Lear（LE6N）株式概要リア・コーポレーションは、北米、ヨーロッパ、アフリカ、アジア、南米の自動車メーカー向けに、自動車用シート、配電システム、関連部品の設計、開発、エンジニアリング、製造、組立、供給を行っている。 詳細LE6N ファンダメンタル分析スノーフレーク・スコア評価5/6将来の成長3/6過去の実績4/6財務の健全性5/6配当金4/6報酬当社が推定した公正価値より54.4%で取引されている 収益は年間22.9%増加すると予測されています 過去1年間で収益は10.7%増加しました 同業他社や業界と比較して、良好な取引価格 リスク分析不安定な配当実績 財務結果に影響を与える大きな一時的項目 過去3か月間に大規模なインサイダー売却が発生 すべてのリスクチェックを見るLE6N Community Fair Values Create NarrativeSee what others think this stock is worth. Follow their fair value or set your own to get alerts.Your Fair Value€Current Price€114.009.6% 割安 内在価値ディスカウントGrowth estimate overAnnual revenue growth rate5 Yearstime period%/yrDecreaseIncreasePastFuture027b2016201920222025202620282031Revenue US$26.6bEarnings US$598.4mAdvancedSet Fair ValueView all narrativesLear Corporation 競合他社HELLA GmbH KGaASymbol: XTRA:HLEMarket cap: €8.1bSAF-HollandSymbol: XTRA:SFQMarket cap: €813.3mGrammerSymbol: XTRA:GMMMarket cap: €122.2melectrovacSymbol: DB:EVACMarket cap: €126.2m価格と性能株価の高値、安値、推移の概要Lear過去の株価現在の株価US$114.0052週高値US$118.0052週安値US$75.00ベータ1.221ヶ月の変化9.62%3ヶ月変化3.64%1年変化50.00%3年間の変化0%5年間の変化-25.49%IPOからの変化440.28%最新ニュースお知らせ • May 02Lear Corporation Provided Earnings Guidance for the Second Quarter of 2026 and Maintains Earnings Guidance for the Full Year of Financial Year 2026Lear Corporation provided earnings guidance for the second quarter of 2026 and maintained earnings guidance for the full Year of financial year 2026. For the second quarter, the company expects revenue sort of $6.1 billion to $6.2 billion in the second quarter. For the year, the company expects net sales of $23,210 million to $24,010 million.お知らせ • Apr 03Lear Corporation, Annual General Meeting, May 14, 2026Lear Corporation, Annual General Meeting, May 14, 2026.お知らせ • Feb 13Lear Corporation Declares Quarterly Cash Dividend, Payable on March 25, 2026Lear Corporation announced that its Board of Directors has declared a quarterly cash dividend of $0.77 per share on the Company's common stock. The dividend is payable on March 25, 2026, to shareholders of record at the close of business on March 5, 2026.お知らせ • Feb 04Lear Corporation Provides Earnings Guidance for the Full Year 2026Lear Corporation provided earnings guidance for the full year 2026. For the year, the company expects net sales to be in the range of $23,210 million to $24,010 million. Core Operating Earnings to be in the range of $1,030 million to $1,200 million.お知らせ • Nov 21Lear Corporation Declares Quarterly Cash Dividend, Payable on December 30, 2025Lear Corporation announced that its Board of Directors has declared a quarterly cash dividend of $0.77 per share on the Company's common stock. The dividend is payable on December 30, 2025, to shareholders of record at the close of business on December 10, 2025.お知らせ • Oct 31Lear Corporation Raises Earnings Guidance for the Full Year 2025Lear Corporation raised earnings guidance for the full year 2025. For the year, the company expects net sales to be in the range of $22,850 million to $23,150 million. Core Operating Earnings to be in the range of $995 million to$1,055 million. The company further raised the midpoint of full-year revenue and increased full-year operating income outlook.最新情報をもっと見るRecent updatesお知らせ • May 02Lear Corporation Provided Earnings Guidance for the Second Quarter of 2026 and Maintains Earnings Guidance for the Full Year of Financial Year 2026Lear Corporation provided earnings guidance for the second quarter of 2026 and maintained earnings guidance for the full Year of financial year 2026. For the second quarter, the company expects revenue sort of $6.1 billion to $6.2 billion in the second quarter. For the year, the company expects net sales of $23,210 million to $24,010 million.お知らせ • Apr 03Lear Corporation, Annual General Meeting, May 14, 2026Lear Corporation, Annual General Meeting, May 14, 2026.お知らせ • Feb 13Lear Corporation Declares Quarterly Cash Dividend, Payable on March 25, 2026Lear Corporation announced that its Board of Directors has declared a quarterly cash dividend of $0.77 per share on the Company's common stock. The dividend is payable on March 25, 2026, to shareholders of record at the close of business on March 5, 2026.お知らせ • Feb 04Lear Corporation Provides Earnings Guidance for the Full Year 2026Lear Corporation provided earnings guidance for the full year 2026. For the year, the company expects net sales to be in the range of $23,210 million to $24,010 million. Core Operating Earnings to be in the range of $1,030 million to $1,200 million.お知らせ • Nov 21Lear Corporation Declares Quarterly Cash Dividend, Payable on December 30, 2025Lear Corporation announced that its Board of Directors has declared a quarterly cash dividend of $0.77 per share on the Company's common stock. The dividend is payable on December 30, 2025, to shareholders of record at the close of business on December 10, 2025.お知らせ • Oct 31Lear Corporation Raises Earnings Guidance for the Full Year 2025Lear Corporation raised earnings guidance for the full year 2025. For the year, the company expects net sales to be in the range of $22,850 million to $23,150 million. Core Operating Earnings to be in the range of $995 million to$1,055 million. The company further raised the midpoint of full-year revenue and increased full-year operating income outlook.お知らせ • Sep 12Lear Corporation Provides Earnings Guidance for the Third Quarter of 2025Lear Corporation provided earnings guidance for the third quarter of 2025. For the period, the company expected operating income in the $230 million to $240 million range.お知らせ • Aug 15Lear Corporation Declares Quarterly Cash Dividend, Payable on September 23, 2025Lear Corporation announced that its Board of Directors has declared a quarterly cash dividend of $0.77 per share on the Company's common stock. The dividend is payable on September 23, 2025, to shareholders of record at the close of business on September 3, 2025.お知らせ • Jul 25Lear Corporation Updates Earnings Guidance for the Full Year 2025Lear Corporation updated earnings guidance for the full year 2025. For the year, the company expects net sales to be in the range of $22,470 million to $23,070 million. Core Operating Earnings to be in the range of $955 million to$1,095 million.お知らせ • Jul 09Lear Corporation to Report Q2, 2025 Results on Jul 25, 2025Lear Corporation announced that they will report Q2, 2025 results on Jul 25, 2025お知らせ • May 17Lear Corporation Declares Quarterly Cash Dividend, Payable on June 25, 2025Lear Corporation announced that its Board of Directors has declared a quarterly cash dividend of $0.77 per share on the Company's common stock. The dividend is payable on June 25, 2025, to shareholders of record at the close of business on June 5, 2025.お知らせ • Apr 05Lear Corporation, Annual General Meeting, May 16, 2025Lear Corporation, Annual General Meeting, May 16, 2025.お知らせ • Feb 18Lear Corporation Appoints Julian Blissett to Board of DirectorsLear Corporation announced that Julian Blissett, former Executive Vice President and President General Motors (GM) China, has been appointed to the Company's Board of Directors. Mr. Blissett recently retired from GM following a distinguished 28-year career with the automaker. Most recently, he led GM's operations in China through a period of significant growth. He began his career with GM as an engineer and advanced through various roles in operations, new business development and executive leadership. His international experiences also include assignments in the United Kingdom, Japan, and Poland.お知らせ • Feb 15Lear Corporation Declares Quarterly Cash Dividend, Payable on March 26, 2025Lear Corporation announced that its board of directors has declared a quarterly cash dividend of $0.77 per share on the company's common stock. The dividend is payable on March 26, 2025, to shareholders of record at the close of business on March 6, 2025.お知らせ • Feb 06Lear Corporation Provides Earnings Guidance for the Full Year 2025Lear Corporation provided earnings guidance for the full year 2025. For the year, the company expects net sales to be in the range of $21,875 million to $22,875 million. Core Operating Earnings to be in the range of $915 million to$1,175 million.お知らせ • Feb 05Lear Corporation (NYSE:LEA) acquired StoneShield - Engineering, LDA.Lear Corporation (NYSE:LEA) acquired StoneShield - Engineering, LDA on February 4, 2025. Lear Corporation (NYSE:LEA) completed the acquisition of StoneShield - Engineering, LDA on February 4, 2025.お知らせ • Nov 22Lear Corporation Declares Quarterly Cash Dividend, Payable on December 30, 2024Lear Corporation announced that its Board of Directors has declared a quarterly cash dividend of $0.77 per share on the Company's common stock. The dividend is payable on December 30, 2024, to shareholders of record at the close of business on December 11, 2024.お知らせ • Oct 25Lear Corporation Updates Earnings Guidance for the Full Year 2024Lear Corporation updated earnings guidance for the full year 2024. For the year, the company's net sales is now expected to be in the range of $22,950 million to $23,150 million. Core operating earnings to be in the range of $1,040 million to $1,090 million.Reported Earnings • Oct 25Third quarter 2024 earnings released: EPS: US$2.41 (vs US$2.26 in 3Q 2023)Third quarter 2024 results: EPS: US$2.41 (up from US$2.26 in 3Q 2023). Revenue: US$5.58b (down 3.4% from 3Q 2023). Net income: US$135.8m (up 2.2% from 3Q 2023). Profit margin: 2.4% (up from 2.3% in 3Q 2023). The increase in margin was driven by lower expenses. Revenue is forecast to grow 3.0% p.a. on average during the next 3 years, compared to a 5.5% growth forecast for the Auto Components industry in Germany. Over the last 3 years on average, earnings per share has increased by 24% per year but the company’s share price has fallen by 13% per year, which means it is significantly lagging earnings.お知らせ • Sep 23Lear Corporation(NYSE:LEA) dropped from FTSE All-World Index (USD)Lear Corporation(NYSE:LEA) dropped from FTSE All-World Index (USD)Declared Dividend • Aug 19Second quarter dividend of US$0.77 announcedShareholders will receive a dividend of US$0.77. Ex-date: 4th September 2024 Payment date: 23rd September 2024 Dividend yield will be 2.9%, which is higher than the industry average of 2.3%. Sustainability & Growth Dividend is well covered by both earnings (33% earnings payout ratio) and cash flows (27% cash payout ratio). The dividend has increased by an average of 16% per year over the past 10 years. However, payments have been volatile during that time. EPS is expected to grow by 92% over the next 3 years, which should provide support to the dividend and adequate earnings cover.お知らせ • Aug 16Lear Corporation Declares Quarterly Cash Dividend, Payable on September 23, 2024Lear Corporation announced that its Board of Directors has declared a quarterly cash dividend of $0.77 per share on the Company's common stock. The dividend is payable on September 23, 2024, to shareholders of record at the close of business on September 4, 2024.