Lear Corporation

Informe acción NYSE:LEA

Capitalización de mercado: US$6.4b

Lear Crecimiento futuro

Future controles de criterios 1/6

Se prevé un crecimiento anual de los beneficios y los ingresos de Lear de 15.3% y 2.5% por año respectivamente. Se prevé que el BPA crezca en un 22.5% al año. Se espera que la rentabilidad financiera sea de 14.8% en 3 años.

Información clave

15.3%

Tasa de crecimiento de los beneficios

22.50%

Tasa de crecimiento del BPA

Crecimiento de los beneficios de Auto Components32.2%
Tasa de crecimiento de los ingresos2.5%
Rentabilidad financiera futura14.80%
Cobertura de analistas

Good

Última actualización01 May 2026

Actualizaciones recientes sobre el crecimiento futuro

Lear Corporation Just Missed Earnings - But Analysts Have Updated Their Models

Nov 03
Lear Corporation Just Missed Earnings - But Analysts Have Updated Their Models

Recent updates

Lear: Not Ready To Buckle Up

Apr 29

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.

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.

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.

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.

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.

Lear's (NYSE:LEA) Dividend Will Be $0.77

Feb 16
Lear's (NYSE:LEA) Dividend Will Be $0.77

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.

Lear Corporation's (NYSE:LEA) Subdued P/E Might Signal An Opportunity

Jan 25
Lear Corporation's (NYSE:LEA) Subdued P/E Might Signal An Opportunity

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.

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.

Is Lear (NYSE:LEA) Using Too Much Debt?

Jan 04
Is Lear (NYSE:LEA) Using Too Much Debt?

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.

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.

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.

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.

Lear Corporation Just Missed Earnings - But Analysts Have Updated Their Models

Nov 03
Lear Corporation Just Missed Earnings - But Analysts Have Updated Their Models

Is There An Opportunity With Lear Corporation's (NYSE:LEA) 29% Undervaluation?

Oct 25
Is There An Opportunity With Lear Corporation's (NYSE:LEA) 29% Undervaluation?

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.

Lear (NYSE:LEA) Is Due To Pay A Dividend Of $0.77

Aug 18
Lear (NYSE:LEA) Is Due To Pay A Dividend Of $0.77

Is There Now An Opportunity In Lear Corporation (NYSE:LEA)?

Jun 29
Is There Now An Opportunity In Lear Corporation (NYSE:LEA)?

Lear (NYSE:LEA) Will Pay A Dividend Of $0.77

May 22
Lear (NYSE:LEA) Will Pay A Dividend Of $0.77

There May Be Some Bright Spots In Lear's (NYSE:LEA) Earnings

May 16
There May Be Some Bright Spots In Lear's (NYSE:LEA) Earnings

Lear: Liking The Long-Term, But Short Term Is Volatile

Apr 01

Lear Likely To Have A Long-Term Outperformance Potential

Jan 14

Lear Corporation: Undervalued With Significant Upside Potential

Oct 29

Lear Corporation: From Overvalued To Undervalued - Now It's A Buy

Sep 26
User avatar

Innovative Seating And Automation Strategies Poised To Boost Margins And Global Market Share

Lear's innovative focus, including the acquisition of WIP Industrial Automation, is aimed at enhancing manufacturing efficiencies, likely improving margins and competitive stance.

Lear: Watch Capital Allocation Moves And Q2 Performance Closely

Jul 03

Previsiones de crecimiento de beneficios e ingresos

NYSE:LEA - Estimaciones futuras de los analistas y datos financieros pasados (USD Millions)
FechaIngresosBeneficiosFlujo de caja libreFlujo de caja operativoNúm. de analistas medio
12/31/202523,2594375271,089N/A
9/27/202522,9854427351,294N/A
6/28/202522,8904704781,032N/A
3/29/202522,8724784781,027N/A
12/31/202423,3065075611,120N/A
9/28/202423,4335464491,009N/A
6/29/202423,6295436491,230N/A
3/30/202423,6165396221,250N/A
12/31/202323,4675736231,249N/A
9/30/202322,9975635881,217N/A
7/1/202322,4575224491,065N/A
4/1/202321,529422145765N/A
12/31/202220,8923283831,021N/A
10/1/202220,40023229651N/A
7/2/202219,427113-240395N/A
4/2/202219,11722041643N/A
12/31/202119,26337485670N/A
10/2/202119,627554332904N/A
7/3/202120,2587559631,473N/A
4/3/202117,942286232688N/A
12/31/202017,046159211663N/A
10/3/202016,620109268747N/A
7/4/202016,545155-14526N/A
4/4/202019,1086308651,455N/A
12/31/201919,810790N/A1,284N/A
9/28/201919,935856N/A1,558N/A
6/29/201920,002886N/A1,482N/A
3/30/201920,5751,027N/A1,595N/A
12/31/201821,1491,139N/A1,780N/A
9/29/201821,5701,318N/A1,620N/A
6/30/201821,6601,341N/A1,692N/A
3/31/201821,2021,330N/A1,741N/A
12/31/201720,4671,288N/A1,783N/A
9/30/201719,7471,120N/A1,710N/A
7/1/201719,2921,062N/A1,647N/A
4/1/201718,8931,033N/A1,610N/A
12/31/201618,558975N/A1,619N/A
10/1/201618,639981N/A1,679N/A
7/2/201618,443947N/A1,681N/A
4/2/201618,353847N/A1,626N/A
12/31/201518,211746N/A1,271N/A
9/26/201518,037772N/A1,202N/A
6/27/201517,939731N/A1,161N/A

Previsiones de crecimiento futuro de los analistas

Ingresos vs. Tasa de ahorro: El pronóstico de crecimiento de los beneficios (15.3% al año) de LEA es superior a la tasa de ahorro (3.4%).

Beneficios vs. Mercado: Se prevé que los beneficios (15.3% al año) de LEA crezcan menos que el mercado US (15.8% al año).

Beneficios de alto crecimiento: Se prevé que los beneficios de LEA crezcan, pero no significativamente.

Ingresos vs. Mercado: Se prevé que los ingresos (2.5% al año) de LEA crezcan más despacio que el mercado de US (11.1% al año).

Ingresos de alto crecimiento: Se prevé que los ingresos 2.5% al año) de LEA crezcan más despacio que 20% al año.

Previsiones de crecimiento de los beneficios por acción

Rentabilidad financiera futura

ROE futura: Se prevé que la rentabilidad financiera de LEA sea baja dentro de 3 años (14.8%).

Descubre empresas en crecimiento

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Análisis de la empresa y estado de los datos financieros

DatosÚltima actualización (huso horario UTC)
Análisis de la empresa2026/05/01 12:10
Precio de las acciones al final del día2026/05/01 00:00
Beneficios2026/04/04
Ingresos anuales2025/12/31

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.

PaqueteDatosMarco temporalEjemplo Fuente EE.UU. *
Finanzas de la empresa10 años
  • Cuenta de resultados
  • Estado de tesorería
  • Balance
Estimaciones del consenso de analistas+3 años
  • Previsiones financieras
  • Objetivos de precios de los analistas
Precios de mercado30 años
  • Precios de las acciones
  • Dividendos, escisiones y acciones
Propiedad10 años
  • Accionistas principales
  • Información privilegiada
Gestión10 años
  • Equipo directivo
  • Consejo de Administración
Principales avances10 años
  • Anuncios de empresas

* 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 33 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.

AnalistaInstitución
null nullArgus Research Company
David LeikerBaird
Dan LevyBarclays