Lear Corporation

NYSE:LEA Aktierapport

Börsvärde: US$6.5b

Lear Förvaltning

Förvaltning kriterier kontrolleras 3/4

Lear VD är Ray Scott, utsedd i Mar 2018, har en mandatperiod på 8.17 år. totala årliga ersättningen är $ 18.89M, bestående av 7.3% lön 92.7% bonusar, inklusive företagsaktier och optioner. äger direkt 0.2% av företagets aktier, värda $ 12.96M. Den genomsnittliga mandatperioden för ledningsgruppen och styrelsen är 5.3 år respektive 8.2 år.

Viktig information

Ray Scott

Verkställande direktör

US$18.9m

Total ersättning

VD-lön i procent7.25%
Anställning som VD8.2yrs
Ägande av VD0.2%
Ledningens genomsnittliga anställningstid5.3yrs
Styrelsens genomsnittliga mandatperiod8.2yrs

Senaste uppdateringar av ledningen

Recent updates

Lear: Not Ready To Buckle Up

Apr 29

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.

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.

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.

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.

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.

Lear's (NYSE:LEA) Dividend Will Be $0.77

Feb 16
Lear's (NYSE:LEA) Dividend Will Be $0.77

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.

Lear Corporation's (NYSE:LEA) Subdued P/E Might Signal An Opportunity

Jan 25
Lear Corporation's (NYSE:LEA) Subdued P/E Might Signal An Opportunity

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.

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.

Is Lear (NYSE:LEA) Using Too Much Debt?

Jan 04
Is Lear (NYSE:LEA) Using Too Much Debt?

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.

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.

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.

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.

Lear Corporation Just Missed Earnings - But Analysts Have Updated Their Models

Nov 03
Lear Corporation Just Missed Earnings - But Analysts Have Updated Their Models

Is There An Opportunity With Lear Corporation's (NYSE:LEA) 29% Undervaluation?

Oct 25
Is There An Opportunity With Lear Corporation's (NYSE:LEA) 29% Undervaluation?

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.

Lear (NYSE:LEA) Is Due To Pay A Dividend Of $0.77

Aug 18
Lear (NYSE:LEA) Is Due To Pay A Dividend Of $0.77

Is There Now An Opportunity In Lear Corporation (NYSE:LEA)?

Jun 29
Is There Now An Opportunity In Lear Corporation (NYSE:LEA)?

Lear (NYSE:LEA) Will Pay A Dividend Of $0.77

May 22
Lear (NYSE:LEA) Will Pay A Dividend Of $0.77

There May Be Some Bright Spots In Lear's (NYSE:LEA) Earnings

May 16
There May Be Some Bright Spots In Lear's (NYSE:LEA) Earnings

Lear: Liking The Long-Term, But Short Term Is Volatile

Apr 01

Lear Likely To Have A Long-Term Outperformance Potential

Jan 14

Lear Corporation: Undervalued With Significant Upside Potential

Oct 29

Lear Corporation: From Overvalued To Undervalued - Now It's A Buy

Sep 26
User avatar

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.

Analys av ersättningar till VD

Hur har Ray Scott:s ersättning förändrats jämfört med Lear:s resultat?
DatumTotal ersättningLönFöretagets resultat
Apr 04 2026n/an/a

US$528m

Dec 31 2025US$19mUS$1m

US$437m

Sep 27 2025n/an/a

US$442m

Jun 28 2025n/an/a

US$470m

Mar 29 2025n/an/a

US$478m

Dec 31 2024US$17mUS$1m

US$507m

Sep 28 2024n/an/a

US$546m

Jun 29 2024n/an/a

US$543m

Mar 30 2024n/an/a

US$539m

Dec 31 2023US$19mUS$1m

US$573m

Sep 30 2023n/an/a

US$563m

Jul 01 2023n/an/a

US$522m

Apr 01 2023n/an/a

US$422m

Dec 31 2022US$15mUS$1m

US$328m

Oct 01 2022n/an/a

US$232m

Jul 02 2022n/an/a

US$113m

Apr 02 2022n/an/a

US$220m

Dec 31 2021US$13mUS$1m

US$374m

Oct 02 2021n/an/a

US$554m

Jul 03 2021n/an/a

US$755m

Apr 03 2021n/an/a

US$286m

Dec 31 2020US$15mUS$1m

US$159m

Oct 03 2020n/an/a

US$109m

Jul 04 2020n/an/a

US$155m

Apr 04 2020n/an/a

US$630m

Dec 31 2019US$14mUS$1m

US$790m

Ersättning vs marknad: Ray s total kompensation ($USD 18.89M ) är över genomsnittet för företag av liknande storlek på US marknaden ($USD 8.55M ).