お知らせ • Aug 13Lear Corporation Appoints Rod Lache to Board of DirectorsLear Corporation announced that Rod Lache, a distinguished former Wall Street automotive analyst, has been appointed to the Company's Board of Directors, effective August 12, 2024. Mr. Lache retired in July from Wolfe Research, LLC, where he was a Managing Director and Senior Analyst covering the automotive industry for the past six years. Previously, he spent 24 years at Deutsche Bank where he held positions of increasing responsibility, including Managing Director and Senior Analyst responsible for the auto sector. Consistently recognized by institutional investors and automotive executives as the top auto industry analyst in the U.S., Mr. Lache produced innovative research focused on strategic, competitive, and technological themes, which included forecasting the emergence of electrified vehicles and the rise of AI in the automotive industry. For his contributions to his field, he was inducted into the Institutional Investor Magazine Hall of Fame in 2021. Mr. Lache graduated from New York University's Stern School of Business with a Bachelor of Science degree in finance and international business. The addition of Mr. Lache increases the size of Lear's board to 11 directors. The board routinely assesses its composition to ensure it includes the appropriate skills, experience, diversity and viewpoints.Reported Earnings • Jul 26Second quarter 2024 earnings released: EPS: US$3.04 (vs US$2.85 in 2Q 2023)Second quarter 2024 results: EPS: US$3.04 (up from US$2.85 in 2Q 2023). Revenue: US$6.01b (flat on 2Q 2023). Net income: US$173.1m (up 2.6% from 2Q 2023). Profit margin: 2.9% (up from 2.8% in 2Q 2023). Revenue is forecast to grow 3.6% p.a. on average during the next 3 years, compared to a 5.6% growth forecast for the Auto Components industry in Germany. Over the last 3 years on average, earnings per share has increased by 9% per year but the company’s share price has fallen by 9% per year, which means it is significantly lagging earnings.お知らせ • Jul 26Lear Corporation Provides Earnings Guidance for the Full Year 2024Lear Corporation provided earnings guidance for the full year 2024. For the year, the company expects net sales to be in the range of $23,230 million to $23,670 million. Core Operating Earnings to be in the range of $1,030 million to $1,200 million.お知らせ • Jul 18Lear Corporation (NYSE:LEA) completed the acquisition of WIP Industrial Automation.Lear Corporation (NYSE:LEA) entered into a definitive agreement to acquire WIP Industrial Automation on April 29, 2024. The transaction, subject to regulatory approvals and other customary closing conditions, is expected to close by the third quarter of 2024. Lear Corporation (NYSE:LEA) completed the acquisition of WIP Industrial Automation on July 17, 2024.New Risk • May 26New minor risk - Insider sellingThere has been significant insider selling in the company's shares over the past 3 months. Total value of shares sold: €630k This is considered a minor risk. There are several reasons why an insider may be selling, including to cover a tax obligation or pay for some other expense. However, we generally consider it a negative if insiders have been selling, especially if they do so below the current price. It implies that they considered a lower price to be reasonable. This is a weak signal, but if there is a pattern of unexplained selling, it can be a sign the insider believes the company's stock is overpriced. Note: We only include open market transactions and private dispositions of directly owned stock by individuals, not by corporations or trusts. Currently, the following risks have been identified for the company: Minor Risks Unstable dividend paying track record with dividend experiencing an annual drop of over 20% in the past. Significant insider selling over the past 3 months (€630k sold).お知らせ • May 22Lear Corporation Announces Two Key Leadership ChangesLear Corporation, effective May 16, made two key changes to its leadership team as it drives toward an Innovative, Digital, Engineered and Automated (IDEA) future. As previously announced by Lear in April, IDEA by Lear represents the next phase of the company's strategy to drive growth and improve profitability by utilizing technology and automation to develop innovative products and extend its leadership in operational excellence. To lead this evolution, Lear has appointed Carl Esposito, who has served as Senior Vice President and President of E-Systems since 2019, as Senior Vice President, IDEA by Lear. Before joining Lear, Esposito served as President of the Electronic Solutions Strategic Business Unit for Honeywell Aerospace, where he oversaw strategy, product development, and sales for the $5 billion business. Nick Roelli, Vice President of Seating, North America will replace Esposito as Senior Vice President and President of E-Systems. Roelli has a wealth of experience in the automotive industry, with a focus on operational and commercial strategy and execution. He has held various roles of increasing responsibility since joining Lear in 1994, including serving as Vice President of North America Seating and Vice President of Global Seat Structures. He has successfully led a variety of teams to achieve results in profitability, quality, delivery, and launch performance.Declared Dividend • May 20First quarter dividend of US$0.77 announcedShareholders will receive a dividend of US$0.77. Ex-date: 6th June 2024 Payment date: 25th June 2024 Dividend yield will be 2.4%, which is higher than the industry average of 2.3%. Sustainability & Growth Dividend is well covered by both earnings (33% earnings payout ratio) and cash flows (28% cash payout ratio). The dividend has increased by an average of 16% per year over the past 10 years. However, payments have been volatile during that time. EPS is expected to grow by 94% over the next 3 years, which should provide support to the dividend and adequate earnings cover.お知らせ • May 18Lear Corporation Declares A Quarterly Cash Dividend, Payable on June 25, 2024Lear Corporation announced that its Board of Directors has declared a quarterly cash dividend of $0.77 per share on the Company's common stock. The dividend is payable on June 25, 2024, to shareholders of record at the close of business on June 6, 2024.Reported Earnings • May 01First quarter 2024 earnings released: EPS: US$1.90 (vs US$2.42 in 1Q 2023)First quarter 2024 results: EPS: US$1.90 (down from US$2.42 in 1Q 2023). Revenue: US$5.99b (up 2.6% from 1Q 2023). Net income: US$109.6m (down 24% from 1Q 2023). Profit margin: 1.8% (down from 2.5% in 1Q 2023). The decrease in margin was driven by higher expenses. Revenue is forecast to grow 3.6% p.a. on average during the next 3 years, compared to a 4.8% growth forecast for the Auto Components industry in Germany. Over the last 3 years on average, earnings per share has increased by 10% per year but the company’s share price has fallen by 8% per year, which means it is significantly lagging earnings.お知らせ • Apr 30Lear Corporation Reaffirms Earnings Guidance for the Full Year 2024Lear Corporation reaffirmed earnings guidance for the full year 2024. 2024 financial outlook, which is unchanged from prior outlook.For the year, the company expects net sales to be in the range of $24,000 million to $24,600 million. Core Operating Earnings to be in the range of $1,155 million to $1,305 million.お知らせ • Apr 04Lear Corporation, Annual General Meeting, May 16, 2024Lear Corporation, Annual General Meeting, May 16, 2024, at 09:00 Eastern Standard Time. Agenda: To elect the following ten nominees to the Board of Directors Mei-Wei Cheng, Jonathan F. Foster, Bradley M. Halverson, Mary Lou Jepsen, Roger A. Krone, Patricia L. Lewis, Kathleen A. Ligocki, Conrad L. Mallett, Jr., Raymond E. Scott and Greg C. Smith; to ratify the retention of Ernst & Young LLP as the Company’s registered public accounting firm for 2024; to approve, in a non-binding advisory vote, the Company’s executive compensation; and to conduct any other business properly brought before the Annual Meeting or any postponement thereof.Buy Or Sell Opportunity • Apr 02Now 21% undervaluedOver the last 90 days, the stock has risen 6.5% to €132. The fair value is estimated to be €167, however this is not to be taken as a buy recommendation but rather should be used as a guide only. Revenue has grown by 9.0% over the last 3 years. Earnings per share has grown by 15%. For the next 3 years, revenue is forecast to grow by 4.3% per annum. Earnings are also forecast to grow by 21% per annum over the same time period.お知らせ • Mar 29Lear Corporation to Report Q1, 2024 Results on Apr 30, 2024Lear Corporation announced that they will report Q1, 2024 results at 9:30 AM, US Eastern Standard Time on Apr 30, 2024Upcoming Dividend • Feb 29Upcoming dividend of US$0.77 per shareEligible shareholders must have bought the stock before 07 March 2024. Payment date: 27 March 2024. Payout ratio is a comfortable 32% and this is well supported by cash flows. Trailing yield: 2.3%. Lower than top quartile of German dividend payers (5.2%). In line with average of industry peers (2.3%).Declared Dividend • Feb 26Fourth quarter dividend of US$0.77 announcedShareholders will receive a dividend of US$0.77. Ex-date: 7th March 2024 Payment date: 27th March 2024 Dividend yield will be 2.4%, which is about the same as the industry average. Sustainability & Growth Dividend is well covered by both earnings (32% earnings payout ratio) and cash flows (28% cash payout ratio). The dividend has increased by an average of 16% per year over the past 10 years. However, payments have been volatile during that time. EPS is expected to grow by 86% over the next 3 years, which should provide support to the dividend and adequate earnings cover.お知らせ • Feb 20Lear Corporation Declares a Quarterly Cash Dividend, Payable on March 27, 2024Lear Corporation declared a quarterly cash dividend of $0.77 per share on the Company's common stock. The dividend is payable on March 27, 2024, to shareholders of record at the close of business on March 8, 2024.Reported Earnings • Feb 07Full year 2023 earnings released: EPS: US$9.69 (vs US$5.49 in FY 2022)Full year 2023 results: EPS: US$9.69 (up from US$5.49 in FY 2022). Revenue: US$23.5b (up 12% from FY 2022). Net income: US$572.5m (up 75% from FY 2022). Profit margin: 2.4% (up from 1.6% in FY 2022). The increase in margin was driven by higher revenue. Revenue is forecast to grow 4.6% p.a. on average during the next 3 years, compared to a 4.8% growth forecast for the Auto Components industry in Germany. Over the last 3 years on average, earnings per share has increased by 15% per year but the company’s share price has fallen by 2% per year, which means it is significantly lagging earnings.お知らせ • Feb 06Lear Corporation Provides Earnings Guidance for the Full Year 2024Lear Corporation provided earnings guidance for the full year 2024. For the year, the company expects net sales to be in the range of $24,000 million to $24,600 million. Core Operating Earnings to be in the range of $1,155 million to $1,305 million.Buy Or Sell Opportunity • Jan 21Now 21% undervalued after recent price dropOver the last 90 days, the stock has fallen 4.8% to €119. The fair value is estimated to be €151, however this is not to be taken as a buy recommendation but rather should be used as a guide only. Revenue has grown by 9.3% over the last 3 years. Earnings per share has grown by 19%. For the next 3 years, revenue is forecast to grow by 5.1% per annum. Earnings are also forecast to grow by 23% per annum over the same time period.お知らせ • Dec 19Lear Corporation to Report Q4, 2023 Results on Feb 06, 2024Lear Corporation announced that they will report Q4, 2023 results Pre-Market on Feb 06, 2024Board Change • Dec 01Insufficient new directorsNo new directors have joined the board in the last 3 years. The company's board is composed of: No new directors. 6 experienced directors. 