Lear Gestion
Gestion contrôle des critères 3/4
Le PDG Lear est Ray Scott, nommé en Mar2018, a un mandat de 8.17 ans. La rémunération annuelle totale est $ 18.89M, composée du salaire de 7.3% et des bonus 92.7%, y compris les actions et options de la société. détient directement 0.2% des actions de la société, d'une valeur de $ 13.95M. La durée moyenne de mandat de l'équipe de direction et du conseil d'administration est respectivement 5.3 ans et 8.2 ans.
Informations clés
Ray Scott
Directeur général
US$18.9m
Rémunération totale
| Pourcentage du salaire du PDG | 7.25% |
| Durée du mandat du directeur général | 8.2yrs |
| Propriété du PDG | 0.2% |
| Durée moyenne d'occupation des postes de direction | 5.3yrs |
| Durée moyenne du mandat des membres du conseil d'administration | 8.2yrs |
Mises à jour récentes de la gestion
Recent updates
Mise à jour du récit • 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.Article d’analyse • 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...
Mise à jour du récit • 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 AlphaMise à jour du récit • 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.Mise à jour du récit • 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.Mise à jour du récit • 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.
Mise à jour du récit • 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.Mise à jour du récit • 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.Article d’analyse • 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...Mise à jour du récit • 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.Article d’analyse • 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...Mise à jour du récit • 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.Mise à jour du récit • 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.Article d’analyse • 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...Mise à jour du récit • 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.Mise à jour du récit • 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.Mise à jour du récit • 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.Mise à jour du récit • 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.Article d’analyse • 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...Article d’analyse • 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...Mise à jour du récit • 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.Article d’analyse • 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...Article d’analyse • Jun 29
Is There Now An Opportunity In Lear Corporation (NYSE:LEA)?
Lear Corporation ( NYSE:LEA ), might not be a large cap stock, but it led the NYSE gainers with a relatively large...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 Alpha
Nouveau récit • Aug 28
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.Analyse de la rémunération des PDG
| Date | Rémunération totale | Salaire | Bénéfices de l'entreprise |
|---|---|---|---|
| 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$790m |
Rémunération vs marché: La rémunération totale de Ray ($USD 18.89M ) est supérieure à la moyenne des entreprises de taille similaire sur le marché US ($USD 8.38M ).
Rémunération et revenus: La rémunération de Ray a été cohérente avec les performances de l'entreprise au cours de l'année écoulée.
PDG
Ray Scott (60 yo)
8.2yrs
Titularisation
US$18,889,998
Compensation
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...
Équipe de direction
| Nom | Position | Titularisation | Compensation | Propriété |
|---|---|---|---|---|
| President | 8.2yrs | US$18.89m | 0.20% $ 14.0m | |
| Senior VP & CFO | 6.5yrs | US$6.30m | 0.045% $ 3.2m | |
| Senior VP & Chief Administrative Officer | 3.3yrs | US$4.30m | 0.035% $ 2.4m | |
| Executive VP & President of Seating | 14.6yrs | US$6.69m | 0.034% $ 2.3m | |
| Senior VP & President of E-Systems | 2yrs | US$3.26m | 0.0093% $ 653.4k | |
| VP & Chief Accounting Officer | 9yrs | pas de données | 0.0051% $ 355.1k | |
| VP, Treasurer & Head of Investor Relations | 5.3yrs | pas de données | 0.0037% $ 260.5k | |
| VP, General Counsel & Corporate Secretary | 1.2yrs | pas de données | pas de données | |
| Vice President of Global Marketing & Communications | 3.3yrs | pas de données | pas de données | |
| Chief Diversity Officer & Director of Talent Management | 8yrs | pas de données | pas de données | |
| Senior VP & Chief Strategy Officer | 5yrs | US$2.82m | 0.020% $ 1.4m | |
| Vice President of Investor Relations | no data | pas de données | pas de données |
5.3yrs
Durée moyenne de l'emploi
53.5yo
Âge moyen
Gestion expérimentée: L'équipe dirigeante de LEA est chevronnée et expérimentée (5.3 années d'ancienneté moyenne).
