Lear 과거 순이익 실적
과거 기준 점검 4/6
Lear은 연평균 5.8%의 비율로 수입이 증가해 온 반면, Auto Components 산업은 수입이 3.8% 증가했습니다. 매출은 연평균 4.8%의 비율로 증가했습니다. Lear의 자기자본이익률은 11.7%이고 순이익률은 2.2%입니다.
핵심 정보
5.84%
순이익 성장률
8.58%
주당순이익(EPS) 성장률
| Auto Components 산업 성장률 | 10.46% |
| 매출 성장률 | 4.84% |
| 자기자본이익률 | 11.70% |
| 순이익률 | 2.25% |
| 다음 순이익 업데이트 | 31 Jul 2026 |
최근 과거 실적 업데이트
Recent updates
내러티브 업데이트 • Jun 22
LEA: North America Production Upside Will Drive Future Earnings Leverage
Analysts have raised their average price target on Lear, reflecting modestly higher assumptions for revenue growth, profit margins and earnings multiples. This view is supported by recent research that highlights the company's leverage to potential North America auto production upside and updated auto supplier models following Q1 results.분석 기사 • Jun 21
Lear (LEA) Stock Could Be 4.3% Undervalued After Strong Quarterly Results
Lear (LEA) has attracted fresh attention as investors weigh mixed technical signals against much stronger recent financial results, with quarterly revenue up 4.72% and net profit growth above 100% drawing closer scrutiny to the stock. See our latest analysis for Lear. At a share price of $139.75, Lear has given investors a 17.56% 3 month share price return and a 57.5% 1 year total shareholder return. This suggests momentum has been building as recent earnings and mixed technical signals reset...내러티브 업데이트 • Jun 06
LEA: North America Auto Production Upside Will Drive Future Margin Leverage
Analysts have nudged the fair value estimate for Lear higher from $174.47 to $177.66, reflecting recent price target increases that highlight its North America auto production exposure and earnings leverage into 2027 and 2028. Analyst Commentary Recent Street research on Lear has leaned more constructive, with several bullish analysts updating their views and price targets after reviewing new data points on North America auto production and company fundamentals.
내러티브 업데이트 • May 23
LEA: Content Tailwinds And 2026 Cash Generation Will Shape Balanced Risk Reward
Analysts have slightly raised the price target on Lear to $146.0 to align with a modestly higher fair value estimate, citing updated sector models that, in their view, indicate favorable risk/reward and potential content tailwinds in auto supply through 2027. Analyst Commentary Recent research on Lear shows a mix of optimism and caution, with several price target changes in both directions and a fresh initiation of coverage.분석 기사 • May 12
Lear's (NYSE:LEA) Solid Earnings Have Been Accounted For Conservatively
Lear Corporation's ( NYSE:LEA ) solid earnings announcement recently didn't do much to the stock price. We did some...