4 highly experienced directors. Independent Director Roger Krone was the last director to join the board, commencing their role in 2020. The company’s insufficient board refreshment is considered a risk according to the Simply Wall St Risk Model.Upcoming Dividend • Nov 28Upcoming dividend of US$0.77 per share at 2.3% yieldEligible shareholders must have bought the stock before 05 December 2023. Payment date: 26 December 2023. Payout ratio is a comfortable 32% and this is well supported by cash flows. Trailing yield: 2.3%. Lower than top quartile of German dividend payers (5.0%). In line with average of industry peers (2.5%).お知らせ • Nov 15Lear Corporation Declares Quarterly Cash Dividend, Payable on December 26, 2023Lear Corporation announced that its Board of Directors has declared a quarterly cash dividend of $0.77 per share on the Company's common stock. The dividend is payable on December 26, 2023, to shareholders of record at the close of business on December 6, 2023.お知らせ • Oct 28Lear Corporation Provides Earnings Guidance for the Year 2023Lear Corporation provided earnings guidance for the year 2023. For the year, the company expects net sales of $23,100 million to $23,300 million.Reported Earnings • Oct 27Third quarter 2023 earnings released: EPS: US$2.26 (vs US$1.55 in 3Q 2022)Third quarter 2023 results: EPS: US$2.26 (up from US$1.55 in 3Q 2022). Revenue: US$5.78b (up 10% from 3Q 2022). Net income: US$132.9m (up 44% from 3Q 2022). Profit margin: 2.3% (up from 1.8% in 3Q 2022). The increase in margin was driven by higher revenue. Revenue is forecast to grow 5.9% p.a. on average during the next 3 years, compared to a 5.0% growth forecast for the Auto Components industry in Germany. Over the last 3 years on average, earnings per share has increased by 19% per year but the company’s share price has only increased by 7% per year, which means it is significantly lagging earnings growth.Upcoming Dividend • Aug 23Upcoming dividend of US$0.77 per share at 2.2% yieldEligible shareholders must have bought the stock before 30 August 2023. Payment date: 19 September 2023. Payout ratio is a comfortable 35% and this is well supported by cash flows. Trailing yield: 2.2%. Lower than top quartile of German dividend payers (4.9%). Lower than average of industry peers (2.6%).お知らせ • Aug 11Lear Corporation Declares Quarterly Cash Dividend, Payable on September 19, 2023Lear Corporation announced that its Board of Directors has declared a quarterly cash dividend of $0.77 per share on the Company's common stock. The dividend is payable on September 19, 2023, to shareholders of record at the close of business on August 31, 2023.Recent Insider Transactions • Aug 08Executive VP & President of Seating recently sold €1.8m worth of stockOn the 3rd of August, Frank Orsini sold around 12k shares on-market at roughly €142 per share. This transaction amounted to 61% of their direct individual holding at the time of the trade. In the last 3 months, there was an even bigger sale from another insider worth €2.2m. Insiders have been net sellers, collectively disposing of €10m more than they bought in the last 12 months.Reported Earnings • Aug 02Second quarter 2023 earnings released: EPS: US$2.84 (vs US$1.14 in 2Q 2022)Second quarter 2023 results: EPS: US$2.84 (up from US$1.14 in 2Q 2022). Revenue: US$6.00b (up 18% from 2Q 2022). Net income: US$168.7m (up 146% from 2Q 2022). Profit margin: 2.8% (up from 1.4% in 2Q 2022). The increase in margin was driven by higher revenue. Revenue is forecast to grow 6.5% p.a. on average during the next 3 years, compared to a 5.4% growth forecast for the Auto Components industry in Germany. Over the last 3 years on average, earnings per share has increased by 19% per year whereas the company’s share price has increased by 14% per year.お知らせ • Jul 04Lear Corporation to Report Q2, 2023 Results on Aug 01, 2023Lear Corporation announced that they will report Q2, 2023 results on Aug 01, 2023お知らせ • Jun 28Lear Increases Earnings Guidance for the Full Year 2023Lear increases earnings guidance for the full year 2023. The company now expects Net Sales of $22,350 million - $23,050 million against previous forecast of $21,200 million - $22,200 million.Recent Insider Transactions • Jun 22President recently sold €2.2m worth of stockOn the 16th of June, Raymond Scott sold around 17k shares on-market at roughly €131 per share. This transaction amounted to 100% of their direct individual holding at the time of the trade. This was the largest sale by an insider in the last 3 months. Raymond has been a net seller over the last 12 months, reducing personal holdings by €2.3m.Upcoming Dividend • Jun 01Upcoming dividend of US$0.77 per share at 2.5% yieldEligible shareholders must have bought the stock before 08 June 2023. Payment date: 28 June 2023. Payout ratio is a comfortable 43% but the company is paying out more than the cash it is generating. Trailing yield: 2.5%. Lower than top quartile of German dividend payers (4.8%). In line with average of industry peers (2.5%).お知らせ • May 19Lear Corporation Declares Quarterly Cash Dividend on its Common Stock, Payable on June 28, 2023Lear Corporation announced that its Board of Directors has declared a quarterly cash dividend of $0.77 per share on the Company's common stock. The dividend is payable on June 28, 2023, to shareholders of record at the close of business on June 9, 2023.Reported Earnings • Apr 28First quarter 2023 earnings released: EPS: US$2.41 (vs US$0.82 in 1Q 2022)First quarter 2023 results: EPS: US$2.41 (up from US$0.82 in 1Q 2022). Revenue: US$5.85b (up 12% from 1Q 2022). Net income: US$143.6m (up 191% from 1Q 2022). Profit margin: 2.5% (up from 0.9% in 1Q 2022). Revenue is forecast to grow 7.6% p.a. on average during the next 3 years, compared to a 5.9% growth forecast for the Auto Components industry in Germany. Over the last 3 years on average, earnings per share has fallen by 3% per year but the company’s share price has increased by 9% per year, which means it is well ahead of earnings.Buying Opportunity • Apr 23Now 20% undervalued after recent price dropOver the last 90 days, the stock is down 4.0%. The fair value is estimated to be €151, however this is not to be taken as a buy recommendation but rather should be used as a guide only. Revenue has grown by 4.4% over the last 3 years. Earnings per share has declined by 23%. For the next 3 years, revenue is forecast to grow by 6.8% per annum. Earnings is also forecast to grow by 23% per annum over the same time period.Buying Opportunity • Mar 17Now 21% undervaluedOver the last 90 days, the stock is up 6.8%. The fair value is estimated to be €160, however this is not to be taken as a buy recommendation but rather should be used as a guide only. Revenue has grown by 4.4% over the last 3 years. Earnings per share has declined by 23%. For the next 3 years, revenue is forecast to grow by 7.3% per annum. Earnings is also forecast to grow by 26% per annum over the same time period.Recent Insider Transactions • Mar 08Insider recently sold €1.1m worth of stockOn the 3rd of March, Carl Esposito sold around 8k shares on-market at roughly €134 per share. This transaction amounted to 29% of their direct individual holding at the time of the trade. This was the largest sale by an insider in the last 3 months. Insiders have been net sellers, collectively disposing of €5.6m more than they bought in the last 12 months.Upcoming Dividend • Mar 02Upcoming dividend of US$0.77 per share at 2.2% yieldEligible shareholders must have bought the stock before 09 March 2023. Payment date: 29 March 2023. Payout ratio is a comfortable 56% and this is well supported by cash flows. Trailing yield: 2.2%. Lower than top quartile of German dividend payers (4.7%). Lower than average of industry peers (2.9%).Recent Insider Transactions • Feb 26Senior VP & Chief Strategy Officer recently sold €190k worth of stockOn the 23rd of February, Alicia Davis sold around 1k shares on-market at roughly €137 per share. This transaction amounted to 29% of their direct individual holding at the time of the trade. This was the largest sale by an insider in the last 3 months. Insiders have been net sellers, collectively disposing of €4.5m more than they bought in the last 12 months.お知らせ • Feb 18Lear Corporation Declares Quarterly Cash Dividend, Payable on March 29, 2023Lear Corporation announced that its Board of Directors has declared a quarterly cash dividend of $0.77 per share on the Company's common stock. The dividend is payable on March 29, 2023, to shareholders of record at the close of business on March 10, 2023.Buying Opportunity • Feb 11Now 21% undervalued after recent price dropOver the last 90 days, the stock is down 9.9%. The fair value is estimated to be €163, however this is not to be taken as a buy recommendation but rather should be used as a guide only. Revenue has grown by 4.4% over the last 3 years. Earnings per share has declined by 27%. For the next 3 years, revenue is forecast to grow by 7.1% per annum. Earnings is also forecast to grow by 32% per annum over the same time period.Reported Earnings • Feb 04Full year 2022 earnings released: EPS: US$5.47 (vs US$6.22 in FY 2021)Full year 2022 results: EPS: US$5.47 (down from US$6.22 in FY 2021). Revenue: US$20.9b (up 8.5% from FY 2021). Net income: US$327.7m (down 12% from FY 2021). Profit margin: 1.6% (down from 1.9% in FY 2021). The decrease in margin was driven by higher expenses. Revenue is forecast to grow 7.2% p.a. on average during the next 3 years, compared to a 5.7% growth forecast for the Auto Components industry in Germany. Over the last 3 years on average, earnings per share has fallen by 23% per year but the company’s share price has increased by 6% per year, which means it is well ahead of earnings.お知らせ • Feb 03Lear Corporation Provides Earnings Guidance for the Full Year of 2023Lear Corporation provided earnings guidance for the full year of 2023. For the year, the company expected net sales to be between $21,200 million to $22,200 million.Recent Insider Transactions • Dec 06President recently sold €66k worth of stockOn the 2nd of December, Raymond Scott sold around 500 shares on-market at roughly €132 per share. This transaction amounted to 2.1% of their direct individual holding at the time of the trade. In the last 3 months, there was an even bigger sale from another insider worth €2.8m. Raymond has been a net seller over the last 12 months, reducing personal holdings by €556k.Upcoming Dividend • Nov 29Upcoming dividend of US$0.77 per shareEligible shareholders must have bought the stock before 06 December 2022. Payment date: 27 December 2022. Payout ratio is on the higher end at 79%, and the cash payout ratio is above 100%. Trailing yield: 2.2%. Lower than top quartile of German dividend payers (4.8%). Lower than average of industry peers (3.4%).お知らせ • Nov 19Lear Corporation (NYSE:LEA) acquired Intouch Automation, Inc.Lear Corporation (NYSE:LEA) acquired Intouch Automation, Inc. on November 18, 2022. InTouch employees will join Lear Corporation.Lear Corporation (NYSE:LEA) completed the acquisition of Intouch Automation, Inc. on November 18, 2022.Recent Insider Transactions • Nov 16Senior VP & CFO recently sold €141k worth of stockOn the 10th of November, Jason Cardew sold around 1k shares on-market at roughly €141 per share. This transaction amounted to 9.3% of their direct individual holding at the time of the trade. In the last 3 months, there was an even bigger sale from another insider worth €172k. This was Jason's only on-market trade for the last 12 months.