View ValuationLear 향후 성장Future 기준 점검 3/6Lear (는) 각각 연간 21.8% 및 2.5% 수익과 수익이 증가할 것으로 예상됩니다. EPS는 연간 25.5% 만큼 성장할 것으로 예상됩니다. 자기자본이익률은 3년 후 15.2% 로 예상됩니다.핵심 정보21.8%이익 성장률25.51%EPS 성장률Auto Components 이익 성장36.3%매출 성장률2.5%향후 자기자본이익률15.18%애널리스트 커버리지Good마지막 업데이트18 May 2026최근 향후 성장 업데이트공시 • 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.공시 • 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.공시 • 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.공시 • 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.공시 • 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.공시 • 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.모든 업데이트 보기Recent updatesDeclared Dividend • May 17First quarter dividend of US$0.77 announcedDividend of US$0.77 is the same as last year. Ex-date: 3rd June 2026 Payment date: 23rd June 2026 Dividend yield will be 2.3%, which is about the same as the industry average. Sustainability & Growth Dividend is well covered by both earnings (31% earnings payout ratio) and cash flows (21% cash payout ratio). The dividend has increased by an average of 12% per year over the past 10 years. However, payments have been volatile during that time. EPS is expected to grow by 98% over the next 3 years, which should provide support to the dividend and adequate earnings cover.공시 • May 16Lear Corporation Declares Quarterly Cash Dividend on Common Stock, Payable on June 23, 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 June 23, 2026, to shareholders of record at the close of business on June 3, 2026.Reported Earnings • May 05First quarter 2026 earnings released: EPS: US$3.38 (vs US$1.50 in 1Q 2025)First quarter 2026 results: EPS: US$3.38 (up from US$1.50 in 1Q 2025). Revenue: US$5.82b (up 4.7% from 1Q 2025). Net income: US$172.3m (up 114% from 1Q 2025). Profit margin: 3.0% (up from 1.5% in 1Q 2025). Revenue is forecast to grow 2.5% p.a. on average during the next 3 years, compared to a 9.8% growth forecast for the Auto Components industry in the United Kingdom. Over the last 3 years on average, earnings per share has increased by 1% per year whereas the company’s share price has increased by 2% per year.공시 • 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.공시 • Apr 03Lear Corporation, Annual General Meeting, May 14, 2026Lear Corporation, Annual General Meeting, May 14, 2026.Recent Insider Transactions • Feb 24Senior VP & CFO recently sold US$1.3m worth of stockOn the 19th of February, Jason Cardew sold around 10k shares on-market at roughly US$135 per share. This transaction amounted to 31% of their direct individual holding at the time of the trade. This was the largest sale by an insider in the last 3 months. Jason has been a net seller over the last 12 months, reducing personal holdings by US$2.4m.Declared Dividend • Feb 15Fourth quarter dividend of US$0.77 announcedDividend of US$0.77 is the same as last year. Ex-date: 5th March 2026 Payment date: 25th March 2026 Dividend yield will be 2.2%, which is about the same as the industry average. Sustainability & Growth Dividend is well covered by both earnings (37% earnings payout ratio) and cash flows (30% cash payout ratio). The dividend has increased by an average of 12% per year over the past 10 years. However, payments have been volatile during that time. EPS is expected to grow by 122% over the next 3 years, which should provide support to the dividend and adequate earnings cover.공시 • 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.Reported Earnings • Feb 05Full year 2025 earnings released: EPS: US$8.15 (vs US$9.02 in FY 2024)Full year 2025 results: EPS: US$8.15 (down from US$9.02 in FY 2024). Revenue: US$23.3b (flat on FY 2024). Net income: US$436.8m (down 14% from FY 2024). Profit margin: 1.9% (down from 2.2% in FY 2024). Revenue is forecast to grow 1.7% p.a. on average during the next 3 years, compared to a 12% growth forecast for the Auto Components industry in the United Kingdom. Over the last 3 years on average, earnings per share has increased by 4% per year but the company’s share price has fallen by 2% per year, which means it is significantly lagging earnings.공시 • 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.Recent Insider Transactions • Dec 19Senior VP & CFO recently sold US$591k worth of stockOn the 18th of December, Jason Cardew sold around 5k shares on-market at roughly US$118 per share. This transaction amounted to 25% of their direct individual holding at the time of the trade. This was the largest sale by an insider in the last 3 months. Jason has been a net seller over the last 12 months, reducing personal holdings by US$1.1m.Declared Dividend • Nov 24Third quarter dividend of US$0.77 announcedDividend of US$0.77 is the same as last year. Ex-date: 10th December 2025 Payment date: 30th December 2025 Dividend yield will be 3.0%, which is higher than the industry average of 2.3%. Sustainability & Growth Dividend is well covered by both earnings (37% earnings payout ratio) and cash flows (22% cash payout ratio). The dividend has increased by an average of 12% per year over the past 10 years. However, payments have been volatile during that time. EPS is expected to grow by 85% over the next 2 years, which should provide support to the dividend and adequate earnings cover.공시 • 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.Reported Earnings • Nov 01Third quarter 2025 earnings released: EPS: US$2.02 (vs US$2.42 in 3Q 2024)Third quarter 2025 results: EPS: US$2.02 (down from US$2.42 in 3Q 2024). Revenue: US$5.68b (up 1.7% from 3Q 2024). Net income: US$108.2m (down 20% from 3Q 2024). Profit margin: 1.9% (down from 2.4% in 3Q 2024). The decrease in margin was driven by higher expenses. Revenue is forecast to grow 2.4% p.a. on average during the next 3 years, compared to a 4.4% growth forecast for the Auto Components industry in the United Kingdom. Over the last 3 years on average, earnings per share has increased by 13% per year but the company’s share price has fallen by 8% per year, which means it is significantly lagging earnings.