내러티브 업데이트 • May 07
LEA: Interior Premiumization And 2026 Execution Will Drive Balanced Risk Profile
Analysts have raised the fair value estimate for Lear from $115 to $130 after updated research indicated slightly higher expectations for revenue growth and profit margins, supported by a series of recent price target adjustments across the Street. Analyst Commentary Recent research on Lear reflects a mixed tone, with several firms adjusting price targets both higher and lower over the past few months.Seeking Alpha • Apr 29
Lear: Not Ready To Buckle Up
Summary Lear (LEA) faces muted revenue growth in 2026 despite improved profitability and strong backlog diversification. LEA's financials remain robust with net leverage at 0.98x and high free cash flow conversion, but industry TAM stagnation limits upside. Guidance implies only 1.5% sales growth for 2025; a post-Q1 guidance raise is possible but sustained top-line acceleration is needed for re-rating. LEA trades at a discount to peers due to lower margins and growth prospects; current dividend yield is unremarkable for the sector. Read the full article on Seeking Alpha내러티브 업데이트 • Apr 18
LEA: Seating Premiumization And 2026 Execution Will Shape Balanced Risk Reward
Analysts have reduced the blended price target on Lear to $115 from $123, reflecting recent target cuts across several firms as they incorporate slightly higher discount rates, updated long term growth assumptions, and a lower future P/E multiple, while keeping revenue growth and profit margin inputs relatively steady. Analyst Commentary Recent research on Lear highlights a clear shift toward more conservative pricing assumptions, with several firms cutting price targets and embedding higher discount rates and lower future P/E multiples.내러티브 업데이트 • Apr 04
LEA: Seating Premiumization And 2026 Execution Will Likely Support Balanced Risk Reward
Narrative Update on Lear Analysts have made a modest downward adjustment to Lear's consolidated price target, trimming it by $5. Recent research balances earlier broad target increases with views that much of the company's growth potential is already reflected in the current valuation.내러티브 업데이트 • Mar 21
LEA: Premium Seating Strength Will Likely Meet But Not Exceed 2026 Outlook
The updated analyst price target for Lear is now $123. This reflects a recalibration of fair value as analysts highlight the company's vertical integration in seating, exposure to higher content per vehicle, and solid free cash flow and balance sheet strength, while also acknowledging that much of the growth potential is already reflected in the current valuation.내러티브 업데이트 • Mar 07
LEA: Future Margin Upside Will Rely On Automation And Premium Interiors
The analyst price target for Lear has shifted from $136 to about $174. Analysts attribute this change to the company's exposure to higher content per vehicle, interior premiumization, and an automation supported margin trajectory, which they cite as key reasons for the reset in expectations.내러티브 업데이트 • Feb 20
LEA: Automation Execution And 2026 Cash Generation Will Drive Balanced Risk Reward
The updated analyst price target for Lear has increased from $139.55 to $144.50, reflecting analysts' focus on the company's free cash flow profile, balance sheet, and automation-driven margin trajectory as cited in recent research. Analyst Commentary Recent research on Lear clusters around how its cash generation, balance sheet, and automation efforts might support the current valuation and future execution.분석 기사 • Feb 16
Lear's (NYSE:LEA) Dividend Will Be $0.77
The board of Lear Corporation ( NYSE:LEA ) has announced that it will pay a dividend on the 25th of March, with...내러티브 업데이트 • Feb 06
LEA: 2026 Execution And New Capacity Plans Will Shape Future Upside Risk Balance
Analysts have raised their price targets on Lear, supporting a higher fair value estimate of about $140. This mainly reflects updated assumptions for revenue growth, profit margins, the discount rate and future P/E multiples, based on the recent wave of target increases across major firms.분석 기사 • Jan 25
Lear Corporation's (NYSE:LEA) Subdued P/E Might Signal An Opportunity
Lear Corporation's ( NYSE:LEA ) price-to-earnings (or "P/E") ratio of 14.1x might make it look like a buy right now...내러티브 업데이트 • Jan 23
LEA: Buybacks And 2026 Execution On Margins And Cash Flow Will Guide Upside Potential
Narrative Update on Lear The updated analyst price target for Lear has moved higher by about US$9. Analysts point to company guidance for 2026 revenue and margin growth, improving EBIT comparisons and free cash flow, as well as refreshed post-earnings models as key reasons for the change.내러티브 업데이트 • Jan 08
LEA: 2026 Margin Execution Will Likely Lag Optimistic Guidance-Driven Expectations
Analysts have nudged their Lear price targets higher, with recent moves such as US$120 to US$125 and US$115 to US$117. These reflect updated models that factor in the company’s 2026 guidance for revenue and margin growth, improving EBIT comparisons, free cash flow trends and potential US onshoring benefits.분석 기사 • Jan 04
Is Lear (NYSE:LEA) Using Too Much Debt?