お知らせ • Nov 16Lear Corporation Declares Quarterly Cash Dividend, Payable on December 27, 2022Lear Corporation announced that its Board of Directors has declared a quarterly cash dividend of $0.77 per share on the Company's common stock. The dividend is payable on December 27, 2022, to shareholders of record at the close of business on December 7, 2022.Recent Insider Transactions • Nov 08Insider recently sold €172k worth of stockOn the 3rd of November, Thomas DiDonato sold around 1k shares on-market at roughly €132 per share. This transaction amounted to 6.1% of their direct individual holding at the time of the trade. This was the largest sale by an insider in the last 3 months. Insiders have been net sellers, collectively disposing of €1.3m more than they bought in the last 12 months.Reported Earnings • Nov 02Third quarter 2022 earnings released: EPS: US$1.55 (vs US$0.44 loss in 3Q 2021)Third quarter 2022 results: EPS: US$1.55 (up from US$0.44 loss in 3Q 2021). Revenue: US$5.24b (up 23% from 3Q 2021). Net income: US$92.3m (up US$118.8m from 3Q 2021). Profit margin: 1.8% (up from net loss in 3Q 2021). Revenue is forecast to grow 8.1% p.a. on average during the next 3 years, compared to a 6.4% growth forecast for the Auto Components industry in Germany. Over the last 3 years on average, earnings per share has fallen by 35% per year but the company’s share price has increased by 7% per year, which means it is well ahead of earnings.お知らせ • Nov 02Lear Corporation Provides Earnings Guidance for the Full Year of 2022Lear Corporation provided earnings guidance for the full year of 2022. For the year, the company expected net sales to be between $20,550 million - $21,050 million.お知らせ • Oct 27Lear Corporation Launches Renewknit Sueded MaterialLear Corporation announced the company's premium and fully recyclable ReNewKnit™ sueded material will launch in seating and door panel applications with a global automaker in 2024 ReNewKnit is a Lear exclusive, first-to-market automotive textile that is fully recyclable at its end of life. Manufactured solely with recycled materials at Lear facilities using 100% renewable electricity, ReNewKnit further strengthens the company's sustainable solutions technology portfolio while supporting carbon reduction goals. Composed of 100% recycled plastic bottles, ReNewKnit fibers are spun from polyester yarn and finished with a foam-free, recycled fleece backing that further reduces water and energy consumption in the manufacturing process. The premium material challenges perceptions of reused and recycled textiles with a wide range of surfaces suitable for various interior applications and improved functionality. Developed by Guilford Performance Textiles by Lear, ReNewKnit will be manufactured at company facilities in the United Kingdom and Poland.お知らせ • Sep 27Lear Corporation Announces Management ChangesOn September 21, 2022, Thomas A. DiDonato tendered written notice to the Board of Directors of Lear Corporation of his intent to retire from employment with the Company, effective September 30, 2023. In anticipation of his retirement, Mr. DiDonato also tendered written notice of his resignation as Senior Vice President and Chief Administrative Officer, effective January 15, 2023 (the “Effective Date”). Mr. DiDonato will continue to serve as a non-executive employee of the Company, in a transition and advisory role, until the Retirement Date. Harry A. Kemp, who currently serves as the Company’s Senior Vice President, General Counsel and Corporate Secretary, has been appointed to serve as Mr. DiDonato’s replacement as Senior Vice President, Chief Administrative Officer and General Counsel.お知らせ • Sep 17Lear Corporation to Report Q3, 2022 Results on Nov 01, 2022Lear Corporation announced that they will report Q3, 2022 results on Nov 01, 2022Upcoming Dividend • Aug 24Upcoming dividend of US$0.77 per shareEligible shareholders must have bought the stock before 31 August 2022. Payment date: 20 September 2022. The company is paying out more than 100% of its profits and is cash flow negative. Trailing yield: 2.2%. Lower than top quartile of German dividend payers (4.6%). Lower than average of industry peers (3.8%).お知らせ • Aug 11Lear Corporation Declares Quarterly Cash Dividend, Payable on September 20, 2022Lear Corporation announced that its Board of Directors has declared a quarterly cash dividend of $0.77 per share on the Company's common stock. The dividend is payable on September 20, 2022, to shareholders of record at the close of business on September 1, 2022.Reported Earnings • Aug 03Second quarter 2022 earnings released: EPS: US$1.14 (vs US$2.91 in 2Q 2021)Second quarter 2022 results: EPS: US$1.14 (down from US$2.91 in 2Q 2021). Revenue: US$5.07b (up 6.5% from 2Q 2021). Net income: US$68.5m (down 61% from 2Q 2021). Profit margin: 1.4% (down from 3.7% in 2Q 2021). Over the next year, revenue is forecast to grow 15%, compared to a 10% growth forecast for the industry in Germany. Over the last 3 years on average, earnings per share has fallen by 39% per year but the company’s share price has increased by 12% per year, which means it is well ahead of earnings.お知らせ • Aug 03Lear Corporation Provides Sales Guidance for the Year 2022Lear Corporation provided sales guidance for the year 2022. For the year, the company expected net sales of $20,550 million to $21,050 million.Upcoming Dividend • Jun 02Upcoming dividend of US$0.77 per shareEligible shareholders must have bought the stock before 09 June 2022. Payment date: 29 June 2022. Payout ratio is a comfortable 63% but the company is paying out more than the cash it is generating. Trailing yield: 2.2%. Lower than top quartile of German dividend payers (4.2%). Lower than average of industry peers (3.4%).Recent Insider Transactions • May 26President recently sold €490k worth of stockOn the 24th of May, Raymond Scott sold around 4k shares on-market at roughly €122 per share. This was the largest sale by an insider in the last 3 months. This was Raymond's only on-market trade for the last 12 months.お知らせ • May 21Lear Corporation (NYSE:LEA) entered into a definitive agreement to acquire I.G.Bauerhin GmbH for €140 million.Lear Corporation (NYSE:LEA) entered into a definitive agreement to acquire I.G.Bauerhin GmbH for €140 million on May 20, 2022. Lear will acquire IGB for €140 million, on a cash- and debt-free basis. IGB generated approximately €205 million in revenue in 2021. The transaction is subject to regulatory approvals and other customary closing conditions. Transaction is expected to close in the next six to nine months.お知らせ • May 20+ 1 more updateLear Corporation Declares Quarterly Cash Dividend, Payable on June 29, 2022Lear Corporation announced that its Board of Directors has declared a quarterly cash dividend of $0.77 per share on the Company's common stock. The dividend is payable on June 29, 2022 to shareholders of record at the close of business on June 10, 2022.お知らせ • May 05Lear Corporation Provides Earnings Guidance for the Year 2022Lear Corporation provided earnings guidance for the year 2022. For the year, the company expected net sales of $20,400 million to $21,200 million.Reported Earnings • May 04First quarter 2022 earnings released: EPS: US$0.82 (vs US$3.38 in 1Q 2021)First quarter 2022 results: EPS: US$0.82 (down from US$3.38 in 1Q 2021). Revenue: US$5.21b (down 2.7% from 1Q 2021). Net income: US$49.4m (down 76% from 1Q 2021). Profit margin: 0.9% (down from 3.8% in 1Q 2021). Over the next year, revenue is forecast to grow 15%, compared to a 9.3% growth forecast for the industry in Germany. Over the last 3 years on average, earnings per share has fallen by 37% per year but the company’s share price has only fallen by 1% per year, which means it has not declined as severely as earnings.Upcoming Dividend • Mar 03Upcoming dividend of US$0.77 per shareEligible shareholders must have bought the stock before 10 March 2022. Payment date: 30 March 2022. Payout ratio is a comfortable 28% but the company is paying out more than the cash it is generating. Trailing yield: 2.0%. Lower than top quartile of German dividend payers (3.4%). Lower than average of industry peers (3.1%).お知らせ • Feb 19+ 1 more updateLear Corporation Declares Quarterly Cash Dividend, Payable on March 30, 2022Lear Corporation announced that its Board of Directors declared a quarterly cash dividend of $0.77 per share on the company's common stock. The dividend is payable on March 30, 2022, to shareholders of record at the close of business on March 11, 2022.Reported Earnings • Feb 09Full year 2021 earnings: EPS in line with analyst expectations despite revenue beatFull year 2021 results: EPS: US$6.19 (up from US$2.63 in FY 2020). Revenue: US$19.3b (up 13% from FY 2020). Net income: US$373.9m (up 136% from FY 2020). Profit margin: 1.9% (up from 0.9% in FY 2020). The increase in margin was driven by higher revenue. Revenue exceeded analyst estimates by 1.0%. Over the next year, revenue is forecast to grow 15% compared to a 3.0% decline forecast for the industry in Germany. Over the last 3 years on average, earnings per share has fallen by 37% per year but the company’s share price has increased by 3% per year, which means it is well ahead of earnings.お知らせ • Feb 09Lear Corporation Provides Sales Guidance for the Fiscal Year 2022Lear Corporation provided sales guidance for the fiscal year 2022. for the year, the company expects net sales in the range of $20,800 million to $22,300 million.Upcoming Dividend • Dec 02Upcoming dividend of US$0.77 per shareEligible shareholders must have bought the stock before 09 December 2021. Payment date: 29 December 2021. Trailing yield: 1.8%. Lower than top quartile of German dividend payers (3.3%). Lower than average of industry peers (2.0%).Reported Earnings • Nov 04Third quarter 2021 earnings released: US$0.44 loss per share (vs US$2.90 profit in 3Q 2020)The company reported a poor third quarter result with weaker earnings, revenues and control over costs. Third quarter 2021 results: Revenue: US$4.27b (down 13% from 3Q 2020). Net loss: US$26.5m (down 115% from profit in 3Q 2020). Over the last 3 years on average, earnings per share has fallen by 42% per year but the company’s share price has increased by 7% per year, which means it is well ahead of earnings.Upcoming Dividend • Aug 25Upcoming dividend of US$0.50 per shareEligible shareholders must have bought the stock before 01 September 2021. Payment date: 21 September 2021. Trailing yield: 1.2%. Lower than top quartile of German dividend payers (3.1%). Lower than average of industry peers (1.9%).Reported Earnings • Aug 08Second quarter 2021 earnings released: EPS US$2.91 (vs US$4.89 loss in 2Q 2020)The company reported a strong second quarter result with improved earnings, revenues and profit margins. Second quarter 2021 results: Revenue: US$4.76b (up 95% from 2Q 2020). Net income: US$175.2m (up US$469.1m from 2Q 2020). Profit margin: 3.7% (up from net loss in 2Q 2020). The move to profitability was driven by higher revenue. Over the last 3 years on average, earnings per share has fallen by 48% per year but the company’s share price has only fallen by 2% per year, which means it has not declined as severely as earnings.お知らせ • Aug 08Lear Corporation Provides Earnings Guidance for the Year 2021Lear Corporation provided earnings guidance for the year 2021. For the year, the company expects net sales in the range of $19,700 - $20,500 million and Core Operating Earnings in the range of $920 - $1,110 million.Upcoming Dividend • Jun 03Upcoming dividend of US$0.25 per shareEligible shareholders must have bought the stock before 10 June 2021. Payment date: 30 June 2021. Trailing yield: 0.5%. Lower than top quartile of German dividend payers (3.2%). Lower than average of industry peers (2.0%).株主還元LE6NDE Auto ComponentsDE 市場7D9.6%6.5%3.4%1Y50.0%7.5%3.4%株主還元を見る業界別リターン: LE6N過去 1 年間で7.5 % の収益を上げたGerman Auto Components業界を上回りました。