diseñó y construyó el modelo de análisis Simply Wall St.
Métricas industriales y sectoriales
Simply Wall St calcula cada 6 horas nuestras métricas sectoriales y de sección. Los detalles de nuestro proceso están disponibles en Github.
Fuentes analistas
Lear Corporation está cubierta por 32 analistas. 14 de esos analistas presentaron las estimaciones de ingresos o ganancias utilizadas como datos para nuestro informe. Las estimaciones de los analistas se actualizan a lo largo del día.
| Analista | Institución |
|---|---|
| null null | Argus Research Company |
| David Leiker | Baird |
| Brian Johnson | Barclays |