Howard Marks put it nicely when he said that, rather than worrying about share price volatility, 'The possibility of...내러티브 업데이트 • Dec 17
LEA: 2026 Margin Delivery Will Likely Disappoint Versus Rising Expectations
The analyst price target for Lear has been raised from $88 to $99, reflecting analysts' increased confidence in the company’s 2026 revenue and margin growth outlook, supported by improved sector demand and easing comparables. Analyst Commentary Recent Street research reflects a generally constructive outlook for Lear into 2026, with several firms lifting price targets on the back of the company’s revenue and margin guidance.내러티브 업데이트 • Dec 03
LEA: Buybacks And 2026 Margin Outlook Will Shape Risk Reward Balance
The analyst price target for Lear has increased by about $1, to roughly $119, as analysts factor in the company’s guidance for improving revenue and margins into 2026 and a more favorable risk-reward setup supported by stronger sector trends. Analyst Commentary Street research on Lear has turned incrementally more constructive, with several firms revising models to reflect the company’s updated 2026 outlook, while others remain cautious on execution risk and cyclical exposure.내러티브 업데이트 • Nov 19
LEA: Revenue Guidance And Share Buybacks Will Drive Returns Into 2026
Lear’s analyst price target increased modestly from $117.58 to $118.00, as analysts cited improving guidance for revenue and margins heading into 2026. They also noted a more favorable risk/reward profile following recent earnings updates.내러티브 업데이트 • Nov 04
LEA: Future Performance Will Reflect Shifting Auto Demand And Competitive Pressures
The analyst price target for Lear has increased by $1.67 to $117.58, as analysts point to improving risk and reward dynamics and the potential for stronger earnings growth in coming years. Analyst Commentary Recent research updates have highlighted a range of viewpoints on Lear's outlook, reflecting both optimism and caution among covering analysts.분석 기사 • Nov 03
Lear Corporation Just Missed Earnings - But Analysts Have Updated Their Models
It's been a good week for Lear Corporation ( NYSE:LEA ) shareholders, because the company has just released its latest...분석 기사 • Oct 25
Is There An Opportunity With Lear Corporation's (NYSE:LEA) 29% Undervaluation?
Key Insights The projected fair value for Lear is US$143 based on 2 Stage Free Cash Flow to Equity Lear is estimated to...내러티브 업데이트 • Oct 21
Analysts Split on Lear as Modest Valuation Uptick Follows Updated Guidance and New Partnerships
Analysts have modestly increased their fair value estimate for Lear to approximately $115.92. This update reflects expectations for stronger global light vehicle production and more favorable currency and commodity trends, despite slightly reduced profit margin and revenue growth forecasts.분석 기사 • Aug 18
Lear (NYSE:LEA) Is Due To Pay A Dividend Of $0.77
Lear Corporation ( NYSE:LEA ) will pay a dividend of $0.77 on the 23rd of September. This means the annual payment is...분석 기사 • Jun 29
Is There Now An Opportunity In Lear Corporation (NYSE:LEA)?
Lear Corporation ( NYSE:LEA ), might not be a large cap stock, but it led the NYSE gainers with a relatively large...Seeking Alpha • Apr 01
