Lear (LEA) Aktievy
Lear Corporation designar, utvecklar, konstruerar, tillverkar, monterar och levererar bilsäten, elektriska distributionssystem och tillhörande komponenter till fordonstillverkare i Nordamerika, Europa, Afrika, Asien och Sydamerika. Mer information
| Snöflinga Score | |
|---|---|
| Värdering | 5/6 |
| Framtida tillväxt | 3/6 |
| Tidigare resultat | 4/6 |
| Finansiell hälsa | 5/6 |
| Utdelningar | 4/6 |
Belöningar
Riskanalys
LEA Community Fair Values
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Analyst Price Targets
Lear Corporation Konkurrenter
Prishistorik och prestanda
| Historiska aktiekurser | |
|---|---|
| Aktuell aktiekurs | US$145.16 |
| 52 veckors högsta | US$150.33 |
| 52 veckors lägsta | US$89.30 |
| Beta | 1.25 |
| 1 månads förändring | 5.49% |
| 3 månaders förändring | 27.15% |
| 1 års förändring | 60.36% |
| 3 års förändring | 1.47% |
| 5 års förändring | -14.36% |
| Förändring sedan börsintroduktionen | 416.12% |
Senaste nyheter och uppdateringar
Uppdatering av berättelse • 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.
Uppdatering av berättelse • 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.Recent updates
Uppdatering av berättelse • 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.Uppdatering av berättelse • 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.Analysartikel • 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...
Uppdatering av berättelse • 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 AlphaUppdatering av berättelse • 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.Uppdatering av berättelse • 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.Uppdatering av berättelse • 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.Uppdatering av berättelse • 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.Uppdatering av berättelse • 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.Analysartikel • 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...Uppdatering av berättelse • 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.Analysartikel • 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...Uppdatering av berättelse • 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.Uppdatering av berättelse • 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.Analysartikel • 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...Uppdatering av berättelse • 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.Uppdatering av berättelse • 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.Uppdatering av berättelse • 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.Uppdatering av berättelse • 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.Analysartikel • 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...Analysartikel • 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...Uppdatering av berättelse • 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.Analysartikel • 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...Analysartikel • Jun 29
Is There Now An Opportunity In Lear Corporation (NYSE:LEA)?
Lear Corporation ( NYSE:LEA ), might not be a large cap stock, but it led the NYSE gainers with a relatively large...Seeking Alpha • Apr 01
Lear: Liking The Long-Term, But Short Term Is Volatile
Summary Lear Corporation's fundamentals remain strong, but the impact of tariffs and potential production shifts necessitate a lowered price target from $160 to $150/share. Despite decent full-year results and a solid sales backlog, uncertainties around tariffs and production costs present significant risks to short-term performance. Lear's valuation is attractive at below 7x P/E, but the complexities of tariff impacts and production moves make forecasting challenging. I maintain a "Buy" rating for Lear, emphasizing diversification and considering peers like Aptiv PLC and Magna for a balanced investment strategy. Read the full article on Seeking AlphaSeeking Alpha • Jan 14
Lear Likely To Have A Long-Term Outperformance Potential
Summary Lear Corporation, a key player in the automotive seating market, is undervalued and has strong fundamentals, making it an attractive long-term investment. Despite industry challenges, Lear's innovation, market position, and high switching costs for customers create a significant economic moat. LEA shows solid growth in premium vehicle segments and automotive electronics, with a conservative upside of at least 15% annualized returns. With a price target of $160/share, Lear is a "Buy" due to its investment-grade credit rating, well-covered dividend, and realistic earnings growth potential. Read the full article on Seeking AlphaSeeking Alpha • Oct 29
Lear Corporation: Undervalued With Significant Upside Potential
Summary Lear Corporation, an automotive technology company, is undervalued due to short-term market concerns, presenting a potential investment opportunity with 46 to 63% upside to fair value. Lear is a market leader with a narrow economic moat in the Seating segment (74% of revenues), while E-Systems segment lacks a moat but benefits from electrification tailwinds. Financially robust with a BBB credit rating, Lear rewards shareholders through dividends and share buybacks, despite revising down the 2024 revenue outlook due to industry pressures. A deep In-The-Money Call option strategy offers significant leverage with limited downside risk compared to a stock position, potentially yielding 145% return by April 2025 if stock reaches $145. Read the full article on Seeking AlphaSeeking Alpha • Sep 26
Lear Corporation: From Overvalued To Undervalued - Now It's A Buy
Summary Lear Corporation is fundamentally attractive, with an investment-grade credit rating, low debt, and a well-covered 2.8% dividend yield. The company operates in two segments, Seating and E-Systems, and has a strong global presence with over 186,000 employees. Despite cyclicality, Lear's valuation is currently low, offering significant upside potential based on earnings growth and margin improvement. Lear fulfills my five investment criteria, making it a "Buy" due to its quality, safety, conservative management, and realistic growth prospects. Read the full article on Seeking Alpha
Ny berättelse • Aug 28
Innovative Seating And Automation Strategies Poised To Boost Margins And Global Market Share
Lear's innovative focus, including the acquisition of WIP Industrial Automation, is aimed at enhancing manufacturing efficiencies, likely improving margins and competitive stance.Aktieägarnas avkastning
| LEA | US Auto Components | US Marknad | |
|---|---|---|---|
| 7D | 2.6% | -4.9% | -2.4% |
| 1Y | 60.4% | 13.2% | 21.5% |
Avkastning vs industri: LEA översteg US Auto Components branschen som gav 13.2 % under det senaste året.