공시 • 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.공시 • 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.Recent Insider Transactions • Aug 28Executive VP & President of Seating recently sold US$940k worth of stockOn the 26th of August, Frank Orsini sold around 9k shares on-market at roughly US$111 per share. This transaction amounted to 37% 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 US$1.8m more than they bought in the last 12 months.Declared Dividend • Aug 18Second quarter dividend of US$0.77 announcedDividend of US$0.77 is the same as last year. Ex-date: 3rd September 2025 Payment date: 23rd September 2025 Dividend yield will be 3.0%, which is higher than the industry average of 2.3%. Sustainability & Growth Dividend is well covered by both earnings (36% earnings payout ratio) and cash flows (34% cash payout ratio). The dividend has increased by an average of 14% per year over the past 10 years. However, payments have been volatile during that time. EPS is expected to grow by 120% over the next 3 years, which should provide support to the dividend and adequate earnings cover.공시 • 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.New Risk • Aug 01New minor risk - Insider sellingThere has been significant insider selling in the company's shares over the past 3 months. Total value of shares sold: US$1.1m 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. Large one-off items impacting financial results. Significant insider selling over the past 3 months (US$1.1m sold).Recent Insider Transactions • Aug 01Senior VP & CFO recently sold US$492k worth of stockOn the 29th of July, Jason Cardew sold around 5k shares on-market at roughly US$98.47 per share. This transaction amounted to 20% of their direct individual holding at the time of the trade. This was the largest sale by an insider in the last 3 months. This was Jason's only on-market trade for the last 12 months.Reported Earnings • Jul 27Second quarter 2025 earnings released: EPS: US$3.07 (vs US$3.04 in 2Q 2024)Second quarter 2025 results: EPS: US$3.07. Revenue: US$6.03b (flat on 2Q 2024). Net income: US$165.2m (down 4.6% from 2Q 2024). Profit margin: 2.7% (down from 2.9% in 2Q 2024). Revenue is forecast to grow 2.2% p.a. on average during the next 3 years, compared to a 2.8% growth forecast for the Auto Components industry in the United Kingdom.공시 • 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.공시 • Jul 09Lear Corporation to Report Q2, 2025 Results on Jul 25, 2025Lear Corporation announced that they will report Q2, 2025 results on Jul 25, 2025Declared Dividend • May 26First quarter dividend of US$0.77 announcedDividend of US$0.77 is the same as last year. Ex-date: 5th June 2025 Payment date: 25th June 2025 Dividend yield will be 3.5%, which is higher than the industry average of 2.3%. Sustainability & Growth Dividend is well covered by both earnings (36% earnings payout ratio) and cash flows (34% cash payout ratio). The dividend has increased by an average of 14% per year over the past 10 years. However, payments have been volatile during that time. EPS is expected to grow by 118% over the next 3 years, which should provide support to the dividend and adequate earnings cover.공시 • 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.Reported Earnings • May 07First quarter 2025 earnings released: EPS: US$1.49 (vs US$1.91 in 1Q 2024)First quarter 2025 results: EPS: US$1.49 (down from US$1.91 in 1Q 2024). Revenue: US$5.56b (down 7.2% from 1Q 2024). Net income: US$80.7m (down 26% from 1Q 2024). Profit margin: 1.5% (down from 1.8% in 1Q 2024). The decrease in margin was driven by lower revenue. Revenue is forecast to grow 1.7% p.a. on average during the next 3 years, compared to a 4.6% growth forecast for the Auto Components industry in the United Kingdom. Over the last 3 years on average, earnings per share has increased by 31% per year but the company’s share price has fallen by 14% per year, which means it is significantly lagging earnings.공시 • Apr 05Lear Corporation, Annual General Meeting, May 16, 2025Lear Corporation, Annual General Meeting, May 16, 2025.Declared Dividend • Feb 24Fourth quarter dividend of US$0.77 announcedDividend of US$0.77 is the same as last year. Ex-date: 6th March 2025 Payment date: 26th March 2025 Dividend yield will be 3.2%, which is higher than the industry average of 2.3%. Sustainability & Growth Dividend is well covered by both earnings (34% earnings payout ratio) and cash flows (29% cash payout ratio). The dividend has increased by an average of 14% per year over the past 10 years. However, payments have been volatile during that time. EPS is expected to grow by 98% over the next 3 years, which should provide support to the dividend and adequate earnings cover.공시 • 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.공시 • 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.Reported Earnings • Feb 07Full year 2024 earnings released: EPS: US$8.97 (vs US$9.73 in FY 2023)Full year 2024 results: EPS: US$8.97 (down from US$9.73 in FY 2023). Revenue: US$23.3b (flat on FY 2023). Net income: US$506.6m (down 12% from FY 2023). Profit margin: 2.2% (down from 2.4% in FY 2023). Revenue is forecast to grow 1.2% p.a. on average during the next 3 years, compared to a 3.6% growth forecast for the Auto Components industry in the United Kingdom. Over the last 3 years on average, earnings per share has increased by 32% per year but the company’s share price has fallen by 17% per year, which means it is significantly lagging earnings.