Lear Dirección
Dirección controles de criterios 3/4
El CEO de Lear es Ray Scott , nombrado en Mar 2018, tiene una permanencia de 8.17 años. compensación anual total es $18.89M, compuesta por 7.3% salario y 92.7% primas, incluidas acciones y opciones de la empresa. posee directamente un 0.2% de las acciones de la empresa, por valor de $12.96M. La antigüedad media del equipo directivo y de la junta directiva es de 5.3 años y 8.2 años, respectivamente.
Información clave
Ray Scott
Chief Executive Officer (CEO)
US$18.9m
Compensación total
| Porcentaje del salario del CEO | 7.25% |
| Permanencia del CEO | 8.2yrs |
| Participación del CEO | 0.2% |
| Permanencia media de la dirección | 5.3yrs |
| Promedio de permanencia en la Junta Directiva | 8.2yrs |
Actualizaciones recientes de la dirección
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
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 25LEA: 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 04LEA: 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 03Is There An Opportunity With Lear Corporation's (NYSE:LEA) 29% Undervaluation?
Oct 25Analysts 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 18Is There Now An Opportunity In Lear Corporation (NYSE:LEA)?
Jun 29Lear (NYSE:LEA) Will Pay A Dividend Of $0.77
May 22There May Be Some Bright Spots In Lear's (NYSE:LEA) Earnings
May 16Lear: Liking The Long-Term, But Short Term Is Volatile
Apr 01Lear Likely To Have A Long-Term Outperformance Potential
Jan 14Lear Corporation: Undervalued With Significant Upside Potential
Oct 29Lear Corporation: From Overvalued To Undervalued - Now It's A Buy
Sep 26
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.Análisis de compensación del CEO
| Fecha | Compensación total | Salario | Ingresos de la empresa |
|---|---|---|---|
| Apr 04 2026 | n/a | n/a | US$528m |
| Dec 31 2025 | US$19m | US$1m | US$437m |
| Sep 27 2025 | n/a | n/a | US$442m |
| Jun 28 2025 | n/a | n/a | US$470m |
| Mar 29 2025 | n/a | n/a | US$478m |
| Dec 31 2024 | US$17m | US$1m | US$507m |
| Sep 28 2024 | n/a | n/a | US$546m |
| Jun 29 2024 | n/a | n/a | US$543m |
| Mar 30 2024 | n/a | n/a | US$539m |
| Dec 31 2023 | US$19m | US$1m | US$573m |
| Sep 30 2023 | n/a | n/a | US$563m |
| Jul 01 2023 | n/a | n/a | US$522m |
| Apr 01 2023 | n/a | n/a | US$422m |
| Dec 31 2022 | US$15m | US$1m | US$328m |
| Oct 01 2022 | n/a | n/a | US$232m |
| Jul 02 2022 | n/a | n/a | US$113m |
| Apr 02 2022 | n/a | n/a | US$220m |
| Dec 31 2021 | US$13m | US$1m | US$374m |
| Oct 02 2021 | n/a | n/a | US$554m |
| Jul 03 2021 | n/a | n/a | US$755m |
| Apr 03 2021 | n/a | n/a | US$286m |
| Dec 31 2020 | US$15m | US$1m | US$159m |
| Oct 03 2020 | n/a | n/a | US$109m |
| Jul 04 2020 | n/a | n/a | US$155m |
| Apr 04 2020 | n/a | n/a | US$630m |
| Dec 31 2019 | US$14m | US$1m | US$790m |
Compensación vs. Mercado: La compensación total de Ray($USD18.89M) está por encima de la media de empresas de tamaño similar en el mercado US ($USD8.55M).
Compensación vs. Ingresos: La compensación de Ray ha sido consistente con los resultados de la empresa en el último año.
CEO
Ray Scott (60 yo)
Mr. Raymond E. Scott, Jr. also known as Ray, is Independent Director of Penske Automotive Group, Inc. from May 14, 2025. He serves as President, Chief Executive Officer and Director at Lear Corporation sin...
Equipo directivo
| Nombre | Posición | Permanencia | Compensación | Propiedad |
|---|---|---|---|---|
| President | 8.2yrs | US$18.89m | 0.20% $ 13.0m | |
| Senior VP & CFO | 6.5yrs | US$6.30m | 0.045% $ 3.0m | |
| Senior VP & Chief Administrative Officer | 3.3yrs | US$4.30m | 0.035% $ 2.3m | |
| Executive VP & President of Seating | 14.6yrs | US$6.69m | 0.034% $ 2.2m | |
| Senior VP & President of E-Systems | 2yrs | US$3.26m | 0.0093% $ 606.8k | |
| VP & Chief Accounting Officer | 9yrs | sin datos | 0.0051% $ 329.7k | |
| VP, Treasurer & Head of Investor Relations | 5.3yrs | sin datos | 0.0037% $ 241.9k | |
| VP, General Counsel & Corporate Secretary | 1.2yrs | sin datos | sin datos | |
| Vice President of Global Marketing & Communications | 3.3yrs | sin datos | sin datos | |
| Chief Diversity Officer & Director of Talent Management | 8yrs | sin datos | sin datos | |
| Senior VP & Chief Strategy Officer | 5yrs | US$2.82m | 0.020% $ 1.3m | |
| Vice President of Investor Relations | no data | sin datos | sin datos |
Equipo directivo experimentado: El equipo directivo de LEA es experimentado (5.3 años antigüedad media).
Miembros de la Junta
| Nombre | Posición | Permanencia | Compensación | Propiedad |
|---|---|---|---|---|
| President | 8.2yrs | US$18.89m | 0.20% $ 13.0m | |
| Independent Director | 16.5yrs | US$309.93k | 0.028% $ 1.8m | |
| Independent Director | 13.7yrs | US$309.93k | 0.0078% $ 505.3k | |
| Independent Non-Executive Chairman | 16.5yrs | US$509.91k | 0.032% $ 2.1m | |
| Independent Director | 23.8yrs | US$334.93k | 0.00021% $ 13.7k | |
| Independent Director | 5.5yrs | US$309.93k | 0.0043% $ 282.9k | |
| Independent Director | 5.9yrs | US$339.93k | 0.013% $ 819.5k | |
| Independent Director | 1.8yrs | US$309.93k | 0.0067% $ 439.0k | |
| Independent Director | 10.2yrs | US$309.93k | 0.022% $ 1.4m | |
| Independent Director | 1.3yrs | US$342.34k | 0.00074% $ 48.1k | |
| Independent Director | 5.5yrs | US$334.93k | 0.011% $ 717.4k |
Junta con experiencia: La junta directiva de LEA se considera experimentada (8.2 años de antigüedad promedio).
Análisis de la empresa y estado de los datos financieros
| Datos | Última actualización (huso horario UTC) |
|---|---|
| Análisis de la empresa | 2026/05/05 05:53 |
| Precio de las acciones al final del día | 2026/05/05 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 |
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| Estimaciones del consenso de analistas | +3 años |
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| Precios de mercado | 30 años |
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| Propiedad | 10 años |
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| Gestión | 10 años |
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| Principales avances | 10 años |
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* 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.
| Analista | Institución |
|---|---|
| null null | Argus Research Company |
| David Leiker | Baird |
| Dan Levy | Barclays |