Membres du conseil d'administration
| Nom | Position | Titularisation | Compensation | Propriété |
|---|---|---|---|---|
| President | 8.2yrs | US$18.89m | 0.20% $ 14.0m | |
| Independent Director | 16.5yrs | US$309.93k | 0.031% $ 2.2m | |
| Independent Director | 13.7yrs | US$309.93k | 0.0078% $ 544.2k | |
| Independent Non-Executive Chairman | 16.5yrs | US$509.91k | 0.038% $ 2.7m | |
| Independent Director | 23.8yrs | US$334.93k | 0.0037% $ 261.9k | |
| Independent Director | 5.5yrs | US$309.93k | 0.0081% $ 564.5k | |
| Independent Director | 5.9yrs | US$339.93k | 0.016% $ 1.1m | |
| Independent Director | 1.8yrs | US$309.93k | 0.0067% $ 472.7k | |
| Independent Director | 10.2yrs | US$309.93k | 0.026% $ 1.8m | |
| Independent Director | 1.3yrs | US$342.34k | 0.00074% $ 51.8k | |
| Independent Director | 5.5yrs | US$334.93k | 0.015% $ 1.0m |
8.2yrs
Durée moyenne de l'emploi
64yo
Âge moyen
Conseil d'administration expérimenté: Les membres du conseil d'administration de LEA sont considérés comme expérimentés (ancienneté moyenne 8.2 ans).
Analyse de l'entreprise et données financières
| Données | Dernière mise à jour (heure UTC) |
|---|---|
| Analyse de l'entreprise | 2026/05/26 21:18 |
| Cours de l'action en fin de journée | 2026/05/26 00:00 |
| Les revenus | 2026/04/04 |
| Revenus annuels | 2025/12/31 |
Sources de données
Les données utilisées dans notre analyse de l'entreprise proviennent de S&P Global Market Intelligence LLC. Les données suivantes sont utilisées dans notre modèle d'analyse pour générer ce rapport. Les données sont normalisées, ce qui peut entraîner un délai avant que la source ne soit disponible.
| Paquet | Données | Cadre temporel | Exemple de source américaine * |
|---|---|---|---|
| Finances de l'entreprise | 10 ans |
| |
| Estimations consensuelles des analystes | +3 ans |
|
|
| Prix du marché | 30 ans |
| |
| Propriété | 10 ans |
| |
| Gestion | 10 ans |
| |
| Principaux développements | 10 ans |
|
* Exemple pour les titres américains ; pour les titres non américains, des formulaires réglementaires et des sources équivalentes sont utilisés.
Sauf indication contraire, toutes les données financières sont basées sur une période annuelle mais mises à jour trimestriellement. C'est ce qu'on appelle les données des douze derniers mois (TTM) ou des douze derniers mois (LTM). En savoir plus.
Modèle d'analyse et flocon de neige
Les détails du modèle d’analyse utilisé pour générer ce rapport sont disponibles sur notre page Github; nous proposons également des guides expliquant comment utiliser nos rapports et des tutoriels sur Youtube.
Découvrez l'équipe de classe mondiale qui a conçu et construit le modèle d'analyse Simply Wall St.
Indicateurs de l'industrie et du secteur
Nos indicateurs de secteur et de section sont calculés toutes les 6 heures par Simply Wall St. Les détails de notre processus sont disponibles sur Github.
Sources des analystes
Lear Corporation est couverte par 33 analystes. 14 de ces analystes ont soumis les estimations de revenus ou de bénéfices utilisées comme données d'entrée dans notre rapport. Les soumissions des analystes sont mises à jour tout au long de la journée.
| Analyste | Institution |
|---|---|
| null null | Argus Research Company |
| David Leiker | Baird |
| Brian Johnson | Barclays |