공시 • 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.공시 • 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.Declared Dividend • Nov 25Third quarter dividend of US$0.77 announcedDividend of US$0.77 is the same as last year. Ex-date: 11th December 2024 Payment date: 30th December 2024 Dividend yield will be 3.1%, which is higher than the industry average of 2.3%. Sustainability & Growth Dividend is well covered by both earnings (32% earnings payout ratio) and cash flows (37% cash payout ratio). The dividend has increased by an average of 14% per year over the past 10 years. However, payments have been volatile during that time. EPS is expected to grow by 87% over the next 3 years, which should provide support to the dividend and adequate earnings cover.공시 • 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.공시 • 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.New Risk • Oct 25New minor risk - Financial positionThe company has a high level of debt. Net debt to equity ratio: 42% This is considered a minor risk. Having a high level of debt increases the company's balance sheet risk. The company has a higher interest repayment burden, leading to the need to allocate a greater amount of its earnings towards servicing the debt, potentially limiting growth options or shareholder distributions. It can also increase the risk of bankruptcy if business conditions deteriorate enough that the company can no longer meet its debt obligations. Currently, the following risks have been identified for the company: Minor Risks High level of debt (42% net debt to equity). Unstable dividend paying track record with dividend experiencing an annual drop of over 20% in the past.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 4.6% growth forecast for the Auto Components industry in the United Kingdom. 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 15% per year, which means it is significantly lagging earnings.공시 • 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 announcedDividend of US$0.77 is the same as last year. Ex-date: 4th September 2024 Payment date: 23rd September 2024 Dividend yield will be 2.7%, 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.공시 • 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.공시 • 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$3.03 (vs US$2.85 in 2Q 2023)Second quarter 2024 results: EPS: US$3.03 (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 the United Kingdom. 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 10% per year, which means it is significantly lagging earnings.공시 • 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.공시 • 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: US$684k 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 (US$684k sold).공시 • 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 announcedDividend of US$0.77 is the same as last year. Ex-date: 6th June 2024 Payment date: 25th June 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 (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.공시 • 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 4.6% growth forecast for the Auto Components industry in the United Kingdom. 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 13% per year, which means it is significantly lagging earnings.공시 • 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.Buy Or Sell Opportunity • Apr 11Now 22% undervaluedOver the last 90 days, the stock has risen 4.2% to US$137. The fair value is estimated to be US$175, 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.공시 • 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.공시 • 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 British dividend payers (6.3%). Lower than average of industry peers (3.2%).Declared Dividend • Feb 25Fourth quarter dividend of US$0.77 announcedDividend of US$0.77 is the same as last year. Ex-date: 7th March 2024 Payment date: 27th March 2024 Dividend yield will be 2.3%, 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.공시 • 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 6.2% growth forecast for the Auto Components industry in the United Kingdom. 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 4% per year, which means it is significantly lagging earnings.공시 • 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.공시 • 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 British dividend payers (6.2%). Lower than average of industry peers (3.3%).공시 • 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.공시 • 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 6.0% p.a. on average during the next 3 years, compared to a 8.0% growth forecast for the Auto Components industry in the United Kingdom. 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 1% 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 British dividend payers (6.4%). Lower than average of industry peers (3.2%).공시 • 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 US$1.9m worth of stockOn the 3rd of August, Frank Orsini sold around 12k shares on-market at roughly US$155 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 US$2.4m. Insiders have been net sellers, collectively disposing of US$11m 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 13% growth forecast for the Auto Components industry in the United Kingdom. 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 10% per year, which means it is significantly lagging earnings growth.공시 • Jul 04Lear Corporation to Report Q2, 2023 Results on Aug 01, 2023Lear Corporation announced that they will report Q2, 2023 results on Aug 01, 2023공시 • 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 US$2.4m worth of stockOn the 16th of June, Raymond Scott sold around 17k shares on-market at roughly US$143 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 US$2.5m.