リターン対市場: LE6N過去 1 年間で3.4 % の収益を上げたGerman市場を上回りました。価格変動Is LE6N's price volatile compared to industry and market?LE6N volatilityLE6N Average Weekly Movement5.5%Auto Components Industry Average Movement6.0%Market Average Movement6.0%10% most volatile stocks in DE Market12.5%10% least volatile stocks in DE Market2.7%安定した株価: LE6N 、 German市場と比較して、過去 3 か月間で大きな価格変動はありませんでした。時間の経過による変動: LE6Nの 週次ボラティリティ ( 5% ) は過去 1 年間安定しています。会社概要設立従業員CEO（最高経営責任者ウェブサイト1917164,300Ray Scottwww.lear.comリア・コーポレーションは、北米、欧州、アフリカ、アジア、南米の自動車メーカー向けに、自動車用シート、配電システム、関連部品の設計、開発、エンジニアリング、製造、組立、供給を行っている。シート部門では、シートシステム、シートサブシステム、キーシートコンポーネント、シートトリムカバー、シートメカニズム、シートフォーム、ヘッドレスト、レザーやファブリックなどの表面材を自動車や小型トラック、コンパクトカー、ピックアップトラック、スポーツ用多目的車向けに提供している。E-システム部門は、電気信号とネットワークをルーティングし、様々なパワートレイン用に車両内の電力を管理する配電および接続システムを提供する。同部門の製品は、ワイヤーハーネス、端子・コネクター、エンジニアド・コンポーネント、ジャンクションボックス、ボディドメインコントロールモジュール、スマート＆パッシブジャンクションボックス、ゲートウェイ＆コミュニケーションモジュール、インテグレーテッド・パワーモジュール、高電圧スイッチング＆パワーコントロールシステムなどの電子システム製品で構成されている。また、車載コマース・サービス・プラットフォームであるXevo Marketや、クラウド、自動車、モバイル機器向けのソフトウェアとサービスを含む、ソフトウェアとコネクテッド・サービスも提供している。さらに、サイバーセキュリティ・ソフトウェア、自動運転・自律走行アプリケーション向けの高度な車両測位、車両接続用の短距離通信およびセルラー・プロトコルも提供している。XEVO、GUILFORD、EAGLE OTTAWA、ConfigurE+、INTUTM、LEAR CONNEXUSTM、EXO、JOURNEYWARE、ProTec、SMART JUNCTION BOX、STRUCSURE、AVENTINO、TeXstyleのブランドで製品とサービスを提供している。リア・コーポレーションは 1917 年に設立され、ミシガン州サウスフィールドに本社を置く。もっと見るLear Corporation 基礎のまとめLear の収益と売上を時価総額と比較するとどうか。LE6N 基礎統計学時価総額€5.61b収益（TTM）€449.72m売上高(TTM)€20.02b13.0xPER（株価収益率0.3xP/SレシオLE6N は割高か？公正価値と評価分析を参照収益と収入最新の決算報告書（TTM）に基づく主な収益性統計LE6N 損益計算書（TTM）収益US$23.52b売上原価US$21.73b売上総利益US$1.79bその他の費用US$1.27b収益US$528.40m直近の収益報告Apr 04, 2026次回決算日該当なし一株当たり利益（EPS）10.55グロス・マージン7.63%純利益率2.25%有利子負債／自己資本比率52.0%LE6N の長期的なパフォーマンスは？過去の実績と比較を見る配当金2.2%現在の配当利回り31%配当性向View Valuation企業分析と財務データの現状データ最終更新日（UTC時間）企業分析2026/05/06 09:49終値2026/05/06 00:00収益2026/04/04年間収益2025/12/31データソース企業分析に使用したデータはS&P Global Market Intelligence LLC のものです。本レポートを作成するための分析モデルでは、以下のデータを使用しています。データは正規化されているため、ソースが利用可能になるまでに時間がかかる場合があります。パッケージデータタイムフレーム米国ソース例会社財務10年損益計算書キャッシュ・フロー計算書貸借対照表SECフォーム10-KSECフォーム10-Qアナリストのコンセンサス予想+プラス3年予想財務アナリストの目標株価アナリストリサーチレポートBlue Matrix市場価格30年株価配当、分割、措置ICEマーケットデータSECフォームS-1所有権10年トップ株主インサイダー取引SECフォーム4SECフォーム13Dマネジメント10年リーダーシップ・チーム取締役会SECフォーム10-KSECフォームDEF 14A主な進展10年会社からのお知らせSECフォーム8-K* 米国証券を対象とした例であり、非米国証券については、同等の規制書式および情報源を使用。特に断りのない限り、すべての財務データは1年ごとの期間に基づいていますが、四半期ごとに更新されます。これは、TTM（Trailing Twelve Month）またはLTM（Last Twelve Month）データとして知られています。詳細はこちら。分析モデルとスノーフレーク本レポートを生成するために使用した分析モデルの詳細は当社のGithubページでご覧いただけます。また、レポートの使用方法に関するガイドやYoutubeのチュートリアルも掲載しています。シンプリー・ウォールストリート分析モデルを設計・構築した世界トップクラスのチームについてご紹介します。業界およびセクターの指標私たちの業界とセクションの指標は、Simply Wall Stによって6時間ごとに計算されます。アナリスト筋Lear Corporation 14 これらのアナリストのうち、弊社レポートのインプットとして使用した売上高または利益の予想を提出したのは、 。アナリストの投稿は一日中更新されます。33 アナリスト機関null nullArgus Research CompanyDavid LeikerBairdDan LevyBarclays30 その他のアナリストを表示
お知らせ • May 02Lear Corporation Provided Earnings Guidance for the Second Quarter of 2026 and Maintains Earnings Guidance for the Full Year of Financial Year 2026Lear Corporation provided earnings guidance for the second quarter of 2026 and maintained earnings guidance for the full Year of financial year 2026. For the second quarter, the company expects revenue sort of $6.1 billion to $6.2 billion in the second quarter. For the year, the company expects net sales of $23,210 million to $24,010 million.
お知らせ • Apr 03Lear Corporation, Annual General Meeting, May 14, 2026Lear Corporation, Annual General Meeting, May 14, 2026.
お知らせ • Feb 13Lear Corporation Declares Quarterly Cash Dividend, Payable on March 25, 2026Lear Corporation announced that its Board of Directors has declared a quarterly cash dividend of $0.77 per share on the Company's common stock. The dividend is payable on March 25, 2026, to shareholders of record at the close of business on March 5, 2026.
お知らせ • Feb 04Lear Corporation Provides Earnings Guidance for the Full Year 2026Lear Corporation provided earnings guidance for the full year 2026. For the year, the company expects net sales to be in the range of $23,210 million to $24,010 million. Core Operating Earnings to be in the range of $1,030 million to $1,200 million.
お知らせ • Nov 21Lear Corporation Declares Quarterly Cash Dividend, Payable on December 30, 2025Lear Corporation announced that its Board of Directors has declared a quarterly cash dividend of $0.77 per share on the Company's common stock. The dividend is payable on December 30, 2025, to shareholders of record at the close of business on December 10, 2025.
お知らせ • Oct 31Lear Corporation Raises Earnings Guidance for the Full Year 2025Lear Corporation raised earnings guidance for the full year 2025. For the year, the company expects net sales to be in the range of $22,850 million to $23,150 million. Core Operating Earnings to be in the range of $995 million to$1,055 million. The company further raised the midpoint of full-year revenue and increased full-year operating income outlook.
お知らせ • May 02Lear Corporation Provided Earnings Guidance for the Second Quarter of 2026 and Maintains Earnings Guidance for the Full Year of Financial Year 2026Lear Corporation provided earnings guidance for the second quarter of 2026 and maintained earnings guidance for the full Year of financial year 2026. For the second quarter, the company expects revenue sort of $6.1 billion to $6.2 billion in the second quarter. For the year, the company expects net sales of $23,210 million to $24,010 million.
お知らせ • Apr 03Lear Corporation, Annual General Meeting, May 14, 2026Lear Corporation, Annual General Meeting, May 14, 2026.
お知らせ • Feb 13Lear Corporation Declares Quarterly Cash Dividend, Payable on March 25, 2026Lear Corporation announced that its Board of Directors has declared a quarterly cash dividend of $0.77 per share on the Company's common stock. The dividend is payable on March 25, 2026, to shareholders of record at the close of business on March 5, 2026.
お知らせ • Feb 04Lear Corporation Provides Earnings Guidance for the Full Year 2026Lear Corporation provided earnings guidance for the full year 2026. For the year, the company expects net sales to be in the range of $23,210 million to $24,010 million. Core Operating Earnings to be in the range of $1,030 million to $1,200 million.
お知らせ • Nov 21Lear Corporation Declares Quarterly Cash Dividend, Payable on December 30, 2025Lear Corporation announced that its Board of Directors has declared a quarterly cash dividend of $0.77 per share on the Company's common stock. The dividend is payable on December 30, 2025, to shareholders of record at the close of business on December 10, 2025.
お知らせ • Oct 31Lear Corporation Raises Earnings Guidance for the Full Year 2025Lear Corporation raised earnings guidance for the full year 2025. For the year, the company expects net sales to be in the range of $22,850 million to $23,150 million. Core Operating Earnings to be in the range of $995 million to$1,055 million. The company further raised the midpoint of full-year revenue and increased full-year operating income outlook.
お知らせ • Sep 12Lear Corporation Provides Earnings Guidance for the Third Quarter of 2025Lear Corporation provided earnings guidance for the third quarter of 2025. For the period, the company expected operating income in the $230 million to $240 million range.
お知らせ • Aug 15Lear Corporation Declares Quarterly Cash Dividend, Payable on September 23, 2025Lear Corporation announced that its Board of Directors has declared a quarterly cash dividend of $0.77 per share on the Company's common stock. The dividend is payable on September 23, 2025, to shareholders of record at the close of business on September 3, 2025.
お知らせ • Jul 25Lear Corporation Updates Earnings Guidance for the Full Year 2025Lear Corporation updated earnings guidance for the full year 2025. For the year, the company expects net sales to be in the range of $22,470 million to $23,070 million. Core Operating Earnings to be in the range of $955 million to$1,095 million.
お知らせ • Jul 09Lear Corporation to Report Q2, 2025 Results on Jul 25, 2025Lear Corporation announced that they will report Q2, 2025 results on Jul 25, 2025
お知らせ • May 17Lear Corporation Declares Quarterly Cash Dividend, Payable on June 25, 2025Lear Corporation announced that its Board of Directors has declared a quarterly cash dividend of $0.77 per share on the Company's common stock. The dividend is payable on June 25, 2025, to shareholders of record at the close of business on June 5, 2025.
お知らせ • Apr 05Lear Corporation, Annual General Meeting, May 16, 2025Lear Corporation, Annual General Meeting, May 16, 2025.
お知らせ • Feb 18Lear Corporation Appoints Julian Blissett to Board of DirectorsLear Corporation announced that Julian Blissett, former Executive Vice President and President General Motors (GM) China, has been appointed to the Company's Board of Directors. Mr. Blissett recently retired from GM following a distinguished 28-year career with the automaker. Most recently, he led GM's operations in China through a period of significant growth. He began his career with GM as an engineer and advanced through various roles in operations, new business development and executive leadership. His international experiences also include assignments in the United Kingdom, Japan, and Poland.
お知らせ • Feb 15Lear Corporation Declares Quarterly Cash Dividend, Payable on March 26, 2025Lear Corporation announced that its board of directors has declared a quarterly cash dividend of $0.77 per share on the company's common stock. The dividend is payable on March 26, 2025, to shareholders of record at the close of business on March 6, 2025.
お知らせ • Feb 06Lear Corporation Provides Earnings Guidance for the Full Year 2025Lear Corporation provided earnings guidance for the full year 2025. For the year, the company expects net sales to be in the range of $21,875 million to $22,875 million. Core Operating Earnings to be in the range of $915 million to$1,175 million.
お知らせ • Feb 05Lear Corporation (NYSE:LEA) acquired StoneShield - Engineering, LDA.Lear Corporation (NYSE:LEA) acquired StoneShield - Engineering, LDA on February 4, 2025. Lear Corporation (NYSE:LEA) completed the acquisition of StoneShield - Engineering, LDA on February 4, 2025.
お知らせ • Nov 22Lear Corporation Declares Quarterly Cash Dividend, Payable on December 30, 2024Lear Corporation announced that its Board of Directors has declared a quarterly cash dividend of $0.77 per share on the Company's common stock. The dividend is payable on December 30, 2024, to shareholders of record at the close of business on December 11, 2024.
お知らせ • Oct 25Lear Corporation Updates Earnings Guidance for the Full Year 2024Lear Corporation updated earnings guidance for the full year 2024. For the year, the company's net sales is now expected to be in the range of $22,950 million to $23,150 million. Core operating earnings to be in the range of $1,040 million to $1,090 million.
Reported Earnings • Oct 25Third quarter 2024 earnings released: EPS: US$2.41 (vs US$2.26 in 3Q 2023)Third quarter 2024 results: EPS: US$2.41 (up from US$2.26 in 3Q 2023). Revenue: US$5.58b (down 3.4% from 3Q 2023). Net income: US$135.8m (up 2.2% from 3Q 2023). Profit margin: 2.4% (up from 2.3% in 3Q 2023). The increase in margin was driven by lower expenses. Revenue is forecast to grow 3.0% p.a. on average during the next 3 years, compared to a 5.5% growth forecast for the Auto Components industry in Germany. Over the last 3 years on average, earnings per share has increased by 24% per year but the company’s share price has fallen by 13% per year, which means it is significantly lagging earnings.