Ersättning vs inkomst: Ersättningen från Ray har varit i linje med företagets resultat under det senaste året.


VD OCH KONCERNCHEF

Ray Scott (60 yo)

8.2yrs
Anställning
US$18,889,998
Kompensation

Mr. Raymond E. Scott, Jr. also known as Ray, is Independent Director of Penske Automotive Group, Inc. from May 14, 2025. He serves as President, Chief Executive Officer and Director at Lear Corporation sin...


Ledningsgrupp

NamnPositionAnställningKompensationÄgarskap
Raymond Scott
President8.2yrsUS$18.89m0.20%
$ 13.0m
Jason Cardew
Senior VP & CFO6.5yrsUS$6.30m0.045%
$ 3.0m
Harry Kemp
Senior VP & Chief Administrative Officer3.3yrsUS$4.30m0.035%
$ 2.3m
Frank Orsini
Executive VP & President of Seating14.6yrsUS$6.69m0.034%
$ 2.2m
Nicholas Roelli
Senior VP & President of E-Systems2yrsUS$3.26m0.0093%
$ 606.8k
Amy Doyle
VP & Chief Accounting Officer9yrsinga uppgifter0.0051%
$ 329.7k
Marianne Vidershain
VP, Treasurer & Head of Investor Relations5.3yrsinga uppgifter0.0037%
$ 241.9k
Amanda Pontes
VP, General Counsel & Corporate Secretary1.2yrsinga uppgifteringa uppgifter
Katya Pruett
Vice President of Global Marketing & Communications3.3yrsinga uppgifteringa uppgifter
Rashida Thomas
Chief Diversity Officer & Director of Talent Management8yrsinga uppgifteringa uppgifter
Alicia Davis
Senior VP & Chief Strategy Officer5yrsUS$2.82m0.020%
$ 1.3m
Tim Brumbaugh
Vice President of Investor Relationsno datainga uppgifteringa uppgifter
5.3yrs
Genomsnittlig anställningstid
53.5yo
Genomsnittlig ålder

Erfaren ledning: LEA s ledningsgrupp är erfaren och erfaren ( 5.3 års genomsnittlig anställning).


Styrelseledamöter

NamnPositionAnställningKompensationÄgarskap
Raymond Scott
President8.2yrsUS$18.89m0.20%
$ 13.0m
Jonathan Foster
Independent Director16.5yrsUS$309.93k0.028%
$ 1.8m
Kathleen Ligocki
Independent Director13.7yrsUS$309.93k0.0078%
$ 505.3k
Gregory Smith
Independent Non-Executive Chairman16.5yrsUS$509.91k0.032%
$ 2.1m
Conrad Mallett
Independent Director23.8yrsUS$334.93k0.00021%
$ 13.7k
Roger Krone
Independent Director5.5yrsUS$309.93k0.0043%
$ 282.9k
Bradley Halverson
Independent Director5.9yrsUS$339.93k0.013%
$ 819.5k
Rod Lache
Independent Director1.8yrsUS$309.93k0.0067%
$ 439.0k
Mary Jepsen
Independent Director10.2yrsUS$309.93k0.022%
$ 1.4m
Julian Blissett
Independent Director1.3yrsUS$342.34k0.00074%
$ 48.1k
Patricia Lewis
Independent Director5.5yrsUS$334.93k0.011%
$ 717.4k
8.2yrs
Genomsnittlig anställningstid
64yo
Genomsnittlig ålder

Erfaren styrelse: LEA s styrelse anses vara erfaren ( 8.2 års genomsnittlig mandatperiod).


Företagsanalys och finansiella data Status

UppgifterSenast uppdaterad (UTC-tid)
Analys av företag2026/05/05 13:54
Aktiekurs vid dagens slut2026/05/05 00:00
Intäkter2026/04/04
Årlig intjäning2025/12/31

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.

PaketUppgifterTidsramExempel US-källa
Företagets finansiella ställning10 år
  • Resultaträkning
  • Kassaflödesanalys
  • Balansräkning
Analytikernas konsensusuppskattningar+3 år
  • Prognos för finansiella poster
  • Analytikernas prismål
Marknadspriser30 år
  • Aktiekurser
  • Utdelningar, splittar och åtgärder
Ägarskap10 år
  • Största aktieägare
  • Insiderhandel
Förvaltning10 år
  • Ledningsgrupp
  • Styrelse och verkställande direktörer
Viktiga utvecklingstendenser10 år
  • Företagsmeddelanden

* 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 33 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.

AnalytikerInstitution
null nullArgus Research Company
David LeikerBaird
Dan LevyBarclays