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 British dividend payers (5.9%). Lower than average of industry peers (3.2%).공시 • 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 29First quarter 2023 earnings released: EPS: US$2.42 (vs US$0.82 in 1Q 2022)First quarter 2023 results: EPS: US$2.42 (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). The increase in margin was driven by higher revenue. Revenue is forecast to grow 7.6% p.a. on average during the next 3 years, compared to a 14% growth forecast for the Auto Components industry in the United Kingdom. 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 14% per year, which means it is well ahead of earnings.Buying Opportunity • Apr 27Now 24% undervalued after recent price dropOver the last 90 days, the stock is down 11%. The fair value is estimated to be US$164, 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 7.2% per annum. Earnings is also forecast to grow by 26% per annum over the same time period.Buying Opportunity • Apr 06Now 20% undervaluedThe stock has been flat over the last 90 days. The fair value is estimated to be US$173, 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.Buying Opportunity • Mar 13Now 21% undervaluedThe stock has been flat over the last 90 days. The fair value is estimated to be US$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 23%. 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.Recent Insider Transactions • Mar 09Insider recently sold US$1.1m worth of stockOn the 3rd of March, Carl Esposito sold around 8k shares on-market at roughly US$142 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 US$5.9m 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 British dividend payers (5.5%). Lower than average of industry peers (3.1%).Recent Insider Transactions • Feb 25Senior VP & Chief Strategy Officer recently sold US$201k worth of stockOn the 23rd of February, Alicia Davis sold around 1k shares on-market at roughly US$145 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 US$4.7m more than they bought in the last 12 months.공시 • 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.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 16% growth forecast for the Auto Components industry in the United Kingdom. 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.Recent Insider Transactions • Dec 06President recently sold US$69k worth of stockOn the 2nd of December, Raymond Scott sold around 500 shares on-market at roughly US$138 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 US$2.9m. Raymond has been a net seller over the last 12 months, reducing personal holdings by US$595k.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 British dividend payers (5.7%). Lower than average of industry peers (3.5%).Recent Insider Transactions • Nov 18Executive VP & President of Seating recently sold US$2.9m worth of stockOn the 14th of November, Frank Orsini sold around 20k shares on-market at roughly US$150 per share. This transaction amounted to 62% 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 US$4.4m more than they bought in the last 12 months.Recent Insider Transactions • Nov 08Insider recently sold US$168k worth of stockOn the 3rd of November, Thomas DiDonato sold around 1k shares on-market at roughly US$129 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 US$1.4m 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 16% growth forecast for the Auto Components industry in the United Kingdom. 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 4% per year, which means it is well ahead of earnings.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 British dividend payers (5.3%). Lower than average of industry peers (3.9%).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 94% growth forecast for the industry in the United Kingdom. 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 9% per year, which means it is well ahead of earnings.Valuation Update With 7 Day Price Move • Jul 21Investor sentiment improved over the past weekAfter last week's 16% share price gain to US$144, the stock trades at a forward P/E ratio of 15x. Average forward P/E is 11x in the Auto Components industry in Europe. Total returns to shareholders of 11% over the past three years.Valuation Update With 7 Day Price Move • Jun 16Investor sentiment deteriorated over the past weekAfter last week's 16% share price decline to US$121, the stock trades at a forward P/E ratio of 14x. Average forward P/E is 11x in the Auto Components industry in Europe. Total loss to shareholders of 5.6% over the past three years.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 British dividend payers (4.9%). Lower than average of industry peers (3.3%).Recent Insider Transactions • May 26President recently sold US$526k worth of stockOn the 24th of May, Raymond Scott sold around 4k shares on-market at roughly US$131 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.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 115% growth forecast for the industry in the United Kingdom. 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 2% per year, which means it has not declined as severely as earnings.Valuation Update With 7 Day Price Move • Mar 08Investor sentiment deteriorated over the past weekAfter last week's 24% share price decline to US$131, the stock trades at a forward P/E ratio of 11x. Average forward P/E is 9x in the Auto Components industry in Europe. Total loss to shareholders of 10% over the past three years.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 British dividend payers (4.6%). Lower than average of industry peers (3.1%).