お知らせ • Sep 23Lear Corporation(NYSE:LEA) dropped from FTSE All-World Index (USD)Lear Corporation(NYSE:LEA) dropped from FTSE All-World Index (USD)
Declared Dividend • Aug 19Second quarter dividend of US$0.77 announcedShareholders will receive a dividend of US$0.77. Ex-date: 4th September 2024 Payment date: 23rd September 2024 Dividend yield will be 2.9%, which is higher than the industry average of 2.3%. Sustainability & Growth Dividend is well covered by both earnings (33% earnings payout ratio) and cash flows (27% cash payout ratio). The dividend has increased by an average of 16% per year over the past 10 years. However, payments have been volatile during that time. EPS is expected to grow by 92% over the next 3 years, which should provide support to the dividend and adequate earnings cover.
お知らせ • Aug 16Lear Corporation Declares Quarterly Cash Dividend, Payable on September 23, 2024Lear Corporation announced that its Board of Directors has declared a quarterly cash dividend of $0.77 per share on the Company's common stock. The dividend is payable on September 23, 2024, to shareholders of record at the close of business on September 4, 2024.
お知らせ • Aug 13Lear Corporation Appoints Rod Lache to Board of DirectorsLear Corporation announced that Rod Lache, a distinguished former Wall Street automotive analyst, has been appointed to the Company's Board of Directors, effective August 12, 2024. Mr. Lache retired in July from Wolfe Research, LLC, where he was a Managing Director and Senior Analyst covering the automotive industry for the past six years. Previously, he spent 24 years at Deutsche Bank where he held positions of increasing responsibility, including Managing Director and Senior Analyst responsible for the auto sector. Consistently recognized by institutional investors and automotive executives as the top auto industry analyst in the U.S., Mr. Lache produced innovative research focused on strategic, competitive, and technological themes, which included forecasting the emergence of electrified vehicles and the rise of AI in the automotive industry. For his contributions to his field, he was inducted into the Institutional Investor Magazine Hall of Fame in 2021. Mr. Lache graduated from New York University's Stern School of Business with a Bachelor of Science degree in finance and international business. The addition of Mr. Lache increases the size of Lear's board to 11 directors. The board routinely assesses its composition to ensure it includes the appropriate skills, experience, diversity and viewpoints.
Reported Earnings • Jul 26Second quarter 2024 earnings released: EPS: US$3.04 (vs US$2.85 in 2Q 2023)Second quarter 2024 results: EPS: US$3.04 (up from US$2.85 in 2Q 2023). Revenue: US$6.01b (flat on 2Q 2023). Net income: US$173.1m (up 2.6% from 2Q 2023). Profit margin: 2.9% (up from 2.8% in 2Q 2023). Revenue is forecast to grow 3.6% p.a. on average during the next 3 years, compared to a 5.6% growth forecast for the Auto Components industry in Germany. Over the last 3 years on average, earnings per share has increased by 9% per year but the company’s share price has fallen by 9% per year, which means it is significantly lagging earnings.
お知らせ • Jul 26Lear Corporation Provides Earnings Guidance for the Full Year 2024Lear Corporation provided earnings guidance for the full year 2024. For the year, the company expects net sales to be in the range of $23,230 million to $23,670 million. Core Operating Earnings to be in the range of $1,030 million to $1,200 million.
お知らせ • Jul 18Lear Corporation (NYSE:LEA) completed the acquisition of WIP Industrial Automation.Lear Corporation (NYSE:LEA) entered into a definitive agreement to acquire WIP Industrial Automation on April 29, 2024. The transaction, subject to regulatory approvals and other customary closing conditions, is expected to close by the third quarter of 2024. Lear Corporation (NYSE:LEA) completed the acquisition of WIP Industrial Automation on July 17, 2024.
New Risk • May 26New minor risk - Insider sellingThere has been significant insider selling in the company's shares over the past 3 months. Total value of shares sold: €630k This is considered a minor risk. There are several reasons why an insider may be selling, including to cover a tax obligation or pay for some other expense. However, we generally consider it a negative if insiders have been selling, especially if they do so below the current price. It implies that they considered a lower price to be reasonable. This is a weak signal, but if there is a pattern of unexplained selling, it can be a sign the insider believes the company's stock is overpriced. Note: We only include open market transactions and private dispositions of directly owned stock by individuals, not by corporations or trusts. Currently, the following risks have been identified for the company: Minor Risks Unstable dividend paying track record with dividend experiencing an annual drop of over 20% in the past. Significant insider selling over the past 3 months (€630k sold).
お知らせ • May 22Lear Corporation Announces Two Key Leadership ChangesLear Corporation, effective May 16, made two key changes to its leadership team as it drives toward an Innovative, Digital, Engineered and Automated (IDEA) future. As previously announced by Lear in April, IDEA by Lear represents the next phase of the company's strategy to drive growth and improve profitability by utilizing technology and automation to develop innovative products and extend its leadership in operational excellence. To lead this evolution, Lear has appointed Carl Esposito, who has served as Senior Vice President and President of E-Systems since 2019, as Senior Vice President, IDEA by Lear. Before joining Lear, Esposito served as President of the Electronic Solutions Strategic Business Unit for Honeywell Aerospace, where he oversaw strategy, product development, and sales for the $5 billion business. Nick Roelli, Vice President of Seating, North America will replace Esposito as Senior Vice President and President of E-Systems. Roelli has a wealth of experience in the automotive industry, with a focus on operational and commercial strategy and execution. He has held various roles of increasing responsibility since joining Lear in 1994, including serving as Vice President of North America Seating and Vice President of Global Seat Structures. He has successfully led a variety of teams to achieve results in profitability, quality, delivery, and launch performance.
Declared Dividend • May 20First quarter dividend of US$0.77 announcedShareholders will receive a dividend of US$0.77. Ex-date: 6th June 2024 Payment date: 25th June 2024 Dividend yield will be 2.4%, which is higher than the industry average of 2.3%. Sustainability & Growth Dividend is well covered by both earnings (33% earnings payout ratio) and cash flows (28% cash payout ratio). The dividend has increased by an average of 16% per year over the past 10 years. However, payments have been volatile during that time. EPS is expected to grow by 94% over the next 3 years, which should provide support to the dividend and adequate earnings cover.
お知らせ • May 18Lear Corporation Declares A Quarterly Cash Dividend, Payable on June 25, 2024Lear Corporation announced that its Board of Directors has declared a quarterly cash dividend of $0.77 per share on the Company's common stock. The dividend is payable on June 25, 2024, to shareholders of record at the close of business on June 6, 2024.
Reported Earnings • May 01First quarter 2024 earnings released: EPS: US$1.90 (vs US$2.42 in 1Q 2023)First quarter 2024 results: EPS: US$1.90 (down from US$2.42 in 1Q 2023). Revenue: US$5.99b (up 2.6% from 1Q 2023). Net income: US$109.6m (down 24% from 1Q 2023). Profit margin: 1.8% (down from 2.5% in 1Q 2023). The decrease in margin was driven by higher expenses. Revenue is forecast to grow 3.6% p.a. on average during the next 3 years, compared to a 4.8% growth forecast for the Auto Components industry in Germany. Over the last 3 years on average, earnings per share has increased by 10% per year but the company’s share price has fallen by 8% per year, which means it is significantly lagging earnings.
お知らせ • Apr 30Lear Corporation Reaffirms Earnings Guidance for the Full Year 2024Lear Corporation reaffirmed earnings guidance for the full year 2024. 2024 financial outlook, which is unchanged from prior outlook.For the year, the company expects net sales to be in the range of $24,000 million to $24,600 million. Core Operating Earnings to be in the range of $1,155 million to $1,305 million.
お知らせ • Apr 04Lear Corporation, Annual General Meeting, May 16, 2024Lear Corporation, Annual General Meeting, May 16, 2024, at 09:00 Eastern Standard Time. Agenda: To elect the following ten nominees to the Board of Directors Mei-Wei Cheng, Jonathan F. Foster, Bradley M. Halverson, Mary Lou Jepsen, Roger A. Krone, Patricia L. Lewis, Kathleen A. Ligocki, Conrad L. Mallett, Jr., Raymond E. Scott and Greg C. Smith; to ratify the retention of Ernst & Young LLP as the Company’s registered public accounting firm for 2024; to approve, in a non-binding advisory vote, the Company’s executive compensation; and to conduct any other business properly brought before the Annual Meeting or any postponement thereof.
Buy Or Sell Opportunity • Apr 02Now 21% undervaluedOver the last 90 days, the stock has risen 6.5% to €132. The fair value is estimated to be €167, however this is not to be taken as a buy recommendation but rather should be used as a guide only. Revenue has grown by 9.0% over the last 3 years. Earnings per share has grown by 15%. For the next 3 years, revenue is forecast to grow by 4.3% per annum. Earnings are also forecast to grow by 21% per annum over the same time period.
お知らせ • Mar 29Lear Corporation to Report Q1, 2024 Results on Apr 30, 2024Lear Corporation announced that they will report Q1, 2024 results at 9:30 AM, US Eastern Standard Time on Apr 30, 2024
Upcoming Dividend • Feb 29Upcoming dividend of US$0.77 per shareEligible shareholders must have bought the stock before 07 March 2024. Payment date: 27 March 2024. Payout ratio is a comfortable 32% and this is well supported by cash flows. Trailing yield: 2.3%. Lower than top quartile of German dividend payers (5.2%). In line with average of industry peers (2.3%).
Declared Dividend • Feb 26Fourth quarter dividend of US$0.77 announcedShareholders will receive a dividend of US$0.77. Ex-date: 7th March 2024 Payment date: 27th March 2024 Dividend yield will be 2.4%, which is about the same as the industry average. Sustainability & Growth Dividend is well covered by both earnings (32% earnings payout ratio) and cash flows (28% cash payout ratio). The dividend has increased by an average of 16% per year over the past 10 years. However, payments have been volatile during that time. EPS is expected to grow by 86% over the next 3 years, which should provide support to the dividend and adequate earnings cover.
お知らせ • Feb 20Lear Corporation Declares a Quarterly Cash Dividend, Payable on March 27, 2024Lear Corporation declared a quarterly cash dividend of $0.77 per share on the Company's common stock. The dividend is payable on March 27, 2024, to shareholders of record at the close of business on March 8, 2024.
Reported Earnings • Feb 07Full year 2023 earnings released: EPS: US$9.69 (vs US$5.49 in FY 2022)Full year 2023 results: EPS: US$9.69 (up from US$5.49 in FY 2022). Revenue: US$23.5b (up 12% from FY 2022). Net income: US$572.5m (up 75% from FY 2022). Profit margin: 2.4% (up from 1.6% in FY 2022). The increase in margin was driven by higher revenue. Revenue is forecast to grow 4.6% p.a. on average during the next 3 years, compared to a 4.8% growth forecast for the Auto Components industry in Germany. Over the last 3 years on average, earnings per share has increased by 15% per year but the company’s share price has fallen by 2% per year, which means it is significantly lagging earnings.
お知らせ • Feb 06Lear Corporation Provides Earnings Guidance for the Full Year 2024Lear Corporation provided earnings guidance for the full year 2024. For the year, the company expects net sales to be in the range of $24,000 million to $24,600 million. Core Operating Earnings to be in the range of $1,155 million to $1,305 million.