Avkastning vs Marknaden: LEA översteg US marknaden som gav 21.5 % under det senaste året.
Prisvolatilitet
| LEA volatility | |
|---|---|
| LEA Average Weekly Movement | 5.1% |
| Auto Components Industry Average Movement | 7.1% |
| Market Average Movement | 7.3% |
| 10% most volatile stocks in US Market | 16.7% |
| 10% least volatile stocks in US Market | 3.1% |
Stabil aktiekurs: LEA har inte haft någon betydande prisvolatilitet under de senaste 3 månaderna jämfört med marknaden för US.
Volatilitet över tid: LEA s veckovolatilitet ( 5% ) har varit stabil under det senaste året.
Om företaget
| Grundad | Anställda | VD OCH KONCERNCHEF | Webbplats |
|---|---|---|---|
| 1917 | 164,300 | Ray Scott | www.lear.com |
Lear Corporation designar, utvecklar, konstruerar, tillverkar, monterar och levererar fordonssäten, elektriska distributionssystem och relaterade komponenter till fordonstillverkare i Nordamerika, Europa, Afrika, Asien och Sydamerika. Segmentet Seating erbjuder sätessystem, komponenter till nyckelstolar, klädselöverdrag, sätesmekanismer, system för termisk komfort såsom sätesvärme, ventilation, aktiv kylning, pneumatiska ländryggs- och massageprodukter, sätesdämpning och nackstöd, samt ytmaterial såsom läder och tyg för lätta lastbilar, kompakta bilar, pickuper och sportbilar. Bolagets segment E-Systems tillhandahåller elektriska distributions- och anslutningssystem som leder elektriska signaler och nätverk samt hanterar elektrisk kraft i fordonet för olika drivlinor.
Lear Corporation Sammanfattning av grunderna
| LEA grundläggande statistik | |
|---|---|
| Börsvärde | US$7.26b |
| Vinst(TTM) | US$528.40m |
| Intäkter(TTM) | US$23.52b |
13.8x
P/E-förhållande0.3x
P/S-förhållandeÄr LEA övervärderat?
Se Verkligt värde och värderingsanalysResultat & intäkter
| LEA resultaträkning (TTM) | |
|---|---|
| Intäkter | US$23.52b |
| Kostnad för intäkter | US$21.73b |
| Bruttovinst | US$1.79b |
| Övriga kostnader | US$1.27b |
| Intäkter | US$528.40m |
Senast redovisade vinst
Apr 04, 2026
Nästa vinstdatum
n/a
| Vinst per aktie (EPS) | 10.55 |
| Bruttomarginal | 7.63% |
| Nettovinstmarginal | 2.25% |
| Skuld/egenkapitalförhållande | 52.0% |
Hur har LEA utvecklats på lång sikt?
Se historisk utveckling och jämförelseUtdelningar
2.1%
Aktuell utdelningsavkastning31%
UtbetalningskvotGer LEA en tillförlitlig utdelning?
Se LEA utdelningshistorik och jämförelsetal| Lear datum för utdelning | |
|---|---|
| Ex utdelningsdag | Jun 03 2026 |
| Utbetalningsdag för utdelning | Jun 23 2026 |
| Dagar till Ex-utdelning | 10 days |
| Dagar till utdelningsdag | 10 days |
Ger LEA en tillförlitlig utdelning?
Se LEA utdelningshistorik och jämförelsetalFöretagsanalys och finansiella data Status
| Uppgifter | Senast uppdaterad (UTC-tid) |
|---|---|
| Analys av företag | 2026/06/12 00:10 |
| Aktiekurs vid dagens slut | 2026/06/12 00:00 |
| Intäkter | 2026/04/04 |
| Årlig intjäning | 2025/12/31 |
Datakällor
Den data som används i vår företagsanalys kommer från S&P Global Market Intelligence LLC. Följande data används i vår analysmodell för att generera denna rapport. Data är normaliserade vilket kan medföra en fördröjning från det att källan är tillgänglig.
| Paket | Uppgifter | Tidsram | Exempel US-källa |
|---|---|---|---|
| Företagets finansiella ställning | 10 år |
| |
| Analytikernas konsensusuppskattningar | +3 år |
|
|
| Marknadspriser | 30 år |
| |
| Ägarskap | 10 år |
| |
| Förvaltning | 10 år |
| |
| Viktiga utvecklingstendenser | 10 år |
|
* Exempel för amerikanska värdepapper, för icke-amerikanska värdepapper används motsvarande regelverk och källor.
Om inget annat anges är all finansiell data baserad på en årsperiod men uppdateras kvartalsvis. Detta kallas data för efterföljande tolv månader (TTM) eller senaste tolv månader (LTM). Lär dig mer om detta.
Analysmodell och snöflinga
Detaljer om analysmodellen som användes för att skapa den här rapporten finns på vår Github-sida, vi har också guider om hur du använder våra rapporter och tutorials på Youtube.
Lär dig mer om det team i världsklass som utformade och byggde analysmodellen Simply Wall St.
Industri- och sektormått
Våra bransch- och sektionsmått beräknas var sjätte timme av Simply Wall St, detaljer om vår process finns tillgängliga på Github.
Källor för analytiker
Lear Corporation bevakas av 32 analytiker. 14 av dessa analytiker lämnade de uppskattningar av intäkter eller resultat som användes som indata till vår rapport. Analytikernas inskickade estimat uppdateras löpande under dagen.
| Analytiker | Institution |
|---|---|
| null null | Argus Research Company |
| David Leiker | Baird |
| Brian Johnson | Barclays |