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 84% growth forecast for the industry in the United Kingdom. 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 2% per year, which means it is well ahead of earnings.이익 및 매출 성장 예측LSE:0JTQ - 애널리스트 향후 추정치 및 과거 재무 데이터 (USD Millions)날짜매출이익자유현금흐름영업현금흐름평균 애널리스트 수12/31/202825,0299697411,464812/31/202724,4798946371,3421312/31/202623,7306875641,210144/4/202623,5225287321,315N/A12/31/202523,2594375271,089N/A9/27/202522,9854427351,294N/A6/28/202522,8904704781,032N/A3/29/202522,8724784781,027N/A12/31/202423,3065075611,120N/A9/28/202423,4335464491,009N/A6/29/202423,6295436491,230N/A3/30/202423,6165396221,250N/A12/31/202323,4675736231,249N/A9/30/202322,9975635881,217N/A7/1/202322,4575224491,065N/A4/1/202321,529422145765N/A12/31/202220,8923283831,021N/A10/1/202220,40023229651N/A7/2/202219,427113-240395N/A4/2/202219,11722041643N/A12/31/202119,26337485670N/A10/2/202119,627554332904N/A7/3/202120,2587559631,473N/A4/3/202117,942286232688N/A12/31/202017,046159211663N/A10/3/202016,620109268747N/A7/4/202016,545155-14526N/A4/4/202019,1086308651,455N/A12/31/201919,810790N/A1,284N/A9/28/201919,935856N/A1,558N/A6/29/201920,002886N/A1,482N/A3/30/201920,5751,027N/A1,595N/A12/31/201821,1491,139N/A1,780N/A9/29/201821,5701,318N/A1,620N/A6/30/201821,6601,341N/A1,692N/A3/31/201821,2021,330N/A1,741N/A12/31/201720,4671,288N/A1,783N/A9/30/201719,7471,120N/A1,710N/A7/1/201719,2921,062N/A1,647N/A4/1/201718,8931,033N/A1,610N/A12/31/201618,558975N/A1,619N/A10/1/201618,639981N/A1,679N/A7/2/201618,443947N/A1,681N/A4/2/201618,353847N/A1,626N/A12/31/201518,211746N/A1,271N/A9/26/201518,037772N/A1,202N/A6/27/201517,939731N/A1,161N/A더 보기애널리스트 향후 성장 전망수입 대 저축률: 0JTQ 의 연간 예상 수익 증가율(21.8%)이 saving rate(3.4%)보다 높습니다.수익 vs 시장: 0JTQ 의 연간 수익(21.8%)이 UK 시장(11.5%)보다 빠르게 성장할 것으로 예상됩니다.고성장 수익: 0JTQ 의 수입은 향후 3년 동안 상당히 증가할 것으로 예상됩니다.수익 대 시장: 0JTQ 의 수익(연간 2.5%)이 UK 시장(연간 4.5%)보다 느리게 성장할 것으로 예상됩니다.고성장 매출: 0JTQ 의 수익(연간 2.5%)은 연간 20%보다 느리게 증가할 것으로 예상됩니다.주당순이익 성장 예측향후 자기자본이익률미래 ROE: 0JTQ의 자본 수익률은 3년 후 15.2%로 낮을 것으로 예상됩니다.성장 기업 찾아보기7D1Y7D1Y7D1YAutomobiles 산업의 고성장 기업.View Past Performance기업 분석 및 재무 데이터 상태데이터최종 업데이트 (UTC 시간)기업 분석2026/05/23 15:24종가2026/05/22 00:00수익2026/04/04연간 수익2025/12/31데이터 소스당사의 기업 분석에 사용되는 데이터는 S&P Global Market Intelligence LLC에서 제공됩니다. 아래 데이터는 이 보고서를 생성하기 위해 분석 모델에서 사용됩니다. 데이터는 정규화되므로 소스가 제공된 후 지연이 발생할 수 있습니다.패키지데이터기간미국 소스 예시 *기업 재무제표10년손익계산서현금흐름표대차대조표SEC 양식 10-KSEC 양식 10-Q분석가 컨센서스 추정치+3년재무 예측분석가 목표주가분석가 리서치 보고서Blue Matrix시장 가격30년주가배당, 분할 및 기타 조치ICE 시장 데이터SEC 양식 S-1지분 구조10년주요 주주내부자 거래SEC 양식 4SEC 양식 13D경영진10년리더십 팀이사회SEC 양식 10-KSEC 양식 DEF 14A주요 개발10년회사 공시SEC 양식 8-K* 미국 증권에 대한 예시이며, 비(非)미국 증권에는 해당 국가의 규제 서식 및 자료원을 사용합니다.별도로 명시되지 않는 한 모든 재무 데이터는 연간 기간을 기준으로 하지만 분기별로 업데이트됩니다. 이를 TTM(최근 12개월) 또는 LTM(지난 12개월) 데이터라고 합니다. 자세히 알아보기.분석 모델 및 스노우플레이크이 보고서를 생성하는 데 사용된 분석 모델에 대한 자세한 내용은 당사의 Github 페이지에서 확인하실 수 있습니다. 또한 보고서 활용 방법에 대한 가이드와 YouTube 튜토리얼도 제공합니다.Simply Wall St 분석 모델을 설계하고 구축한 세계적 수준의 팀에 대해 알아보세요.산업 및 섹터 지표산업 및 섹터 지표는 Simply Wall St가 6시간마다 계산하며, 프로세스에 대한 자세한 내용은 Github에서 확인할 수 있습니다.분석가 소스Lear Corporation는 33명의 분석가가 다루고 있습니다. 이 중 14명의 분석가가 우리 보고서에 입력 데이터로 사용되는 매출 또는 수익 추정치를 제출했습니다. 분석가의 제출 자료는 하루 종일 업데이트됩니다.분석가기관null nullArgus Research CompanyDavid LeikerBairdBrian JohnsonBarclays30명의 분석가 더 보기
공시 • 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.
공시 • 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.
공시 • 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.
공시 • 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.
공시 • 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.
공시 • 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.
Declared Dividend • May 17First quarter dividend of US$0.77 announcedDividend of US$0.77 is the same as last year. Ex-date: 3rd June 2026 Payment date: 23rd June 2026 Dividend yield will be 2.3%, which is about the same as the industry average. Sustainability & Growth Dividend is well covered by both earnings (31% earnings payout ratio) and cash flows (21% cash payout ratio). The dividend has increased by an average of 12% per year over the past 10 years. However, payments have been volatile during that time. EPS is expected to grow by 98% over the next 3 years, which should provide support to the dividend and adequate earnings cover.
공시 • May 16Lear Corporation Declares Quarterly Cash Dividend on Common Stock, Payable on June 23, 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 June 23, 2026, to shareholders of record at the close of business on June 3, 2026.
Reported Earnings • May 05First quarter 2026 earnings released: EPS: US$3.38 (vs US$1.50 in 1Q 2025)First quarter 2026 results: EPS: US$3.38 (up from US$1.50 in 1Q 2025). Revenue: US$5.82b (up 4.7% from 1Q 2025). Net income: US$172.3m (up 114% from 1Q 2025). Profit margin: 3.0% (up from 1.5% in 1Q 2025). Revenue is forecast to grow 2.5% p.a. on average during the next 3 years, compared to a 9.8% growth forecast for the Auto Components industry in the United Kingdom. Over the last 3 years on average, earnings per share has increased by 1% per year whereas the company’s share price has increased by 2% per year.
공시 • 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.
공시 • Apr 03Lear Corporation, Annual General Meeting, May 14, 2026Lear Corporation, Annual General Meeting, May 14, 2026.
Recent Insider Transactions • Feb 24Senior VP & CFO recently sold US$1.3m worth of stockOn the 19th of February, Jason Cardew sold around 10k shares on-market at roughly US$135 per share. This transaction amounted to 31% of their direct individual holding at the time of the trade. This was the largest sale by an insider in the last 3 months. Jason has been a net seller over the last 12 months, reducing personal holdings by US$2.4m.