Buy Or Sell Opportunity • Jan 21Now 21% undervalued after recent price dropOver the last 90 days, the stock has fallen 4.8% to €119. The fair value is estimated to be €151, however this is not to be taken as a buy recommendation but rather should be used as a guide only. Revenue has grown by 9.3% over the last 3 years. Earnings per share has grown by 19%. For the next 3 years, revenue is forecast to grow by 5.1% per annum. Earnings are also forecast to grow by 23% per annum over the same time period.
お知らせ • Dec 19Lear Corporation to Report Q4, 2023 Results on Feb 06, 2024Lear Corporation announced that they will report Q4, 2023 results Pre-Market on Feb 06, 2024
Board Change • Dec 01Insufficient new directorsNo new directors have joined the board in the last 3 years. The company's board is composed of: No new directors. 6 experienced directors. 4 highly experienced directors. Independent Director Roger Krone was the last director to join the board, commencing their role in 2020. The company’s insufficient board refreshment is considered a risk according to the Simply Wall St Risk Model.
Upcoming Dividend • Nov 28Upcoming dividend of US$0.77 per share at 2.3% yieldEligible shareholders must have bought the stock before 05 December 2023. Payment date: 26 December 2023. Payout ratio is a comfortable 32% and this is well supported by cash flows. Trailing yield: 2.3%. Lower than top quartile of German dividend payers (5.0%). In line with average of industry peers (2.5%).
お知らせ • Nov 15Lear Corporation Declares Quarterly Cash Dividend, Payable on December 26, 2023Lear Corporation announced that its Board of Directors has declared a quarterly cash dividend of $0.77 per share on the Company's common stock. The dividend is payable on December 26, 2023, to shareholders of record at the close of business on December 6, 2023.
お知らせ • Oct 28Lear Corporation Provides Earnings Guidance for the Year 2023Lear Corporation provided earnings guidance for the year 2023. For the year, the company expects net sales of $23,100 million to $23,300 million.
Reported Earnings • Oct 27Third quarter 2023 earnings released: EPS: US$2.26 (vs US$1.55 in 3Q 2022)Third quarter 2023 results: EPS: US$2.26 (up from US$1.55 in 3Q 2022). Revenue: US$5.78b (up 10% from 3Q 2022). Net income: US$132.9m (up 44% from 3Q 2022). Profit margin: 2.3% (up from 1.8% in 3Q 2022). The increase in margin was driven by higher revenue. Revenue is forecast to grow 5.9% p.a. on average during the next 3 years, compared to a 5.0% growth forecast for the Auto Components industry in Germany. Over the last 3 years on average, earnings per share has increased by 19% per year but the company’s share price has only increased by 7% per year, which means it is significantly lagging earnings growth.
Upcoming Dividend • Aug 23Upcoming dividend of US$0.77 per share at 2.2% yieldEligible shareholders must have bought the stock before 30 August 2023. Payment date: 19 September 2023. Payout ratio is a comfortable 35% and this is well supported by cash flows. Trailing yield: 2.2%. Lower than top quartile of German dividend payers (4.9%). Lower than average of industry peers (2.6%).
お知らせ • Aug 11Lear Corporation Declares Quarterly Cash Dividend, Payable on September 19, 2023Lear Corporation announced that its Board of Directors has declared a quarterly cash dividend of $0.77 per share on the Company's common stock. The dividend is payable on September 19, 2023, to shareholders of record at the close of business on August 31, 2023.
Recent Insider Transactions • Aug 08Executive VP & President of Seating recently sold €1.8m worth of stockOn the 3rd of August, Frank Orsini sold around 12k shares on-market at roughly €142 per share. This transaction amounted to 61% of their direct individual holding at the time of the trade. In the last 3 months, there was an even bigger sale from another insider worth €2.2m. Insiders have been net sellers, collectively disposing of €10m more than they bought in the last 12 months.
Reported Earnings • Aug 02Second quarter 2023 earnings released: EPS: US$2.84 (vs US$1.14 in 2Q 2022)Second quarter 2023 results: EPS: US$2.84 (up from US$1.14 in 2Q 2022). Revenue: US$6.00b (up 18% from 2Q 2022). Net income: US$168.7m (up 146% from 2Q 2022). Profit margin: 2.8% (up from 1.4% in 2Q 2022). The increase in margin was driven by higher revenue. Revenue is forecast to grow 6.5% p.a. on average during the next 3 years, compared to a 5.4% growth forecast for the Auto Components industry in Germany. Over the last 3 years on average, earnings per share has increased by 19% per year whereas the company’s share price has increased by 14% per year.
お知らせ • Jul 04Lear Corporation to Report Q2, 2023 Results on Aug 01, 2023Lear Corporation announced that they will report Q2, 2023 results on Aug 01, 2023
お知らせ • Jun 28Lear Increases Earnings Guidance for the Full Year 2023Lear increases earnings guidance for the full year 2023. The company now expects Net Sales of $22,350 million - $23,050 million against previous forecast of $21,200 million - $22,200 million.
Recent Insider Transactions • Jun 22President recently sold €2.2m worth of stockOn the 16th of June, Raymond Scott sold around 17k shares on-market at roughly €131 per share. This transaction amounted to 100% of their direct individual holding at the time of the trade. This was the largest sale by an insider in the last 3 months. Raymond has been a net seller over the last 12 months, reducing personal holdings by €2.3m.
Upcoming Dividend • Jun 01Upcoming dividend of US$0.77 per share at 2.5% yieldEligible shareholders must have bought the stock before 08 June 2023. Payment date: 28 June 2023. Payout ratio is a comfortable 43% but the company is paying out more than the cash it is generating. Trailing yield: 2.5%. Lower than top quartile of German dividend payers (4.8%). In line with average of industry peers (2.5%).
お知らせ • May 19Lear Corporation Declares Quarterly Cash Dividend on its Common Stock, Payable on June 28, 2023Lear Corporation announced that its Board of Directors has declared a quarterly cash dividend of $0.77 per share on the Company's common stock. The dividend is payable on June 28, 2023, to shareholders of record at the close of business on June 9, 2023.
Reported Earnings • Apr 28First quarter 2023 earnings released: EPS: US$2.41 (vs US$0.82 in 1Q 2022)First quarter 2023 results: EPS: US$2.41 (up from US$0.82 in 1Q 2022). Revenue: US$5.85b (up 12% from 1Q 2022). Net income: US$143.6m (up 191% from 1Q 2022). Profit margin: 2.5% (up from 0.9% in 1Q 2022). Revenue is forecast to grow 7.6% p.a. on average during the next 3 years, compared to a 5.9% growth forecast for the Auto Components industry in Germany. Over the last 3 years on average, earnings per share has fallen by 3% per year but the company’s share price has increased by 9% per year, which means it is well ahead of earnings.
Buying Opportunity • Apr 23Now 20% undervalued after recent price dropOver the last 90 days, the stock is down 4.0%. The fair value is estimated to be €151, however this is not to be taken as a buy recommendation but rather should be used as a guide only. Revenue has grown by 4.4% over the last 3 years. Earnings per share has declined by 23%. For the next 3 years, revenue is forecast to grow by 6.8% per annum. Earnings is also forecast to grow by 23% per annum over the same time period.
Buying Opportunity • Mar 17Now 21% undervaluedOver the last 90 days, the stock is up 6.8%. The fair value is estimated to be €160, however this is not to be taken as a buy recommendation but rather should be used as a guide only. Revenue has grown by 4.4% over the last 3 years. Earnings per share has declined by 23%. For the next 3 years, revenue is forecast to grow by 7.3% per annum. Earnings is also forecast to grow by 26% per annum over the same time period.
Recent Insider Transactions • Mar 08Insider recently sold €1.1m worth of stockOn the 3rd of March, Carl Esposito sold around 8k shares on-market at roughly €134 per share. This transaction amounted to 29% of their direct individual holding at the time of the trade. This was the largest sale by an insider in the last 3 months. Insiders have been net sellers, collectively disposing of €5.6m more than they bought in the last 12 months.
Upcoming Dividend • Mar 02Upcoming dividend of US$0.77 per share at 2.2% yieldEligible shareholders must have bought the stock before 09 March 2023. Payment date: 29 March 2023. Payout ratio is a comfortable 56% and this is well supported by cash flows. Trailing yield: 2.2%. Lower than top quartile of German dividend payers (4.7%). Lower than average of industry peers (2.9%).
Recent Insider Transactions • Feb 26Senior VP & Chief Strategy Officer recently sold €190k worth of stockOn the 23rd of February, Alicia Davis sold around 1k shares on-market at roughly €137 per share. This transaction amounted to 29% of their direct individual holding at the time of the trade. This was the largest sale by an insider in the last 3 months. Insiders have been net sellers, collectively disposing of €4.5m more than they bought in the last 12 months.
お知らせ • Feb 18Lear Corporation Declares Quarterly Cash Dividend, Payable on March 29, 2023Lear Corporation announced that its Board of Directors has declared a quarterly cash dividend of $0.77 per share on the Company's common stock. The dividend is payable on March 29, 2023, to shareholders of record at the close of business on March 10, 2023.
Buying Opportunity • Feb 11Now 21% undervalued after recent price dropOver the last 90 days, the stock is down 9.9%. The fair value is estimated to be €163, however this is not to be taken as a buy recommendation but rather should be used as a guide only. Revenue has grown by 4.4% over the last 3 years. Earnings per share has declined by 27%. For the next 3 years, revenue is forecast to grow by 7.1% per annum. Earnings is also forecast to grow by 32% per annum over the same time period.
Reported Earnings • Feb 04Full year 2022 earnings released: EPS: US$5.47 (vs US$6.22 in FY 2021)Full year 2022 results: EPS: US$5.47 (down from US$6.22 in FY 2021). Revenue: US$20.9b (up 8.5% from FY 2021). Net income: US$327.7m (down 12% from FY 2021). Profit margin: 1.6% (down from 1.9% in FY 2021). The decrease in margin was driven by higher expenses. Revenue is forecast to grow 7.2% p.a. on average during the next 3 years, compared to a 5.7% growth forecast for the Auto Components industry in Germany. Over the last 3 years on average, earnings per share has fallen by 23% per year but the company’s share price has increased by 6% per year, which means it is well ahead of earnings.
お知らせ • Feb 03Lear Corporation Provides Earnings Guidance for the Full Year of 2023Lear Corporation provided earnings guidance for the full year of 2023. For the year, the company expected net sales to be between $21,200 million to $22,200 million.
Recent Insider Transactions • Dec 06President recently sold €66k worth of stockOn the 2nd of December, Raymond Scott sold around 500 shares on-market at roughly €132 per share. This transaction amounted to 2.1% of their direct individual holding at the time of the trade. In the last 3 months, there was an even bigger sale from another insider worth €2.8m. Raymond has been a net seller over the last 12 months, reducing personal holdings by €556k.
Upcoming Dividend • Nov 29Upcoming dividend of US$0.77 per shareEligible shareholders must have bought the stock before 06 December 2022. Payment date: 27 December 2022. Payout ratio is on the higher end at 79%, and the cash payout ratio is above 100%. Trailing yield: 2.2%. Lower than top quartile of German dividend payers (4.8%). Lower than average of industry peers (3.4%).
お知らせ • Nov 19Lear Corporation (NYSE:LEA) acquired Intouch Automation, Inc.Lear Corporation (NYSE:LEA) acquired Intouch Automation, Inc. on November 18, 2022. InTouch employees will join Lear Corporation.Lear Corporation (NYSE:LEA) completed the acquisition of Intouch Automation, Inc. on November 18, 2022.