Lear: Liking The Long-Term, But Short Term Is Volatile
Summary Lear Corporation's fundamentals remain strong, but the impact of tariffs and potential production shifts necessitate a lowered price target from $160 to $150/share. Despite decent full-year results and a solid sales backlog, uncertainties around tariffs and production costs present significant risks to short-term performance. Lear's valuation is attractive at below 7x P/E, but the complexities of tariff impacts and production moves make forecasting challenging. I maintain a "Buy" rating for Lear, emphasizing diversification and considering peers like Aptiv PLC and Magna for a balanced investment strategy. Read the full article on Seeking AlphaSeeking Alpha • Jan 14
Lear Likely To Have A Long-Term Outperformance Potential
Summary Lear Corporation, a key player in the automotive seating market, is undervalued and has strong fundamentals, making it an attractive long-term investment. Despite industry challenges, Lear's innovation, market position, and high switching costs for customers create a significant economic moat. LEA shows solid growth in premium vehicle segments and automotive electronics, with a conservative upside of at least 15% annualized returns. With a price target of $160/share, Lear is a "Buy" due to its investment-grade credit rating, well-covered dividend, and realistic earnings growth potential. Read the full article on Seeking AlphaSeeking Alpha • Oct 29
Lear Corporation: Undervalued With Significant Upside Potential
Summary Lear Corporation, an automotive technology company, is undervalued due to short-term market concerns, presenting a potential investment opportunity with 46 to 63% upside to fair value. Lear is a market leader with a narrow economic moat in the Seating segment (74% of revenues), while E-Systems segment lacks a moat but benefits from electrification tailwinds. Financially robust with a BBB credit rating, Lear rewards shareholders through dividends and share buybacks, despite revising down the 2024 revenue outlook due to industry pressures. A deep In-The-Money Call option strategy offers significant leverage with limited downside risk compared to a stock position, potentially yielding 145% return by April 2025 if stock reaches $145. Read the full article on Seeking AlphaSeeking Alpha • Sep 26
Lear Corporation: From Overvalued To Undervalued - Now It's A Buy
Summary Lear Corporation is fundamentally attractive, with an investment-grade credit rating, low debt, and a well-covered 2.8% dividend yield. The company operates in two segments, Seating and E-Systems, and has a strong global presence with over 186,000 employees. Despite cyclicality, Lear's valuation is currently low, offering significant upside potential based on earnings growth and margin improvement. Lear fulfills my five investment criteria, making it a "Buy" due to its quality, safety, conservative management, and realistic growth prospects. Read the full article on Seeking Alpha매출 및 비용 세부 내역
매출 및 비용 세부 내역
Lear가 돈을 벌고 사용하는 방법. 최근 발표된 LTM 실적 기준.
순이익 및 매출 추이
| 날짜 | 매출 | 순이익 | 일반관리비 | 연구개발비 |
|---|---|---|---|---|