Declared Dividend • Feb 15Fourth quarter dividend of US$0.77 announcedDividend of US$0.77 is the same as last year. Ex-date: 5th March 2026 Payment date: 25th March 2026 Dividend yield will be 2.2%, which is about the same as the industry average. Sustainability & Growth Dividend is well covered by both earnings (37% earnings payout ratio) and cash flows (30% cash payout ratio). The dividend has increased by an average of 12% per year over the past 10 years. However, payments have been volatile during that time. EPS is expected to grow by 122% over the next 3 years, which should provide support to the dividend and adequate earnings cover.
공시 • 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.
Reported Earnings • Feb 05Full year 2025 earnings released: EPS: US$8.15 (vs US$9.02 in FY 2024)Full year 2025 results: EPS: US$8.15 (down from US$9.02 in FY 2024). Revenue: US$23.3b (flat on FY 2024). Net income: US$436.8m (down 14% from FY 2024). Profit margin: 1.9% (down from 2.2% in FY 2024). Revenue is forecast to grow 1.7% p.a. on average during the next 3 years, compared to a 12% growth forecast for the Auto Components industry in the United Kingdom. Over the last 3 years on average, earnings per share has increased by 4% per year but the company’s share price has fallen by 2% per year, which means it is significantly lagging earnings.
공시 • 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.
Recent Insider Transactions • Dec 19Senior VP & CFO recently sold US$591k worth of stockOn the 18th of December, Jason Cardew sold around 5k shares on-market at roughly US$118 per share. This transaction amounted to 25% of their direct individual holding at the time of the trade. This was the largest sale by an insider in the last 3 months. Jason has been a net seller over the last 12 months, reducing personal holdings by US$1.1m.
Declared Dividend • Nov 24Third quarter dividend of US$0.77 announcedDividend of US$0.77 is the same as last year. Ex-date: 10th December 2025 Payment date: 30th December 2025 Dividend yield will be 3.0%, which is higher than the industry average of 2.3%. Sustainability & Growth Dividend is well covered by both earnings (37% earnings payout ratio) and cash flows (22% cash payout ratio). The dividend has increased by an average of 12% per year over the past 10 years. However, payments have been volatile during that time. EPS is expected to grow by 85% over the next 2 years, which should provide support to the dividend and adequate earnings cover.
공시 • 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.
Reported Earnings • Nov 01Third quarter 2025 earnings released: EPS: US$2.02 (vs US$2.42 in 3Q 2024)Third quarter 2025 results: EPS: US$2.02 (down from US$2.42 in 3Q 2024). Revenue: US$5.68b (up 1.7% from 3Q 2024). Net income: US$108.2m (down 20% from 3Q 2024). Profit margin: 1.9% (down from 2.4% in 3Q 2024). The decrease in margin was driven by higher expenses. Revenue is forecast to grow 2.4% p.a. on average during the next 3 years, compared to a 4.4% growth forecast for the Auto Components industry in the United Kingdom. Over the last 3 years on average, earnings per share has increased by 13% per year but the company’s share price has fallen by 8% per year, which means it is significantly lagging earnings.
공시 • 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.
공시 • 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.
Recent Insider Transactions • Aug 28Executive VP & President of Seating recently sold US$940k worth of stockOn the 26th of August, Frank Orsini sold around 9k shares on-market at roughly US$111 per share. This transaction amounted to 37% 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 US$1.8m more than they bought in the last 12 months.
Declared Dividend • Aug 18Second quarter dividend of US$0.77 announcedDividend of US$0.77 is the same as last year. Ex-date: 3rd September 2025 Payment date: 23rd September 2025 Dividend yield will be 3.0%, which is higher than the industry average of 2.3%. Sustainability & Growth Dividend is well covered by both earnings (36% earnings payout ratio) and cash flows (34% cash payout ratio). The dividend has increased by an average of 14% per year over the past 10 years. However, payments have been volatile during that time. EPS is expected to grow by 120% over the next 3 years, which should provide support to the dividend and adequate earnings cover.
공시 • 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.
New Risk • Aug 01New minor risk - Insider sellingThere has been significant insider selling in the company's shares over the past 3 months. Total value of shares sold: US$1.1m 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. Large one-off items impacting financial results. Significant insider selling over the past 3 months (US$1.1m sold).
Recent Insider Transactions • Aug 01Senior VP & CFO recently sold US$492k worth of stockOn the 29th of July, Jason Cardew sold around 5k shares on-market at roughly US$98.47 per share. This transaction amounted to 20% of their direct individual holding at the time of the trade. This was the largest sale by an insider in the last 3 months. This was Jason's only on-market trade for the last 12 months.
Reported Earnings • Jul 27Second quarter 2025 earnings released: EPS: US$3.07 (vs US$3.04 in 2Q 2024)Second quarter 2025 results: EPS: US$3.07. Revenue: US$6.03b (flat on 2Q 2024). Net income: US$165.2m (down 4.6% from 2Q 2024). Profit margin: 2.7% (down from 2.9% in 2Q 2024). Revenue is forecast to grow 2.2% p.a. on average during the next 3 years, compared to a 2.8% growth forecast for the Auto Components industry in the United Kingdom.
공시 • 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.