Recent Insider Transactions • Nov 16Senior VP & CFO recently sold €141k worth of stockOn the 10th of November, Jason Cardew sold around 1k shares on-market at roughly €141 per share. This transaction amounted to 9.3% of their direct individual holding at the time of the trade. In the last 3 months, there was an even bigger sale from another insider worth €172k. This was Jason's only on-market trade for the last 12 months.
お知らせ • Nov 16Lear Corporation Declares Quarterly Cash Dividend, Payable on December 27, 2022Lear Corporation announced that its Board of Directors has declared a quarterly cash dividend of $0.77 per share on the Company's common stock. The dividend is payable on December 27, 2022, to shareholders of record at the close of business on December 7, 2022.
Recent Insider Transactions • Nov 08Insider recently sold €172k worth of stockOn the 3rd of November, Thomas DiDonato sold around 1k shares on-market at roughly €132 per share. This transaction amounted to 6.1% of their direct individual holding at the time of the trade. This was the largest sale by an insider in the last 3 months. Insiders have been net sellers, collectively disposing of €1.3m more than they bought in the last 12 months.
Reported Earnings • Nov 02Third quarter 2022 earnings released: EPS: US$1.55 (vs US$0.44 loss in 3Q 2021)Third quarter 2022 results: EPS: US$1.55 (up from US$0.44 loss in 3Q 2021). Revenue: US$5.24b (up 23% from 3Q 2021). Net income: US$92.3m (up US$118.8m from 3Q 2021). Profit margin: 1.8% (up from net loss in 3Q 2021). Revenue is forecast to grow 8.1% p.a. on average during the next 3 years, compared to a 6.4% growth forecast for the Auto Components industry in Germany. Over the last 3 years on average, earnings per share has fallen by 35% per year but the company’s share price has increased by 7% per year, which means it is well ahead of earnings.
お知らせ • Nov 02Lear Corporation Provides Earnings Guidance for the Full Year of 2022Lear Corporation provided earnings guidance for the full year of 2022. For the year, the company expected net sales to be between $20,550 million - $21,050 million.
お知らせ • Oct 27Lear Corporation Launches Renewknit Sueded MaterialLear Corporation announced the company's premium and fully recyclable ReNewKnit™ sueded material will launch in seating and door panel applications with a global automaker in 2024 ReNewKnit is a Lear exclusive, first-to-market automotive textile that is fully recyclable at its end of life. Manufactured solely with recycled materials at Lear facilities using 100% renewable electricity, ReNewKnit further strengthens the company's sustainable solutions technology portfolio while supporting carbon reduction goals. Composed of 100% recycled plastic bottles, ReNewKnit fibers are spun from polyester yarn and finished with a foam-free, recycled fleece backing that further reduces water and energy consumption in the manufacturing process. The premium material challenges perceptions of reused and recycled textiles with a wide range of surfaces suitable for various interior applications and improved functionality. Developed by Guilford Performance Textiles by Lear, ReNewKnit will be manufactured at company facilities in the United Kingdom and Poland.
お知らせ • Sep 27Lear Corporation Announces Management ChangesOn September 21, 2022, Thomas A. DiDonato tendered written notice to the Board of Directors of Lear Corporation of his intent to retire from employment with the Company, effective September 30, 2023. In anticipation of his retirement, Mr. DiDonato also tendered written notice of his resignation as Senior Vice President and Chief Administrative Officer, effective January 15, 2023 (the “Effective Date”). Mr. DiDonato will continue to serve as a non-executive employee of the Company, in a transition and advisory role, until the Retirement Date. Harry A. Kemp, who currently serves as the Company’s Senior Vice President, General Counsel and Corporate Secretary, has been appointed to serve as Mr. DiDonato’s replacement as Senior Vice President, Chief Administrative Officer and General Counsel.
お知らせ • Sep 17Lear Corporation to Report Q3, 2022 Results on Nov 01, 2022Lear Corporation announced that they will report Q3, 2022 results on Nov 01, 2022
Upcoming Dividend • Aug 24Upcoming dividend of US$0.77 per shareEligible shareholders must have bought the stock before 31 August 2022. Payment date: 20 September 2022. The company is paying out more than 100% of its profits and is cash flow negative. Trailing yield: 2.2%. Lower than top quartile of German dividend payers (4.6%). Lower than average of industry peers (3.8%).
お知らせ • Aug 11Lear Corporation Declares Quarterly Cash Dividend, Payable on September 20, 2022Lear Corporation announced that its Board of Directors has declared a quarterly cash dividend of $0.77 per share on the Company's common stock. The dividend is payable on September 20, 2022, to shareholders of record at the close of business on September 1, 2022.
Reported Earnings • Aug 03Second quarter 2022 earnings released: EPS: US$1.14 (vs US$2.91 in 2Q 2021)Second quarter 2022 results: EPS: US$1.14 (down from US$2.91 in 2Q 2021). Revenue: US$5.07b (up 6.5% from 2Q 2021). Net income: US$68.5m (down 61% from 2Q 2021). Profit margin: 1.4% (down from 3.7% in 2Q 2021). Over the next year, revenue is forecast to grow 15%, compared to a 10% growth forecast for the industry in Germany. Over the last 3 years on average, earnings per share has fallen by 39% per year but the company’s share price has increased by 12% per year, which means it is well ahead of earnings.
お知らせ • Aug 03Lear Corporation Provides Sales Guidance for the Year 2022Lear Corporation provided sales guidance for the year 2022. For the year, the company expected net sales of $20,550 million to $21,050 million.
Upcoming Dividend • Jun 02Upcoming dividend of US$0.77 per shareEligible shareholders must have bought the stock before 09 June 2022. Payment date: 29 June 2022. Payout ratio is a comfortable 63% but the company is paying out more than the cash it is generating. Trailing yield: 2.2%. Lower than top quartile of German dividend payers (4.2%). Lower than average of industry peers (3.4%).
Recent Insider Transactions • May 26President recently sold €490k worth of stockOn the 24th of May, Raymond Scott sold around 4k shares on-market at roughly €122 per share. This was the largest sale by an insider in the last 3 months. This was Raymond's only on-market trade for the last 12 months.
お知らせ • May 21Lear Corporation (NYSE:LEA) entered into a definitive agreement to acquire I.G.Bauerhin GmbH for €140 million.Lear Corporation (NYSE:LEA) entered into a definitive agreement to acquire I.G.Bauerhin GmbH for €140 million on May 20, 2022. Lear will acquire IGB for €140 million, on a cash- and debt-free basis. IGB generated approximately €205 million in revenue in 2021. The transaction is subject to regulatory approvals and other customary closing conditions. Transaction is expected to close in the next six to nine months.
お知らせ • May 20+ 1 more updateLear Corporation Declares Quarterly Cash Dividend, Payable on June 29, 2022Lear Corporation announced that its Board of Directors has declared a quarterly cash dividend of $0.77 per share on the Company's common stock. The dividend is payable on June 29, 2022 to shareholders of record at the close of business on June 10, 2022.
お知らせ • May 05Lear Corporation Provides Earnings Guidance for the Year 2022Lear Corporation provided earnings guidance for the year 2022. For the year, the company expected net sales of $20,400 million to $21,200 million.
Reported Earnings • May 04First quarter 2022 earnings released: EPS: US$0.82 (vs US$3.38 in 1Q 2021)First quarter 2022 results: EPS: US$0.82 (down from US$3.38 in 1Q 2021). Revenue: US$5.21b (down 2.7% from 1Q 2021). Net income: US$49.4m (down 76% from 1Q 2021). Profit margin: 0.9% (down from 3.8% in 1Q 2021). Over the next year, revenue is forecast to grow 15%, compared to a 9.3% growth forecast for the industry in Germany. Over the last 3 years on average, earnings per share has fallen by 37% per year but the company’s share price has only fallen by 1% per year, which means it has not declined as severely as earnings.
Upcoming Dividend • Mar 03Upcoming dividend of US$0.77 per shareEligible shareholders must have bought the stock before 10 March 2022. Payment date: 30 March 2022. Payout ratio is a comfortable 28% but the company is paying out more than the cash it is generating. Trailing yield: 2.0%. Lower than top quartile of German dividend payers (3.4%). Lower than average of industry peers (3.1%).
お知らせ • Feb 19+ 1 more updateLear Corporation Declares Quarterly Cash Dividend, Payable on March 30, 2022Lear Corporation announced that its Board of Directors declared a quarterly cash dividend of $0.77 per share on the company's common stock. The dividend is payable on March 30, 2022, to shareholders of record at the close of business on March 11, 2022.
Reported Earnings • Feb 09Full year 2021 earnings: EPS in line with analyst expectations despite revenue beatFull year 2021 results: EPS: US$6.19 (up from US$2.63 in FY 2020). Revenue: US$19.3b (up 13% from FY 2020). Net income: US$373.9m (up 136% from FY 2020). Profit margin: 1.9% (up from 0.9% in FY 2020). The increase in margin was driven by higher revenue. Revenue exceeded analyst estimates by 1.0%. Over the next year, revenue is forecast to grow 15% compared to a 3.0% decline forecast for the industry in Germany. Over the last 3 years on average, earnings per share has fallen by 37% per year but the company’s share price has increased by 3% per year, which means it is well ahead of earnings.
お知らせ • Feb 09Lear Corporation Provides Sales Guidance for the Fiscal Year 2022Lear Corporation provided sales guidance for the fiscal year 2022. for the year, the company expects net sales in the range of $20,800 million to $22,300 million.
Upcoming Dividend • Dec 02Upcoming dividend of US$0.77 per shareEligible shareholders must have bought the stock before 09 December 2021. Payment date: 29 December 2021. Trailing yield: 1.8%. Lower than top quartile of German dividend payers (3.3%). Lower than average of industry peers (2.0%).
Reported Earnings • Nov 04Third quarter 2021 earnings released: US$0.44 loss per share (vs US$2.90 profit in 3Q 2020)The company reported a poor third quarter result with weaker earnings, revenues and control over costs. Third quarter 2021 results: Revenue: US$4.27b (down 13% from 3Q 2020). Net loss: US$26.5m (down 115% from profit in 3Q 2020). Over the last 3 years on average, earnings per share has fallen by 42% per year but the company’s share price has increased by 7% per year, which means it is well ahead of earnings.
Upcoming Dividend • Aug 25Upcoming dividend of US$0.50 per shareEligible shareholders must have bought the stock before 01 September 2021. Payment date: 21 September 2021. Trailing yield: 1.2%. Lower than top quartile of German dividend payers (3.1%). Lower than average of industry peers (1.9%).
Reported Earnings • Aug 08Second quarter 2021 earnings released: EPS US$2.91 (vs US$4.89 loss in 2Q 2020)The company reported a strong second quarter result with improved earnings, revenues and profit margins. Second quarter 2021 results: Revenue: US$4.76b (up 95% from 2Q 2020). Net income: US$175.2m (up US$469.1m from 2Q 2020). Profit margin: 3.7% (up from net loss in 2Q 2020). The move to profitability was driven by higher revenue. Over the last 3 years on average, earnings per share has fallen by 48% per year but the company’s share price has only fallen by 2% per year, which means it has not declined as severely as earnings.
お知らせ • Aug 08Lear Corporation Provides Earnings Guidance for the Year 2021Lear Corporation provided earnings guidance for the year 2021. For the year, the company expects net sales in the range of $19,700 - $20,500 million and Core Operating Earnings in the range of $920 - $1,110 million.
Upcoming Dividend • Jun 03Upcoming dividend of US$0.25 per shareEligible shareholders must have bought the stock before 10 June 2021. Payment date: 30 June 2021. Trailing yield: 0.5%. Lower than top quartile of German dividend payers (3.2%). Lower than average of industry peers (2.0%).