| 04 Apr 26 | 23,522 | 528 | 697 | 0 |
| 31 Dec 25 | 23,259 | 437 | 679 | 0 |
| 27 Sep 25 | 22,985 | 442 | 687 | 0 |
| 28 Jun 25 | 22,890 | 470 | 689 | 0 |
| 29 Mar 25 | 22,872 | 478 | 675 | 0 |
| 31 Dec 24 | 23,306 | 507 | 690 | 0 |
| 28 Sep 24 | 23,433 | 546 | 683 | 0 |
| 29 Jun 24 | 23,629 | 543 | 695 | 0 |
| 30 Mar 24 | 23,616 | 539 | 701 | 0 |
| 31 Dec 23 | 23,467 | 573 | 696 | 0 |
| 30 Sep 23 | 22,997 | 563 | 694 | 0 |
| 01 Jul 23 | 22,457 | 522 | 672 | 0 |
| 01 Apr 23 | 21,529 | 422 | 654 | 0 |
| 31 Dec 22 | 20,892 | 328 | 653 | 0 |
| 01 Oct 22 | 20,400 | 232 | 594 | 0 |
| 02 Jul 22 | 19,427 | 113 | 598 | 0 |
| 02 Apr 22 | 19,117 | 220 | 609 | 0 |
| 31 Dec 21 | 19,263 | 374 | 604 | 0 |
| 02 Oct 21 | 19,627 | 554 | 633 | 0 |
| 03 Jul 21 | 20,258 | 755 | 618 | 0 |
| 03 Apr 21 | 17,942 | 286 | 596 | 0 |
| 31 Dec 20 | 17,046 | 159 | 573 | 0 |
| 03 Oct 20 | 16,620 | 109 | 582 | 0 |
| 04 Jul 20 | 16,545 | 155 | 576 | 0 |
| 04 Apr 20 | 19,108 | 630 | 582 | 0 |
| 31 Dec 19 | 19,810 | 790 | 587 | 0 |
| 28 Sep 19 | 19,935 | 856 | 574 | 0 |
| 29 Jun 19 | 20,002 | 886 | 565 | 0 |
| 30 Mar 19 | 20,575 | 1,027 | 582 | 0 |
| 31 Dec 18 | 21,149 | 1,139 | 589 | 0 |
| 29 Sep 18 | 21,570 | 1,318 | 609 | 0 |
| 30 Jun 18 | 21,660 | 1,341 | 634 | 0 |
| 31 Mar 18 | 21,202 | 1,330 | 618 | 0 |
| 31 Dec 17 | 20,467 | 1,288 | 618 | 0 |
| 30 Sep 17 | 19,747 | 1,120 | 628 | 0 |
| 01 Jul 17 | 19,292 | 1,062 | 623 | 0 |
| 01 Apr 17 | 18,893 | 1,033 | 620 | 0 |
| 31 Dec 16 | 18,558 | 975 | 600 | 0 |
| 01 Oct 16 | 18,639 | 981 | 570 | 0 |
| 02 Jul 16 | 18,443 | 947 | 554 | 0 |
| 02 Apr 16 | 18,353 | 847 | 551 | 0 |
| 31 Dec 15 | 18,211 | 746 | 562 | 0 |
| 26 Sep 15 | 18,037 | 772 | 549 | 0 |
| 27 Jun 15 | 17,939 | 731 | 539 | 0 |
양질의 수익: LEA는 $225.1M 규모의 큰 일회성 손실이 있어 4th April, 2026까지 지난 12개월 재무 결과에 영향을 미쳤습니다.
이익 마진 증가: LEA의 현재 순 이익률 (2.2%)은 지난해 (2.1%)보다 높습니다.
잉여현금흐름 대비 순이익 분석
과거 순이익 성장 분석
수익추이: LEA의 수익은 지난 5년 동안 연평균 5.8% 증가했습니다.
성장 가속화: 지난 1년간 LEA 의 수익 증가율(10.7%)은 연간 평균(5.8%)을 초과합니다.
수익 대 산업: LEA의 지난 1년 수익 증가율(10.7%)은 Auto Components 업계의 10.7%를 상회했습니다.
자기자본이익률
높은 ROE: LEA의 자본 수익률(11.7%)은 낮음으로 평가됩니다.
총자산이익률
투하자본수익률
우수한 과거 실적 기업을 찾아보세요
기업 분석 및 재무 데이터 상태
| 데이터 | 최종 업데이트 (UTC 시간) |
|---|---|
| 기업 분석 | 2026/06/26 23:11 |
| 종가 | 2026/06/26 00:00 |
| 수익 | 2026/04/04 |
| 연간 수익 | 2025/12/31 |
데이터 소스
당사의 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.
| 패키지 | 데이터 | 기간 | 미국 소스 예시 * |
|---|---|---|---|
| 기업 재무제표 | 10년 |
| |
| 분석가 컨센서스 추정치 | +3년 |
|
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| 시장 가격 | 30년 |
| |
| 지분 구조 | 10년 |
| |
| 경영진 | 10년 |
| |
| 주요 개발 | 10년 |
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* 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 스노우플레이크
이 보고서를 생성하는 데 사용된 분석 모델에 대한 세부 정보는 당사의 Github 페이지에서 확인하실 수 있으며, 보고서 활용 방법에 대한 가이드와 YouTube 튜토리얼도 제공하고 있습니다.
Simply Wall St 분석 모델을 설계하고 구축한 세계적 수준의 팀에 대해 알아보세요.
산업 및 섹터 지표
산업 및 섹터 지표는 Simply Wall St가 6시간마다 계산하며, 프로세스에 대한 자세한 내용은 Github에서 확인할 수 있습니다.
분석가 소스
Lear Corporation는 32명의 분석가가 다루고 있습니다. 이 중 14명의 분석가가 우리 보고서에 입력 데이터로 사용되는 매출 또는 수익 추정치를 제출했습니다. 분석가의 제출 자료는 하루 종일 업데이트됩니다.
| 분석가 | 기관 |
|---|---|
| null null | Argus Research Company |
| David Leiker | Baird |
| Brian Johnson | Barclays |