공시 • 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
Declared Dividend • May 26First quarter dividend of US$0.77 announcedDividend of US$0.77 is the same as last year. Ex-date: 5th June 2025 Payment date: 25th June 2025 Dividend yield will be 3.5%, which is higher than the industry average of 2.3%. Sustainability & Growth Dividend is well covered by both earnings (36% earnings payout ratio) and cash flows (34% cash payout ratio). The dividend has increased by an average of 14% per year over the past 10 years. However, payments have been volatile during that time. EPS is expected to grow by 118% over the next 3 years, which should provide support to the dividend and adequate earnings cover.
공시 • 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.
Reported Earnings • May 07First quarter 2025 earnings released: EPS: US$1.49 (vs US$1.91 in 1Q 2024)First quarter 2025 results: EPS: US$1.49 (down from US$1.91 in 1Q 2024). Revenue: US$5.56b (down 7.2% from 1Q 2024). Net income: US$80.7m (down 26% from 1Q 2024). Profit margin: 1.5% (down from 1.8% in 1Q 2024). The decrease in margin was driven by lower revenue. Revenue is forecast to grow 1.7% p.a. on average during the next 3 years, compared to a 4.6% growth forecast for the Auto Components industry in the United Kingdom. Over the last 3 years on average, earnings per share has increased by 31% per year but the company’s share price has fallen by 14% per year, which means it is significantly lagging earnings.
공시 • Apr 05Lear Corporation, Annual General Meeting, May 16, 2025Lear Corporation, Annual General Meeting, May 16, 2025.
Declared Dividend • Feb 24Fourth quarter dividend of US$0.77 announcedDividend of US$0.77 is the same as last year. Ex-date: 6th March 2025 Payment date: 26th March 2025 Dividend yield will be 3.2%, which is higher than the industry average of 2.3%. Sustainability & Growth Dividend is well covered by both earnings (34% earnings payout ratio) and cash flows (29% cash payout ratio). The dividend has increased by an average of 14% per year over the past 10 years. However, payments have been volatile during that time. EPS is expected to grow by 98% over the next 3 years, which should provide support to the dividend and adequate earnings cover.
공시 • 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.
공시 • 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.
Reported Earnings • Feb 07Full year 2024 earnings released: EPS: US$8.97 (vs US$9.73 in FY 2023)Full year 2024 results: EPS: US$8.97 (down from US$9.73 in FY 2023). Revenue: US$23.3b (flat on FY 2023). Net income: US$506.6m (down 12% from FY 2023). Profit margin: 2.2% (down from 2.4% in FY 2023). Revenue is forecast to grow 1.2% p.a. on average during the next 3 years, compared to a 3.6% growth forecast for the Auto Components industry in the United Kingdom. Over the last 3 years on average, earnings per share has increased by 32% per year but the company’s share price has fallen by 17% per year, which means it is significantly lagging earnings.
공시 • 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.
공시 • 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.
Declared Dividend • Nov 25Third quarter dividend of US$0.77 announcedDividend of US$0.77 is the same as last year. Ex-date: 11th December 2024 Payment date: 30th December 2024 Dividend yield will be 3.1%, which is higher than the industry average of 2.3%. Sustainability & Growth Dividend is well covered by both earnings (32% earnings payout ratio) and cash flows (37% cash payout ratio). The dividend has increased by an average of 14% per year over the past 10 years. However, payments have been volatile during that time. EPS is expected to grow by 87% over the next 3 years, which should provide support to the dividend and adequate earnings cover.
공시 • 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.
공시 • 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.
New Risk • Oct 25New minor risk - Financial positionThe company has a high level of debt. Net debt to equity ratio: 42% This is considered a minor risk. Having a high level of debt increases the company's balance sheet risk. The company has a higher interest repayment burden, leading to the need to allocate a greater amount of its earnings towards servicing the debt, potentially limiting growth options or shareholder distributions. It can also increase the risk of bankruptcy if business conditions deteriorate enough that the company can no longer meet its debt obligations. Currently, the following risks have been identified for the company: Minor Risks High level of debt (42% net debt to equity). Unstable dividend paying track record with dividend experiencing an annual drop of over 20% in the past.
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 4.6% growth forecast for the Auto Components industry in the United Kingdom. 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 15% per year, which means it is significantly lagging earnings.
공시 • 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 announcedDividend of US$0.77 is the same as last year. Ex-date: 4th September 2024 Payment date: 23rd September 2024 Dividend yield will be 2.7%, 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.
공시 • 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.
공시 • 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$3.03 (vs US$2.85 in 2Q 2023)Second quarter 2024 results: EPS: US$3.03 (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 the United Kingdom. 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 10% per year, which means it is significantly lagging earnings.
공시 • 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.
공시 • 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: US$684k 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 (US$684k sold).
공시 • 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 announcedDividend of US$0.77 is the same as last year. Ex-date: 6th June 2024 Payment date: 25th June 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 (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.
공시 • 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 4.6% growth forecast for the Auto Components industry in the United Kingdom. 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 13% per year, which means it is significantly lagging earnings.
공시 • 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.
Buy Or Sell Opportunity • Apr 11Now 22% undervaluedOver the last 90 days, the stock has risen 4.2% to US$137. The fair value is estimated to be US$175, 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.
공시 • 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.
공시 • 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 British dividend payers (6.3%). Lower than average of industry peers (3.2%).
Declared Dividend • Feb 25Fourth quarter dividend of US$0.77 announcedDividend of US$0.77 is the same as last year. Ex-date: 7th March 2024 Payment date: 27th March 2024 Dividend yield will be 2.3%, 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.
공시 • 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 6.2% growth forecast for the Auto Components industry in the United Kingdom. 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 4% per year, which means it is significantly lagging earnings.
공시 • 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.
공시 • 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 British dividend payers (6.2%). Lower than average of industry peers (3.3%).
공시 • 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.
공시 • 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 6.0% p.a. on average during the next 3 years, compared to a 8.0% growth forecast for the Auto Components industry in the United Kingdom. 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 1% 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 British dividend payers (6.4%). Lower than average of industry peers (3.2%).
공시 • 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 US$1.9m worth of stockOn the 3rd of August, Frank Orsini sold around 12k shares on-market at roughly US$155 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 US$2.4m. Insiders have been net sellers, collectively disposing of US$11m 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 13% growth forecast for the Auto Components industry in the United Kingdom. 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 10% per year, which means it is significantly lagging earnings growth.
공시 • 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
공시 • 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 US$2.4m worth of stockOn the 16th of June, Raymond Scott sold around 17k shares on-market at roughly US$143 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 US$2.5m.
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 British dividend payers (5.9%). Lower than average of industry peers (3.2%).
공시 • 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 29First quarter 2023 earnings released: EPS: US$2.42 (vs US$0.82 in 1Q 2022)First quarter 2023 results: EPS: US$2.42 (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). The increase in margin was driven by higher revenue. Revenue is forecast to grow 7.6% p.a. on average during the next 3 years, compared to a 14% growth forecast for the Auto Components industry in the United Kingdom. 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 14% per year, which means it is well ahead of earnings.
Buying Opportunity • Apr 27Now 24% undervalued after recent price dropOver the last 90 days, the stock is down 11%. The fair value is estimated to be US$164, 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 7.2% per annum. Earnings is also forecast to grow by 26% per annum over the same time period.
Buying Opportunity • Apr 06Now 20% undervaluedThe stock has been flat over the last 90 days. The fair value is estimated to be US$173, 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.
Buying Opportunity • Mar 13Now 21% undervaluedThe stock has been flat over the last 90 days. The fair value is estimated to be US$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 23%. 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.
Recent Insider Transactions • Mar 09Insider recently sold US$1.1m worth of stockOn the 3rd of March, Carl Esposito sold around 8k shares on-market at roughly US$142 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 US$5.9m 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 British dividend payers (5.5%). Lower than average of industry peers (3.1%).
Recent Insider Transactions • Feb 25Senior VP & Chief Strategy Officer recently sold US$201k worth of stockOn the 23rd of February, Alicia Davis sold around 1k shares on-market at roughly US$145 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 US$4.7m more than they bought in the last 12 months.
공시 • 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.
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 16% growth forecast for the Auto Components industry in the United Kingdom. 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.
Recent Insider Transactions • Dec 06President recently sold US$69k worth of stockOn the 2nd of December, Raymond Scott sold around 500 shares on-market at roughly US$138 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 US$2.9m. Raymond has been a net seller over the last 12 months, reducing personal holdings by US$595k.
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 British dividend payers (5.7%). Lower than average of industry peers (3.5%).
Recent Insider Transactions • Nov 18Executive VP & President of Seating recently sold US$2.9m worth of stockOn the 14th of November, Frank Orsini sold around 20k shares on-market at roughly US$150 per share. This transaction amounted to 62% 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 US$4.4m more than they bought in the last 12 months.
Recent Insider Transactions • Nov 08Insider recently sold US$168k worth of stockOn the 3rd of November, Thomas DiDonato sold around 1k shares on-market at roughly US$129 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 US$1.4m 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 16% growth forecast for the Auto Components industry in the United Kingdom. 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 4% per year, which means it is well ahead of earnings.
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 British dividend payers (5.3%). Lower than average of industry peers (3.9%).
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 94% growth forecast for the industry in the United Kingdom. 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 9% per year, which means it is well ahead of earnings.
Valuation Update With 7 Day Price Move • Jul 21Investor sentiment improved over the past weekAfter last week's 16% share price gain to US$144, the stock trades at a forward P/E ratio of 15x. Average forward P/E is 11x in the Auto Components industry in Europe. Total returns to shareholders of 11% over the past three years.
Valuation Update With 7 Day Price Move • Jun 16Investor sentiment deteriorated over the past weekAfter last week's 16% share price decline to US$121, the stock trades at a forward P/E ratio of 14x. Average forward P/E is 11x in the Auto Components industry in Europe. Total loss to shareholders of 5.6% over the past three years.
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 British dividend payers (4.9%). Lower than average of industry peers (3.3%).
Recent Insider Transactions • May 26President recently sold US$526k worth of stockOn the 24th of May, Raymond Scott sold around 4k shares on-market at roughly US$131 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.
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 115% growth forecast for the industry in the United Kingdom. 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 2% per year, which means it has not declined as severely as earnings.
Valuation Update With 7 Day Price Move • Mar 08Investor sentiment deteriorated over the past weekAfter last week's 24% share price decline to US$131, the stock trades at a forward P/E ratio of 11x. Average forward P/E is 9x in the Auto Components industry in Europe. Total loss to shareholders of 10% over the past three years.
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 British dividend payers (4.6%). Lower than average of industry peers (3.1%).
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 84% growth forecast for the industry in the United Kingdom. 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 2% per year, which means it is well ahead of earnings.